Axis Max Life Insurance - Help Center

Tax Related Queries

• What is a Tax Residency Certificate (TRC)?
  A TRC confirms your tax status. Axis Max Life may ask for it to offer tax benefits under your policy.
• What is FATCA eligibility?
  FATCA is for individuals with foreign accounts. Axis Max Life helps you meet compliance requirements.

Claims Related Queries

• How will my family get the claim amount?
  Your family needs to submit documents to Axis Max Life. The claim will be processed quickly.
• What is the claims process at Axis Max Life?
  Inform Axis Max Life, submit the required forms and documents, and the team will take care of the rest.

Policy Related Queries

• How do I get a summary of my policy?
  Log in to the Axis Max Life customer portal or contact customer support.
• What is the process of policy assignment?
  Submit assignment documents to Axis Max Life for ownership transfer.
• How to add or delete riders?
  You can request this anytime from Axis Max Life customer support.
• What is the minimum loan repayment amount?
  It depends on the policy. Axis Max Life will inform you of the exact amount.
• How to change the bonus option?
  Submit a request to Axis Max Life to update your bonus preferences.
• How to update Date of Birth?
  Submit proof of birth to Axis Max Life for updating DOB.
• How to update contact details?
  Use the Axis Max Life website or visit a branch to make updates.
• What is OPPB Rider?
  A bonus option. Axis Max Life will guide you on how and when to use it.
• How to change my nominee?
  Submit a nominee change form to Axis Max Life with ID proof.
• How to update PAN in policy?
  Submit PAN copy to Axis Max Life through online or offline mode.
• What is PUA and can it adjust premium?
  Yes, Axis Max Life allows it under eligible policies.
• Can I cancel my policy?
  Yes, contact Axis Max Life to cancel your policy as per terms.
• What is FATCA?
  A law for people with foreign income/assets. Axis Max Life ensures compliance.
• How to change payment mode?
  Submit a request to Axis Max Life via customer portal or branch.
• How to change policy owner?
  Axis Max Life allows this with proper documents.
• How to surrender my policy?
  Contact Axis Max Life to know the surrender value and process.
• Can I take a loan on my policy?
  Yes, Axis Max Life offers loans on eligible policies.
• How to change gender in policy?
  Submit valid proof to Axis Max Life for correction.
• What is redirection of funds?
  Axis Max Life allows you to redirect future premiums to other funds.
• How does fund switching work?
  You can switch your fund choices using Axis Max Life's online services.
• How to change name in policy?
  Provide legal proof to Axis Max Life for name updates.
• What is Electronic Insurance Account?
  A digital way to manage your Axis Max Life policy online.
• What is NFO (Non-Forfeiture Option)?
  It protects your benefits even if premiums are missed. Axis Max Life offers different NFOs.
• How to revive policy after 180 days?
  Submit a request to Axis Max Life and fulfill the requirements.
• How to cancel during Free-look Period?
  You have 15 days to cancel your Axis Max Life policy and get a refund.
• How to change sum assured?
  In some cases, Axis Max Life allows this based on your policy terms.
• How to change policy term?
  Axis Max Life will review your request and inform if it’s possible.
• How to update NEFT bank details?
  Submit bank proof to Axis Max Life to receive payouts directly in your account.

Basics of Life Insurance

• What are the types of plans?
  Axis Max Life offers Term, ULIP, Endowment, and Retirement plans.
• How to choose the right provider?
  Choose based on claim ratio, service, and trust. Axis Max Life is a top choice.
• What are the benefits of Life Insurance?
  Axis Max Life helps protect your family’s future and offers tax benefits.
• Why choose Life Insurance?
  It offers peace of mind. Axis Max Life provides strong financial safety for your loved ones.
• How easy is it to buy? With Axis Max Life, buying i
  nsurance is simple—online or through an advisor.
• Which plan suits me?
  Axis Max Life helps you choose based on your goals and age.
• How to pay?
  Pay through UPI, net banking, cards, or auto-debit with Axis Max Life’s flexible payment options.