Documents - HDFC Life 2025

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  1. Click ‘Get Form’ to open the Documents - HDFC Life in the editor.
  2. Begin by filling out Section I with the contact details of the Life Assured. Ensure you provide the full name, policy number, date of birth, and complete address. Use BLOCK letters for clarity.
  3. In Section II, detail the medical history of the Life Assured. Include dates of symptoms, consultations, and diagnoses. Be thorough in documenting treatment received and any relevant hospital information.
  4. Proceed to Section III to disclose any pre-existing or chronic illnesses. If applicable, provide specific details about these conditions.
  5. If surgery was performed, fill out Section V with all necessary details regarding the procedure, including dates and doctor information.
  6. Complete Section VI by providing information on habits related to alcohol and tobacco consumption.
  7. Finally, add any additional details in Section VII that may assist in processing the claim. Review all entries for accuracy before submission.

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Simple steps to download your policy online: Log in to HDFC Life e-portal: Navigate to My Policies: Select the policy you want to download: Click Download Policy Document: Verify with OTP: Visit the HDFC Life official website: Click on Customer Login: Choose Policy Servicing or My Account:
How do I download a copy of my HDFC ERGO policy? Visit the HDFC ERGO website, navigate to the Help button, select email policy copy option, and enter your policy number to download your two-wheeler insurance copy.
Document requirement for Proof of Mailing Address Photocopy of utility bill not more than 3 months old. Photocopy of overseas bank statement not more than 3 months old. Photocopy of valid permanent driving license. Photocopy of Government issued ID Card. Photocopy of credit card statement not more than 3 months old.
Check HDFC Life Policy Status Through Customer Care The HDFC customer care number is 1860 267 9999. The policyholder needs to provide details like name, policy number, date of birth, etc. The customer care representative will update you on your life insurance policy status.
How to download HDFC Life insurance policy online? Log in to HDFC Life e-portal: Navigate to My Policies: Select the policy you want to download: Click Download Policy Document: Verify with OTP: Visit the HDFC Life official website: Click on Customer Login: Choose Policy Servicing or My Account:

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Enter your unique User ID provided by HDFC Life. Go to My Account and click on the option of E-statements. Fill in the required details including your name, mobile number/ e-mail, OTP sent, and your date of birth. Click on Download and your payment receipt will be downloaded in PDF format.
Income proof such as bank statements, salary slips, audited balance sheets, profit and loss accounts, and ITR (Income tax returns). Age proof such as PAN, Passport, Aadhar Card, and Voters ID.
Following documents are required to be submitted by the customer for processing payout: Mandatory Document- PAN Card copy. Preprinted personalized cancelled cheque /Last 3 months bank statement with Policyholder/beneficiary name, Account number and IFSC code clearly visible.

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