Kotak Life Insurance - MySolutions
Kotak Insurance
Life-Long Pension Premier
Proposer’s Details
Kotak Insurance
Name of the Life Insured/Annuitant
Mr.
Ms.
Mrs.
Mast.
Gender
*
Male
Female
Region
*
Rest of India
Jammu and Kashmir
Date of Birth
(dd/mm/yyyy)
*
Present Age
Is the Life Insured same as the Proposer?
*
Yes
No
Name of Proposer
Mr.
Ms.
Mrs.
Mast.
Date of Birth of Proposer
Proposer Age
Do you want to backdate the policy?
Yes
No
If yes, kindly specify the backdation date
Are you a Tobacco user ?
Yes
No
Tax Bracket
*
30.9%
20.6%
10.3%
0%
Are you a Non-Resident Indian?
*
Yes
No
For GST exemption, Bank Certificate is required stating amount paid in Convertible Foreign Exchange
Will you be able to furnish the Bank Certificate?
Yes
No
Agent’s Branch Location
*
Select
Andaman and Nicobar Islands
Andhra Pradesh
Arunachal Pradesh
Assam
Bihar
Chandigarh
Chattisgarh
Daman Diu Dadra Nagar Haveli
Delhi
Goa
Gujarat
Haryana
Himachal Pradesh
Jammu and Kashmir
Jharkhand
Karnataka
Kerala
Ladakh
Lakshadweep Islands
Madhya Pradesh
Maharashtra
Manipur
Meghalaya
Mizoram
Nagaland
Odisha
Pondicherry
Punjab
Rajasthan
Sikkim
Tamil Nadu
Telangana
Tripura
Uttar Pradesh
Uttarakhand
West Bengal
Proposer’s Current Location
*
Select
Andaman and Nicobar Islands
Andhra Pradesh
Arunachal Pradesh
Assam
Bihar
Chandigarh
Chattisgarh
Daman Diu Dadra Nagar Haveli
Delhi
Goa
Gujarat
Haryana
Himachal Pradesh
Jammu and Kashmir
Jharkhand
Karnataka
Kerala
Ladakh
Lakshadweep Islands
Madhya Pradesh
Maharashtra
Manipur
Meghalaya
Mizoram
Nagaland
Odisha
Pondicherry
Punjab
Rajasthan
Sikkim
Tamil Nadu
Telangana
Tripura
Uttar Pradesh
Uttarakhand
West Bengal
Foreign Country
Email
Mobile No
Occupation of Proposer
Select
Employed
House Wife
Dummy Code for OTC
Retired/Pensioner
Self Employed
Self Employed/Professional
Student
Occupation of Insured
Select
Employed
House Wife
Dummy Code for OTC
Retired/Pensioner
Self Employed
Self Employed/Professional
Student
Income of Proposer
Category
Select
Electronic Cl. System
Employer Employee
Hindu undivided family
Married Women Property
Rural/Urban Not Known
Non Rural
Non Resident Indian
Partnership
Rural Policy
Trust cases
Mode of Premium Payment
*
Select
Cash
Cheque
Demand Draft
Credit Card
Net Banking
ECS
SI(Standing Instructions)
Channel Type
*
Select
Individual Agents
Corporate Agent
Broker
Direct Marketing
Plan your retirement
Annuty Required from age
*
Option I (Desired Annuity wise)
Option II (Premium Budget wise)
Desired Annuity
*
Growth Scenario
4%
8%
Premium Budget
*
Frequency of Premium Payment
*
Yearly
Half Yearly
Quarterly
Monthly
Premium Paying Term
select
Frequency of Annuty Payment
*
Yearly
Half Yearly
Quarterly
Monthly
Annuity Option
*
Lifetime Income
Lifetime Income with Cash Back
Lifetime Income with term Guarantee
Last Survivor Lifetime Income with 100 percent Annuity to Surviving Spouse
Last Survivor Lifetime Income with 50 percent annuity to Surviving Spouse
Last Survivor Lifetime Income with 100 percent to the Surviving Spouse and Cash back on death of Surviving Spouse
Guarantee Term
*
5
10
15
20
Client Category
*
New Customers
Existing Pension Plan Policyholders of KLI
Policy Number
*
Spouse Date of Birth
(dd/mm/yyyy)
*
Spouse Present Age
Spouse Name
*
Ms.
Mr.
Mrs.
Mast.
Gender
Male
Female
Fields marked
*
are mandatory