India New Delhi
+91 8860984768
support@taxbezzie.com

HDFC Life Sanchay Par Advantage

Germany Tax return

HDFC Life Sanchay Par Advantage

Benefits of HDFC Life Sanchay Par Advantage Policy

Listed below are the core benefits HDFC Life Sanchay Par Advantage Policy offers:

Maturity Benefit- The maturity benefit is paid once the policy is matured after the policy term, and all the due policy premiums have been paid in full. This benefit will be equal to the Maturity Sum Assured plus accumulated Cash Bonuses (if it is not paid earlier), plus the interim Survival Benefit (if applicable), plus Terminal Bonus (if stated). It will depend on the type of income option.

Death Benefit- In a case of death of the insured person in the policy term, the death benefit is given to the nominee /beneficiary. The benefit amount shall be equal to the addition of the followings:

  • Sum Assured on Death
  • Accrued Cash Bonuses
  • Interim Survival Benefit (if applicable)
  • Terminal Bonus (if declared earlier)

The minimum amount of Death Benefit will be 105% of the total amount of paid premiums up to the date of death. The policy thereafter will get terminated, and no other benefits shall be provided in the future. 

Loan Benefit- The policyholder can avail of a loan once the policy has acquired a surrender value. The loan amount offered shall be subject to a maximum of 80% of the policy’s surrender value. The rate of interest on the loan shall be of 9.5% p.a. 

*T & C Apply

Surrender Benefit- HDFC Life Sanchay Par Advantage Plan comes with an option for surrender benefit. This insurance plan can be surrendered only the first two-year’s premiums are paid in full, irrespective of the policy paying term.

Tax Benefit- All the paid premiums and the benefits received under HDFC Life Sanchay Par Advantage Plan can avail of tax exemption as per the Income Tax Act, 1961.

* Tax benefit is subject to changes in tax laws

The Premium for HDFC Life Sanchay Par Advantage Plan

HDFC Life Sanchay Par Advantage premium paying terms for the Immediate Income variant are 6, 8, 10, and 12 years. For the Deferred Income variant, it is 8, 10, and 12 years.

The minimum premium amounts are:

  • Monthly: Rs. 2,188
  • Quarterly: Rs. 6,500
  • Half-yearly: Rs. 12,750
  • Annual: Rs. 25,000

You can visit the official website of HDFC Life Insurance and get free premium quotes by using the HDFC Life Sanchay Par Advantage calculator online.

Additional Riders for the HDFC Life Sanchay Par Advantage Plan

Two rider options (modified from time to time) are offered for enhancing one’s protection. These are:

  • HDFC Life Income Benefit on Accidental Disability Rider
  • HDFC Life Critical Illness Plus Rider

Eligibility for the HDFC Life Sanchay Par Advantage Plan

Entry Age: 

  • Minimum: 0 years (30 days)
  • Maximum:
    • Immediate Income- 65 years
    • Deferred Income- 55 years (PPT 8 years), and 60 years (PPT 10 & 12)

Maturity Age: 

  • Maximum: 100 years

What are the Documents Required to Buy this Policy?

These documents are needed for buying HDFC Life Sanchay Par Advantage policy:

  • Identity proof -A voter ID card, PAN card, Aadhaar card, or passport
  • Address proof -Aadhaar card, driving license or ration card
  • Proof of income -Copy of ITR or salary slips

Exclusions of the HDFC Life Sanchay Par Advantage Plan

HDFC Life Sanchay Par Advantage reviews suggest that this plan does not have much exclusion. However, it does have a clause for suicidal death.  If the insured person dies as a result of committing suicide within 12 months of the policy commencement or from the policy revival date, 80% of the premium amount shall be payable to the nominated person or the beneficiary.

Facebook
Twitter
LinkedIn