What’s Fund Switch? And how do I do it?

Fund Switch is an option available under a Unit Linked Policy where you can move some or all your Fund Units from an existing Fund into one or more Funds available under the plan.

So, how do I switch funds?

Online:

  • Log in with your user id and password on www.indiafirstlife.com.
  • Click on the ‘Fund Switch’ tab.
  • Select the policy for which you want to switch funds.
  • Choose the target fund and add the percentage of funds you want to switch.
  • Review the target fund details that you’ve entered.
    • If details are correct, select ‘I accept Terms and Conditions’ and click on ‘Confirm.’
    • If the details are incorrect, click on ‘Edit to change your allocation.’
  • Ensure that you maintain the total percentage of fund allocation/distribution at 100%.

Email Us:

Call Us:

Call us on our toll free number – 1800 209 8700 from your registered phone number

Visit Us:

  1. Walk in to any of our IndiaFirst Life, Andhra Bank or Bank of Baroda branches and submit the Fund Switch Request
  2. Click here to download the Fund Switch Form.

Post or Courier:

You may send the duly filled Fund Switch form to the below address:

IndiaFirst Life Insurance Company Ltd
301, 'B' Wing, The Qube,
Infinity Park,
Dindoshi - Film City Road,
Malad (East), Mumbai - 400 097