To buy a pension plan, an individual requires mainly three types of documents:
- Document for age proof
- Document for identity proof
- Document for address proof
For age proof, any of the following documents can be presented:
Birth Certificate
School or High School mark sheet
Driving License
Passport
Voter ID
For identity proof, any of the following documents can be submitted to prove that the individual is of Indian nationality:
Driving License
Passport
Voter ID
PAN Card
Aadhar Card
For address proof, any of the following documents can be submitted to support your permanent residential address.
Electricity Bill
Telephone Bill
Ration Card
Driving License
Passport
Aadhar Card
For income proof, any of the following documents can be submitted:
Salary slip
Bank Statement slip
IT Return (ITR) file
Other than these proof statements, one also has to submit a duly-filled proposal form. Do note, it is very important that you provide all information as accurately as possible.
Additionally,some life insurance companies might also ask for a medical check-up before accepting your proposal for a pension plan. Accordingly, medical reports might also be required to be submitted.
To buy a pension plan, an individual requires mainly three types of documents:
- Document for age proof
- Document for identity proof
- Document for address proof
For age proof, any of the following documents can be presented:
For identity proof, any of the following documents can be submitted to prove that the individual is of Indian nationality:
For address proof, any of the following documents can be submitted to support your permanent residential address.
For income proof, any of the following documents can be submitted:
Other than these proof statements, one also has to submit a duly-filled proposal form. Do note, it is very important that you provide all information as accurately as possible.
Additionally, some life insurance companies might also ask for a medical check-up before accepting your proposal for a pension plan. Accordingly, medical reports might also be required to be submitted.