Financially Speaking: Subhankar Sengupta, Ilika Tyagi, and Minakshi Todi on Financial Planning

General
Policy Types
Premiums and Payments
Claim and Beneficiary

How to do a Fund Switch

Answer

Fund Switch is an option available under a Unit Linked Policy where you can move some or all your Fund Units from an existing Fund into one or more Funds available under the plan.

So, how do I switch funds?

EMAIL US:

Click here to download the fund switch form.
Fill up all the details asked for in the form.
Email it to us at customer.first@indiafirstlife.com from your registered email ID to request a Fund Switch.

CALL US:

Call us on our toll free number – 1800 209 8700 from your registered phone number

VISIT US:

Walk in to any of our IndiaFirst Life, Bank of Baroda or UBI branches and submit the Fund Switch Request.
Click here to download the Fund Switch Form.

POST OR COURIER:

You may send the duly filled Fund Switch form to the below address:

IndiaFirst Life Insurance Company Ltd
12th and 13th Floor, North [C] wing, Tower 4,
Nesco IT Park, Nesco Center,
Western Express Highway,
Goregaon (East), Mumbai – 400063.

How to Update Mailing Address?

Answer

You would be required to review and change your contact details in case:

You’ve moved to a new house and therefore, want to change your address for correspondence/mailing
You’ve changed your contact number or email ID and therefore, want to update it in the system
There is an error in the contact details mentioned on records

The process to get your address changed is as follows:

EMAIL US:

Please email us the duly signed Change Request Form to customer.first@indiafirstlife.com along with a self - attested copy of the address proof.
Click here to view the list of acceptable address proofs
Don’t forget to mention your policy number in the email.

MAIL/COURIER:

Write to us or submit a duly signed Change Request Form along with a self -attested copy of any of the address proofs.
Click here to view the list of acceptable address proofs.
Send it to us on the address mentioned below:

IndiaFirst Life Insurance Company Ltd
12th and 13th Floor, North [C] wing, Tower 4,
Nesco IT Park, Nesco Center,
Western Express Highway,
Goregaon (East), Mumbai – 400063.

LIST OF ACCEPTABLE ADDRESS PROOFS AS PER AML GUIDELINES

Aadhaar Card
Passport
Ration card
Voter’s ID card (with address)
Utility Bills (Mobile, Landline, Electricity Bill, Gas Bill), not older than two months
Bank account statement with permanent/present residence address visible, not older than two months
Registered sale agreement copy (residence) or Valid lease/leave-and-license agreement along with a rent receipt.
Employer’s certificate as a proof of residence
Bank passbook displaying current address
Post office savings account passbook displaying current address

How to Update Mobile Number/Email ID?

Answer

ONLINE:

To update your contact details through our website click here.

CALL US:

On our toll-free number: 1800-209-8700
Our customer care executive will guide you through the process

EMAIL US:

Email us on customer.first@indiafirstlife.com from your registered email ID with a copy of your request letter, duly signed

MAIL/COURIER:

Send us a Contact Number update/change request letter on the address mentioned below:

IndiaFirst Life Insurance Company Ltd
12th and 13th Floor, North [C] wing, Tower 4,
Nesco IT Park, Nesco Center,
Western Express Highway,
Goregaon (East), Mumbai – 400063.

How to Update Name?

Answer: Contact us for a change in policyholder name through any of the following ways:

EMAIL US:

Email us on customer.first@indiafirstlife.com from your registered email ID along with all the relevant documents.
Alternatively, in case you are sending the request from a non-registered email ID, please fill up the Change Request Form and send a scanned copy to us along with all the relevant documents.
Click here to view the list of documents

CALL US:

On our toll-free number 1800-209-8700
Our Customer Care Executive will guide you through the process

VISIT US:

Walk in to any of our IndiaFirst Life, Andhra Bank or Bank of Baroda branches with all the required documents
Click here to view the list of documents

MAIL/COURIER:

Send your request for an update/change in name at the address below along with all the relevant documents.
Alternatively, please fill up the Change Request Form and send a duly signed physical copy to us along with all the relevant documents.
Click here to view the list of documents
Send it to us on the address mentioned below:

IndiaFirst Life Insurance Company Ltd
12th and 13th Floor, North [C] wing, Tower 4,
Nesco IT Park, Nesco Center,
Western Express Highway,
Goregaon (East), Mumbai – 400063.

LIST OF REQUIRED DOCUMENTS:

If a correction in name is required, you may submit any standard proof of name such as your driving license, PAN Card or Passport Copy
In case of a change in surname, kindly submit a copy of your marriage certificate.
In case of a complete name change, we additionally require a gazette notification and newspaper cutting.

How to Update Nominee?

Answer

You may want to update or change the nominee details in any of the following cases:

Change in the spelling of nominee’s name
Change in the relationship with the nominee (due to error in filling the proposal form)
Change in nominee’s date of birth (due to error in filling the proposal form)
Change in nominee

So, what do you need to do?

Submit a Nomination Change Form duly signed by the policyholder mentioning the following:
- Nominee’s name
- Address
- Date of birth
- Relationship with the policy holder
In case the nominee is a minor, then the appointee details are mandatory. The appointee’s name, date of birth, address would also be required.

How can you apply for the changes?

EMAIL US:

Write to us at customer.first@indiafirstlife.com, from your registered email ID.
Attach a copy of duly signed Nomination Change Form

VISIT US:

Walk in to any of our Bank of Baroda, U nion Bank of India or IndiaFirst Life insurance branch and request a change in nomination.

MAIL/COURIER:

Send us the physical Nomination Change Form duly signed by the policyholder to the address mentioned below:

IndiaFirst Life Insurance Company Ltd
12th and 13th Floor, North [C] wing, Tower 4,
Nesco IT Park, Nesco Center,
Western Express Highway,
Goregaon (East), Mumbai – 400063.

How long do term policies typically last?

Answer: Term life insurance offers coverage for a specified period (term), providing a death benefit if the insured passes away during the term.

What is term life insurance?

Answer: Term life insurance offers coverage for a specified period (term), providing a death benefit if the insured passes away during the term.

Episode #6

Financially Speaking ft Subhankar Sengupta with Ilika Tyagi & Minakshi Todi

Recent Podcast

How can we help?

How to do a Fund Switch

EMAIL US:

CALL US:

VISIT US:

POST OR COURIER:

How to Update Mailing Address?

EMAIL US:

MAIL/COURIER:

LIST OF ACCEPTABLE ADDRESS PROOFS AS PER AML GUIDELINES

How to Update Mobile Number/Email ID?

ONLINE:

CALL US:

EMAIL US:

MAIL/COURIER:

How to Update Name?

EMAIL US:

CALL US:

VISIT US:

MAIL/COURIER:

LIST OF REQUIRED DOCUMENTS:

How to Update Nominee?

EMAIL US:

VISIT US:

MAIL/COURIER:

How long do term policies typically last?

What is term life insurance?

Most Searched Terms

support@indiafirstlife.com

1800 9999 0909

1800 9999 0909