To buy term insurance, you will need to submit the following documents:
1. Any one of these Officially Valid Documents as ID and Address Proof:
Passport, Voter’s ID, Aadhaar Card, PAN Card, National Population Register containing details of name, address and Aadhaar number, or any other Central Government issued document
In case Officially Valid Documents does not contain updated address, you may submit any one of the following as Address Proof:
Property or Municipal Tax Receipt, Utility Bill of electricity, telephone, post-paid mobile connection, piped gas, water not more than two months old, Pension or family pension payment orders (PPOs) issued to retired
2. Any one document can be used as Income Proof for the Salaried:
Bank statement showing salary credit for the latest 3 months, Latest year Form 16, Latest 2 years Income Tax Returns
3. Any one document can be used as Income Proof for the Self-Employed:
Form 26 AS, CA certified Audited balance sheet and profit loss account for latest 2 years, Latest 2 years Income tax returns not filed in the same year along with Computation of income. If the computation of income is not available, you will need to provide the income tax returns for the last 3 years.