CUSTOMER DETAILS SHEET

Kindly Provide The Following Details :-

NAME *
   
DATE OF BIRTH
   
PLACE OF BIRTH
   
FATHERS FULL NAME
   
RESIDENCIAL ADDRESS
   
HOME LOAN PRO ADDRESS
   
   
MOBILE NO
   
PERSONAL EMAIL ID *
   
FULL NAME OF NOMINEE
   
NOMINEE AGE
   
SELF EDUCATIONAL QUALIFICATION
   
   
TOTAL WORK EXPIRIANCE DETAILS
   
ALL COMPANY NAME COMPANY NAME DESIGNATION LENGTH OF SERVICE
CURRENT EMP
PRIVIUS EMP
PRIVIOUS EMP
   
MARK OF IDENTIFICATION
   
HEIGHT
   
WEIGHT
   
PREVIOUS POLICY DETAILS  
   
POLICY NO. TYPE OF POLICY & TERM SUM ASSURED PREMIUM AMT. MODE OF PREMIUM DATE OF COMM.
   
FAMILY MEMBERS DETAILS
NAME DATE OF BIRTH MOBILE NO. EMAIL ID RELETION WITH SELF LIC POLICY. SUM ASSURED (IN LACS)
   
   
REQUIREMENT DOCUMENT LIST :

I. PASSPORT SIZE COLOUR PHOTO ONE.
II. STANDARED AGE PROOF- LIVING CERTIFICATE / PASSPORT COPY.
III. RESIDENCIAL PROOF- TELEPHONE BILL/ELECTRICITY BILL/ PASSPORT COPY.
IV. INCOME PROOF- LAST 3YRS FORM 16/ 3YRS I T RETURNS.

REQUIREMENT DOCUMENT LIST – MEDICLAIM
I. PAN CARD COPY WITH  1 PHOTOGRAFH AND RESI PROOF
II. REQUIREMENT DOCUMENT LIST – CAR INSURANCE
III. RC BOOK AND INSURANCE POLICY COPY

*IF ANY QUERRIES CALL:

MR.SUBHASH DHANAWADE
MOB.NO.9619194464 TEL.NO. 022 5444464.
 
 
Mob.: +91 96 1919 4464 / +91 98 20 49 4464
Email: dsubhash1980@gmail.com
Get Social: