Policy Benefit Payout Form - HDFC Life 2026

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  1. Click ‘Get Form’ to open the Policy Benefit Payout Form in the editor.
  2. Begin by filling in your Policy Number and Policy Holder's Name in capital letters, ensuring all mandatory fields marked with (*) are completed.
  3. Select the appropriate payout type by ticking the relevant box for options such as Survival Benefit Payout or Maturity Payout.
  4. In the Settlement Options section, indicate if you wish to transfer benefits to a new proposal or towards renewal premiums, providing necessary details if applicable.
  5. Complete the Bank Details section by entering your Bank Name, Branch, Account Number, IFSC Code, and UPI ID. Ensure you select your Account Type.
  6. Answer the Tax Deductions questions regarding PAN card status and residency. Attach a self-attested photocopy of your PAN card if applicable.
  7. Finally, sign and date the form at the bottom. Ensure a witness signature is included if required.

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