{"id":2819,"title":"SURETY BOND INSURANCE PROPOSAL FORM","purpose":"proposal","insurer":{"slug":"generali-central-insurance","name":"Generali Central Insurance Company Limited"},"source_pdf":"https://www.generalicentralinsurance.com/downloads/other-insurance/surety-bond-insurance/proposal-forms/surety-bond-insurance-proposal-form.pdf","sha256":"8d052d769a8164310ec6291d89b9a538e83c7b86b01a1f650aca20324eaac2e5","pages":10,"collected":"2026-10-17","instructions":{"about":"This form is used by proposers to apply for surety bond insurance with Generali Central Insurance Co. Ltd. It collects detailed information about the proposer, the risk, and the bond requirements.","notes":["Read the prospectus/key features document/policy wordings before completing the form.","Answer all questions fully; attach separate signed and dated sheets if needed referencing question numbers.","Cover commences only after acceptance of proposal and receipt of premium.","Information given will be treated in strict confidence.","Put a (✔) mark wherever applicable.","Use original documents for attachments where required.","For premium above Rs.10,000, fill authorization form to receive claim/refund payments via NEFT.","The company may reject proposal or terminate contract if customer or associated persons are on any recognized blacklist.","Section 41 of Insurance Act, 1938 prohibits rebates as inducement for insurance.","True to Go Green initiative, policy documents will be sent electronically unless physical copy is requested."],"title":"SURETY BOND INSURANCE PROPOSAL FORM","submit":{"to":"","how":"","address":""},"purpose":"proposal","sections":[{"title":"Proposer’s Details","fields":[{"help":"","type":"text","label":"Policy Issuing Office Address","options":[],"required":null,"pdf_field":""},{"help":"","type":"text","label":"Intermediary/Agent Name","options":[],"required":null,"pdf_field":""},{"help":"","type":"phone","label":"Intermediary/Agent Contact","options":[],"required":null,"pdf_field":""},{"help":"","type":"text","label":"Intermediary Code","options":[],"required":null,"pdf_field":""},{"help":"","type":"text","label":"Risk/Risk Group (Contractor, Principal, Obligor)","options":[],"required":null,"pdf_field":""},{"help":"","type":"text","label":"Insured Name","options":[],"required":null,"pdf_field":""},{"help":"","type":"text","label":"Present Address of the Proposer","options":[],"required":null,"pdf_field":""},{"help":"6-digit postal code","type":"number","label":"Pin-Code","options":[],"required":null,"pdf_field":""},{"help":"","type":"text","label":"Permanent address of the proposer (if left blank, will be construed as being same as Present Address)","options":[],"required":false,"pdf_field":""},{"help":"6-digit postal code","type":"number","label":"Pin-Code","options":[],"required":false,"pdf_field":""},{"help":"Mobile phone number","type":"phone","label":"Mobile No","options":[],"required":null,"pdf_field":""},{"help":"Goods and Services Tax Identification Number","type":"text","label":"GSTIN Number","options":[],"required":null,"pdf_field":""},{"help":"GSTIN number of Generali Central Insurance","type":"text","label":"GCI GSTIN Number","options":[],"required":null,"pdf_field":""},{"help":"Attach certificate copy","type":"attachment","label":"Certificate of Incorporation/Registration","options":[],"required":null,"pdf_field":""},{"help":"Attach document copy","type":"attachment","label":"Memorandum & Articles of Association","options":[],"required":null,"pdf_field":""},{"help":"Permanent Account Number","type":"text","label":"PAN No. of the Company/Firm","options":[],"required":null,"pdf_field":""},{"help":"","type":"text","label":"Udyog Aadhar No","options":[],"required":false,"pdf_field":""},{"help":"Attach if available","type":"attachment","label":"Form 60/61 (if available)","options":[],"required":false,"pdf_field":""},{"help":"Central KYC Registry number","type":"text","label":"CKYC number (if available)","options":[],"required":false,"pdf_field":""}],"filled_by":"proposer"},{"title":"Proposer Status and Credit Rating","fields":[{"help":"Tick all applicable categories","type":"checkbox","label":"I am (please tick all that are applicable)","options":["High Net Worth Individual/s","Non-Residential Indian/s","Politically Exposed Person","Non-Governmental Organization","Non Profit Organisation"],"required":null,"pdf_field":""},{"help":"Provide registration number if applicable","type":"text","label":"If you are an NGO/NPO/, please provide Niti Ayog – Darpan Portal Registration Number","options":[],"required":false,"pdf_field":""},{"help":"Tick Yes or No","type":"choice","label":"If you are Differently Abled, please tick on the checkbox to provide confirmation.","options":["Yes","No"],"required":null,"pdf_field":""},{"help":"Describe impairment type if applicable","type":"text","label":"Type of Impairment","options":[],"required":false,"pdf_field":""},{"help":"Enter percentage if applicable","type":"number","label":"Percentage of Impairment","options":[],"required":false,"pdf_field":""},{"help":"Unique Disability ID if applicable","type":"text","label":"UDID Number","options":[],"required":false,"pdf_field":""},{"help":"Select if credit rating done","type":"choice","label":"Credit Rating Done","options":["Yes","No"],"required":null,"pdf_field":""},{"help":"Name of credit rating agency","type":"text","label":"If done, then Credit Rating Agency Name","options":[],"required":false,"pdf_field":""},{"help":"Date credit rating was received","type":"date","label":"Credit Rating Received Date","options":[],"required":false,"pdf_field":""},{"help":"Expiry date of credit rating","type":"date","label":"Credit Rating Validity Date","options":[],"required":false,"pdf_field":""},{"help":"Select if renewal planned","type":"choice","label":"Are you going to Renew the Credit Rating","options":["Yes","No"],"required":false,"pdf_field":""}],"filled_by":"proposer"},{"title":"Details of Risk","fields":[{"help":"Provide details if JV/Consortium","type":"text","label":"Joint Venture/Consortium? If yes: Names and shares of the partners, distribution of their responsibilities towards beneficiary and surety (jointly and severally liable up to 100% or for their internal shares only?)","options":[],"required":null,"pdf_field":""},{"help":"Enter percentage distribution of source of funds totaling 100%","type":"table","label":"Declaration for Source of Funds for Premium Payment if Premium is more than INR 500000/- and above. Source of funds: (please state % under each head – totaling up to 100%) Salaries, Business, Party, House, Capital Gains, Investment, Agriculture, Others, Total","options":[],"required":null,"pdf_field":""},{"help":"Select bond type","type":"choice","label":"Type of Bond Opted","options":["Conditional Bond","Unconditional Bond"],"required":null,"pdf_field":""},{"help":"Specify beneficiary type","type":"text","label":"Beneficiary Type of Beneficiary (Public or Private?)","options":[],"required":null,"pdf_field":""},{"help":"Enter total bond value","type":"amount","label":"Total Bond Value","options":[],"required":null,"pdf_field":""},{"help":"Describe underlying contract or obligation","type":"text","label":"Underlying Contract/Project/Obligation","options":[],"required":null,"pdf_field":""},{"help":"Provide description","type":"text","label":"7.1 Description (e.g., type and location of works, main obligations)","options":[],"required":null,"pdf_field":""},{"help":"Provide contract date and value","type":"text","label":"7.2 Contract Date and Contract Value (contract price/ or contract price offered)","options":[],"required":null,"pdf_field":""},{"help":"Enter contract period or duration","type":"text","label":"7.3 Period (=Term/Duration)","options":[],"required":null,"pdf_field":""},{"help":"Describe relevant contract conditions","type":"text","label":"7.4 Relevant conditions of the underlying contract/legal requirements (Specific law(s) applicable or unusual contract clauses e.g. on force majeure/acts of God/political risk/penalties/price variation/escalation, etc.)","options":[],"required":null,"pdf_field":""},{"help":"Provide details of subcontracting risk if any","type":"text","label":"7.5 Additional underlying risk? (e.g.sub-contractor risk: Is part of the contract to be subcontracted and if so, which part and to whom?)","options":[],"required":null,"pdf_field":""},{"help":"Describe financing sources","type":"text","label":"7.6 Financing sources (Advance payments, external financing, etc.)","options":[],"required":null,"pdf_field":""},{"help":"List bonds to be issued","type":"text","label":"8.1 Bonds to be issued","options":[],"required":null,"pdf_field":""},{"help":"Tick all applicable bond types and describe others","type":"checkbox","label":"8.2 Bond Type(s) Required for contract/project","options":["Bid Bond","Advance Payment Bond","Retention Bond","Performance Bond","Other, please describe"],"required":null,"pdf_field":""},{"help":"Tick all applicable bond types requested from insured and describe others","type":"checkbox","label":"Being requested from insured","options":["Bid Bond","Advance Payment Bond","Retention Bond","Performance Bond","Other, please describe"],"required":null,"pdf_field":""},{"help":"Provide bond amounts and conditions","type":"text","label":"8.3 Bond Amount(s): Absolute value and percentage of contract value (Does the bond amount constitute the maximum liability or might it be increased by price adjustments, interests, etc.)?","options":[],"required":null,"pdf_field":""},{"help":"Provide bond period and renewal/cancellation details","type":"text","label":"8.4 Bond Period(s): (term /duration; for quasi open term bonds please describe the mechanism for renewal/cancellation – can this give reason to call the bond?)","options":[],"required":null,"pdf_field":""},{"help":"Select if bond is legally or beneficiary required","type":"choice","label":"8.5 Is the Bond required by Law or the Beneficiary?","options":["Yes","No"],"required":null,"pdf_field":""},{"help":"Describe collateral arrangements","type":"text","label":"9 Collateral (providing access to additional assets): Counter guarantee/parental guarantee (if JV from each JV partner)/co-subscriber on indemnity agreement/cash collateral) (Standard prerequisite: Indemnity Agreement with the Principal)","options":[],"required":null,"pdf_field":""},{"help":"Provide risk assessment details and attach financial statements","type":"text","label":"10 Assessment of the Risk/Risk Group/Risk Groups (if JV) (Please attach a copy of the last 5 annual financial statements, including notes and opinion of the auditors plus interim financials if available) (In case of a JV, analysis of each partner (at least all with a relevant share))","options":[],"required":null,"pdf_field":""},{"help":"Provide character details","type":"text","label":"10.1 ‘Character’: Please provide details on history, ownership, main shareholders, expertise and experience of the management, company/group structure, business overview, main activities, market position, client structure, strategy, expected future development, company specific business risks, industry risk profile etc.","options":[],"required":null,"pdf_field":""},{"help":"Provide capacity details","type":"text","label":"10.2 ‘Capacity’: Please provide details on technical experience, track record of comparable projects (technology, size), and necessary resources for the project available – esp. considering the order backlog?","options":[],"required":null,"pdf_field":""},{"help":"Provide capital and financial situation details","type":"text","label":"10.3 ‘Capital’: Please provide a note on the financial risk/financial situation (Annual reports)","options":[],"required":null,"pdf_field":""},{"help":"Provide further relevant information","type":"text","label":"11 Further relevant information (e.g.: Are all necessary insurance coverages in place - for example CAR? If yes, which ones and for what amounts? Further parties involved? Environmental, Social or Governance/ ESG risks? Please share a detailed note on this)","options":[],"required":false,"pdf_field":""},{"help":"Provide details of past invoked bank guarantees","type":"text","label":"12 Details of Bank Guarantees that have been invoked in the past.","options":[],"required":false,"pdf_field":""},{"help":"Fill project details in the table","type":"table","label":"13 Details of past completed projects in the format captured alongside: Sr No., Project Name And location, Project Description, Project Cost (INR Cr), Project Period, Completion Status (i.e. on time, advance or delayed).","options":[],"required":false,"pdf_field":""},{"help":"Fill financing arrangement details","type":"table","label":"14 Details of Financing Arrangements Type of Facility, Bank/FI, Amount Approved(INR), Amount Utilised (INR)","options":[],"required":false,"pdf_field":""},{"help":"Select if any bond has been invoked","type":"choice","label":"15 Has any BG/Bond issued to you been invoked in the past","options":["Yes","No"],"required":null,"pdf_field":""},{"help":"Select if blacklisted","type":"choice","label":"16 Have you been blacklisted by any Authority/Organization","options":["Yes","No"],"required":null,"pdf_field":""}],"filled_by":"proposer"},{"title":"Declaration","fields":[{"help":"Sign here","type":"signature","label":"Proposer’s Signature","options":[],"required":true,"pdf_field":""},{"help":"Enter place of signing","type":"text","label":"Place","options":[],"required":true,"pdf_field":""},{"help":"Enter date of signing","type":"date","label":"Date","options":[],"required":true,"pdf_field":""},{"help":"Tick if physical copy of policy document is desired","type":"checkbox","label":"If you still wish for a physical copy, you may tick on this box.","options":[],"required":false,"pdf_field":""}],"filled_by":"proposer"},{"title":"For Intermediary Use Only","fields":[{"help":"Enter full name","type":"text","label":"Name of Insurance Agent/POSP/Specified Person of the Corporate Agent/Authorized Person of the Broker/IMF","options":[],"required":true,"pdf_field":""},{"help":"Enter intermediary code","type":"text","label":"Intermediary’s Code","options":[],"required":true,"pdf_field":""},{"help":"Sign here","type":"signature","label":"Intermediary’s Signature","options":[],"required":true,"pdf_field":""}],"filled_by":"intermediary"},{"title":"Payment Details","fields":[{"help":"Specify payment mode","type":"text","label":"Mode of Payment","options":[],"required":true,"pdf_field":""},{"help":"Provide payment details","type":"text","label":"Payment Details","options":[],"required":true,"pdf_field":""},{"help":"Enter amount paid","type":"amount","label":"Amount in (Rs.)","options":[],"required":true,"pdf_field":""},{"help":"Enter payment date","type":"date","label":"Date of Payment (DD/MM/YY)","options":[],"required":true,"pdf_field":""},{"help":"Provide PAN if premium ≥ 1 lakh","type":"text","label":"PAN (If premium is 1 Lac and Above.)","options":[],"required":false,"pdf_field":""},{"help":"Provide GSTIN(s) or attach annexure","type":"text","label":"GSTIN (If more than one GSTIN, kindly attach an annexure with details)","options":[],"required":false,"pdf_field":""}],"filled_by":"proposer"},{"title":"Bank details of proposer for refund or claim purpose","fields":[{"help":"Enter bank account holder name","type":"text","label":"Name of bank account holder (mention specifically, if different from name of policyholder)","options":[],"required":null,"pdf_field":""},{"help":"Enter bank name and branch","type":"text","label":"Bank Name & Branch","options":[],"required":null,"pdf_field":""},{"help":"Enter bank account number","type":"text","label":"Bank Account Number","options":[],"required":null,"pdf_field":""},{"help":"Enter IFSC code","type":"text","label":"IFS Code","options":[],"required":null,"pdf_field":""}],"filled_by":"proposer"},{"title":"Nominee Details","fields":[{"help":"Enter nominee's full name","type":"text","label":"Name","options":[],"required":null,"pdf_field":""},{"help":"Enter nominee's date of birth","type":"date","label":"Date of Birth","options":[],"required":null,"pdf_field":""},{"help":"Specify relationship","type":"text","label":"Relationship with the proposer","options":[],"required":null,"pdf_field":""},{"help":"Enter nominee's mobile number","type":"phone","label":"Mobile Number","options":[],"required":null,"pdf_field":""},{"help":"Enter nominee's email address","type":"email","label":"E-Mail ID","options":[],"required":null,"pdf_field":""},{"help":"Enter nominee's present address","type":"text","label":"Address of Nominee Present address","options":[],"required":null,"pdf_field":""},{"help":"Enter permanent address or leave blank if same as present","type":"text","label":"Permanent address ((if left blank, will be construed as being same as Present Address))","options":[],"required":false,"pdf_field":""},{"help":"Enter bank account holder name","type":"text","label":"Bank Account Details of Nominee: Name of Account holder","options":[],"required":null,"pdf_field":""},{"help":"Enter bank name and branch","type":"text","label":"Bank Name & Branch","options":[],"required":null,"pdf_field":""},{"help":"Enter bank account number","type":"text","label":"Bank Account Number","options":[],"required":null,"pdf_field":""},{"help":"Enter IFSC code","type":"text","label":"IFS Code","options":[],"required":null,"pdf_field":""},{"help":"Provide authorized person details if nominee is minor","type":"text","label":"Authorized person details (in case nominee is a minor)","options":[],"required":false,"pdf_field":""}],"filled_by":"proposer"}],"deadlines":[],"applies_to":"Surety bond insurance proposals","attachments":["Certificate of Incorporation/Registration","Memorandum & Articles of Association","Form 60/61 (if available)","Last 5 annual financial statements including notes and auditor opinion plus interim financials if available","Annexure with GSTIN details if more than one GSTIN"],"declarations":["All statements and information provided are complete and accurate and form the basis of the insurance contract.","Misrepresentation or suppression of material facts may render the policy void and premium forfeited.","The proposer agrees to assist GCICL with records and information to address anti-financial crime practices.","Premium is paid from legitimate sources and not from crime proceeds; GCICL may verify source of funds and reject or terminate policy if otherwise.","Consent to receive policy and service communications electronically and for GCICL to process personal data as per privacy policy.","Consent for GCICL to access CKYC records for verification and communication.","Agreement to abide by GCICL Privacy Policy.","GCICL reserves the right to reject or terminate the contract if proposer or associated persons are named in sanctions lists.","KYC records are current and proposer will inform GCICL of any changes."],"dropped_labels":0},"pdf_fields":null,"fillable_pdf":false,"send_to":[{"purpose":"grievance","channel":"email","value":"GCIcare@generalicentral.com","label":"HELPLINE Email","level":1,"hours":null,"applies_to":"all","source_url":"https://www.generalicentralinsurance.com/customer-service/grievance-redressal","quote":"atrix given below.\nLEVEL 1\nYou Can Call On Our HELPLINE\n1800-220-233 / 1860-500-3333 / 022-67837800\nOR\nSEND US AN EMAIL\nGCIcare@generalicentral.com\nOur senior citizen policyholders can avail priority support by choosing the valid option from the helpline menu or writ","fetched_at":"2026-10-20"},{"purpose":"grievance","channel":"phone","value":"1800-220-233 / 1860-500-3333 / 022-67837800","label":"HELPLINE","level":1,"hours":null,"applies_to":"all","source_url":"https://www.generalicentralinsurance.com/customer-service/grievance-redressal","quote":"may have. You can escalate your concerns as per the\nescalation matrix given below.\nLEVEL 1\nYou Can Call On Our HELPLINE\n1800-220-233 / 1860-500-3333 / 022-67837800\nOR\nSEND US AN EMAIL\nGCIcare@generalicentral.com\nOur senior citizen policyholders can avail priority support by choosing","fetched_at":"2026-10-20"},{"purpose":"grievance","channel":"address","value":"Generali Central Insurance Company Ltd.\nUnit No. 301, 3rd Floor Part, Building No. 8,\nMindspace IT/ITES SEZ, MIDC Industrial Area,\nAiravali, Navi Mumbai,\nThane District – 400 708.","label":"Corporate Grievance Redressal Officer (GRO) Address","level":2,"hours":null,"applies_to":"all","source_url":"https://www.generalicentralinsurance.com/customer-service/grievance-redressal","quote":"ON\n+91-79001 97777\nOR\nSend your complaint to our Corporate Grievance Redressal Officer\nMr. Hari Shankar Mishra\nADDRESS\nGenerali Central Insurance Company Ltd.\nUnit No. 301, 3\nrd\nFloor Part, Building No. 8,\nMindspace IT/ITES SEZ, MIDC Industrial Area,\nAiravali, Navi Mumbai,\nThane District – 400 708.\nLEVEL 3\nIf you are still not satisfied with the solution provided, you can email\nour CEO’s office.\nEMAIL OUR CEO’s OFF","fetched_at":"2026-10-20"},{"purpose":"grievance","channel":"email","value":"GCIGRO@generalicentral.com","label":"Corporate Grievance Redressal Officer (GRO) Email","level":2,"hours":null,"applies_to":"all","source_url":"https://www.generalicentralinsurance.com/customer-service/grievance-redressal","quote":"solution provided to you does not meet your expectations,\nyou can write directly to our Corporate GRO.\nSEND US AN EMAIL\nGCIGRO@generalicentral.com\nOR\nCALL US ON\n+91-79001 97777\nOR\nSend your complaint to our Corporate Grievance Redressal Officer\nMr. Hari Shankar Mish","fetched_at":"2026-10-20"},{"purpose":"grievance","channel":"phone","value":"+91-79001 97777","label":"Corporate Grievance Redressal Officer (GRO) Phone","level":2,"hours":null,"applies_to":"all","source_url":"https://www.generalicentralinsurance.com/customer-service/grievance-redressal","quote":"ur expectations,\nyou can write directly to our Corporate GRO.\nSEND US AN EMAIL\nGCIGRO@generalicentral.com\nOR\nCALL US ON\n+91-79001 97777\nOR\nSend your complaint to our Corporate Grievance Redressal Officer\nMr. Hari Shankar Mishra\nADDRESS\nGenerali Central In","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/generali-central-insurance/2819-surety-bond-insurance-proposal-form"}