SOP for handling of “Name change” requests in PLI/RPLI Policies by DPLI

Name Change requests in PLI/RPLI Policies

भारत सरकार
संचार मंत्रालय, डाक विभाग
डाक जीवन बीमा निदेशालय
चाणक्यपुरी डाक घर परिसर, चाणक्यपुरी, नई दिल्‍ली-110021
Government of India
Ministry of Communications, Department of Posts
DIRECTORATE OF POSTAL LIFE INSURANCE
Chanakyapuri Post Office Complex, Chanakyapuri, New Delhi-110021

No. 25-04/SOP/2020-LI

Dated : 05.05.2022

Office Memorandum

Subject: SOP for handling of “Name Change” requests in PLI/RPLI Policies

This is regarding issue of Standard operating Procedure (SOP) for handling of “Name change” requests in PLI/RPLI Policies.

Various references were received from circles about the procedure to be adopted and document(s) to be considered from an insurant or claimant for processing a name change request.

In order to streamline the process of handling such cases in different scenarios where requirement of name change arises, due to one or other event occurring during the policyholder’s term, a SOP has been devised taking into consideration different possible scenario(s) requiring name change along with documents required in each case and manner of submission of form.

Further, following annexures are enclosed which will be required while following the said SOP:

Annexure I: Request Form for correction/ Change in Policy holders, Name or correction in Nominees’/ appointees’ Name.

Annexure II: Acknowledgement Slip (to be filled by official or incharge CPC and Handed Over to Insurant or as the case may be).

Annexure III: List of Document required and Address Proof.

The approved SOP is enclosed herewith for wide circulation among all the officials concerned with instruction to follow the same in spirit.

This issues with the approval of competent authority.

(Hariom Sharma)
Deputy Divisional Manager-II

Source: https://utilities.cept.gov.in//dop/pdfbind.ashx?id=6723

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