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WorksheetsInbound Dec 23
Total questions: 15
Worksheet time: 29mins
Name
Class
Date
1.
Whose documents are required for maturity payout in HDFC life Young star supreme plan?
a)
Policy holder
b)
Nominee
c)
Appointee
d)
Payor
2.
Mr. Daval has taken a HDFC life Young star Supreme plan. Then what is the benefit he will receive on maturity?
a)
He will receive the Fund value as on date of maturity
b)
He will receive the Fund value as on date of maturity plus total investment
c)
He will receive Sum assured
d)
He will receive the Fund value as on date of maturity plus bumper addition
3.
Mr. Rahul has taken a HDFC life Youngstar Supreme suvidha plan on 01-12-2018 and he want to do the fund switch now. How much charge will be applicable on same. Note : 2nd Switch in a policy year
a)
Online 25/- , offline 296/-
b)
100/- per switch excluding taxes
c)
24 Swicthes will be given free in a policy year
d)
296/- per request
4.
How many fund options are available under HDFC life Classic one plan?
a)
10 Fund options
b)
9 Fund options
c)
8 Fund options
d)
11 Fund options
5.
What is the % guaranteed additions will declared in HDFC life Uday plan for first 5 years of policy?
a)
3% P.a
b)
3.5 % P.a
c)
4% P.a
d)
3% Per month
6.
What is the Maturity benefit under HDFC life Uday plan?
a)
Customer will receive the Sum assured plus reversionary bonus plus interim and terminal bonus if applicable
b)
Customer will receive the Sum assured plus reversionary bonus plus interim and terminal bonus
c)
Customer will receive the Sum assured plus guaranteed additions plus reversionary bonus plus interim and terminal bonus if applicable
d)
Customer will receive the Sum assured plus guaranteed additions plus reversionary bonus plus interim and terminal bonus
7.
Mr. Sid has taken a HDFC life Sanchay plus plan with Long term income option in which he want to surrender the policy in between the payout term. Then what is the surrender benefit will be paid?
a)
He will receive the guaranteed surrender value
b)
He will receive the remaining future guaranteed payouts
c)
Surrender value will be 9% deduction from the future payouts remaining will be paid as lumpsum
d)
Surrender value will be 9% deduction from the future payouts along with the maturity amount then remaining amount will be paid as lumpsum
8.
What is the TAT for Marital status change?
a)
4 Working days
b)
3 Working days
c)
2 Working days
d)
5 Working days
9.
What is the process to convert the policy into Paid up status? Note : Policy is assigned to HDFC LTD
a)
Customer can drop a mail to service@hdfclife.com along with NOC
b)
Customer need to visit the HDFC life branch along with NOC
c)
Customer can drop a mail to service@hdfclife.com along with consent
d)
Customer can place a request on call
10.
How many days prior customer can place a request for Direct debit activation through online?
a)
12 days prior to the premium due date
b)
30 days prior to the premium due date
c)
15 days prior to the premium due date
d)
15 working days prior to the premium due date
11.
Do we need to get the DOB rectified for Maturity, Surrender, Discontinued Termination & Terminated policy payouts if the DOB is incorrectly updated in system compared with proofs submitted ?
a)
No need update , customer will receive the payout
b)
Yes , Customer can change the DOB from My account
c)
Yes , Customer can give a consent through mail
d)
Yes , Customer can change the DOB by visiting the HDFC life branch
12.
What is the TAT for excess premium refund if we have taken a backend request for online payment?
a)
8 Working days
b)
14 Working days
c)
9 Working days
d)
12 Working days
13.
Ms. Honey has taken a HDFC life Sanchay plus plan on 01-12-2023 but she is not satisfied with the policy returns so within how many days she can cancel the policy? Note : Demat N
a)
She can cancel the policy within 30 days from the date of receiving policy documents hard copy
b)
She can cancel the policy within 35 days from the date of receiving policy documents hard copy
c)
She can cancel the policy within 35 days from the date of policy detail credited in EIA account
d)
She can cancel the policy within 30 days from the date of policy detail credited in EIA account
14.
What is the death benefit under Hdfc life New immediate Annuity plan for option " Life Annuity with a Guarantee Period" ?
a)
Nominee will receive the 100% purchase price
b)
Nominee will receive the Sum assured
c)
Nominee will receive the remaining annuity amount
d)
No benefit will be payable to the nominee
15.
How many days prior customer needs to give a request to remove the MWPA act from the policy?
a)
Customer need to place a request before 30 days of due date
b)
Customer need to place a request before 30 days of policy anniversary
c)
Cannot be removed in between the policy
d)
Customer need to place a request before 15 days of policy anniversary
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