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PMJJBY Claim Form Rules

This document outlines the claim form and process for beneficiaries to claim the life insurance payout under the Pradhan Mantri Jeevan Jyoti Bima Yojana (PMJJBY) program upon the death of an insured member. The form collects details of the deceased member, nominee/claimant, and attached documents to prove death and identity. It is to be submitted within 30 days along with proof of death, identity documents, and bank account details of the nominee/claimant so the insurance payout of Rs. 200,000 can be transferred.

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Mohammad Waseem
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102 views4 pages

PMJJBY Claim Form Rules

This document outlines the claim form and process for beneficiaries to claim the life insurance payout under the Pradhan Mantri Jeevan Jyoti Bima Yojana (PMJJBY) program upon the death of an insured member. The form collects details of the deceased member, nominee/claimant, and attached documents to prove death and identity. It is to be submitted within 30 days along with proof of death, identity documents, and bank account details of the nominee/claimant so the insurance payout of Rs. 200,000 can be transferred.

Uploaded by

Mohammad Waseem
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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PRADHAN MANTRI JEEVAN JYOTI BIMA YOJANA (PMJJBY)

CLAIM-CUM-DISCHARGE FORM
(To be submitted preferably within 30 days of death of insured member)

To be filled by the nominee


(or in case the nominee is a minor, his/her appointee1, and in case of no nomination or
the nominee pre-deceasing insured member, the claimant2 legal heirs of the insured)
Part 1. Details of the deceased member enrolled under PMJJBY
(1) Name:
(2) Address:
(3) Bank / Post office account number:
(4) Date of death:
(5) Cause of death (accident3, or any other: please specify):
(6) Document(s) attached as proof of death4 (or, in case of death due to an accident within 30
days of joining the scheme, proof of accidental death5):
(7) Aadhaar number6(Optional):
(8) Income-tax Permanent Account Number (PAN)6 (Optional):
Part 2. Details of the nominee:
(or, in case the nominee is a minor, his/her appointee1, and in case of no nomination
or the nominee pre-deceasing insured member, the claimant2 legal heirs of the
insured)
1. Name of the nominee:
2. Age of nominee:
3. In case the nominee is a minor, name of the appointee1:
4. In case of no nomination or nominee pre-deceasing the insured member, name of the
claimant2:
5. Proof of death4 of nominee in case of nominee predeceasing the insured member:
6. Relationship of the nominee/claimant with the deceased:
7. Contact mobile number:
8. Contact email address:
9. Contact address:
10. Details of the nominee/appointee/claimant (as the case may be):
(1) Particulars of bank account into which the claim amount is to be remitted:
(a) Account number:
(b) Name of bank:
(c) Branch IFS Code:
(2) Aadhaar number6(Optional):
(3) Income-tax PAN6(Optional):
(4) KYC document7 attached as proof of identity:
I hereby declare that details submitted above are true to the best of my knowledge, the
documents attached in support of this claim are genuine, and I have not claimed the amount
payable under PMJJBY in respect of the deceased member named above earlier or in respect
of any other account of the deceased with any bank or post office.

Date:
(Signature of nominee/appointee1/claimant2)
Attached documents:
(1) Proof of death4 of the insured member (Proof of death due to accident if death is within
30 days of joining / rejoining the policy)
(2) Aadhaar number and PAN number6 of deceased member and nominee / appointee /
claimant (Optional)
(3) KYC document7 in respect of the nominee / appointee / claimant
(4) First two pages of passbook, or bank / post office account statement showing account
details, or cancelled cheque of the account of nominee / appointee / claimant.
(5) Proof of death4 of nominee, in case the nominee has predeceased the insured member
(6) Proof of claimant being the legal heir, in case claimant is other than nominee/appointee
(7) Advance receipt for discharge of claim, duly filled in and signed

To be filled by the bank / Post office from enrolment data or data of bank/ post office
Part 3: Details in respect of the deceased insured member
1. Bank / Post office account number (as per bank’s CBS/ post office records):
2. Bank / Post office name:
3. Branch name:
4. Branch IFS Code:
5. Name of father/husband of the deceased member:
6. Date of birth (as per KYC document):
7. Name of the insurer:
8. Name of the nominee:
9. Date of debit of premium from the bank / post office account:

10. Date of remitting the premium into insurer’s account:

It is certified that the above information is true as per PMJJBY enrolment data and bank /post
office records.
Place:
Date:
(Signature and seal of the authorised official of the bank/ post office)
PRADHAN MANTRI JEEVAN JYOTI BIMA YOJANA
Advance receipt for discharge of claim
In consideration of approval of my claim referred above, I hereby accept from __________
(name of the insurer) the sum of Rupees two lakh only, in full and final settlement and
discharge of my claim under the said policy covering insurance in respect of member Shri/Ms
____________.

Signature of the witness


Name of witness:
Address:
Signature of nominee/appointee/claimant
Date:

Countersignature of authorised official of the bank / post office


Date:
Name:
Name of bank / post office:
Branch:
Office stamp:
Useful information for claimants
1 The appointee is the person named by the deceased member in his PMJJBY enrolment form
where the nominee is a minor.
2 A claimant where there is no nomination or the nominee has predeceased the insured
member shall be one who is a legal heir and submits a succession certificate or legal heir
certificate issued by a competent court or authority.
3 Accident means a sudden, unforeseen and involuntary event caused by external, violent and
visible means. No claim shall be payable in case of death occurring within 30 days from the
date of joining/rejoining the policy, except in case of death due to accident.
4 Document in support of proof of death may be any of the following:
(i) Death certificate (issued by the registrar of births and deaths appointed by the state
government for the local area)
(ii) Hospital discharge summary/certificate in respect of the deceased person, specifying
his/her name, father’s/husband’s name, address and the date, time and cause of death
(iii) Certificate issued by the last attending Registered Medical Practitioner (doctor registered
with the Indian Medical Council) in respect of the deceased person, specifying his/her
name, father’s/husband’s name, address and the date, time and cause of death, which
should be countersigned with his/her seal by a Gazetted officer of the Central or the
State Government or by an officer of the deceased accountholder’s bank or any public
sector bank or any public sector insurer
(iv) Certificate issued in respect of the deceased person by the District Magistrate / Collector
/ Deputy Commissioner of the district concerned, or by any Executive Magistrate
(Additional District Magistrate, Sub-Divisional Magistrate, Tehsildar/Talukdar etc.)
authorised by him/her, in the form prescribed in the claim settlement procedure for the
scheme
5 Document in support of death due to accident may be any of the following:
(1) Any of the documents listed above for proof of death4, along with (a) FIR or panchnama
and (b) the post mortem report
(2) Certificate issued in respect of the insured member by the District Magistrate / Collector /
Deputy Commissioner of the district concerned, or by any Executive Magistrate
(Additional District Magistrate, Sub-Divisional Magistrate, Tehsildar/Talukdar, etc.)
authorised by him/her, in the form prescribed in the claim settlement procedure for the
scheme
(3) In case of death due to accidents such as snake bite/ fall from tree, etc., hospital record
specifying the deceased member’s name, father’s/husband’s name, address and the date,
time and cause of death in lieu of (a), (b) and (c) above.
6 This information is desirable but not mandatory.
7 Document in support of identity of nominee / appointee / claimant may be Aadhaar card or
electoral photo identity card [EPIC] or MGNREGA card or driving license or PAN card or
passport

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