mandatory fields for all options - pnb metlife...

2
Tick the applicable payment option to pay your Initial premium and renewal insurance premium: Standing Instruction Mandate- Direct Debit/ ECS/ Credit Card/ PNB-Auto Debit / J&K Bank-Auto Debit ** Amounts may vary due to taxes (including but not limited to any change in applicable tax rates), counter of fers, revised premiums, additional insurance/ riders. Please Note: Standing Instruction Debit Date will be the Premium Due date or the next banking day , if the due date is a banking holiday Declaration by the Policy Owner I hereby declare that the particulars given above are correct and complete in all respects. I authorize PNB MetLife India Insurance Company Limited. (the "Company") and/or its authorized service provider/Bank to collect the amounts as may be due on account of payment for life insurance premium(s) payable on and/or pursuant to the life insurance proposal(s)/ policy(ies), and Rider(s) (if any), as issued by the Company, by Debit to my Bank Account/ Credit Card as per details provided above. I understand and agree that premium amount to be debited from my account may vary due to change in tax structure, counter offers, revised premiums, additional insurance/ riders. In the event of my bank being unable to debit my account, for whatsoever reason, I will pay insurance premium directly to the Company. I will also inform the Company for any changes in my Bank Account or Credit Card details. Mandate Reference Number (To be incorporated by Punjab National Bank, after updating their system) Mandatory Fields for all options Please fill the following information if the chosen Standing Instruction option is Direct Debit or ECS or PNB-Auto Debit or J&K Bank-Auto Debit Please Fill in the following information if the chosen Standing Instruction option is Credit Card Yes, I have attached a copy of the front side of the Credit Card Name of the Credit Card Holder(s) (Mr./ Mrs./ Ms./ Dr./ M/s) Credit Card No. Name of the Issuing Bank Master VISA Amex Diners Card Issuing Authority (tick any one) Credit Card Expiry Date / This is to state that I have registered for the RBI's Electronic Clearing Service/ Direct Debit / PNB-Auto Debit/ J&K Bank Auto Debit and that my premium payment shall be made from the above mentioned Account/ Credit Card with your bank. I hereby authorize the representative carrying this ECS/Direct Debit/ PNB-Auto Debit/ J&K Bank Auto Debit/ Credit Card mandate form to get it verified and /or executed. Account Holder's Signature (As in Bank Record): __________________________________ Account Number : _____________________________ Authorization of the Bank Account/ Credit Card Holder (to be signed by the Account/ Credit card Holder) Terms and Conditions The Proposer/ Policy Owner confirms, understands and agrees that: 1. Without prejudice to any rights of the Company/ its authorised service provider/ the Bank the Policy Owner will indemnify and hold the Company / its authorised service provider / the Bank harmless against any and all liability, costs and expenses that may be incurred by the Company / its authorised service provider / the Bank arising out of any acts of omission or commission or negligence on the part of the Proposer/ Policy Owner. 2. In case the customer intends to cancel the ECS or Direct Debit mandate he/ she may do so by giving 15 days written notice to PNB MetLife prior to the due date of ECS / Direct Debit mandate and the same shall be processed by PNB MetLife at no extra charges. 3. The Company / its authorised service provider / the Bank shall in no way be responsible for non-execution or delay in execution of direct debit instruction either on account of incomplete or inaccurate information or non-availability of sufficient funds in the account or for other reason beyond the Company's control. 4. The Company is authorized to enable the Direct Debit/ ECS/ CC SI/ PNB-Auto / Debit facility for the premium payments and in the instance of Direct Debit/ ECS/ CC/ Debit J&K Bank Auto PNB-Auto / Debit dishonor, to re-debit the Policy Owner/ Account Holder's account with the mentioned bank to recover the premium payable. Debit J&K Bank Auto 5. The company does not levy any additional charges towards cancellation of the ECS mode/recover such additional charges from the benefits payable under the policy.. DECLARATION :The contents of this mandate has been read over and explained to me in vernacular. I have understood the contents completely and have furnished the information and instruction contained herein out of my free will and volition, after fully understanding the contents thereof, I hereby certify the contents hereof as true and correct. Signature OR Left Thumb Impression of the customer__________________________________________ Date: ____________________________________ Name: __________________________________________________________Place: ___________________________________ Name and Counter Signature of the person who have explained the contents to the customer in vernacular…………………………………………….. If Selected Please Complete The Additional Declaration Form Please tick ( ) in case of : Vernacular Illiterate Direct Debit ECS (Electronic Clearing Service) Credit Card-SI PNB Auto Debit-SI Including Initial Premium PNB Auto Debit-Renewal J&K Bank Auto Debit-Including Initial Premium Payment Frequency Monthly Quarterly Half Yearly Annual Proposed Holder Name Policy/Application Number Email PAN (Permanent Account No.) Standing Instruction Start Date : _____/_____/_____ (DD/MM/YY) Standing Instruction End Date : _____/_____/_____ (DD/MM/YY) (Note - Start and end date for PNB Auto Debit/ J&K Bank Auto Debit for first premium will be date of creation of mandate in bank records) Mobile Number Amount in “INR” as mentioned in Application form DC No. (To be incorporated by Jammu and Kashmir Bank, after updating their system) Bank Account Number: Yes, I have attached a copy of cancelled bank cheque for Direct Debit/ ECS/ PNB – Auto Debit/ J&K Bank-Auto Debit BANK SOL ID * (Only for PNB Account) Others _____________________________________________ Union Bank of India Punjab National Bank IDBI Bank ICICI Bank Direct Debit, please tick operated bank name: Citi Bank Allahbad Bank Bank of Baroda Bank of India Federal Bank Karnataka Bank Kotak Mahindra Bank State Bank of India Jammu and Kashmir Bank Name of the Account Holder as per bank records: (Mr./Mrs./Ms./Dr./M/s.) Account Type (Please select on) Savings Salary Total Freedom Cash Credit Overdraft Others Loan Account 9 Digit MICR Code If the chosen option is PNB-Auto Debit, please also fill the below mentioned details. GBPA Code of signature verifying authority : _________________________________________________________________________________ It is certified that the particulars of the Mandate above are correct, and the Signature of the Bank Account Holder, is true, as per our records and that a copy of this form duly completed has been submitted to us. Bank's Stamp : Signature of the Authorized official of the Bank: _____________________________________ Place:_____________________________________________ Date:________________________ Certificate of the Bank Named in the Mandate (to be filled in case of Direct Debit/ ECS/ PNB-Auto Debit/ J&K Bank Auto Debit) Version 3.3 Name and Address of the Bank/Branch

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Page 1: Mandatory Fields for all options - PNB Metlife Smartpnbmetsmart.metlifeportal.co.in/mpptraining/Remittance_ECS and ACH... · mandate form to get it ... In case the customer intends

Tick the applicable payment option to pay your Initial premium and renewal insurance premium:

Standing Instruction Mandate- Direct Debit/ ECS/ Credit Card/ PNB-Auto Debit / J&K Bank-Auto Debit

** Amounts may vary due to taxes (including but not limited to any change in applicable tax rates), counter of fers, revised premiums, additional insurance/ riders. Please Note: Standing Instruction Debit Date will be the Premium Due date or the next banking day, if the due date is a banking holiday

Declaration by the Policy Owner I hereby declare that the particulars given above are correct and complete in all respects. I authorize PNB MetLife India Insurance Company Limited. (the "Company") and/or its authorized service provider/Bank to collect the amounts as may be due on account of payment for life insurance premium(s) payable on and/or pursuant to the life insurance proposal(s)/ policy(ies), and Rider(s) (if any), as issued by the Company, by Debit to my Bank Account/ Credit Card as per details provided above. I understand and agree that premium amount to be debited from my account may vary due to change in tax structure, counter offers, revised premiums, additional insurance/ riders. In the event of my bank being unable to debit my account, for whatsoever reason, I will pay insurance premium directly to the Company. I will also inform the Company for any changes in my Bank Account or Credit Card details.

Mandate Reference Number (To be incorporated by Punjab National Bank, after updating their system)

Mandatory Fields for all options

Please fill the following information if the chosen Standing Instruction option is Direct Debit or ECS or PNB-Auto Debit or J&K Bank-Auto Debit

Please Fill in the following information if the chosen Standing Instruction option is Credit Card

Yes, I have attached a copy of the front side of the Credit Card

Name of the Credit Card Holder(s)

(Mr./ Mrs./ Ms./ Dr./ M/s)

Credit Card No.

Name of the Issuing Bank Master VISAAmex Diners

Card Issuing Authority(tick any one)

Credit Card Expiry Date /

This is to state that I have registered for the RBI's Electronic Clearing Service/ Direct Debit / PNB-Auto Debit/ J&K Bank Auto Debit and that my premium payment shall be made from the above mentioned Account/ Credit Card with your bank. I hereby authorize the representative carrying this ECS/Direct Debit/ PNB-Auto Debit/ J&K Bank Auto Debit/ Credit Card mandate form to get it verified and /or executed. Account Holder's Signature (As in Bank Record): __________________________________ Account Number : _____________________________

Authorization of the Bank Account/ Credit Card Holder (to be signed by the Account/ Credit card Holder)

Terms and ConditionsThe Proposer/ Policy Owner confirms, understands and agrees that:1. Without prejudice to any rights of the Company/ its authorised service provider/ the Bank the Policy Owner will indemnify and hold the Company / its authorised service provider / the Bank

harmless against any and all liability, costs and expenses that may be incurred by the Company / its authorised service provider / the Bank arising out of any acts of omission or commission or negligence on the part of the Proposer/ Policy Owner.

2. In case the customer intends to cancel the ECS or Direct Debit mandate he/ she may do so by giving 15 days written notice to PNB MetLife prior to the due date of ECS / Direct Debit mandate and the same shall be processed by PNB MetLife at no extra charges.

3. The Company / its authorised service provider / the Bank shall in no way be responsible for non-execution or delay in execution of direct debit instruction either on account of incomplete or inaccurate information or non-availability of sufficient funds in the account or for other reason beyond the Company's control.

4. The Company is authorized to enable the Direct Debit/ ECS/ CC SI/ PNB-Auto / Debit facility for the premium payments and in the instance of Direct Debit/ ECS/ CC/ Debit J&K Bank AutoPNB-Auto / Debit dishonor, to re-debit the Policy Owner/ Account Holder's account with the mentioned bank to recover the premium payable. Debit J&K Bank Auto

5. The company does not levy any additional charges towards cancellation of the ECS mode/recover such additional charges from the benefits payable under the policy..

DECLARATION :The contents of this mandate has been read over and explained to me in vernacular. I have understood the contents completely and have furnished the information and

instruction contained herein out of my free will and volition, after fully understanding the contents thereof, I hereby certify the contents hereof as true and correct.

Signature OR Left Thumb Impression of the customer__________________________________________ Date: ____________________________________

Name: __________________________________________________________Place: ___________________________________

Name and Counter Signature of the person who have explained the contents to the customer in vernacular……………………………………………..

If Selected Please Complete The Additional Declaration FormPlease tick ( ) in case of : Vernacular Illiterate

Direct Debit ECS (Electronic Clearing Service) Credit Card-SI

PNB Auto Debit-SI Including Initial Premium PNB Auto Debit-Renewal J&K Bank Auto Debit-Including Initial Premium

Payment Frequency Monthly Quarterly Half Yearly Annual

Proposed Holder Name

Policy/Application Number

Email

PAN (Permanent Account No.)

Standing Instruction Start Date : _____/_____/_____ (DD/MM/YY) Standing Instruction End Date : _____/_____/_____ (DD/MM/YY)

(Note - Start and end date for PNB Auto Debit/ J&K Bank Auto Debit for first premium will be date of creation of mandate in bank records)

Mobile Number

Amount in “INR” as mentioned in Application form

DC No. (To be incorporated by Jammu and Kashmir Bank, after updating their system)

Bank Account Number:

Yes, I have attached a copy of cancelled bank cheque for Direct Debit/ ECS/ PNB – Auto Debit/ J&K Bank-Auto Debit

BANK SOL ID* (Only for PNB Account)

Others _____________________________________________

Union Bank of India Punjab National BankIDBI Bank

ICICI BankDirect Debit, please tick operated bank name: Citi BankAllahbad Bank Bank of Baroda Bank of India Federal Bank

Karnataka Bank Kotak Mahindra Bank State Bank of India Jammu and Kashmir Bank

Name of the Account Holder as per bank records: (Mr./Mrs./Ms./Dr./M/s.)

Account Type (Please select on) Savings

Salary

Total Freedom

Cash Credit

Overdraft

OthersLoan Account

9 Digit MICR Code

If the chosen option is PNB-Auto Debit, please also fill the below mentioned details. GBPA Code of signature verifying authority : _________________________________________________________________________________

It is certified that the particulars of the Mandate above are correct, and the Signature of the Bank Account Holder, is true, as per our records and that a copy of this form duly completed has been submitted to us.Bank's Stamp : Signature of the Authorized official of the Bank: _____________________________________

Place:_____________________________________________ Date:________________________

Certificate of the Bank Named in the Mandate (to be filled in case of Direct Debit/ ECS/ PNB-Auto Debit/ J&K Bank Auto Debit)

Vers

ion 3

.3

Name and Address of the Bank/Branch

Page 2: Mandatory Fields for all options - PNB Metlife Smartpnbmetsmart.metlifeportal.co.in/mpptraining/Remittance_ECS and ACH... · mandate form to get it ... In case the customer intends

This is to confirm that the declaration has been carefully read, understood & made by me/us.

1. Name as in bank records

Signature of Account holder

2. Name as in bank records

Signature Primary Account holder Signature of Account holder

3. Name as in bank records

an amount of Rupees

with Bank Name of customers bank IFSC or MICR

Bank a/c number

UMRN D D M M Y Y Y YDate

Sponsor Bank Code

I/We hereby authorize SB/CA/CC/SB-NRE / SB-NRO /Otherto debit (tick )

ACH Form (Automated Clearing House)

Note - Please do not mention anything in Reference 2 and Period (From/ To) fields.

Terms and Conditions

The Proposer/ Proposed Owner confirms, understands and agrees that:1. Without prejudice to any rights of the Company/ its authorized service provider/ the Bank the Proposed Owner will indemnify and hold the Company / its authorized service provider / the

Bank harmless against any and all liability, costs and expenses that may be incurred by the Company / its authorized service provider / the Bank arising out of any acts of omission or commission or negligence on the part of the Proposer/ Policy Owner.

2. In case the customer intends to cancel the ACH mandate he/ she may do so by giving 15 days written notice to PNB MetLife prior to the due date of ACH mandate and the same shall be processed by PNB MetLife at no extra charges.

3. The Company / its authorized service provider / the Bank shall in no way be responsible for non-execution or delay in execution of direct debit instruction either on account of incomplete or inaccurate information or non-availability of sufficient funds in the account or for other reason beyond the Company's control.

4. The Company is authorized to enable the ACH facility for the premium payments and in the instance of ACH dishonor, to re-debit the Proposed Owner/ Account Holder's account with the mentioned bank to recover the premium payable.

5. The company does not levy any additional charges towards cancellation of the ACH mode/recover such additional charges from the benefits payable under the policy.

6. There is no need to give cancelled cheque for ACH registration.

T O B E F I L L E D B Y B A N K

Utility Code HDFC00799000009657HDFC0000060

FREQUENCY As & when presented DEBIT TYPE

Phone No.

Email ID

Maximum Amount

Reference 1

Reference 2

PERIOD

From

To

Or Until Cancelled

PNB MetLife India Insurance Company Ltd

Tick ( )

CREATE

MODIFYCANCEL

S. No. Bank Name

1 Abhyudaya Co-operative Bank

2 Abu Dhabi Commercial Bank

3 Andhra Bank

4 Andhra Pragathi Grameena Bank

5 Apna Sahakari Bank Ltd

6 Axis Bank

7 Bank Of America

8 Bank Of Bahrain & Kuwait

9 Bank Of Baroda

10 Bank Of Ceylon

11 Bank Of India

12 Barclays Bank Plc

13 Bassein Catholic Co-op Bank Ltd

14 Bnp Paribas

15 Canara Bank

16 Capital Local Area Bank

17 Central Bank Of India

18 Citibank N A

19 Credit Agricole Corporate & Investment Bank

20 Dcb Bank Ltd

21 Dena Bank

22 Deutsche Bank Ag

23 Dhanalaxmi Bank

24 Dombivili Nagari Sahakari Bank Ltd

25 Gopinath Patil Parsik Janata Sahakari Bank

26 Gurgaon Gramin Bank

27 Hdfc Bank Ltd

28 Icici Bank Ltd

29 Idbi Bank

30 Indraprastha Sehkari Bank Ltd

31 Indusind Bank

32 Ing Vysya Bank Ltd

33 Janakalyan Sahakari Bank

S. No. Bank Name

34 Janaseva Sahakari Bank (borivli) Ltd

35 Janata Sahakari Bank Ltd

36 Kallappanna Awade Ichalkaranji Janatasahakari Bank

37 Karnataka Vikas Grameena Bank

38 Karur Vysa Bank

39 Kurla Nagarik Sahakari Bank Ltd

40 Maharashtra Gramin Bank

41 Mizuho Corporate Bank Ltd

42 Nagpur Nagarik Sahakari Bank Ltd

43 New India Co-op Bank Ltd

44 Nkgsb Co-op. Bank Ltd

45 North Malabar Gramin Bank

46 Nutan Nagarik Sahakari Bank Ltd

47 Prime Co-operative Bank Ltd

48 Punjab & Maharashtra Co-operative Bank

49 Punjab & Sind Bank

50 Punjab National Bank

51 Rajkot Nagarik Sahakari Bank Ltd

52 Ratnakar Bank

53 Saraswat Bank

54 Shivalik Mercantile Co-op Bank Ltd

55 South Indian Bank

56 Standard Chartered Bank

57 State Bank Of Mauritus Ltd

58 Sumitomo Mitsui Banking Corporation

59 Syndicate Bank

60 Tamilnad Mercantile Bank Ltd

61 Thane Bharat Sahakari Bank Ltd

62 The Abhinav Sahakari Bank Limited

63 The Adarsh Cooperative Urban Bank Limited

64 The Ahmedabad Mercantile Co-op Bank Ltd

65 The Bharat Co-operative Bank Ltd

66 The Catholic Syrian Bank

S. No. Bank Name

67 The Cosmos Co-operative Bank Ltd

68 The Delhi State Cooperative Bank Limited

69 The Greater Bombay Co-operative Bank Limited

70 The Hongkong & Shanghai Banking Corporation Ltd

71 The Jalgaon Peoples Co Op Bank Ltd

72 The Kalupur Commercial Co-operative Bank

73 The Kalyan Janata Sahakari Bank Ltd

74 The Kangra Central Co-operative Bank Ltd

75 The Kangra Co-operative Bank Ltd

76 The Kapol Co-operative Bank Ltd

77 The Karad Urban Co-op Bank Ltd

78 The Karnataka State Co-operative Apex Bank Ltd

79 The Kottayam District Co-operative Bank Ltd

80 The Lakshmi Vilas Bank Ltd

81 The Mehsana Urban Co-operative Bank

82 The Municipal Co-op Bank Ltd

83 The Panchkula Central Co-operative Bank Ltd

84 The Pochampally Cooperative Urban Bank Ltd

85 The Rajasthan State Co-operative Bank Ltd

86 The Royal Bank Of Scotland

87 The Sahebrao Deshmukh Co-op. Bank Ltd

88 The Shamrao Vital Co-operative Bank

89 The Sutex Co-op.bank Ltd

90 The Thane Dist. Central Co-op. Bank Ltd

91 The Vaish Co-operative New Bank Ltd

92 The West Bengal State Co-op Bank Ltd

93 Tjsb Sahakari Bank Ltd

94 Uco Bank

95 Union Bank Of India

96 United Bank Of India

97 Vasai Vikas Sahakari Bank Ltd

98 Vijaya Bank

99 Yes Bank

List updated as on 8‐Jul‐2014

X X X X X X X X X X X X X X X X

Please fill the following mandatory fields – (1) Date (2) Bank a/c number (3) Bank name (4) IFSC/MICR Code (5) Amount (6) Policy No./application No in “Reference 1 column” (7) Account holder signature (8) Account holder name

List of Banks participating in ACH (Auto Clearing House)