Name of the Prospect / Test Tunius Proposal No: 638413123604

Policyholder:
Name of the Product: Tata AIA Life Insurance Fortune Guarantee
Age (years) : 22 Gender: Male Plus

Tag Line : Individual, Non-Linked Non-Participating

Name of the Life Assured 1 : Test Tunius Life Insurance Savings Plan
Age (years) : 22 Gender: Male Unique Identification No.: 110N158V11

i GST Rate: 4.5% for first year

Name of the Life Assured 2 : NA
am
red 2.25% second year onwards
Age (years) : NA Gender: NA

Policy Term (years) : 15

Premium Payment Term (years) : 10

Amount of Instalment Premium 506584

(Rs.):

Mode of Payment of Premium : Annual

This benefit illustration is intended to show year-wise premiums payable and benefits under the policy.

Policy Details
Basic Sum Assured (First Death) Rs. 6650000
Policy Option Regular Income
Basic Sum Assured (Second Death, if any) Rs. NA

Income Period (years) 20

Sum Assured on First Death (at inception of the policy) Rs. 6866125
Income starts from Year 16

Income ends on Year 35

Sum Assured on Second Death, if any (at inception of the policy) Rs. NA
Guaranteed Annual Income (GAI)* Annual

*GAI shall commence from the end of the Policy Year, following Date of Maturity of Policy. In case of monthly frequency, GAI shall commence from the end
of the policy month following Date of Maturity of Policy.

Rider Details

Tata AIA Vitality (Wellness Utilization of rewards (if Wellness program

Yes Premium Discount
Program) opted)

Details of Life
Insured/Partner under the Benefit Payout
Rider Name/UIN^ Benefit Option Return of Benefit Premium Sum Premium Year 1
(Benefit Option/Benefit premium Option Payment Assured p.a. without Discount
Payout Option) Income option Term Term (Rs.) GST (Rs.) (Rs.)
Lumpsum Income
Name Age(yrs) Gender Duration
(Rs.) p.a.(Rs.)
(yrs)
VP - Accidental Death Test
22 M 6650000 0 0 No 15 10 6650000 4123 206
(Lumpsum Benefit) Tunius

VP - Accidental Total &

Test
Permanent Disability 22 M 6650000 0 0 No 15 10 6650000 2461 123
Tunius
(Lumpsum Benefit)

^VP - Tata AIA Vitality Protect, (A Non-Linked, Non- Participating Individual Health Rider, UIN:110B046V02)

Premium Summary
Base Plan Riders Total Instalment Premium

Instalment Premium without GST (Rs.) 500000 6584 506584

Instalment Premium with First year GST (Rs.) 500000 6584 506584

Instalment Premium post applicable discount with First year GST

500000 6255 506255
(Rs.)

Instalment Premium with GST 2nd year onwards (Rs.) 500000 6732 506732

Discount applicable and Installment Premium payable 2nd year onwards will depend on the Wellness status of the Insured
Instalment Premium post applicable discount includes discount for digital/online sales. Digital Discount is applicable in first year only.
 (Amount in Rupees)
Guaranteed Non - Guaranteed
Death
Policy Single/ Annualised Survival Death
Other Maturity Benefit
Year Premium Benefit / Benefit #Min Guaranteed #Special Surrender
Benefits, if (Second
Loyalty
any Benefit ## (First
Death,
Surrender Value Value
Additions Death)
if any)
1 500000 NA NA 0 6866125 NA 0 0

2 500000 NA NA 0 6866125 NA 309750 539796

3 500000 NA NA 0 6866125 NA 542063 883302

4 500000 NA NA 0 6866125 NA 1032500 1275881

5 500000 NA NA 0 6866125 NA 1290625 1717532

6 500000 NA NA 0 6866125 NA 1548750 2257327

7 500000 NA NA 0 6866125 NA 1806875 2862553

8 500000 NA NA 0 6866125 NA 2312800 3598638

9 500000 NA NA 0 6866125 NA 2834213 4416510

10 500000 NA NA 0 6866125 NA 3458875 5316169

11 0 NA NA 0 6866125 NA 3768625 5806893

12 0 NA NA 0 6866125 NA 4078375 6297616

13 0 NA NA 0 6866125 NA 4336500 6870127

14 0 NA NA 0 6866125 NA 4646250 7524424

15 0 NA NA 0 6866125 NA 4646250 8178723

16 0 NA NA 750060 0 NA 0 0

17 0 NA NA 750060 0 NA 0 0

18 0 NA NA 750060 0 NA 0 0

19 0 NA NA 750060 0 NA 0 0

20 0 NA NA 750060 0 NA 0 0

21 0 NA NA 750060 0 NA 0 0

22 0 NA NA 750060 0 NA 0 0

23 0 NA NA 750060 0 NA 0 0

24 0 NA NA 750060 0 NA 0 0

25 0 NA NA 750060 0 NA 0 0

26 0 NA NA 750060 0 NA 0 0

27 0 NA NA 750060 0 NA 0 0

28 0 NA NA 750060 0 NA 0 0

29 0 NA NA 750060 0 NA 0 0

30 0 NA NA 750060 0 NA 0 0

31 0 NA NA 750060 0 NA 0 0

32 0 NA NA 750060 0 NA 0 0

33 0 NA NA 750060 0 NA 0 0

34 0 NA NA 750060 0 NA 0 0

35 0 NA NA 5912560 0 NA 0 0

Note: "Annualised Premium" shall be the premium payable in a year under a non-single pay option chosen by the policyholder, excluding the taxes, rider
premiums, underwriting extra premiums, loading for modal premiums, if any.
"Single Premium" shall be the premium payable under a single pay option chosen by the policyholder, excluding the taxes, rider premiums, underwriting
extra premiums, if any.
##The policyholder shall also be given the option to receive the Guaranteed Annual Income (GAI) on a monthly basis. This option has to be chosen at
inception and cannot be altered once chosen. The GAI illustrated above is the total amount payable in a year on selection of monthly mode.
The rider sum assured shall remain unchanged for a period as specified under ‘Guaranteed Period’ from the Date of Commencement of the benefit option.
Upon the completion of ‘Guaranteed Period’, the sum assured as applicable for the benefit option may be revised or the policyholder may be given an
option of top up premium to restore the benefit to original amount, subject to IRDAI’s approval. The top up premium may be payable as a single premium/
level premium during the block of next guarantee period. The requirement of paying the Top up premium in order to continue with the current level of
benefit may be applicable even after expiry of limited pay premium term.
#Surrender value illustrated above is the end of the policy year value.

#Special Surrender Value may be revised depending upon the prevailing marketing conditions.
#Surrender value will be higher of Guaranteed Surrender Value and Special Surrender Value.
Policy sourced through Digital/Online mode

I _______________________________ (name), have explained I _______________________________ (name), having received the information
the premiums and benefits under the product fully to the prospect / with respect to the above, have understood the above statement before entering
policyholder. into the contract.

Place: i am red
Date: Signature of Agent/ Intermediary/ Official Date: Signature of Prospect/ Policyholder

Unique Reference Number - L&C/Advt/2023/Aug/2727 (Rider - L&C/Advt/2022/Sep/2271)

Tata AIA Life Insurance Company Ltd. (IRDA of India Regn No. 110) (CIN: U66010MH2000PLC128403)
Registered and Corporate Office: 14th Floor, Tower A, Peninsula Business Park, Senapati Bapat Marg, Lower Parel, Mumbai- 400013
Trade logo displayed above belongs to Tata Sons Ltd and AIA Group Ltd. and is used by Tata AIA Life Insurance Company Ltd under a license.
For more information, Call the Tata AIA Life Insurance Company Ltd Helpline number1860-266-9966 (local charges apply) or Visit us at: www.tataaia.com

(I)V.99.00/FY2024-2025_Q1/RELEASE 01-04-24/EXPIRY 30-06-2024 WS 08-04-2024,11:16 AM