Email Apr 24

State the change in gender process of nominee.

• Redirect to branch
• Create temp ID with Health PS Refund
• Share My account link
• None of the above

Mr. Anjan has purchased single premium HDFC Classic assure plan on 20th Dec'22 and he is requesting to surrender the policy today. State the process you will assist to the customer.

• Share My account link
• Redirect to branch
• Share the customized link
• Transfer to proactive outreach

What is the additional information has to be given while sharing DT payout TAT with the customer?

• Ask customer to visit branch
• Inform the tagged bank details
• Share KYC and PAN card details
• Share KYC update link

Mr. Rohan has ULIP policy with product code USV and he will be receiving the DT payout. So select the role who will be receiving the payout.

• Beneficiary
• Appointee
• Nominee
• Policy owner

For how many days, look in extension grid is available?

• 5 days
• 2 days
• 3 days
• 4 days

State the TAT if NEFT is tagged for look in cancellation payout.

• 14 working days
• 7-8 working days
• 12 working days
• 3-4 working days

If the policy is assigned to Global aluminum PVT. Ltd and customer is asking to release the DT payout to them then what document is required?

• Policyowner NEFT details
• KYC of appointee
• Assignee's NEFT details
• None of the above

Mr. Aryan has purchased Sanchay par advantage plan and he is requesting for FLC.

• Transfer to FTR COPS
• Share my account link
• Transfer to Hlife and Elife Queue
• Transfer to proactive outreach

What can be shared to the customer is he raising for payout dispute under DT payout?

• Redirect to branch
• Inform about the discontinue fund and share DUS
• To visit the concerned bank
• Share till date bank statement

Whose approval is required if the initial payment is INR 3,00,000.00 and customer is coming in the look in extension grid?

• Manager
• HOD
• VP
• CEO