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    Life Insurance Policy Service Forms

    ₹1 Lakh Invested Since Jun'16 → ₹29.32 Lakhs^*

    Historical Returns Up to 22.96%^**

    In our endeavor to provide simple and effective service, we are introducing a single, simplified form for all customer and policy related Non-Financial changes. Kindly refer form titled "Customer details and Policy feature change request form"

    Select the regional language and download the form from the link below:

    Service Forms:

    Assignment Form

    FATCA CRS Questionnaire

    Generic Application Form

    COVID-19 (Coronavirus) Exposure - Questionnaire

    Policy Owner Change Request Form

    Documents required for Assignment other than individual

    Standing Instruction and ACH Mandate

    Customer Declaration for Policy Loan

    Declaration of Good Health Form

    POS Fund Switch Top Up and Other Financial Form

    Policy Loan Request Form

    Existence Certificate

    Generic Proposal Form for PNB MetLife Annuity Plans

    Declaration Cum Indemnity for Policy Owner

    JKB Simplified 5 pager form

    Financial Payout Request Form

    Customer Details and Policy Feature Change Request Form

    Joint Life questionnaire

    Simplified Application Form

    How to fill the Customer Details and Policy Feature Change Request Form

    How to fill the Financial Payout Request Form

    Customer Authorization Letter - Policy Owner Servicing Request

    eInsurance Account Opening Form - CAMSRep

    eInsurance Account Opening Form - Karvy

    Annexure G - KYC/Customer Request Authentication Certificate by Bank Employee

    Dual Change in Signature Form - New Business Servicing

    eInsurance Account Opening Form - CIRL

    eInsurance Account Opening Form - NSDL

    Financial Advisor Detail form

    Indemnity Bond for Duplicate policy

    Repatriation request-customer declaration

    Vesting benefit request form

    Duplicate policy request form

    Need Analysis Form

    Self Declaration Letter by Customer Stop Pay Reissue Revalidation

    CKYC Annexure for Legal Entity (Other than Individuals)

    Member Enrolment Form

    Master Proposal Form

    Generic Proposal Form for PNB MetLife Smart Invest Pension Plan

    Generic Proposal Form for PNB MetLife Smart Invest Pension Plan Pro

    Generic Proposal Form for PNB MetLife Health 360

    Policy Service Payout Request Form

    Proposal Form for PNB MetLife 360 Health Saving Plan

    We will drop you an email with the requested information

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    By submitting your details, you agree to PNB MetLife's Privacy Policy and authorize PNB MetLife and/or its authorized service providers to verify the above information and/or contact you to assist you with the policy purchase and/or servicing. You have the option to opt-out of this contact authorization by un-checking the box. The authorization provided by you herein will supersede all earlier authorizations/registrations made by you in this regard.

    Thank you for getting in touch with us. We will contact you shortly.

    Disclaimer

    Collapsed Expanded

    This page/document is updated as on 01st July 2026.

    THE UNIT-LINKED INSURANCE PRODUCTS DO NOT OFFER ANY LIQUIDITY DURING THE FIRST FIVE YEARS OF THE CONTRACT. THE POLICYHOLDER WILL NOT BE ABLE TO SURRENDER/WITHDRAW THE MONIES INVESTED IN UNIT-LINKED INSURANCE PRODUCTS COMPLETELY OR PARTIALLY TILL THE END OF THE FIFTH YEAR. T&C apply.
    PNB MetLife Enhanced Value Index Fund (ULIF04301/07/26ENHANVALUE117) is a passively managed fund with the BSE 500 Enhanced Value 50 Index (Customized) as its benchmark. Customized Index created and maintained by Enhanced Value Index for PNB MetLife India to meet IRDAI Investment norms.
    ^*The illustration assumes an investment in the BSE 500 Enhanced Value 50 Index (Customized) from June 2016. The value shown is based on the historical performance of the benchmark index and is provided for illustrative purposes only. Such performance is not indicative of, and should not be construed as, the future performance or returns of the PNB MetLife Enhanced Value Index Fund.
    ^^22.96% represents the 5-year CAGR of the BSE 500 Enhanced Value 50 Index (Customized) as on 31 May 2026. Past performance may or may not be sustained in the future and is not indicative of future returns.

    As your trusted life insurance partner, PNB MetLife is with you amidst the current COVID-19 outbreak. Our policies also cover COVID-19 Claims. In case of a Death Claim, kindly submit the signed Claim Intimation Letter mentioning the policy number, brief of the insured event and other claim documents on the email mentioned herewith. Please write-in to us at claimshelpdesk@pnbmetlife.com or indiaservice@pnbmetlife.co.in. You can also call us on 1800-425-6969 for death claims intimations and for any queries on Monday - Saturday between 10:00 am - 7:00 pm.

    PNB MetLife Insurance, amongst the trusted Life Insurance companies in India, aims to provide a wide range of Life Insurance products that suits the needs of an individual at every stage of his life. Life Insurance Plans range from Term Life Insurance PlansTerm PlanProtection PlansLong Term Savings Plans , Retirement Plans & Child Education Plan.

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