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Plan Features

Saral Pension (862)

Product Summary

Saral Pension (862) is an immediate annuity or pension plan which was devloped as per the instruction of IRDA to release a simple annuity product. Customer can chose between two annuity options -(1) Life annuity with 'Return of 100% of purchase price on death' (2) Joint life last survivor annuity with Return of 100% of purchase price on death of last survivor.

Premium Payment Mode :

Single premium only.

Annuity Mode

-

Optional Benefits

-

Term :

Single Premium with life long annuity benefits.

Premium Paying Term :

Single Premium

Minimum Age at Entry :

40 Years Completed

Maximum Age at Entry :

80 Years Completed

Annuity Options

Deferred annuity two options (1. Single Life 2. Joint Life).

Minimum Purchase Price

Minimum purchase price shall depend on the Minimum Annuity as specified below.(Minimum Annuity:Annual -12,000, Hly-6,000, Qly-3,000, Mly -1,000)

Deferment Period

-

Joint Annuity

-

Maximum Cover Ceasing Age:

-

Maturity Age:

-

Sum Assured

-

Maturity Benefit

-

Death Benefit

-

Minimum Basic Sum Assured :

-

Minimum age at the end of Premium Paying Term

-

Maximum Maturity Age :

-

Minimum Premium:

-

Maximum Premium:

-

Minimum Basic Sum Assured :

-

Sum Assured on Death

-

Minimum Sum Assured :

-

Maximum Sum Assured :

-

Guaranteed Additions

-

Survival Benefits

-

Riders Available

Nil

Accidental Death and Disability benefit (ADDB) :

Nil

Policy Benefits

On Death :

Option 1: Annuity stops on the death of the policy holder and the 100% purchace price is returned to the nominee. Option 2: (Joint Life) Annuity continues till the death of the last survivor and 100% of purchase price returned to the nominee on the death of the last survivor.

On Survival :

Annuity paid for life irrespective of the option.

On detection of Early Stage Cancer

-

On detection of Major Stage Cancer

-

Settlement Option :

-

Multiple Allowed

-

Surrender Value :

95 % of the purchase price shall be paid, any time after 6 months, to the annuitant, if application on medical ground is accepted by the corporation.

Loan :

Loan allowed after six months from the date of commencement.(maximum loan will be restricted so that interest amount payable on loan does not exceed 50 % of annual annuity amount.

Income Tax Benefit :

Income Tax benefits not available.

Proposal Form :

Special Proposal form for Saral Pension

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