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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

    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

    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)

    Repatriation Request Customer Declaration

    Master Proposal Form

    Member Enrolment Form

    Declaration of Good Health Form

    Generic Proposal Form for PNB MetLife Smart Invest Pension Plan

    Generic Proposal Form for PNB MetLife Smart Invest Pension Plan Pro

    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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    Disclaimer

    Collapsed Expanded

    This page/document is updated as on 1st 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 covers COVID-19 claims. In the event of a death claim, please submit a signed claim form mentioning the policy number, a brief description of the insured event, and all other mandatory claim documents to the email addresses provided below. You may write to us at claimshelpdesk@pnbmetlife.com or indiaservice@pnbmetlife.co.in. For death claim intimation or any queries, you can also call us at 1800-425-6969 (for customers calling from within India only), Monday to Saturday, between 10:00 am and 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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