Endowment Plan for Senior Citizens

As soon as someone in a family lands a job, familial obligations bombard them even before they get their first paycheck. From then on, perpetual financial obligations set in, leaving either too little or nothing to save for the future.

That’s why our Endowment Plan for Senior Citizens is here to prepare you for a secure, stable, and peaceful retirement life.

Our Endowment Plan for Senior Citizens not only assures financial security in your later years but is also a recipe for a peaceful retirement life of dignity, faith, and hope.

BENEFITS

Protection

Tax Rebate

Sum Assured plus Guaranteed Additions

Sum Assured or accumulated premium

Claim Checklists

Maturity Benefit

Original Policy Document or a duly issued duplicate document
Copy of Citizenship Identity Card
Revenue stamp
Discharge voucher has to be signed & witnessed

Death Claim

Intimation Letter
Claimant’s Statement duly signed by the nominee along with a witness
Certificate by Employer if the deceased was employed
Proof of Death (Death Certificate, a Letter from Ministry of Home & Cultural Affairs, Police or Gup in case of death outside hospital premises)
Copy of Citizenship Identity Card of both the deceased and the nominee
Original Policy Document
Investigation Report in case of very early death claim
In case of accidental death, police report
Discharge voucher has to be signed & witnessed

Surrender

Surrender Form (available @www.ricb.bt)
CID Copy
Original Policy Document / policy closure form
Revenue stamp
Discharge voucher has to be signed & witnessed

Revival

Ordinary Revival Form (available @www.ricb.bt) only if the policy has lapsed for more than 6 months and less than one year.
Health Declaration Form (available @www.ricb.bt) if the policy has lapsed for more than one year

Claim Forms

Maturity Benefit