{"id":2028,"title":"FUND SWITCH / PREMIUM RE-DIRECTION REQUEST FORM","purpose":"service","insurer":{"slug":"star-union-dai-ichi-life-insurance","name":"Star Union Dai-Ichi Life Insurance Company Limited"},"source_pdf":"https://dxwkpt4djlxwl.cloudfront.net/FUND_SWITCH_REQUEST_FORM_ORD_17063_c55eab8968_75dbd5f2c9.pdf","sha256":"e00144e56187789a0079c949137cbd8a51809372ebb97b7281c95571e3f57b8f","pages":2,"collected":"2026-10-20","instructions":{"about":"This form is used by the policyholder to request a change in the investment pattern of their policy either by switching funds or redirecting future premium allocations.","notes":["Fund switch will not affect future premium allocation; only current holdings are switched.","Premium redirection applies only to future premiums from date of receipt.","Total percentage in fund switch/redirection must add to 100%.","Fund switch and premium redirection requests received together will process fund switch first.","Fund switch is only available if allowed under the chosen plan.","Requests are subject to policy terms and conditions.","Fund switch/premium redirection not allowed in single premium plans or age-based investment strategy.","Policy must be in force to execute fund switch or premium redirection.","If policy is assigned, request must be signed by assignee or with NOC of assignee.","If any question about tax residency is answered 'Yes', FATCA/CRS form must be filled.","Third party declaration required if policyholder signs with thumb impression, in vernacular language, or does not fill the form."],"title":"FUND SWITCH / PREMIUM RE-DIRECTION REQUEST FORM","submit":{"to":"Star Union Dai-ichi Life Insurance Company Limited","how":"","address":"Registered Office: Unit No. 1101, 11th Floor, Building No. 1, Raheja Mindspace Juinagar, Plot No. GEN 2/1/E, TTC Industrial Area, MIDC Juinagar, Navi Mumbai – 400 706"},"purpose":"service","sections":[{"title":"Policy Details and Request Type","fields":[{"help":"","type":"choice","label":"Are you resident of jurisdiction outside India","options":["Yes","No"],"required":null,"pdf_field":""},{"help":"Policyholder's first name","type":"text","label":"FIRST","options":[],"required":null,"pdf_field":""},{"help":"Policyholder's middle name","type":"text","label":"MIDDLE","options":[],"required":null,"pdf_field":""},{"help":"Policyholder's last name","type":"text","label":"LAST","options":[],"required":null,"pdf_field":""},{"help":"Enter your policy number","type":"text","label":"POLICY NO.","options":[],"required":true,"pdf_field":""},{"help":"Enter the full name of the policyholder","type":"text","label":"NAME OF POLICYHOLDER","options":[],"required":true,"pdf_field":""},{"help":"Enter your phone number","type":"phone","label":"PHONE NO.","options":[],"required":null,"pdf_field":""},{"help":"Enter your email address","type":"email","label":"EMAIL ID","options":[],"required":null,"pdf_field":""},{"help":"Enter your PAN number","type":"text","label":"PAN NO.","options":[],"required":null,"pdf_field":""},{"help":"Enter your mobile number","type":"phone","label":"MOBILE NO.","options":[],"required":null,"pdf_field":""},{"help":"Enter your Aadhar number","type":"text","label":"AADHAR NO.","options":[],"required":null,"pdf_field":""},{"help":"If yes, request should be signed by the Assignee / NOC of Assignee","type":"choice","label":"Is Policy Assigned? (Mandatory)","options":["Yes","No"],"required":true,"pdf_field":""},{"help":"Select the type of request","type":"choice","label":"REQUEST TYPE","options":["Fund Switch","Premium Re-direction","Fund Switch and Premium Re-direction"],"required":true,"pdf_field":""},{"help":"If yes, kindly fill FATCA/CRS Form","type":"choice","label":"Are you tax resident of any country other than India","options":["Yes","No"],"required":null,"pdf_field":""}],"filled_by":"policyholder"},{"title":"Fund Switch Details","fields":[{"help":"Enter the fund/plan/fund option to switch from","type":"text","label":"SWITCH FROM Fund/ Plan/ Fund Option","options":[],"required":null,"pdf_field":""}],"filled_by":"policyholder"},{"title":"Premium Re-direction","fields":[{"help":"Enter the fund/plan/fund option for future premium allocation","type":"text","label":"Fund/ Plan/ Fund Option","options":[],"required":null,"pdf_field":""},{"help":"Enter the percentage of future premiums to allocate to this fund","type":"number","label":"Percentage (%)","options":[],"required":null,"pdf_field":""},{"help":"Total percentage must be 100%","type":"number","label":"Total","options":[],"required":true,"pdf_field":""}],"filled_by":"policyholder"},{"title":"FATCA/CRS Declaration","fields":[{"help":"Enter the date of signing","type":"date","label":"Date","options":[],"required":true,"pdf_field":""},{"help":"Sign the form","type":"signature","label":"Signature of the Policyholder","options":[],"required":true,"pdf_field":""}],"filled_by":"policyholder"},{"title":"Third Party Declaration","fields":[{"help":"Name of the person making the declaration","type":"text","label":"I Mr./Ms./Dr.","options":[],"required":true,"pdf_field":""},{"help":"Address of the declarant","type":"text","label":"Address","options":[],"required":true,"pdf_field":""},{"help":"Duration of acquaintance with the policyholder","type":"text","label":"having known the policyholder for a period of (month/years)","options":[],"required":true,"pdf_field":""},{"help":"Language in which the form contents were explained","type":"text","label":"language","options":[],"required":true,"pdf_field":""},{"help":"Date of declaration","type":"date","label":"Date","options":[],"required":true,"pdf_field":""},{"help":"Occupation of the declarant","type":"text","label":"Occupation","options":[],"required":true,"pdf_field":""},{"help":"PAN number of the declarant","type":"text","label":"PAN No.","options":[],"required":false,"pdf_field":""},{"help":"Aadhar number of the declarant","type":"text","label":"Aadhar No.","options":[],"required":false,"pdf_field":""},{"help":"Signature or thumb impression of the policyholder in presence of declarant","type":"signature","label":"Signature of the Policyholder","options":[],"required":true,"pdf_field":""}],"filled_by":"third party"}],"deadlines":["Submit request by 3.00 p.m. on a business day for same day NAV processing"],"applies_to":"","attachments":["FATCA/CRS Form if tax resident outside India"],"declarations":["The information provided is true and correct to the best of my knowledge.","I understand the company is not able to offer tax advice on CRS/FATCA and I will seek professional advice.","I agree to submit a new form within 30 days if any information becomes incorrect.","I agree that the company may report details to tax authorities as required."],"dropped_labels":3},"pdf_fields":null,"fillable_pdf":false,"send_to":[{"purpose":"customer-care","channel":"phone","value":"18002668833","label":"Toll Free No","level":null,"hours":null,"applies_to":"all","source_url":"https://irdai.gov.in/documents/37343/563751/Saral+Jeevan+Bima+PD+V_1_5+%28final%29_2020-21.pdf/dc4af66a-d7ca-94d8-62a4-432805c9f5ed?version=1.1&t=1667460523120&download=true","quote":"PAID.\nFor any assistance relating to your Policy or claim related query, you may get in touch with us via Toll Free No: 18002668833 or Land line No: 022 71966300 (charges apply) or email Us at: customercare@sudlife.in.\nThanking you once again for your","fetched_at":"2026-10-20"},{"purpose":"customer-care","channel":"phone","value":"022 71966300","label":"Land line No","level":null,"hours":"charges apply","applies_to":"all","source_url":"https://irdai.gov.in/documents/37343/563751/Saral+Jeevan+Bima+PD+V_1_5+%28final%29_2020-21.pdf/dc4af66a-d7ca-94d8-62a4-432805c9f5ed?version=1.1&t=1667460523120&download=true","quote":"ting to your Policy or claim related query, you may get in touch with us via Toll Free No: 18002668833 or Land line No: 022 71966300 (charges apply) or email Us at: customercare@sudlife.in.\nThanking you once again for your patronage and looking forward","fetched_at":"2026-10-20"},{"purpose":"customer-care","channel":"phone","value":"022 39546300","label":"Land line No","level":null,"hours":"charges apply","applies_to":"all","source_url":"https://irdai.gov.in/documents/37343/563751/142N056V01_2017-18.pdf/53e63035-8872-7f44-0263-63016740a6c8?version=1.1&t=1667469582333&download=true","quote":"ting to your Policy or claim related query, you may get in touch with us via Toll Free No: 18002668833 or Land line No: 022 39546300 (charges apply) or email Us at: customercare@sudlife.in.\nThanking you once again for your patronage and looking forward","fetched_at":"2026-10-20"},{"purpose":"grievance","channel":"address","value":"Grievance Redressal Officer, Star Union Dai-ichi Life Insurance Company Ltd., 11th Floor, Vishwaroop IT Park, Plot No. 34, 35 & 38, Sector 30A of IIP, Vashi, Navi Mumbai – 400 703","label":"Grievance Redressal Officer","level":1,"hours":null,"applies_to":"all","source_url":"https://irdai.gov.in/documents/37343/563751/GEBP+Master+Pol+doc_2020-21.pdf/a5b92dec-159b-de50-83f9-52e6f268a1fc?version=1.1&t=1667460674786&download=true","quote":"our website\nIf You are not satisfied with the response provided by any of the above touch points, You may write to the Grievance Redressal Officer at grievanceredressal@sudlife.in or send a communication at Grievance Redressal Officer, Star Union Dai-ichi Life Insurance Company Ltd., 11th Floor, Vishwaroop IT Park, Plot No. 34, 35 & 38, Sector 30A of IIP, Vashi, Navi Mumbai – 400 703.\nTo further escalate the matter","fetched_at":"2026-10-20"},{"purpose":"grievance","channel":"email","value":"grievanceredressal@sudlife.in","label":"Grievance Redressal Officer","level":1,"hours":null,"applies_to":"all","source_url":"https://irdai.gov.in/documents/37343/563751/GEBP+Master+Pol+doc_2020-21.pdf/a5b92dec-159b-de50-83f9-52e6f268a1fc?version=1.1&t=1667460674786&download=true","quote":"isfied with the response provided by any of the above touch points, You may write to the Grievance Redressal Officer at grievanceredressal@sudlife.in or send a communication at Grievance Redressal Officer, Star Union Dai-ichi Life Insurance Company Ltd., 11th Floor, Vi","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/star-union-dai-ichi-life-insurance/2028-fund-switch-premium-re-direction-request-form"}