Who is a R SQUARE Business Partner ?
A R Square Business Partner is a person associated with R Square Insurance and Financial Solutions Pvt. Ltd. who is responsible for Sourcing, Educating and Generating Leads for and on behalf of R Square Insurance and Financial Solutions Pvt. Ltd. thus getting entitled for Incentives.
Name Correction
- Request letter from R Square holder stating the valid reason
- Require 2 new passport size photographs and return old ID card
- Bank statement showing current 3 months transaction
- Any payout cheque received by the R Square holder should be returned
- Charges as applicable
- New R Square form duly filled in with correct name and complete details
- Pan copy (mandatory)
Nominee Change in R SQUARE
a) In case of current nominee death
- Requirements
- Request letter from R SQUARE holder
- Death certificate copy of nominee
- Any one Valid ID proof of R SQUARE holder and New nominee
- Any one Valid Address proof of the R SQUARE holder
- Relationship proof between R SQUARE holder and New nominee to be given with required documents
- New R SQUARE form duly filled in with complete details
b) Change of nominee name
- Requirements
- Request in Rs 20 bond paper from R SQUARE holder
- Signature from current Nominee in the same bond paper
- Any one Valid ID proof of R SQUARE holder and new nominee
- Any one Valid Address proof of the R SQUARE holder
- Relationship proof between R SQUARE holder and new nominee to be given with required documents
- New R SQUARE form duly filled in with complete details
Name Change in R SQUARE
a) R SQUARE Name Change With In Spouse
- Requirements
- Request in Rs 20 bond paper from R SQUARE holder stating the valid reason
- Relationship proof
- Pan copy of new name
- Return Old ID card
- 2 recent passport size photos
- Name change format
- New R SQUARE Application duly filled in with complete details
- Charges as applicable
- Government employment ID card (If he\she are Govt. staff)
- Any one valid ID proof of current R SQUARE holder and new R SQUARE holder
- Any one valid Address proof of the current R SQUARE holder
b) R SQUARE Name Change With In Spouse In Case Of R SQUARE Holder Death
- Requirements
- Request from New R SQUARE holder (Nominee) in a letter stating the reason of existing R SQUARE holder death
- Death certificate copy
- Pan copy of new R SQUARE holder
- Relationship proof
- Old ID card
- 2 recent passport size photos
- Name change format
- New R SQUARE Application duly filled in with complete details
- Any one valid ID proof of new R SQUARE holder
- Any one valid Address proof of new R SQUARE holder
R SQUARE Address Change
- Requirement
- Request letter from R SQUARE holder with valid reason
- If achievers (silver, golden, diamond, platinum), request letter in Rs.20/- bond paper
- Any one valid ID proof of R SQUARE holder
- Any one valid Address proof of the R SQUARE holder
Phone Number Change
- Requirement
- Request letter from R SQUARE holder with New mobile Number
- Any one valid ID proof
Date Of Birth Correction
- Requirements
- Request letter from R SQUARE holder
- Any one valid Id proof
- Any one valid DOB proof
PAN Number Updating Or Correction
- Requirements
- Request letter from R SQUARE holder
- Pan Number copy
Valid Proofs Required
- Any One Valid Photo Id Proof
- Voters ID
- Nationalized Bank passbook copy
- Driving License
- Pass Port Copy
- Pan card copy
- Government staff ID
Any One Valid Address Proof
- Rental Agreement (Current)
- Own house Registration copy
- Electricity bill
- Voters ID
- Family card
- Phone bill
- Gas bill
Any One Valid DOB Proof
- School Certificate
- Transfer Certificate
- Driving License
- Pass Port copy
- Pan card copy
- Government staff ID
How Many R Square Business Partners IDS I can take?
Any number of IDs you can take but
-
Silver Club Foreign tour for 3 IDs from Total family
- Silver Plus Bike Achiever for 1 ID from Total family
- Gold Club Car Achiever for 2 IDs from Total family
- Diamond Club Achiever for 2 ID from Total Family
- Platinum Club Achiever for 1 ID from Total Family
When I will get the Bond, ID card and Bag?
Your Bond ID card and Bag will be given After 20 days from the date of your Applications received at Head office.
Can I request for IDs placement change after RS ID Created?
Yes u can request to change the Placement but before payout release.
How to claim the Reliance PA policy in case of policy holder Death?
Simple process Igor collect the Reliance policy Document and call the customer care toll free number it is available on the right hand corner of the Bond call the customer care and lodge the complaint you will get the complaint claim number they suggest you what documents to be produced.
When I will get the silver club plus Achiever Incentives?
You will get it After 120 days from the date of achievement
When I will get the Gold Club Achiever car Down payment?
After 120 Days from the date of qualifying the qualifier have to send the quotation to the head office along with the loan sanction letter, cheque will be sent directly to the Show Room.
Details for calculation to qualify for silver Plus and platinum Club for those Who opted to do both life Insurance & General Insurance Business?
If you are and R Square Business Partner and opted for doing both Life Insurance and General Insurance business to qualify the Silver plus or Platinum Club Award, your business should be 50% Life Insurance and 50% General Insurance on the date of qualifying (for example if have 1400 for left team and 1500 from Right team then 700 Pvs of Life Insurance and 700 Pvs General Insurance for Left team and for Right team 700 Pvs of Life Insurance and 700 Pvs General Insurance.) and for platinum Club on the date of qualifying pvs will be taken for calculation.
