{"id":1853,"title":"Portability Form","purpose":"service","insurer":{"slug":"magma-general-insurance","name":"Magma General Insurance Limited"},"source_pdf":"https://www.magmainsurance.com/documents/5553002/42694151/Portability_Form+10.0.pdf/3caba3e9-5a47-0f32-1e30-6a63b69fe51f?t=1790071297648","sha256":"e5cadc454a36f8267ce6c12f18509040f287a7426df6976d2788786b61ebeb2c","pages":2,"collected":"2026-10-17","instructions":{"about":"This form is for policyholders who want to port their existing health insurance policy to Magma General Insurance Limited under the OneHealth 10.0 plan. The policyholder fills this form.","notes":["Waiting period credits apply only if coverage was available in the expiring policy for maternity, IVF, bariatric surgery, psychiatric treatment, and Lasik surgery.","Portability is subject to IRDAI regulations.","Use original documents for attachments.","Signatures are required at specified places."],"title":"Portability Form","submit":{"to":"Magma General Insurance Limited","how":"","address":""},"purpose":"service","sections":[{"title":"Part 1 - Personal and Policy Details","fields":[{"help":"","type":"text","label":"Name of the Policyholder/Insured(s):","options":[],"required":null,"pdf_field":""},{"help":"","type":"text","label":"Address:","options":[],"required":null,"pdf_field":""},{"help":"","type":"text","label":"City:","options":[],"required":null,"pdf_field":""},{"help":"","type":"text","label":"State:","options":[],"required":null,"pdf_field":""},{"help":"","type":"number","label":"Pin Code:","options":[],"required":null,"pdf_field":""},{"help":"","type":"phone","label":"Landline:","options":[],"required":null,"pdf_field":""},{"help":"","type":"phone","label":"Mobile:","options":[],"required":null,"pdf_field":""},{"help":"","type":"email","label":"Email:","options":[],"required":null,"pdf_field":""},{"help":"Format: DD MM YYYY","type":"date","label":"Date of Birth:","options":[],"required":null,"pdf_field":""},{"help":"Enter age in years and months","type":"text","label":"Age (In years/ Months):","options":[],"required":null,"pdf_field":""},{"help":"If applicable for group policy","type":"text","label":"Employee ID:","options":[],"required":null,"pdf_field":""},{"help":"If applicable for group policy","type":"text","label":"Name of the Company:","options":[],"required":null,"pdf_field":""},{"help":"Existing insurer's name","type":"text","label":"Name of the Insurer:","options":[],"required":null,"pdf_field":""},{"help":"Existing policy product name","type":"text","label":"Name of the Product:","options":[],"required":null,"pdf_field":""},{"help":"Select one","type":"choice","label":"Type of Policy:","options":["Individual","Family floater"],"required":null,"pdf_field":""},{"help":"Sum insured under existing policy","type":"amount","label":"Sum Insured:","options":[],"required":null,"pdf_field":""},{"help":"If any","type":"amount","label":"Cumulative Bonus:","options":[],"required":null,"pdf_field":""},{"help":"Existing policy number","type":"text","label":"Policy No.:","options":[],"required":null,"pdf_field":""},{"help":"Columns: Insured Name, Member ID, Date of Birth, Date of First Enrollment, Any Pre-existing disease, Aggregate deductible amount, Add on/ Rider (Name & SI)","type":"table","label":"DETAILS OF EXISTING INSURANCE POLICY/INSURED:","options":[],"required":null,"pdf_field":""},{"help":"Proposed insurance product name","type":"text","label":"Name of the Product:","options":[],"required":null,"pdf_field":""},{"help":"Select one","type":"choice","label":"Type of Policy:","options":["Individual","Family floater"],"required":null,"pdf_field":""},{"help":"Sum insured proposed under new policy","type":"amount","label":"Sum Insured proposed:","options":[],"required":null,"pdf_field":""},{"help":"Explain why portability is requested","type":"text","label":"Reason(s) for portability:","options":[],"required":null,"pdf_field":""},{"help":"Number of family members to port","type":"number","label":"No. of family members to be included in the policy to be ported:","options":[],"required":null,"pdf_field":""},{"help":"Format: DD MM YYYY","type":"date","label":"Date:","options":[],"required":null,"pdf_field":""},{"help":"Location where form is signed","type":"text","label":"Place:","options":[],"required":null,"pdf_field":""},{"help":"Sign here","type":"signature","label":"Signature of the Policyholder","options":[],"required":true,"pdf_field":""}],"filled_by":"policyholder"},{"title":"Part 2 - Waiting Period and Claim Details","fields":[{"help":"Select Yes or No","type":"yes-no","label":"Whether the PED exclusions/time bound exclusions have longer exclusion period than the existing policy?","options":["Yes","No"],"required":null,"pdf_field":""},{"help":"Write the additional waiting period and agree","type":"text","label":"If yes, please give a written consent to the declaration below : “I am aware that the waiting period for the following disease(s)/treatment(s) is _________ days/years more than the previous policy terms. I hereby agree to observe the additional waiting period for the following disease(s)/treatment(s)\".","options":[],"required":null,"pdf_field":""},{"help":"Format: DD MM YYYY","type":"date","label":"Date:","options":[],"required":null,"pdf_field":""},{"help":"Sign here","type":"signature","label":"Signature of the Policyholder","options":[],"required":true,"pdf_field":""},{"help":"Columns: Name of the insured for whom claim was taken, Year of claim and nature/details of illness, Claim Amount","type":"table","label":"PREVIOUS POLICY CLAIM DETAILS:","options":[],"required":null,"pdf_field":""},{"help":"Format: DD MM YYYY","type":"date","label":"Date:","options":[],"required":null,"pdf_field":""},{"help":"Sign here","type":"signature","label":"Signature of the Policyholder","options":[],"required":true,"pdf_field":""}],"filled_by":"policyholder"}],"deadlines":[],"applies_to":"portability of existing health insurance policies","attachments":["Copy of the Last year Policy Schedule issued by the previous Insurer.","Self-declaration by customer regarding no claims made.","If there is a claim in existing policy, then discharge summary, investigation and follow up report copies.","Renewal Notice."],"declarations":["The insurer will confirm details with the previous insurer before issuing the policy.","If information provided is incorrect, the policy will be cancelled ab-initio and premium forfeited.","The policyholder agrees to observe additional waiting periods if applicable."],"dropped_labels":0},"pdf_fields":null,"fillable_pdf":false,"send_to":[{"purpose":"customer-care","channel":"email","value":"customercare@magmainsurance.com","label":"Email Address","level":null,"hours":null,"applies_to":"all","source_url":"https://www.magmainsurance.com/grievance-redressal","quote":"mber is a dedicated helpline exclusively for senior citizens and is not intended for non‑senior citizens.\nEmail Address\ncustomercare@magmainsurance.com\nFor Senior Citizens\nnamaskar@magmainsurance.com\nStill not satisfied with the solution\nprovided?\nYou can reach out to ou","fetched_at":"2026-10-20"},{"purpose":"customer-care","channel":"phone","value":"1800 266 3202","label":"Toll Free Number","level":null,"hours":"We are available 24x7","applies_to":"all","source_url":"https://www.magmainsurance.com/web/magmainsurance/quick-customer-services/senior-citizen-services","quote":"Senior citizen services - Magma Insurance - Magma\nSkip to Content\nOne-Line-Hearder-Test\n1800 266 3202\nNavigation\nCustomer Service\nSenior Citizen Services\nRoad side Assistance\nAnnual Health Check-up\nPolicy Servicing assist","fetched_at":"2026-10-20"},{"purpose":"grievance","channel":"address","value":"Magma General Insurance Limited Equinox Business Park, Tower 3, 2nd Floor, Unit Number 1B & 2B, LBS Marg, Kurla (West), Mumbai – 400070, Maharashtra","label":"Grievance Redressal Officer Address","level":2,"hours":null,"applies_to":"all","source_url":"https://www.magmainsurance.com/documents/5553002/0/Policy+Wordings+%E2%80%93+All+Risk+%281%29.pdf/59dc3559-567f-8db1-623d-a0fdcff29bea?t=1789044389820","quote":"of the above methods, Insured Person may contact the grievance officer at:\nGrievance Redressal Officer at the address:\nMagma General Insurance Limited Equinox Business Park, Tower 3, 2nd Floor, Unit Number 1B & 2B, LBS Marg, Kurla (West), Mumbai – 400070, Maharashtra. E –mail: gro@magmainsurance.com\nIn case you are not satisfied with the resolution you may register complaint directly","fetched_at":"2026-10-20"},{"purpose":"grievance","channel":"email","value":"gro@magmainsurance.com","label":"Grievance Redressal Officer","level":2,"hours":null,"applies_to":"all","source_url":"https://www.magmainsurance.com/documents/5553002/0/Policy+Wordings+%E2%80%93+All+Risk+%281%29.pdf/59dc3559-567f-8db1-623d-a0fdcff29bea?t=1789044389820","quote":"Business Park, Tower 3, 2nd Floor, Unit Number 1B & 2B, LBS Marg, Kurla (West), Mumbai – 400070, Maharashtra. E –mail: gro@magmainsurance.com\nIn case you are not satisfied with the resolution you may register complaint directly in of IRDAI's online portal - Bim","fetched_at":"2026-10-20"},{"purpose":"grievance","channel":"phone","value":"1800 266 3202","label":"Toll Free Number","level":null,"hours":"We are available 24x7","applies_to":"all","source_url":"https://www.magmainsurance.com/grievance-redressal","quote":"Grievance Redressal - Magma General Insurance - Magma Insurance - Magma\nSkip to Content\nOne-Line-Hearder-Test\n1800 266 3202\nNavigation\nCustomer Service\nSenior Citizen Services\nRoad side Assistance\nAnnual Health Check-up\nPolicy Servicing assist","fetched_at":"2026-10-20"},{"purpose":"gro","channel":"address","value":"Magma General Insurance Ltd. Equinox Business Park, Tower 3, Ambedkar Nagar, 2nd Floor, Unit Number 1B & 2B, LBS Marg, Kurla (West), Mumbai - 400070, Maharashtra, India","label":"Chief Grievance Officer Address","level":2,"hours":null,"applies_to":"all","source_url":"https://www.magmainsurance.com/grievance-redressal","quote":"Grievance Redressal - Magma General Insurance - Magma Insurance - Magma\nSkip to Content\nOne-Line-Hearder-Test\n1800 266 3202\nNavigation\nCustomer Service\nSenior Citizen Services\nRoad side Assistance\nAnnual Health Check-up\nPolicy Servicing assistance\nEligibility Check\nPre-Inspection Status\nMotor Claim Status\nUpd","fetched_at":"2026-10-20"},{"purpose":"gro","channel":"email","value":"Gro@magmainsurance.com","label":"Chief Grievance Officer Ms. Falguni Vaza","level":2,"hours":null,"applies_to":"all","source_url":"https://www.magmainsurance.com/grievance-redressal","quote":"3, Ambedkar Nagar,\n2\nnd\nFloor, Unit Number 1B & 2B, LBS Marg,\nKurla (West), Mumbai - 400070, Maharashtra, India\nE-mail- Gro@magmainsurance.com\nIf you are still dissatisfied with the resolution provided, you may opt to approach\nIf you are still dissatisfied with","fetched_at":"2026-10-20"}],"how_to_use":"Ask the user for each field in order, in plain words; never invent an answer. Labels are as printed. If fillable_pdf is true, pdf_fields gives the PDF's own field names so the file can be filled directly. The printed form decides if anything differs.","url":"https://indiainsurances.com/forms/magma-general-insurance/1853-portability-form"}