HEALTH | LIFE | MOTOR | SIP
Documents & Details Required
Keep the following information ready for a faster quote, proposal or account-opening process.
Select the service you need. The checklist below is designed to make it easy to prepare your documents before contacting Jain Assurance.
🏥 Health Insurance
Documents & Details
- 🔹 Passport-size photo of Proposer – self-attested
- 🔸 PAN Card of Proposer – self-attested
- 🔹 Aadhaar Card of Proposer – self-attested
- 🔸 Aadhaar Card of all members with Date of Birth
- 🔹 Previous policy copies – for Portability cases
- 🔸 Height & Weight of all members
- 🔹 Pre-existing medical history
- 🔸 Bank details / Cancelled cheque / cheque photo
- 🔹 Mobile Number
- 🔸 Email ID
- 🔹 Nominee Details
- 🔸 Details of any Disability, if any
- 🔹 Annual Income
Important: Please disclose existing illnesses, previous surgeries, ongoing treatment and medicines accurately while applying.
🛡️ Term Insurance Quote
Client Details
- 1.Name
- 2.Date of Birth
- 3.Education
- 4.Marital Status
- 5.Father / Husband Name
- 6.Mother Name
- 7.Email
- 8.Mobile
- 9.Height
- 10.Weight
- 11.Salaried / Self-Employed
- 12.Name of Present Company / Firm
- 13.Industry Belongs To
- 14.Designation
- 15.Yearly Gross Income
- 16.Existing Life Insurance Cover – Company, Sum Assured, Premium
- 17.Alcohol
- 18.Tobacco / Smoking
- 19.Existing Illness / Any Tablet / Operation, if any
- 20.Nominee Name
- 21.Nominee DOB
- 22.Relationship with Nominee
- 23.Family Medical History – Father / Mother & Disease, if any
🚗 Motor Insurance
Documents Required
- 🔹 RC Copy
- 🔸 Previous Insurance Copy
- 🔹 Claim History, if any
- 🔸 KYC – Aadhaar Card
- 🔹 KYC – PAN Card
- 🔸 Mobile Number
- 🔹 Email ID
- 🔸 GST Certificate – Optional / if applicable
Nominee Details
- 🔹 Nominee Aadhaar Card
- 🔸 Nominee PAN Card
📈 Mutual Funds / SIP
Investor Details
- 🔹 PAN Card
- 🔸 Aadhaar Card
- 🔹 Cancelled Cheque
- 🔸 Email ID
- 🔹 Mobile Number
- 🔸 Place of Birth
- 🔹 Mother’s Full Name
Nominee Details
- 🔹 Full Name – as per official ID
- 🔸 Date of Birth
- 🔹 Email ID
- 🔸 Mobile Number
- 🔹 Any One ID Proof – PAN Card or Aadhaar Card
Once everything is ready, Jain Assurance can guide you through the next steps for online investment account opening.
Please share documents only through a secure channel and only when required for the relevant service. Actual insurer / investment-platform requirements may vary by product, applicant and applicable rules.