Showing posts with label Insurance Documentation Examples. Show all posts
Showing posts with label Insurance Documentation Examples. Show all posts

Refund Letter Format

Sample Template Example of Request Letter to Insurance Company / Banks/ School for Refund letter Payment / Cash Refund in India in word / .doc


FROM :
Neetu Singh,
14/1 Barah Khamba Raod,
P.O : New Delhi ,
New Delhi – 102 021
MOB: -----------------

To                                                                                                                                                    Dt. 29.11.2013
The Branch Manager,
Life Insurance Corporation of India Ltd
………………………………………….Branch
ADDRESS

Dear Sir,

Sub: My Proposal for a Term Insurance.

I am to inform you that though my permanent resident is in Mumbai, I am working in Delhi for last six years.

In last March, 2013 when I visited Mumbai I have submitted a proposal for  a Term Insurance to your office after filling in the required form  alongwith  one cheque for Rs.9700.00 ( Rs nine thousand seven hundred only ) for the  initial premium  on the proposed policy.

Since I left Mumbai, the medical required for acceptance of the policy could not be done in Mumbai . I was told that medical could be done from Delhi and your local office at Delhi will contact me.
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Insurance Policy Transfer Letter

Sample Template Example of Request Letter to Insurance Company / Bank for Transfer of Life / Car Insurance Policy from one branch to another branch in India in word / .doc format


FROM :
Neetu Singh
14/1 N S Road
Pritam Pura
New Delhi – 102 121
MOB: -----------------

To                                                                                                                               Dt. 14.05.2013
The Branch Manager,
Life Insurance Corporation of India Ltd
…………..Branch
ADDRESS

Dear Sir,

Sub: Transfer of my Policy to Mumbai.
Ref : Particulars of Policy
a)     Policy No.
b)     Table No.
c)      Amount
d)     Terms of policy.

I am to inform you that I was in a Bank before my retirement on 31.10.2009.

As my service was transferable, My service was transferred time to time and when I was transferred to New Delhi, during my stay at New Delhi, for saving of Tax & for my future savings I bought above policy from you and paid regular premium in time as per terms of the Policy.
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Letter to Insurance Company

Sample Template Example of Complaint Letter to insurance company in India for non-receipt of Annuity with request for change of address / cancel policy / theft / accident claim in word / .doc / pdf format

Dt 27.06.2013

To
The Branch Manager, 
Life Insurance Corporation of India
LIC Branch No 894, Samruddhi Hall, Plot No.5,
Near C.Gupta Peterol Pump,
MULUND ( WEST ) , MUMBAI 400 080

Sub : Annuity under my JEEVAN SURAKSH – I ( 147-5 with profit ) Policy No. 1234567890.

Dear Sir,


On the above score I am to inform you as under :-

  • I was on a transferable job and when I was posted in Mumbai I have taken above policy from you. 
  • Since my retirement I am permanently residing in below mentioned address .
  • As per policy bond I find last date of vesting of Annuity is 12.03.2013 & date of commencement of Annuity is 12.03.2011
  • I have paid all the premiums as per policy and I am eligible for Annuity as per policy .
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Life Insurance Guide

Free Download Important Questions, Help & Guidelines for Life Insurance Policy Buying & Alterations Formalities in UK, USA, India in word/ .doc / .pdf Format

"What is the importance of the policy document?"

The policy document is a legal proof of the life insurance contract between the Policyholder and The Company. Hence, it’s a very important contract and needs to be kept safely. The policy holder will need to submit the policy document to the company when he/she has to apply for any of following:


Assignment
Claims


Any notice, information or instruction to the Company must be in writing and delivered to the address intimated by the Company to the policyholder.

"When does Policyholder need to alter his/her Personal Details in the policy document?"

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Damage Certificate in Insurance Claim

Sample Template Damage Certificate Letter Shortage Certificate from Transporter for Lodgment of Insurance Claim in India in word/ .doc/ .pdf Format

Date : 16.12.2013

M/s Rocket Sales Ltd.
14/6 Nariman Point
Mumbai – 421 120
WITHOUT PREJUDICE

DAMAGE/SHORTAGE CERTIFICATE

We hereby certify that White Paper material was transported by our Truck No-------- ---- as per Consignment Note No.----------- dtd.25.09.13 from Polymar Works, New Delhi to Rocket Sales Ltd., Khapoli, Navi Mumbai Works at the owner’s risk. Unfortunately, the goods were found to be in damaged condition on reaching its destination due the factors which were totally beyond the control and power of the driver of the said vehicle in transit and because of jerks and bolts and unfortunate event, the following damages/shortages were caused to be consignment as detailed herein below:
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Removal of Hypothecation of Vehicle

How to Remove / Sample Form Letter for Cancellation of Car Lease Hypothecation Agreement in India to RTO in word/ .doc Format
                                               
NO OBJECTION CERTIFICATE

Date : September 5, 2013

To,
RTO/ Insurance Company
Mumbai

Sub : Termination of Agreement Vehicle No. DL 01A 0000

Name of Hire Purchaser: Mr Anil Jain

Sir,

We hereby confirm that the agreement entered into between Rocket Sales Ltd. and the above mentioned name of Hire-Purchaser has been terminated on 31.08.2013.
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Transit Insurance Letter

Sample Template Letter Format to insurance company for Transit Insurance Coverage (Personal Carriage) for Gold in India in word/ .doc Format

RSL/LIC/2013-14/091
24.05.2013

The Sr. Divisional Manager
Life Insurance Corporation of India
12/3 Nariman Point
Mumbai – 421 212

Dear Sir,

Ref: Insurance of Gold in transit through personal carriage from Mumbai to Delhi.

With reference to the above subject, this is to inform you that we would be sending Gold from Mumbai to Delhi on 27.05.2013 by train through personal carriage as per the following details.

This silver is carried by our employee in proper customary package.
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Insurance Claim Letter

Sample / Template / Examples of Fire Insurance Claim Reminder Letter to Insurance Company in India in word / .doc Format 


REMINDER
Ref. No. RSL/INS/2013-14/015 
Dt.07.11.2013

The Chief Regional Manager,
ICICI Lombard 
14/1 KBC Road, Nerul
Navi Mumbai – 458 545 


Attn: Mr. Tanveer Khan 



Sub: Fire claim of our factory at Khapoli, Maharashtra 


Ref: Policy No. -------------------/01.04.2013 & 
        letter No.RSL/INS/2013-14/010 dtd. 15.08.2013 

Dear Sir,

We understand that the survey report in connection with losses suffered in fire dtd.26.04.2013 at our factory situated at Khapoli, Maharashtra has been received long back and the matter of claim is under finalisation.

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Intimation Letter to Insurance Company

Sample Intimation Letter Format to LIC for Employee Accidental Health Claim in word/.doc

RCL/LIC/13-14/
May 11, 2013

The Sr Divisional Manager
Life Insurance Corporation of India
14/1 Nariman Point Branch
Mumbai – 458 545

Dear Sir,

Sub:  Intimation Letter

Ref :  Policy No. --------------------------

This is to inform you that our employee Mr. Amit Jain – Branch Manager met with an accident on 9th of May 2012, while he was on official duty, where his Right Foot got fractured.
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ISIC Card Authorized Signature

Sample Authorisation Letter format to ESIC for Collection of Employees Smart Cards

RSL/ESIC/2013-14
September 9, 2013

To                                                                                                                      
The Manager
Employees State Insurance Corporation
41/5 Khapoli Road
Mumbai – 458 545
      
Ref: Code No. -------------------------

Sub: Authorisation Letter

Dear Sir,                                                                    

We hereby authorize Mr.Anil Sen – Manager Personnel to collect the smart card of the Employees registered under the above ESI Code of the Company. Kindly deliver the smart card to the authorized representative.
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Authorization Letter to Insurance Company

Sample Authorisation Letter to LIC with Specimen Signature Copies of Authorized Signatories in word/.doc Format  

RSL/EGF/ 2013-14/
July 8, 2013

Life Insurance Corporation of India
14/5 Munirka Branch
New Delhi – 142 125

Ref: Master Policy Number: GGCA ------------

Sub: Specimen Signature of Signing Authority

Dear Sir,                                                                    

This is to inform you that as per the resolution of the Board Meeting held on 25.05.2013 following persons have been authorised to sign all the documents of Gratuity Trust Committee on behalf of our company:
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Justification Letter Format

Sample Template Example of Official Justification Letter Format Against Query of Insurance Claim by Insurance Company in Word / Doc / Pdf Free Download


RSL : INS :

Dated : 29.07.2015
The Senior Divisional Manager
LIC India
14/1 N S Road
Kolkata – 700 012

Dear Sir,

Sub :    Claim for damage to material under C/Note No. 12345 & 1346 both dt.           07.08.2014 ex Nagpur to ABC Sales Corporation, Delhi.

This has reference to your letter dt. 14.05.15 regarding the subjects cited above. Information, so far gathered in connection with your queries, are appended below for your kind reference.

Truck no MP 14A-1421 had reported for unloading at the godown of M/S Pyramid Sales Corporation on 16.08.2014. Seeing the condition of materials, party did not unload the vehicle & kept it stranded for two days. During this period, the concern party started negotiating with our Delhi Branch office for hefty discount which was not accepted by our management. 
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Car Insurance Payment Letter

Sample Vehicle Insurance payment covering Letter in word/ .doc Format

ABC CORP/SGICL/2013-14
February 28, 2014

M/s Shriram General Insurance Co Ltd.
Mumbai
                            
Dear Sirs,

Enclosed please find herewith Cheque No. ---- dtd. 28.02.11 for Rs. ---------/- (Rupees ------ only) drawn on AXIS Bank Ltd. issued in your favour towards insurance of  INDIGO CSLS purchased from Amir Automotives Pvt. Ltd.
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Employee Leave Certificate

Sample / Template / Example of Employee Absent Certificate from company due to accident / illness for insurance claim / other statuary requirements in word /.doc Format

October 25, 2013

TO WHOM IT MAY CONCERN


This is to certify that our President, Mr Anil Kapoor (Employee No.10001) had a fracture in left hand due to fall in bath room on 29.09.13 and was confined to bed rest from 29.09.13 to 24.10.13 as per advice of Doctor. Therefore, he was unable to come in office and he was absent during this period.
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Incentive for Transportation Services

Sample / Template / Example of Incentive Policies / Schemes Letter for Transporters for saving on account of Materials Transit Damage in word /.doc Format

Transport Corporation of India
45/1 Malik Bajar
Mumbai – 425 455

Dear Sir

We are despatching about 20000 Trucks in a year from our factory at Khapoli to various destinations all over India through your transport companies. Materials got damaged in transit due to mishandling at transshipment points and we have to lodge substantial claims with insurance company .We are giving below claims lodged by us and received during last two years :
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Request Letter Insurance Claim

Sample / Template Request Letter Format for Insurance Claim Form against employee Accident Insurance Policy in word/.doc

RCL/LIC/13-14/
May 03, 2013

The Sr Divisional Manager
LIC India
Voltas House, 45/1 Nariman Point
Mumbai – 587 878

Dear Sir,

Sub:  Intimation Letter

Ref :  Policy No. --------------------------------------
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Insurance Premium Payment letter

Sample / Template Format for Transit Insurance Premium Payment along with submission of Despatch Declaration in word/ .doc


RCL/LIC/13-14/
November 11, 2013

The Sr Divisional Manager
LIC India
Voltas House
Mumbai 458 787

Dear Sir,

Ref : Policy No.--------------------- valid upto  31.03.2014
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Fire Insurance Claim Letter

Sample / Template / Example of Fire Insurance claim Application letter to Surveyor & Loss Assessor in word/ .doc Format

ROCKET/INS/2013-14/
April 26, 2013

Mr Ram Lal Bajaj
Surveyor & Loss Assessor
54/2, 8th Floor, Himalaya Towers
Mumbai – 454 854

Dear Sir,
                    Sub:  Fire at our Factory at P.O. Khapoli,
Navi Mumbai, Maharashtra on 10.04.2013

With reference to your letter dated 20.04.2013, we are enclosing herewith the following documents:
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Letter to Transport Company

Sample complaint letter to transport company for submission of FIR Lodgment Copy for Insurance claim against Transit Damage

Rocket/Tran/13-14/14
November 15, 2013

The Manager
Transport Corporation of India
15/1 S.M. Road, Khapoli
Mumbai – 458 254

Dear Sir,

Ref : Submission of FIR Copy Lodged with the nearest Police Station.

This refers to the consignment no --------- dated 06/10/2013 from, Ex Khapoli to Delhi, where the truck met with an accident.
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Accident Intimation Letter to Insurance Company

Sample Template Example of Intimation Letter to Insurance Company Regarding Incident / Fire for Claim Lodgement in Word / Doc / Pdf Free Download


RSL/LIC/2015-16                                                                                                  Dated: 01.06.2015

The Sr. Divisional Manager
Life Insurance Corporation of India
14/1 N S Road
Mumbai – 422 120

Dear Sir,

Ref: Disruption of operation due to fire at our Factory situated at Khapoli, Maharashtra.

We would like to intimate you that there was an incidence of fire occurred in the Hydraulic Room of our Factory situated at Khapoli, Maharashtra. Preliminary survey reveals that the equipment and machineries in that room have been damaged by the fire.
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