How to Get an Annuity Plan?

To set up your annuity plan ONLINE, Check out the following steps:

Visit an Insurance company website and fill up the form.
Fill in the details about sum assured, policy period, and select the annuity plan.
Upload the following documents.
- Filled annuity application form
- Photograph
- Identity proof (Aadhaar card, voter id card, passport, etc.)
- Address proof (Rent agreement, telephone or electricity bill, etc)
- Report of medical examination
- Proof of income
- Pan card
- Aadhaar card.

Check out what an Annuity Plan form looks like here:

To set up your annuity plan OFFLINE, Check out the following steps:

Visit an Insurance company website and fill up the form.
Fill in the details about sum assured, policy period, and select the annuity plan.
Upload the following documents.
- Filled annuity application form,
- Photograph
- identity proof (Aadhaar card, voter id card, passport, etc.)
- Address proof (Rent agreement, telephone or electricity bill, etc.)
- Report of medical examination
- Proof of income
- pan card
- Aadhaar card.

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