Yes, an intimation Email/SMS is sent 180 & 90 days prior to the maturity date of the policy along with SMS reminders for submission of pending documents as and when due.

 

How can I submit my documents for the maturity to be processed?

You can e-mail the maturity-related documents from your registered email id to nri.helpdesk@maxlifeinsurance.com

 

Which documents do I need to submit for my maturity payout?

To process your policy maturity amount, you are requested to submit the below mentioned mandatory documents at least 30 days prior to the maturity date:

        

1. KYC Document-Complete copy of any one of the documents: Aadhaar card, Voter Id Card, Driving License, or Passport.

2. Self-Certification Form (FATCA) along with FTIN No. and documentary proof.

3. NEFT Form with Cancelled cheque having printed name of the policy owner.

4. NRE Account Payout-Proof of premium payments done from NRE Account(Either bank statements of all the premiums paid for the policy or a letter from the bank mentioning the amount deducted from the NRE account against the premiums for Max Life policy and also the date of deductions)

 

In case there is any TDS applicability in the payout against which the policy owner claims exemption, the customer need to submit the below mentioned documents in addition to the above mentioned documents:

a) Permanent Establishment Declaration

b) Form 10F

c) Tax Residency Certificate-Issued by Govt. of respective Country.