Aviva Life Insurance: Understanding Client Id Significance

Aviva Life Insurance offers a range of insurance products, including term life insurance, retirement plans, unit-linked insurance plans, and child insurance plans. When purchasing an insurance policy, individuals are typically required to provide personal information, such as their name, date of birth, and address. This information, along with other relevant policy details, is associated with a unique identifier known as a client ID. The client ID serves as a reference code for the insurance company and the policyholder, facilitating quick access to specific policy information. It is worth noting that Aviva Life Insurance is committed to safeguarding the personal details of its customers.

Changing your client ID and policy number

Changing Your Address and Contact Details:

• Fill out the necessary forms for changing your personal contact details.
• Mention your client ID, policy number, and new contact information.
• Submit the duly signed form at the nearest Aviva branch.

Correcting Your Name or Date of Birth:

• Fill out the available form for correction or rectification of your name or date of birth.
• Complete the section with the rectified or corrected name or date of birth.
• Attach a copy of your proof of date of birth or name, which needs to be incorporated.
• Submit the request with the proof at the nearest Aviva branch, along with your original policy.

Changing Your Nominee or Percentage Allocation:

• Complete the endorsement request form with the nominee's name, date of birth, relation, and the percentage of the amount they will receive.
• If you are nominating a minor, appoint a suitable guardian and fill in their details. The request must be signed by the guardian.
• The nomination form must also be signed by a witness.
• Submit the completed form along with the original policy document to the nearest Aviva branch.

Changing Your Premium Payment Mode:

• Fill out the endorsement form for changing your premium payment mode.
• If you switch to direct debit, fill out the direct debit mandate instruction.
• Courier the completed request form with your client ID and policy number, the debit mandate, and the relevant charge slip to the Aviva Corporate Office.

Changing Your Premium Frequency:

• Submit a duly signed endorsement form, along with a witness signature.
• Mention your preferred premium frequency (monthly, quarterly, half-yearly, or annual).
• If you choose monthly payments, complete the direct debit mandate instruction form.
• Courier the completed form, along with the debit mandate (if required), to the Aviva Corporate Office.

Changing Your Cover Level:

• Decide on the required change in your cover level.
• Complete the endorsement request form with your client ID, policy number, and the policyholder's name.
• Submit the completed form, duly signed by the life insured and the policyholder, to the nearest Aviva branch, along with your original policy document.

Please note that the processes mentioned above are specific to Aviva India. For Aviva in other regions, the steps to change your client ID and policy number may vary.

Updating your address and contact details

Step 1: Prepare the Necessary Forms and Documents

To update your address and contact details, you will need to fill out an endorsement form or a written request letter. This form can usually be found on Aviva's website or by contacting their customer support. Make sure to include your new address and contact information on the form. Along with the form, you will also need to provide valid proof of your new address.

Step 2: Submit the Documents

Once you have completed and signed the endorsement form or written request letter, you will need to submit it to Aviva for processing. You can do this by couriering the documents to their corporate office or by submitting them at your nearest Aviva branch. Remember to include the necessary documents, such as your original policy document and proof of your new address.

Step 3: Wait for Confirmation

After submitting your request, Aviva will process your changes. They may contact you if they require any additional information or documentation. Once your request has been approved and processed, you should receive a confirmation from Aviva. This confirmation may come in the form of an email, letter, or update to your online account.

Step 4: Update Your Records

After your address and contact details have been successfully updated, make sure to update your records accordingly. This includes updating your address on other important documents and accounts. It is also a good idea to inform any relevant parties, such as your employer or other organizations, of your new contact information.

Additional Information:

It's important to keep your personal information with Aviva up to date to ensure you receive important communications and that your policies are accurate. You can usually update your address and contact details by logging into your secure MyAviva account. However, if you have multiple policies or a joint policy, you may need to reach out to Aviva's customer support for assistance.

Changing your premium payment mode

To change your premium payment mode, follow these steps:

Step 1: Fill out the endorsement form. If you're changing your payment mode to direct debit, don't forget to fill out the direct debit mandate instruction.

Step 2: Submit the completed request form, along with your client ID and policy number, to the nearest Aviva branch. You will also need to provide the debit mandate and the relevant charge slip.

Step 3: If you have any questions or need further assistance, you can contact Aviva's customer service executives for support.

It's important to note that if you choose to pay your premiums monthly, the payment can only be made through direct debit or ECS mode.

In addition to changing your premium payment mode, Aviva also allows you to change your premium payment frequency. To do so, follow these steps:

Step 1: Submit a duly signed endorsement form. This form should be signed by both the policyholder and a witness.

Step 2: Mention the revised premium frequency you desire, whether it be monthly, quarterly, half-yearly, or annual. Remember that if you choose monthly payments, the only payment methods available are direct debit or ECS mode.

Step 3: Complete the direct debit mandate instruction form if you've chosen to pay your premiums monthly.

Step 4: Courier the completed request form, along with the debit mandate (if required), to Aviva's Corporate Office.

Aviva also provides the option to change your cover level, nominee, address, and name or date of birth on your policy. These changes can be made by submitting the relevant forms and supporting documents to Aviva, either at a branch office or the Corporate Office, depending on the type of change.

Changing your cover level

You can change your cover level depending on the terms and conditions of your policy. Here are the steps to do so:

Step 1: Decide on the change required in cover.

Step 2: Complete the endorsement request form with your client ID, policy number, and name.

Step 3: Submit the completed form, duly signed by the life insured and the policyholder, to the nearest Aviva branch along with your original policy document.

It's important to note that you can change your cover level at any point during the term of your policy. Additionally, you can increase or decrease your cover level to reflect any big life changes and ensure your premiums stay affordable. For example, you may want to adjust your cover if you've had more children, extended the length of your mortgage term, or made major home improvements.

Reviewing your life insurance regularly is a good idea to ensure that your cover keeps up with any life changes and continues to protect you and your loved ones at the level you need.

Updating your name and date of birth

To update your name and date of birth with Aviva, you will need to submit a request to change your personal details. Here is a step-by-step guide on how to do this:

Step 1:

Fill out the relevant form, depending on whether you are changing your name or date of birth. For a name change, you will need to complete an endorsement form or write a signed request letter. For a date of birth change, you will need to fill out the endorsement form with the corrected date of birth.

Step 2:

If you are changing your name, you will need to attach a copy of proof of your new name. For a date of birth change, you will need to include a copy of your proof of date of birth.

Step 3:

Submit the form and proof of changes, along with your original policy, to the nearest Aviva branch.

Alternatively, you can courier the request and required documents to Aviva's Corporate Office for further processing.

Please note that Aviva India has a slightly different process. For Aviva India, you will need to mention your client ID, policy number, and any new contact details if you are changing your name or date of birth. You will then submit the duly signed form at the nearest Aviva branch.

It is important to keep your personal details up to date to ensure that your policy remains accurate and valid. By following these steps, you can easily update your name and date of birth with Aviva.

Frequently asked questions