Buy-Sell / Partner Insurance

Partnership Firm Buy-Sell Document Checklist

Advisor-ready document checklist tailored specifically for Partnership Firm. Track collection, print sheets, and simulate the upload steps.

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Document Checklist

Check items to track upload readiness

0/15 Completed

Personal Documents

Entity Documents

Financial Statements

Governance & Approvals

Important Clarifications (For Advisors)

  • Medical reports are NOT required before proposal login.
  • Premium payment proof is NOT required at login stage.
  • Buy-Sell agreement execution copy is NOT required at proposal login (Intent resolution is sufficient).

Advisor Actions

Upload Flow Simulator

Simulate the in-app document upload wizard

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Step 0: Case Setup

Step 1: Individual Documents

PAN Card & Aadhaar / ID
Photograph & DOB / Address Proof

Step 2: Entity Documents

Entity Registration / Deeds

Step 3: Financials

Last 3 Years Financial Statements / ITR

Step 4: Approvals & KYC

Board / Partner Resolution & Signatory KYC

Step 5: Review & Submit

Case Setup Done
Personal & Entity Files Uploaded
Copied!