How to use or fill out insurance NEFT form with our platform
- Click ‘Get Form’ to open the insurance NEFT form in the editor.
- Begin by entering your details in capital letters. Fill in the 'Name of the Policyholder' and 'Policy No.' accurately.
- Provide your 'Mobile No.' and 'Email'. If you prefer to receive communications via email, check the box indicating acceptance.
- Enter your 'Aadhaar No.' and authorize Max Life Insurance to process payouts linked to this account for KYC validation.
- Select the type of bank account (Savings, Current, NRO) and fill in the 'Account Holder Name', 'Bank Name', 'Bank Account No.', and 'IFSC'.
- Include your PAN Number and confirm if you have attached a cancelled cheque or its photocopy.
- Sign and date the declaration section, certifying that all information is correct. Ensure you understand the implications of any incorrect details.
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