5th March 2016
All Zonal Managers,
All Regional Managers (CRM)
All Sr/Divisional Managers,
M.D.C., Audit & Inspection
Re. : Clarification Regarding Verification & Attestation of documents to be submitted by Policy Holders for NEFT Registration.
Please refer our circular letter Ref.: CO/CRM/Claim/2015-16/88 issued on 17.02.2016 regarding authorized officials for verification and attestation of NEFT documents for NEFT Registration.
After reviewing the feedback received from Zones/ Divisions and Branches, it has been decided to allow all Corporates/ Chairman/ Zonal Manager/ Divisional Manager Club Member Agents to verify and attest the mandatory document pertaining to policy holders of his agency of the branch where he is attached with as defined in the CO/CRM/Claim/2015-16/87 dated 31/12/2015 of policy holder for purpose of NEFT Registration.
The Club Member agents who are certifying the documents of the Policy Holder for NEFT Registration should clearly mention his full name along with Agency Code No. and Club Membership details on the attested documents.
The above Club member agents may be advised to observer due diligence and the attestation of documents may be done after proper verification from original.
All offices are advised to strictly adhere to the above instructions scrupulously.