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Worksheets

Inbound Mar 22

Total questions: 10

Worksheet time: 8mins

Name
Class
Date
1.

What is the minimum premium amount for annual  frequency against HDFC life classic assure plus plan ? 

a)

INR 12000

b)

INR 20000

c)

INR 10000

d)

INR 30000

2.

What is the maximum age at entry for HDFC Life click 2 retire plan ? 

a)

65 Years

b)

70 years

c)

75 years

d)

80 years

3.

What is the Revival period in hdfc life sanchay plus plan

a)

2 years

b)

5 years

c)

3 years

d)

4 years

4.

How many plan options are available under Hdfc SL progrowth flexi plan 

a)

2

b)

4

c)

3

d)

1

5.

How many plan options are available under "Click2Protect Corona Kavach" plan ?  

a)

6

b)

2

c)

9

d)

5

6.

Mr. Roy holds HDFC SL Crest plan which he has puchased from Mr. Madan . He has received EPDF policy document but he is not agreeing to any terms & conditions of the policy and wants to get the same cancelled. What guidance has to be provided to Mr. Roy ?

Note : Hard copy is not yet received from Mr. Roy 

a)

Will guide the customer to visit the hdfc life branch

b)

Will guide the customer to visit the hdfc life branch or mark a  mail to service@hdfclife.com

c)

Will guide the customer to place a request once he receive the hard copy

d)

Will guide the customer to upload the docuemnts in my account

7.

What are the documents customer has to submit for maturity payout.

a)

Pan,Aadhar,CC

b)

Pan,Aadhar,CC,Neft form

c)

Pan,CC,Neft form

d)

Pan,Aadhar,CC

8.

Mr.Ram has taken a policy his due date is on 31-03-2021 but customer had paid the premium on 02-04-2021.Which financial year statement will customer receive

a)

2020-2021

b)

2021-2022

c)

2019-2020

d)

2022-2023

9.

What are the documents customer has to sumit for surrender if lockin period completed? 

a)

PAN,Aadhar,cancelled cheque,Neft form,PS2 form

b)

PAN,Aadhar,cancelled cheque,surrender evaluation processing form

c)

PAN,Aadhar,cancelled cheque,surrender evaluation  form

d)

PAN,cancelled cheque,surrender evaluation processing form

10.

what are the documents  customer has to submit for DT payout

a)

Pan,Aadhar,cancelled cheque,NEFT form

b)

Pan,Aadhar,cancelled cheque,surrender evaluation processing form

c)

Pan,cancelled cheque,surrender evaluation processing form

d)

Pan,cancelled cheque,NEFT form