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IRDAI has made KYC process mandatory on purchase of insurance policies effective from 1st Jan 2023 KYC process.
Pls keep following information or documents ready before going to buy the policy
– CKYC number of policy holder if available along with DOB.
– PAN Card Mandatory if not available Form60 required.
To verify the CKYC , any of the following document can be used.
– Proof of identity any one (Pancard / AadharCard / VoterId / Driving License / Passport)
In case CKYC is not verified then KYC registration needs to be done and for that purpose we need following
1. Identity Proof (POI) Any one – Pan copy / Adhaar copy / Driving License / Passport (copy of first & last page) / Voter ID
2. Proof of address any one (AadharCard (front & back page) / Driving license / passport (first & last page)/ VoterId ( front & back page)
3. Soft copy of recent passport-size photograph of the policy holder.
