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Fund Statement

Tata AIA Life Insurance      Change Insurer
  • 1To get the Fund Statement from the insurer's website, keep the following information handy
    • User ID
    • Password
  • 2Post submission of request, the Fund Statement can be downloaded directly from the insurer's website
    • 3Please click on the below link to proceed
      Visit Online
      • 1Place a request from your registered email id and do mention your policy number. [[Click Here] - if you Email ID is not registered]
        • 2Post submission of request, the Fund Statement will be mailed to you.
          • 3Send the Email to
            customercare@tataaia.com
            • 1While calling the Toll-free number, keep the following information handy
              • Policy No.
              • Date of Birth
              • Other details for verification
            • 2Insurer will share the Fund Statement either by courier, or a soft copy through email, based on your request. [[Click Here] - If your email ID is not registered]
              • 3Please call at
                1-860-266-9966
                • 1Send a SMS from your registered Mobile Number. [[Click Here] - If your mobile no. is not registered]
                  • 2Use the following format and send the SMS to 567679
                  • 3The insurer will email the Fund Statement to your registered email id. [[Click Here] - If Email ID is not registered]
                    • 1Visit the nearest Branch and kindly carry the following documents:
                    • 2Post submission of request, the Fund Statement will be handover to you or will be shared through email as requested. [[Click Here] - If your Email ID is not registered]
                      • 3All documents should be self attested and submitted at

                        Submit at Nearest Branch

                        BRANCH-1
                        Pincode or city does not exist.
                        The above addresses are suggested on the basis of pincode you have provided

                        Important Things to Remember

                        • Fund Values help understand the current status of the investments and help to decide on switching and redirection
                        • If the fund value falls below a certain value in some plans, then there is a chance of an auto foreclosure of the policy 

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                        • Save ₹3,900/month & get
                          up to ₹50 Lakhs on Retirement
                          or ₹30,000 Pension/month
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