Contact the insurance branch office on their toll-free number or website or email or mobile app.

Fill out a Claim Intimation form. The form can be found on the insurance company’s website. For example: LIC India claim intimation form.

If the insurance company does not have a Claim Intimation form, a Claim Intimation letter can be written. It should have the following information:

1. Policy Number
2. Name of Insured
3. Intimation of death (if applicable)
4. Intimation of maturity (if applicable)
5. Name of the Nominee/ Claimant

Submit the following documents to the insurance company:

1. Filled Claim Intimation form
2. Copies of Death Certificate (if applicable)
3. FIR
4. Post Mortem Report in case of accidental death
5. Certificate and medical records from doctor/ hospital if death due to illness
6. Critical Illness Claim Form filled by doctor (if applicable)
7. Original Policy Document
8. Deeds of Assessment
9. Claim Discharge Form
10. Nominee’s photo identity proof (like Aadhaar card)
11. Nominee’s address proof

The Critical Illness Claim Form is a form that should be filled while claiming insurance for medical treatment.

Example: SBI Life Insurance

Deeds of Assignment is a document which transfers the Life Insurance policy from one person to another (usually from the Life Assured to the Beneficiary).

Example: Deeds of Assignment

Claim Discharge Form is given by insurance companies at the time of paying the sum assured to the claimant.

Example: Claim Discharge Form