INCOME TAX - DOWNLOAD YOUR PLI STATEMENT

By teacherbook - Tuesday 8 February 2022 - No Comments

Steps for Customer Registration

1. Access below link

https://pli.indiapost.gov.in/CustomerPortal/Home.action

2. Click on Login option.

3. Click on Generate Customer ID option, provide details and Submit.

4. You will receive first time registration link to your registered email id to set password.

5. You may use forgot password option to change/reset password only after password is set using first time registration link.

Maturity/survival Benefit Claim

Features:

Maturity/Survival Benefit Claim of a policy arises on completion of term of the policy as per the features of that particular plan.

Maturity/Survival Claim Form may be obtained from nearest Post Office/CPC or may be downloaded from India Post website, PLI website or PLI Customer Portal

Make sure to fill correct policy details viz. policy number, name of insurant, sum assured, date of acceptance, premium frequency, date of survival benefits due (if any), date of maturity, loan particulars (if any), communication address, DDO details (in case of pay recovery policies), Account details etc. supported by following documents: -

Original Policy Bond or Letter of Indemnity
Self-Attested copy of ID proof of the insurant
Self-Attested copy of address proof of the insurant
Document of credit/ Premium Receipt Book (D.O.C if pay policy or Premium Receipt Book if Cash Policy and the paid premium not updated on McCamish Software)
Loan Receipt Book (if outstanding loan amount as mentioned in Intimation letter and Loan receipt book differs)
Cancelled cheque of Insurant Bank Account for Bank Mandate or self-attested copy of POSB passbook

In case messenger in appointed by insurant for submission of Maturity Claim Form: -

Self-Attested copy of ID proof of messenger
Self-Attested copy of Address proof of messenger
Self- Attested medical certificate of insurant from Govt. Hospital/Govt. Accredited Hospital or Self-Attested copy of passport clearly showing visa details and date of departure from India (in case insurant is unable to visit post office being medically unfit or outside India, as the case may be)

Important Points:

Get duly filled-in and signed 'Acknowledgement Slip' as proof of submission from the official/office where Maturity/Survival Claim Form is submitted

Promptly respond to communication, if any, from CPC asking for missing/additional documents/information

For queries on your application call 1800-266-6868