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Shriram Life Golden Jubilee Plan
Protect your family's financial future today
What is Shriram Life Golden Jubilee Plan?
You have financial goals for yourself and the ones you love. You need a financial plan that helps you achieve
these goals while protecting them in adverse situations.
Presenting the Shriram Life Golden Jubilee Plan (UIN: 128L095V02), an insurance plan that combines
protection with investments.
Stay invested for whole life or for a specified period of time, choose the type and level of cover that suits you
and get unmatched flexibility with options to alter your policy term, premium payment term, sum assured, and
premium.
In addition, the Shriram Life Golden Jubilee Plan offers smart features like Return of Mortality charge,
Return of Premium Allocation charge and Wealth Booster additions to make the most of your investment. This
plan also empowers you with full control over your investments by way of multiple investment funds and
strategies that align with your risk appetite and personal preferences. You can also enjoy unlimited free
switches/premium re-direction, top-up, partial withdrawals, and settlement options.
In this policy, the investment risk in the investment portfolio is borne by the policyholder.
The Linked Insurance products do not offer any liquidity during the first five years of the contract. The policyholders will not be able to surrender/withdraw the monies invested in Linked Insurance.
- Financial control with multiple fund options, unlimited free switches and unlimited free premium redirection.
- Two different plan options such as Life Goal and Legacy.
- Wealth Boosters guaranteed every 5 years!
- Flexibility to top-up your scheduled premiums whenever you have additional funds.
- Different options for premium payment terms i.e., Single, Regular or Limited pays are available.
- You are eligible for additional protection through the riders.
Policy Type
Investment Plans
Policy Term
Min: 10 Years
Max: Life Goal:30 Years (in Multiples of 1 year) Legacy:100 minus age at entryMinimum Premium
Single - ₹3,00,000
Annual – ₹1,00,000
Half-Yearly – ₹50,000
Quarterly – ₹25,000
Monthly – ₹10,000Maximum Maturity Age
Life Goal: 75 years
Legacy: 100 years
Features and Benefits of the Shriram Life Golden Jubilee Plan
Partial Withdrawal
You are allowed to make a partial withdrawal from the plan as per your needs.
Top-Up
You can go for a top-up to enhance your coverage.
Multiple Options for Premium Payment
You can pay the premium Single, annually, half-yearly, quarterly or monthly as per your convenience.
Twin Benefits
This policy comes with twin benefits of protection and Investments.
Switching
You can switch from one fund to another
Tax Benefits
You can claim tax deductions as per the existing provisions of the income tax law.
Multiple funds
Financial control with multiple funds options, unlimited free switches and unlimited free premium redirection
Auto Transfer option
Auto Transfer option (ATO) without any additional charge, to tackle market volatility
Wealth Boosters
Guaranteed every 5 years !
Whole Life Option
To save for your next generation or withdraw whenever you want
Customised life cover
2 cover options to choose from and choice of cover level within each cover option

How to Apply for Shriram Life Golden Jubilee Plan
You can apply for the Shriram Life Golden Jubilee Plan in three easy steps:

Step 01
Enter Your State, City, District and Location
Step 02
Please choose your nearest Shriram Life Insurance Company branch
Step 03
Visit the Shriram Life Insurance Company branch with all the Documents Required
Step 04
Verify Your Documents and Purchase Your Policy
How to Claim for Shriram Golden Jubilee Plan
You can submit death claims, disability claims, cancer care claims and critical Illness claims for your Shriram Life Golden Jubilee Plan online on our website by following simple steps provided below

Step 01
Come to the claim center, select intimate claim Button
Step 02
Choose in the dropdown Request Type - death
Step 03
Fill the details of insurer, death event, details of doctor who declared death (Doctor -Non mandatory)
Step 04
Fill the personal and bank details of claimants and upload the documents
Documents to be uploaded
- Death certificate issued by Local Body/Municipal Body
- Nominee bank passbook
- Postmortem report
- Claim form B
- Claim form A
- Policy Document
- Hospital Summary/Hospital records
- Nominee ID proof (ID proof /address Proof)
- FIR/ Panchnama/ Inquest Report and final investigation report
- Upload Signature of claimant
- Copy of driving license if Life Assured was driving the vehicle at the time of accident (applicable if Rider is opted)
- NEFT mandate form
- Claims form C and E wherever applicable
Eligibility and Documents Required for Shriram Life Golden Jubilee Plan
Eligibility Criteria | Limits | ||
|---|---|---|---|
Age Criteria | 30 days^ | ||
Life Goal | Legacy | ||
Option 1 | For PT <= 20: 55 years | NA | |
Option 2 | 65 Years | ||
Maximum Maturity | Life Goal: 75 years (age last birthday) | ||
Policy Term | Min: 10 Years | ||
Premium Paying Term | |||
Life Goal | Legacy | ||
Single Pay | Single Payment | NA | |
Limited Pay | Min: 5 Years | Min: 10 Years | |
Regular Pay | Same as Policy Term | Same as Policy Term | |
Premium Mode | Single, Yearly, Half-yearly, Quarterly, Monthly | ||
Premium | Minimum Maximum | ||
Minimum Sum Assured | For entry ages below 50 years: For entry ages 50 years and above: | ||
Maximum Sum Assured | 10 times Annualized premium/Single premium, as per Board approved underwriting policy | ||
What does Shriram Life Golden Jubilee Plan cover?
Shriram Life Golden Jubilee Plan provides a long life cover of up to 100 years along with the top-up facility to further enhance your cover by increasing your sum assured. It also comes with three different premium paying terms options, i.e., single premium payment or regular premium payment term or limited premium payment term. This plan comes with death benefits, maturity benefits and Investment options as per the plan selected by you. Thus, benefits under the plan will be paid in case the insured person passes away and even in case the insured person survives.
Downloads
All the policy-related documents are easily available online on the website for the comfort and ease of all our customers. You can simply visit our website www.shriramlife.com go to the download section on the policy page and download the policy document, prospectus and presentation.