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Banking & Insurance Claim

What is a Claim?

A claim refers to the payment made by the insurer to the insured or nominee on the occurrence of an event specified in the contract, in return for the premiums paid by the insured.

What is the claim process?

Following are the three stages of Claims process:

  • Claim Intimation – Intimate us with Death Certificate & submit all the mandatory claim documents.
  • Claim Assessment – Claim documents are scrutinized by the Claims Team and in case of any pending requirements, the same are communicated to the claim beneficiary through a requirement letter. Claims may also be investigated, if necessary.
  • Claim Decision – The claim is approved and then settled. A payment is made to the beneficiary’s bank account by NEFT OR The claim is rejected and a communication providing the reasons for rejection are sent to the beneficiary.

What if Nominee/Beneficiary is minor?

The claim is to be submitted by the Appointee, if any. In case the Appointee is not mentioned, the claim proceeds will be payable to Legal Guardian of the minor or Legal Heirs of the Life Assured, as the case may be, subject to submissions to relevant proof of guardianship or legal heirship.

What if Nominee/Beneficiary has also expired?

If the Nominee has also expired, then the claim may be submitted by the Legal Heir of the deceased Life Assured. However, relevant legal documents like successions certificate and/or legal heir certificate and an indemnity bond are required to be submitted.

HOW IT WORKS

1

SELECT A PACKAGE

  • Select a service that you require
  • Choose a suitable Package or Plan depending on the Work involved the Services required
2

REGISTER

  • Submit or eMail your Contact details or provide the Client Registration Form
  • Provide basic documents (relevant KYC)
  • Make payment (Gateway, NEFT, Cheque, or Cash)
3

DOCUMENTATION

  • Speak to our Advisor
  • Submit your remaining documents / details by any of the following modes:
    • eMail to info@TaxAssist.in
    • Courier to HelpDesk
    • Visit to our Branches
    • or even WhatsApp
4

FINALIZATION

  • Once we have finalised, we will send you the Draft for Approval
  • Once approved & submissions made, you will receive Final Documents from us by eMail, courier or visit.

DOCUMENTS

To initiate the process, we will request you to provide us the following basic documents:
(We donot require any original documents. The documents can either be Emailed, Couriered, Physically delivered to our branches or even Whatsapped to us)

    Resident (Individuals)
  • PAN
  • Passport
  • PIO, OCI (if applicable)
  • Aadhaar Card
    Resident (Corporates)
  • PAN
  • TAN, VAT, GST
  • MOA, AOA
  • Incorporation Certificate
    NRI's & Expats
  • PAN
  • Passport
  • PIO, OCI, CDC (if applicable)
  • Aadhaar Card


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EXPRESS ONLINE (BANKING & INSURANCE ...

Suitable for individuals having an income less than 10 Laks p.a and interest income only where there is an expected  tax refund of less than Rs 10000.Express Online is the perfect package for salaried individuals...

₹2,500.00
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Silver (BANKING & INSURANCE CLAIM)

Suitable for individuals having an income of Rs 10-20 Laks p.a and interest income only OR an investment portfolio of less than Rs 20 Laks...

₹5,000.00
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GOLD (BANKING & INSURANCE CLAIM)

Suitable for individuals having an income between Rs 10-20 Laks p.a Or an investment portfolio between Rs 20-50 Laks...

₹10,000.00
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DIAMOND (BANKING & INSURANCE CLAIM)

Suitable for individuals having an income of more than Rs 20 Laks p.a OR an investment portfolio of more than 50 Laks OR a net worth of more than 3 crores having CG from sale of Real Estate OR planning to relocate to/from India OR having income from ..

₹20,000.00
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PLATINUM (BANKING & INSURANCE CLAIM)

Premium personalised services for TDS Advisory, Filing, Certifications & Compliance with personalised attention throughout the transaction...

₹40,000.00
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TITANIUM (BANKING & INSURANCE CLAIM...

Suitable for individuals having an income of more than Rs 20 Laks p.a OR an investment portfolio of more than 50 Laks OR a net worth of more than 3 crore OR having CG from sale of Real Estate OR planning to relocate to/from India OR having an income ..

₹80,000.00
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