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Do's and Don'ts


  • No fee to be paid to AP for opening eInsurance account (eIA)
  • PAN/UID is a mandatory document for opening eIA
  • Provide clear copies of KYC documents for eIA opening
  • Self Attestation of KYC documents is must
  • Intimate your change of address or contact details to your nearest Approved Persons (AP) immediately
  • Maintain secrecy of your eIA password
  • Quote your eIA number when you buy a new policy
  • Signature should be uniform across all your communication
  • Verify you annual eIA statement and inform your AP or CDSL IR about any unauthorized credit found


  • Avoid over-writing, cancellations and misspellings in any documents
  • Do not let anyone fill your eIA
  • Don’t share your password with anyone.

We request you to meticulously follow the above instructions, to avoid any problem in operation of your demat account.