FSPR10017020904

For HDFCSL Unit Linked Products only Branch Name:

Received at branch on:
Fund Switch & Premium Redirection
(Please use a separate request form for each policy) Received by:

PERSONAL DETAILS

Policy Number:
(First Name) (Middle Name) (Last Name)
Policyholder’s name:

Mobile Number: Telephone No:

(STD Code)

Mobile number or any one of the landline phone number is mandatory. Kindly submit the request form at our local branch office.

DECLARATIONS
I would like to request that my CURRENT fund holdings for the above policy number be invested in the proportion as
mentioned below (Fund Switch)
I would like to request that my FUTURE premiums for the above policy number be invested in the proportion as
mentioned below (Premium Redirection)
FUND SWITCH * PREMIUM REDIRECTION **
Fund Options New Percentage New Percentage
Liquid Fund / Liquid Fund II
Stable Managed Fund / Stable Managed Fund II
Secure Managed Fund / Secure Managed Fund II
Defensive Managed Fund / Defensive Managed Fund II
Balanced Managed Fund / Balanced Managed Fund II
Equity Managed Fund / Equity Managed Fund II
Growth Fund / Growth Fund II
TOTAL 100% 100%

• Fund Switch*: This allows you rebalance your investments as per your risk profile and needs. This will not, however, redirect your future
regular premiums automatically.
• Premium Redirection**: This allows you redirect your future regular premiums into a different allocation pattern than your current
allocation pattern as per your risk profile and needs. This will not, however, rebalance your current investments.
• Request for fund switch/Premium Redirection is acceptable subject to cut-off rules as defined by HDFC Standard Life Insurance Co. Ltd.
• In case of Premium redirection, the change will be applicable for all future regular premiums from the date request is received.
• As per IRDA guidelines, you may not be allowed to invest more than 10% in the liquid fund. Please check your policy schedule if your
policy has this restriction.
• In case a prior unit allocation (i.e. fund transaction) is pending, your current request for Fund Switch or Top Up will be processed on the
successive working day
• Fund series (I or II) is product specific. For further details kindly refer to the terms and conditions in your policy document.
I confirm having read all the relevant policy provisions before making this application and having understood them and
its consequences.

Policy Holder’s Signature: ______________________________________________________ Date: ___________________

Policy Holder Name: _______________________________________________________

CUSTOMER ACKNOWLEDGEMENT COPY (FUND SWITCH / PREMIUM REDIRECTION)

‰ Fund Switch Policy Number: Policyholder name:

‰ Premium Redirection Branch: Date & time stamp:

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Declaration to be made by a third person where:

o The life assured has affixed his/her thumb impression; OR

o The life assured has signed in vernacular; OR
o The life assured has not filled the application.

I hereby declare that I have explained the contents of this application form to the life to be assured in ______________________
language and have truthfully recorded the answers provided to me. I further declare that the life to be assured has signed/affixed
his/her thumb impression in my presence

Declarant Signature: ____________________________________________ Date: ___________________

Declarant Address _________________________________________________________________________

INVESTMENT PATTERN UNDER EACH FUND (Applicable for Fund series I only)

INVESTMENT PATTERN UNDER EACH FUND (Applicable for Fund series II only)

Online
‰ Visit www.hdfcinsurance.com and do online transactions like premium payment, fund switch, premium redirection and lots
more at a click of a mouse. Register Online Now! It is available free of cost.
‰ For more details, call us toll free at 1800-228-228 / 1800-209-7777 (Any phone) OR Email us at service@hdfcinsurance.com.
‰ HDFC Standard Life Insurance Company Limited
Regd. Office: Ramon House, H.T.Parekh Marg, 169, Backbay Reclamation, Churchgate, Mumbai-400020.

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