Post Office Request form for correction/change in Policy holders’

Post Office Request form for correction/change in Policy holders’ Name or correction in Nominees’/Appointees’ Name

Post Office Request form for correction/change in Policy holders’ Name or correction in Nominees’/Appointees’ Name from Download

This document is the official Request Form for Correction/Change in Policyholder’s Name or Correction in Nominee’s/Appointee’s Name (103pg5d0mw… p. 1). It is utilized to rectify clerical errors or legally update names in active Postal Life Insurance (PLI) or Rural Postal Life Insurance (RPLI) policies (103pg5d0mw… pp. 1-2).

📋 Core Scope of the Form

The form serves two distinct regulatory functions based on the individual being updated:

For Policyholders: Accommodates complete legal name changes (due to marriage, gazette updates, etc.) as well as minor spelling corrections (103pg5d0mw… p. 1).
For Nominees / Appointees: Restricts modifications strictly to spelling corrections only (103pg5d0mw… p. 1).

⚠️ Note: If you want to change your nominee entirely to a new person, you cannot use this form; a separate nomination change form is required (103pg5d0mw… p. 1).

🔑 Key Fields & Information Required

1. Existing Account Mapping

Current Policy Profile: Full name (First, Middle, Last) exactly as it appears on your existing insurance documents (103pg5d0mw… p. 1).
Policy Parameters: The alphanumeric Policy Number and the exact numeric Sum Assured amount (103pg5d0mw… p. 1).
Demographics: Complete residential address grid (Village/City, Taluka/District, Post Office, State, Country, and PIN Code) alongside your mobile number and email ID (103pg5d0mw… p. 1).

2. Modification Details

Target Selection: Checkboxes to tick whether the modification applies to the Policyholder, Nominee, or Appointee (103pg5d0mw… p. 1).
Comparison Matrix: Character box grids to clearly separate the Old Name from the newly requested New Name (103pg5d0mw… p. 1).
Justification: A dedicated text line to state the explicit legal or clerical reason for the name update (103pg5d0mw… p. 1).

⚠️ Mandatory Enclosures & Document Checklist

The form features a strict evidence checklist where applicants must mark documents as Yes, No, or NA (Not Applicable) (103pg5d0mw… p. 1):

Original Policy Bond: Must be physically surrendered for endorsement (103pg5d0mw… p. 1).
Insurant KYC: Self-attested copies of both Identity Proof and Address Proof of the policyholder (103pg5d0mw… p. 1).
Grounds of Change Support: Relevant evidentiary documents for the policyholder, nominee, or appointee as prescribed by the Standard Operating Procedure (SOP) (103pg5d0mw… p. 2).
Messenger Proxies (If Applicable): If a third-party messenger submits the form on your behalf, you must attach self-attested copies of that messenger’s ID and Address proof (103pg5d0mw… p. 2).
Special Health/Travel Exemption Docs: A self-attested medical certificate from a Government/accredited hospital, OR a self-attested passport copy clearly demonstrating valid visa details and your departure date from India (103pg5d0mw… p. 2).

📜 Signatures & Witness Protocols

Declaration Acceptance: The policyholder signs to assume complete legal responsibility for the validity of the requested modifications (103pg5d0mw… p. 2).
Illiterate / Regional Language Clause: If you are illiterate or sign in a regional language other than English, your thumb impression or signature must be formally attested (103pg5d0mw… p. 2). This can be executed by a Postmaster, Gram Pradhan, Notary, or an authorized PLI/RPLI Agent using their official seal after they verbally explain the contents to you (103pg5d0mw… p. 2).
Verification Filter: The final section is restricted for office use, where the Central Processing Centre (CPC) PLI Branch In-Charge signs and stamps the form after checking physical originals against your photocopies (103pg5d0mw… p. 2).