(PLI-01)
Affix
Passport
DEPARTMENT OF POSTS
Size
PROPOSAL FORM FOR RURAL POSTAL LIFE INSURANCE
Photograph
(NON MEDICAL)
FOR OFFICE USE ONLY
Name of the Development Officer/FOs/Agent/ Proposal No.
Postal employees (ASP/ IPO/ PM/ PA/ SA/
Postman/ Mail guard/ GR’D/ GDS-BPM/ GDS-DA/
GDS-MC) Date of receipt
No. of PLI-2
Agent Code
Amount deposited `
Post Office at which deposited
ACG- 67 Receipt No and Date
Policy No.
Date of obtaining proposal by BPM
Date of receipt of proposal at Divisional office
IMPORTANT NOTE
1. THIS FORM IS MEANT FOR INSURANCE OF ONE LIFE ONLY.
2. PROPOSER SHOULD MAKE HIM/ HERSELF FAMILIAR WITH TERMS AND
CONDITIONS AND RULES OF THE SCHEME BEFORE FILLING IN THE FORM
EITHER HIMSELF OR THROUGH HIS AGENT.
3. ALL ANSWERS SHOULD BE FILLED IN LEGIBLY. DOTS, DASHES OR BLANKS WILL
NOT BE ACCEPTED.
4. PROPOSER SHALL BE RESPONSIBLE PERSONALLY FOR THE INFORMATION
FILLED IN THIS FORM IRRESPECTIVE OF WHETHER THE FORM IS FILLED IN HIS
OWN HAND OR THROUGH HIS AGENT. ATTENTION IS INVITED TO RULE 7 OF POIF
RULES FOR INACCURATE, WRONG OR MISLEADING INFORMATION GIVEN BY
THE PROPOSER WHICH MAY RESULT INTO CANCELLATION OF THE POLICY AND
FORFEITURE OF ALL MONEYS PAID BY THE PROPOSER
All entries should be filled in capital letters:
1. Name
2. Date of Birth
Age on next birth day
Nature of proof of age
Place of Birth
3. Sum Assured `
4. (a) Type of Policy
(b) Term
5. Age at Maturity
6. Permanent Address
Post office
Pin code
Mobile Number
7.Address Details for Correspondence
Pin code
8.If policy is proposed to be taken under Married Women Property Act 1874, state object particulars of
beneficiary and particulars of trustee. (Nomination in such cases not allowed)
9.If policy is being funded by HUF, give particulars of HUF.
10.Nomination (refer section 39 of Insurance act 1938) (Not applicable in case of policy under MWPA
1874)
a. State particulars of the nominees (not more than three Nominees)
Sole/ First Nominee Details-
Name
Address
Pin code
Relationship
Age
% Share of claim amount
Second Nominee Details-
Name
Address
Pin code
Relationship
Age
% Share of claim amount
Third Nominee Details-
Name
Address
Pin code
Relationship
Age
% Share of claim amount
b. Appointee Details(if nominee is minor)
Name
Address
Pin code
Relationship
Age
11. Father’s/Husband’s Name
12.Maturity Date
13.Premium Amount `
14. (a) Mode of Payment Cash Cheque
(b) Periodicity M Q HY Y
15. Present Occupation and annual income (inclusive of all
sources)…………………………………………………………………………..
16. Do you hold any other Rural Postal Life Insurance policy, if so, give
details……………………………………………………………………………………
…………………………………………………………………………………………..
17. Declaration of the proposer-
(a) I………………………….hereby declare that I am in good health and free from
diseases. That I have not had any serious illness or major operations for the last three
years and that no proposal of insurance on my life has ever been adversely treated.
(b) I…………………………… hereby declare that the foregoing statement made are
true to the best of my knowledge and belief. In case, I have wilfully made any untrue
statement or have concealed any circumstances with regard to which information has
been required from me, then all the premium which have been paid by me shall be
forfeited and the contract rendered absolutely null and void. Surrender of a policy is
not admissible before completion of 36 months of the policy and the amount deposited
shall be forfeited if I surrender the policy without paying 36 premiums.
(c) I……………............... hereby declare that the sum assured limit /value of all RPLI
policies (non medical) taken together held by me does not exceed Rs 25,000/-
…..………………………..
(Signature or left thumb Impre
ssion of the proposer
18. Declaration in case the proposer is illiterate
Note:- In case the proposer is illiterate, thumb impression of the proposer should be attested by
a literate person permanently resident of the locality (but unconnected with the Deptt) and this
declaration should be made by him.
Declarant’s Name ………………………
Address………………………………….
I hereby declare that I have explained the contents of this form to the proposer
in……………………………. (Language) which he/ she easily understands and that the
proposer has affixed the thumb impression above after having fully understood the contents
thereof.
Signature ………………………….............
Date ……………................
19. Declaration of the Rural PLI Sales Person (Agent, GDS, D.O./ FO, Departmental employee)
I…………………………….. certify that the above information including declaration of health
has been furnished by the proposer in my presence.
I further certify that the document in proof of date of birth furnished by the proposer has been
personally verified by me and the date of birth is found to have been correctly stated. I recommend/ not
recommend the acceptance of the proposal.
Signature of RPLI Agent
Name of RPLI Agent
Dated ……………..
Station …………….
Agent Code
Confidential Report
This will consist of information not revealed in the proposal form. SDI/ ASP report is not only required for
granting a policy but will also be required when claim arises, to check the correctness of data in proposal form.
This will be completed by SDI/ ASP after proposal form is completed by proposer. Content of the report should
not be discussed with the proposer or divulged to him.
(The form should be completed by SDI/ASP)
1. Are you related to the proposer? : Yes NO
2. Are you aware of any financial/physical/mental
situation concerning proposer which makes him
unsuitable for consideration of his Insurance proposal? : Yes NO
3. In case of any doubt if please visit the concerned police
station and verify the proponent was ever arrested/
convicted in the criminal case. If yes, give details. : Yes NO
4. Has he signed proposal/Declaration form? : Yes NO
5. Any other matter you would like to bring to the notice
of Proposal accepting authority. : Yes NO
6. Do you recommend the acceptance of the proposal? : Yes NO
7. If not recommended, give reasons. : Yes NO
8. Please confirm that :-
(1) Confidential report has been written by you after
completion of proposal form by proposer. : Confirmed Not Confirmed
(2) Confidential report has not been divulged to
proposer/or discussed with him. : Confirmed Not Confirmed
Signature SDI/ASP
Full Name With Stamp
