Is PAN Card number mandatory to apply for eShield?
Yes, you will need to provide your PAN card number in order to purchase the policy.
What documents are required for policy processing?
How can I send KYC and Income documents or even my earlier medical reports, required by SBI Life?
Why have I been asked to upload / send some, or all, of my documents again?
Why are additional questionnaires sent to me? What should I do?
We may require additional information in some aspects based on your proposal form.
We could also need to ascertain additional information regarding the occupation
or the condition of the ailment which you have disclosed in the proposal form or
before the medical examiner during the insurance medical exam. The duly filled,
signed and dated questionnaire has to be sent to us through email, from the email
ID registered with us on your proposal form, or you can submit it at the nearest
SBI Life branch.
What additional documents should I submit since I am a close relative of Politically Exposed Person (PEP)?
You need not provide any additional documents. In case you choose to share any document,
please ensure that is strictly in your name.
However, in case you are a close relative of a PEP / associate of a PEP you have
to tick the relevant question – ‘Are you a politically Exposed Person (PEP) or a
close relative of PEP?’ In the other details section as “YES” and provide details
in the underline box.
Would I be required to upload my medical reports?
You need not upload any reports if you have not consulted any medical examiner for
any investigation in the past. However, if you have consulted or done any medical
tests or investigations in the past, you can upload those reports in the upload
section or send the same to us in email or post. Please do highlight your Quotation
ID or Transaction Number or Proposal Number when sending such documents for effective
reference.
What is the minimum resolution for scanning documents?
The recommended resolution is 200 dpi X 200 dpi or 300 dpi X 300 dpi (dots per inch),
black and white.
When should I review a scanned image to make sure it can be read - before or after it is uploaded to the SBI Life Insurance system?
A: Both. You should not upload poor scans (crooked, blurry, cut off, etc.) to the
SBI Life Insurance system in the first place. Therefore, you should verify it is
a good image before it is uploaded. After it is uploaded, open / view the image
in the SBI Life Insurance system to make sure the upload was successful and the
image can be read.
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