AEA Survival Benefit Form Download

The Claim Form for Survival Benefit Due on Anticipated Endowment Assurance (AEA) Policy is the official document used by policyholders to claim periodic money-back payouts (1.1.1). [1]

📋 Purpose of the Form

This form triggers the recurring financial payouts under the Postal Life Insurance (PLI) “Sumangal” plan (1.1.1). Under this policy, survival payouts are structurally calculated based on your total policy tenure: [2, 3]

15-Year Term: Reimburses 20% of the Sum Assured at the end of the 6th, 9th, and 12th years. The final 40% plus accumulated bonuses are paid at maturity.
20-Year Term: Reimburses 20% of the Sum Assured at the end of the 8th, 12th, and 16th years. The final 40% plus accumulated bonuses are paid at maturity. [4, 5]

✍️ Core Requirements of the Form

Mandatory Capital Letters: Every section on this template must be filled out completely in BLOCK (CAPITAL) letters (1.1.1).
Policy Identifiers: Section 4 mandates accurate tracking of the Policy Number, Sum Assured, Date of Acceptance, and the specific Date of Survival Benefit Due (1.1.1).
Payment History: Section 6 requires you to log the exact Post Offices where you paid your premiums over the last 6 months (1.1.1).
Direct Bank Payouts: Section 8 captures bank details (Account Number, Bank Name, and Branch Name) to ensure direct electronic or cheque clearance (1.1.1). [6]

📎 Required Enclosures

To prevent immediate processing delays, you must attach the following physical documents to the form (1.1.1): [7]

Premium Receipt Book (For cash payment tracking) (1.1.1).
Certificate of the Pay Disbursing Officer (DDO) (If your premiums are auto-deducted from your workplace salary) (1.1.1).
Standard KYC Mandates: Self-attested copies of your official Identity Proof and Address Proof.
Bank Mandate Verification: A cancelled cheque or a self-attested copy of your Post Office Savings Bank (POSB) passbook. [6, 7]

🏛️ Where and How to Submit

Take your completed form and original verification documents to your nearest Head Post Office or Central Processing Centre (CPC). The local Postmaster will verify your original documents against your self-attested copies, update your file in their McCamish policy software, and route it to the Divisional Manager for settlement. [1, 6, 7]