Steps to Get Your SBI Life Insurance Premium Paid Certificate

Easily access and download your SBI Life Insurance premium paid certificate, bond, and policy documents online for hassle-free tax filing and claims. Learn the step-by-step process to manage your insurance digitally.

SBI Life Insurance is one of the leading and fastest-growing insurance companies in the Indian market.

The company was established as a joint venture between the State Bank of India (SBI) and BNP Paribas Cardif, a French financial institution, and was founded in 2001. SBI Life Insurance offers a host of insurance plans that caters to future needs and provides financial support the Indian citizens.

You can purchase an insurance plan online and even obtain the premium paid certificate online mode. Here are more details about the process to download the premium paid certificate of SBI Life Insurance.

Benefits of the Premium Paid Certificate of SBI Life Insurance

The following are the benefits of downloading the SBI Life Insurance premium paid certificate:

  1. Tax filing: Premium paid certificate has a great advantage in providing tax rebate to the policyholders. To receive the rebate, policyholders need to submit their premium paid certificate while filing tax returns.
  2. Proof of premium paid: The certificate or the receipt of the premium paid is prove that the policyholder has made the premium payment, which further helps in receiving the insurance coverage.
  3. Enables customer to make insurance claim: Helps in making life insurance claim in case the primary policyholder dies before the tenure of the policy term. The nominee needs to submit the receipt of the premium to prove the active status of the insurance plan.

How to Download SBI Life Insurance Premium Paid Certificate?

The following are the steps to download the premium paid certificate of SBI Life Insurance:

  1. Visit the official website of SBI Life Insurance
  2. Click on ‘Premium Paid Certificate’ option under ‘Customer Services’
  3. Enter the following details:

o   Policy number

o   Date of birth

o   Mobile number

o   Email address, and other details

  1. Click on ‘Proceed’
  2. Check the digital copy for errors, if any
  3. Download or take a printout of the SBI Life Insurance premium paid certificate

How to Download SBI Life Insurance Bond?

Download SBI Life Insurance Bond

The following are the steps to download SBI Life Insurance bond:

  1. Visit the SBI Life Insurance official website .
  2. Click on ‘Customer Services’ option
  3. Access your SBI Life Insurance account by logging in using your credentials
  4. Click on ‘Policy Details’ option after logging in
  5.  Select the policy for which you want to download the bond
  6. Click on ‘Download Bond’ option

How to Download SBI Life Insurance Policy Document Online?

The policy documents include various significant insurance documents with vita information about the plan coverage, policyholder details, etc. Here are the different policy documents offered by SBI Life Insurance:

  1.  Premium Receipt 
  2. Proposal form
  3. Premium Notice
  4. Premium Paid Certificate 
  5. Medical Examiner’s Report, etc.

The following are the steps to download the policy documents:

  1. Visit the SBI Life Insurance official website
  2. Click on ‘Login’ option
  3. Enter the login credentials, such as mobile number and password
  4. After logging into your SBI Life Insurance account, select the insurance plan
  5. Click on relevant documents related to the insurance plan that you want to download

How to Download SBI Life Insurance Statement?

Policy statements are a useful document that allows the policyholder to have an effortless access to their insurance plan. SBI Life Insurance enables the customers to download their policy statement in the following ways:

  1. Online: You can download the policy statement by clicking on ‘Premium Paid Certificate’ option by logging into your account on the Smart Care Self Service Portal by visiting the official website.   
  2. Call: To obtain the SBI Life Insurance statement call the SBI life insurance customer care number- 1800 267 9090.

FAQs on How to Download SBI Life Insurance Premium Paid Certificate

  • What is an insurance premium certificate?

    Insurance premium paid certificate is vital documents that is provided to the policyholder one day after paying the premium. This document provides details such as policy number, total premium paid, and others. This document can be used as investment proof during filing tax returns and making insurance claim as well.

  • How can I get my SBI Life Insurance details through SMS?

    To obtain the SBI Life Insurnace details through SMS, policyholder needs to send an SMS to 56161 or 9250001848 from their registered mobile providing the policy number in the format- POLSTATUS (Space) Policy Number.To obtain the SBI Life Insurnace details through SMS, policyholder needs to send an SMS to 56161 or 9250001848 from their registered mobile providing the policy number in the format- POLSTATUS (Space) Policy Number.

  • How can I check my SBI Life Certificate status?

    You can check the SBI Life certificate status by submitting the digital life certificate. After submission, an SMS consisting of transaction ID will be received by the pensioner. The subscriber can further download the life certificate from jeevanpramaan.gov.in using the transaction ID.

  • Is online copy of insurance valid?

    IRDAI (Insurance Regulatory & Development Authority of India) validate both online and offline purchased insurance. The same way, both the online and hard copy of the policy documents of the insurance are valid.

  • How can I get my SBI Life Certificate online?

    To obtain your SBI Life certificate online, download PensionSeva Mobile App or visit the PensionSeva website of SBI. Click on 'VideoLC' link and select the Video Life Certificate option in the application and enter the account in which pension is received.

  • What is the insurance policy certificate number?

    Insurance policy number or certificate number is a unique number that act as an identifier which helps the policyholder to raise a query, makes changes in the policy details, or make insurance claim. The policy certificate number is vital policy information that helps the policyholder to acquire every detail about the plan from the insurance company.

  • Is it necessary to keep the hard copy of insurance?

    The hard copy and the digital copy of the insurance is equally valid when comes to filing tax returns, make claim, and others. But in case of car insurance it is recommended to keep the original documents till the claim is settled or the policy is renewed.

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