Robinhood Insurance Broker Private Limited

How do I surrender my Tata AIA Life Insurance policy?

If the policyholder wants to surrender his/her life insurance policy or make a partial withdrawal from the policy fund, the following procedures need to be followed:

Surrender Policy: Reason(s) for policy surrender and the surrender form needs to be submitted at the nearest Tata AIA Life Insurance branch, along with the following documents:

  • Original policy documents
  • Canceled cheque with the policyholder's name on it
  • In case the canceled cheque does not have a pre-printed name, account number, or a new account is mentioned on the cheque, then the passbook copy/bank statement having the pre-printed name and the account number is required
  • ID proof (PAN Card, Aadhaar Card, Passport, Driving License, Voters ID)
  • Policy surrender or cancellation form
  • Latest contact details
  • NRE bank statement reflecting any premiums paid from the NRE account

Partial Withdrawal: Reason(s) for the partial withdrawal and the pay-out form needs to be submitted at the nearest Tata AIA Life Insurance branch, along with the following documents:

  • Original policy documents
  • Copy of CI or YPD submitted for the withdrawal request (carry original documents for verification in the branch)
  • Canceled cheque of the insured's name
  • In case the canceled cheque does not have a pre-printed name and account number or a new account is mentioned on the cheque, then passbook copy/bank statement having the pre-printed name and the account number is required
  • ID proof (PAN Card, Aadhaar Card, Passport, Driving License, Voters ID)
  • Pay-out form
  • Latest contact details
  • NRE bank statement reflecting any premiums paid from the NRE account

The following options can be used to connect with Tata AIA Life Insurance policy:

Call: 1-860-266-9966 (in India) / +91-80- 67603700 (outside India)

SMS: "SERVICE" to 58888 to hear from the company within 1 business day.

Email ID: life.complaints@tataaia.com

Log in to online policy account on www.tataaia.com

Option to visit the nearest Tata AIA Life Insurance branch.

Mailing Address:
Tata AIA Life Insurance Company Limited,
Grievance Redressal Department,
B- Wing, 9th Floor,
I-Think Techno Campus,
Behind TCS,  Pokhran Road No.2,
Close to Eastern Express Highway,
Thane (West),
Mumbai – 400 607

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