Original policy document/Affidavit in case of loss policy document.
Duly signed ‘loan bond’.
Completed and signed salary deduction form or banker’s order indicating the amount of loan repayment inclusive monthly premium OR letter of commitment to repay the loan through cash or Mpesa.
Latest Payslip copy.
Loan Voucher (Signed).
ID copy.
ATM Card Copy for payment through EFT
Duly filled Mpesa form for Mpesa payment
3
Cash Bonus (FMP) and Early Access (SIP) Checklist Form
See the requirements
Duly signed application letter from the client. The letter must bear a date, current address and telephone number of the client
Signed cash bonus/ early access voucher.
ID copy.
ATM Card Copy for payment through EFT
Duly filled Mpesa form for Mpesa payment.
4
Death Claims Checklist Form
See the requirements
Original Policy Document / Affidavit in case of loss policy document.
Certified copy of death certificate
Certified copy of burial permit
Certified copies of
the deceased National ID card and/or form of surrender of ID card
Certified copy of claimant’s ID
Letters of administration/ probate of wills to the estate of the deceased (if any)
Copy of police abstract and/or postmortem report (if any)
5
Full Maturity Checklist Form
See the Requirements
Original policy document/ Affidavit in case of loss policy document.