Proposal No: 11331021

Name of the Prospect / Mata ji Name of the Product: Tata AIA Life Insurance Fortune Maxima
Policyholder:
Tag Line : Non-Participating Unit Linked, Whole Life Individual Savings Plan
Age (yrs) : 54
Unique Identification No.: 110L113V05
Name of the Life Assured : Mata ji
GST Rate: 18.0%
Age (yrs) : 54
Investment Strategy Opted for: NIL
Sum Assured (Rs.): 500000
Funds opted for along with their risk level
Policy Term (yrs): 46
Allocation Risk
Fund Name
Premium Payment Term (yrs): 7 Percentage Profile

Amount of Instalment Premium 50,000 Large Cap Equity Fund (ULIF 017 07/01/08 TLC 110) 0%
(Rs.): Whole Life Mid-cap Equity Fund (ULIF 009 04/01/07 WLE 110) 0%
Mode of Payment of Premium : Annual Whole Life Aggressive Growth Fund (ULIF 010 04/01/07 WLA 110) 0%
Whole Life Stable Growth Fund (ULIF 011 04/01/07 WLS 110) 0%
Whole Life Income Fund (ULIF 012 04/01/07 WLI 110) 0%
Whole Life Short Term Fixed Income Fund (ULIF 013 04/01/07 WLF 0%
110)
Multi Cap Fund (ULIF 060 15/07/14 MCF 110) 100% High
India Consumption Fund (ULIF 061 15/07/14 ICF 110) 0%
Super Select Equity Fund (ULIF 035 16/10/09 TSS 110) 0%
Top 50 Fund (ULIF 026 12/01/09 ITF 110) 0%
Top 200 fund (ULIF 027 12/01/09 ITT 110) 0%
Emerging Opportunities Fund (ULIF 064 12/09/22 EOF 110) 0%
Sustainable Equity Fund (ULIF 065 12/09/22 ESG 110) 0%
Dynamic Advantage Fund (ULIF 066 12/09/22 DAF 110) 0%

Rider Details
Rider Name (Benefit Option) UIN Sum Assured (Rs.) Coverage Term Premium Payment Term Premium without GST (Rs.)

How to read and understand this benefit illustration?

This benefit illustration is intended to show what charges are deducted from your premiums and how the unit fund, net of charges and taxes, may grow over the
years of the policy term if the fund earns a gross return of 8% p.a. or 4% p.a. These rates, i.e., 8% p.a. and 4% p.a. are assumed only for the purpose of
illustrating the flow of benefits if the returns are at this level. It should not be interpreted that the returns under the plan are going to be either 8% p.a. or 4% p.a.
Net Yield mentioned corresponds to the gross investment return of 8% p.a., net of all charges but does not consider mortality, morbidity charges, underwriting
extra, if any, guarantee charges and cost of riders, if deducted by cancellation of units. It demonstrates the impact of charges and taxes on the net yield. Please
note that the mortality charges per thousand sum assured in general, increases with age.
The actual returns can vary depending on the performance of the chosen fund, charges towards mortality, morbidity, underwriting extra, cost of riders, etc. The
investment risk in this policy is borne by the policyholder, hence, for more details on terms and conditions please read sales literature carefully.
Some benefits are guaranteed and some benefits are variable with returns based on the future performance of your insurer carrying on life insurance business. If
your policy offers guaranteed benefits then these will be clearly marked "guaranteed" in the illustration table on this page. If your policy offers variable benefits
then the illustration on this page will show two different rates of assumed future investment returns, of 8% p.a. and 4% p.a. These assumed rates of return are
not guaranteed and they are not the upper or lower limits of what you might get back, as the value of your policy is dependant on a number of factors including
future investment performance.
Part A of this statement presents a summary view of year-by-year charges deducted under the policy, fund value, surrender value and the death benefit, at two
assumed rates of return. Part B of this statement presents a detailed break-up of the charges, and other values.
Part A
(Amount in Rupees)
At 4% p.a. Gross Investment Return At 8% p.a. Gross Investment Return Commission
Annualized Mortality, Mortality, payable to
Policy Year Other Fund at End Surrender Other Fund at End Surrender
Premium Morbidity GST Death Benefit Morbidity GST Death Benefit intermediary
Charges* of Year Value Charges* of Year Value (Rs.)
Charges Charges
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15

1 50,000 2,300 3,920 1,120 44,439 40,899 500,000 2,296 3,932 1,121 46,210 42,670 500,000 2,500
2 50,000 2,280 4,461 1,213 90,030 87,670 500,000 2,261 4,506 1,218 95,457 93,097 500,000 500
3 50,000 2,209 4,771 1,256 137,164 135,394 500,000 2,160 4,873 1,266 148,332 146,562 500,000 500
4 50,000 2,085 5,346 1,338 185,642 184,462 500,000 1,987 5,532 1,353 204,845 203,665 500,000 500
5 50,000 1,903 5,938 1,411 235,567 235,567 500,000 1,732 6,236 1,434 265,332 265,332 500,000 500
6 50,000 1,655 6,055 1,388 287,661 287,661 500,000 1,379 6,498 1,418 330,798 330,798 500,000 500
7 50,000 1,340 6,692 1,446 341,453 341,453 500,000 922 7,316 1,483 401,064 401,064 500,000 500
8 0 1,380 4,520 1,062 348,016 348,016 500,000 779 5,352 1,103 425,645 425,645 500,000 0
9 0 1,416 4,599 1,083 354,702 354,702 500,000 593 5,659 1,125 452,045 452,045 500,000 0
10 0 1,450 4,681 1,104 361,517 361,517 500,000 358 5,989 1,142 480,443 480,443 500,000 0
11 0 1,483 4,763 1,124 369,202 369,202 500,000 79 6,344 1,156 512,045 512,045 512,045 0
12 0 1,506 4,857 1,145 377,071 377,071 500,000 0 6,738 1,213 545,860 545,860 545,860 0
13 0 1,525 4,952 1,166 385,133 385,133 500,000 0 7,158 1,288 581,939 581,939 581,939 0
14 0 1,539 5,050 1,186 393,399 393,399 500,000 0 7,607 1,369 620,433 620,433 620,433 0
15 0 1,546 5,151 1,206 401,883 401,883 500,000 0 8,085 1,455 661,503 661,503 661,503 0
16 0 1,544 5,254 1,224 410,602 410,602 500,000 0 8,596 1,547 705,322 705,322 705,322 0
17 0 1,528 5,361 1,240 419,580 419,580 500,000 0 9,141 1,645 752,075 752,075 752,075 0
18 0 1,494 5,470 1,253 428,845 428,845 500,000 0 9,722 1,750 801,956 801,956 801,956 0
19 0 1,436 5,583 1,263 438,433 438,433 500,000 0 10,342 1,862 855,177 855,177 855,177 0
20 0 1,347 5,701 1,269 448,390 448,390 500,000 0 11,003 1,981 911,960 911,960 911,960 0
21 0 1,219 5,823 1,267 458,774 458,774 500,000 0 11,709 2,108 972,544 972,544 972,544 0
22 0 1,040 5,951 1,258 469,657 469,657 500,000 0 12,463 2,243 1,037,183 1,037,183 1,037,183 0
23 0 797 6,085 1,239 481,129 481,129 500,000 0 13,266 2,388 1,106,149 1,106,149 1,106,149 0
24 0 474 6,227 1,206 493,303 493,303 500,000 0 14,124 2,542 1,179,731 1,179,731 1,179,731 0
25 0 83 6,379 1,163 506,280 506,280 506,280 0 15,038 2,707 1,258,238 1,258,238 1,258,238 0
26 0 0 6,538 1,177 519,712 519,712 519,712 0 16,014 2,883 1,342,000 1,342,000 1,342,000 0
27 0 0 6,701 1,206 533,513 533,513 533,513 0 17,056 3,070 1,431,369 1,431,369 1,431,369 0
28 0 0 6,870 1,237 547,692 547,692 547,692 0 18,167 3,270 1,526,720 1,526,720 1,526,720 0
29 0 0 7,042 1,268 562,261 562,261 562,261 0 19,352 3,483 1,628,453 1,628,453 1,628,453 0
30 0 0 7,220 1,300 577,228 577,228 577,228 0 20,617 3,711 1,736,996 1,736,996 1,736,996 0
31 0 0 7,402 1,332 592,606 592,606 592,606 0 21,966 3,954 1,852,804 1,852,804 1,852,804 0
32 0 0 7,589 1,366 608,405 608,405 608,405 0 23,406 4,213 1,976,364 1,976,364 1,976,364 0
33 0 0 7,782 1,401 624,638 624,638 624,638 0 24,942 4,490 2,108,195 2,108,195 2,108,195 0
34 0 0 7,979 1,436 641,316 641,316 641,316 0 26,581 4,785 2,248,850 2,248,850 2,248,850 0
35 0 0 8,182 1,473 658,451 658,451 658,451 0 28,329 5,099 2,398,919 2,398,919 2,398,919 0
36 0 0 8,391 1,510 676,056 676,056 676,056 0 30,195 5,435 2,559,033 2,559,033 2,559,033 0
37 0 0 8,606 1,549 694,144 694,144 694,144 0 32,186 5,793 2,729,865 2,729,865 2,729,865 0
38 0 0 8,826 1,589 712,727 712,727 712,727 0 34,309 6,176 2,912,132 2,912,132 2,912,132 0
39 0 0 9,052 1,629 731,821 731,821 731,821 0 36,575 6,584 3,106,599 3,106,599 3,106,599 0
40 0 0 9,285 1,671 751,437 751,437 751,437 0 38,993 7,019 3,314,082 3,314,082 3,314,082 0
41 0 0 9,524 1,714 771,592 771,592 771,592 0 41,572 7,483 3,535,453 3,535,453 3,535,453 0
42 0 0 9,769 1,758 792,299 792,299 792,299 0 44,324 7,978 3,771,643 3,771,643 3,771,643 0
43 0 0 10,021 1,804 813,574 813,574 813,574 0 47,261 8,507 4,023,641 4,023,641 4,023,641 0
44 0 0 10,280 1,850 835,433 835,433 835,433 0 50,393 9,071 4,292,508 4,292,508 4,292,508 0
45 0 0 10,547 1,898 857,890 857,890 857,890 0 53,736 9,672 4,579,371 4,579,371 4,579,371 0
46 0 0 10,820 1,948 880,964 880,964 880,964 0 57,302 10,314 4,885,435 4,885,435 4,885,435 0

*Other charges includes Premium Allocation Charge, Policy Admin Charge, Fund Management Charge and Rider Charges, if any. See Part B for details.

IN THIS POLICY, THE INVESTMENT RISK IS BORNE BY THE POLICYHOLDER AND THE ABOVE INTEREST RATES ARE ONLY FOR ILLUSTRATIVE
IN THIS POLICY, THE INVESTMENT RISK IS BORNE BY THE POLICYHOLDER AND THE ABOVE INTEREST RATES ARE ONLY FOR ILLUSTRATIVE
PURPOSE.

I ___________________________ (name), have explained the

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

Place:
Date: Signature of Prospect/ Policyholder
Date: Signature of Agent/ Intermediary/ Official
Part B
Gross Yield 8% p.a Net Yield 6.7% Amount in Rupees

Annualized
Premium
Annualized Premium -
Allocation Mortality Policy Admin Guarantee Rider Additions to Fund before Fund at End Surrender Death
Policy Year Premium Premium GST FMC
Charge charge Charge Charge Charges the Fund* FMC of Year Value Benefit
(AP) Allocation
(PAC)
Charges

1 50,000 3,000 47,000 2,296 1,121 375 NA 0 0 46,264 557 46,210 42,670 500,000
2 50,000 3,000 47,000 2,261 1,218 375 NA 0 0 95,570 1,131 95,457 93,097 500,000
3 50,000 2,750 47,250 2,160 1,266 375 NA 0 0 148,508 1,748 148,332 146,562 500,000
4 50,000 2,750 47,250 1,987 1,353 375 NA 0 0 205,087 2,407 204,845 203,665 500,000
5 50,000 2,750 47,250 1,732 1,434 375 NA 0 0 265,646 3,111 265,332 265,332 500,000
6 50,000 2,250 47,750 1,379 1,418 375 NA 0 0 331,189 3,873 330,798 330,798 500,000
7 50,000 2,250 47,750 922 1,483 375 NA 0 0 401,537 4,691 401,064 401,064 500,000
8 0 0 0 779 1,103 375 NA 0 0 426,148 4,977 425,645 425,645 500,000
9 0 0 0 593 1,125 375 NA 0 0 452,579 5,284 452,045 452,045 500,000
10 0 0 0 358 1,142 375 NA 0 0 481,011 5,614 480,443 480,443 500,000
11 0 0 0 79 1,156 375 NA 0 1,022 511,627 5,969 512,045 512,045 512,045
12 0 0 0 0 1,213 375 NA 0 1,090 545,414 6,363 545,860 545,860 545,860
13 0 0 0 0 1,288 375 NA 0 1,162 581,463 6,783 581,939 581,939 581,939
14 0 0 0 0 1,369 375 NA 0 1,238 619,926 7,232 620,433 620,433 620,433
15 0 0 0 0 1,455 375 NA 0 1,320 660,962 7,710 661,503 661,503 661,503
16 0 0 0 0 1,547 375 NA 0 1,408 704,746 8,221 705,322 705,322 705,322
17 0 0 0 0 1,645 375 NA 0 1,501 751,460 8,766 752,075 752,075 752,075
18 0 0 0 0 1,750 375 NA 0 1,601 801,301 9,347 801,956 801,956 801,956
19 0 0 0 0 1,862 375 NA 0 1,707 854,478 9,967 855,177 855,177 855,177
20 0 0 0 0 1,981 375 NA 0 1,820 911,215 10,628 911,960 911,960 911,960
21 0 0 0 0 2,108 375 NA 0 1,941 971,750 11,334 972,544 972,544 972,544
22 0 0 0 0 2,243 375 NA 0 2,070 1,036,336 12,088 1,037,183 1,037,183 1,037,183
23 0 0 0 0 2,388 375 NA 0 2,208 1,105,245 12,891 1,106,149 1,106,149 1,106,149
24 0 0 0 0 2,542 375 NA 0 2,355 1,178,767 13,749 1,179,731 1,179,731 1,179,731
25 0 0 0 0 2,707 375 NA 0 2,511 1,257,210 14,663 1,258,238 1,258,238 1,258,238
26 0 0 0 0 2,883 375 NA 0 2,679 1,340,904 15,639 1,342,000 1,342,000 1,342,000
27 0 0 0 0 3,070 375 NA 0 2,857 1,430,200 16,681 1,431,369 1,431,369 1,431,369
28 0 0 0 0 3,270 375 NA 0 3,047 1,525,473 17,792 1,526,720 1,526,720 1,526,720
29 0 0 0 0 3,483 375 NA 0 3,250 1,627,123 18,977 1,628,453 1,628,453 1,628,453
30 0 0 0 0 3,711 375 NA 0 3,467 1,735,577 20,242 1,736,996 1,736,996 1,736,996
31 0 0 0 0 3,954 375 NA 0 3,698 1,851,291 21,591 1,852,804 1,852,804 1,852,804
32 0 0 0 0 4,213 375 NA 0 3,945 1,974,750 23,031 1,976,364 1,976,364 1,976,364
33 0 0 0 0 4,490 375 NA 0 4,208 2,106,473 24,567 2,108,195 2,108,195 2,108,195
34 0 0 0 0 4,785 375 NA 0 4,489 2,247,012 26,206 2,248,850 2,248,850 2,248,850
35 0 0 0 0 5,099 375 NA 0 4,788 2,396,959 27,954 2,398,919 2,398,919 2,398,919
36 0 0 0 0 5,435 375 NA 0 5,108 2,556,943 29,820 2,559,033 2,559,033 2,559,033
37 0 0 0 0 5,793 375 NA 0 5,449 2,727,635 31,811 2,729,865 2,729,865 2,729,865
38 0 0 0 0 6,176 375 NA 0 5,813 2,909,753 33,934 2,912,132 2,912,132 2,912,132
39 0 0 0 0 6,584 375 NA 0 6,201 3,104,061 36,200 3,106,599 3,106,599 3,106,599
40 0 0 0 0 7,019 375 NA 0 6,615 3,311,374 38,618 3,314,082 3,314,082 3,314,082
41 0 0 0 0 7,483 375 NA 0 7,057 3,532,565 41,197 3,535,453 3,535,453 3,535,453
42 0 0 0 0 7,978 375 NA 0 7,528 3,768,561 43,949 3,771,643 3,771,643 3,771,643
43 0 0 0 0 8,507 375 NA 0 8,031 4,020,354 46,886 4,023,641 4,023,641 4,023,641
44 0 0 0 0 9,071 375 NA 0 8,568 4,289,001 50,018 4,292,508 4,292,508 4,292,508
45 0 0 0 0 9,672 375 NA 0 9,140 4,575,629 53,361 4,579,371 4,579,371 4,579,371
46 0 0 0 0 10,314 375 NA 0 9,751 4,881,444 56,927 4,885,435 4,885,435 4,885,435
 Gross Yield 4% p.a Amount in Rupees

Annualized
Premium
Annualized Premium -
Allocation Mortality Policy Admin Guarantee Rider Additions to Fund before Fund at End Surrender Death
Policy Year Premium Premium GST FMC
Charge charge Charge Charge Charges the Fund* FMC of Year Value Benefit
(AP) Allocation
(PAC)
Charges

1 50,000 3,000 47,000 2,300 1,120 375 NA 0 0 44,491 545 44,439 40,899 500,000
2 50,000 3,000 47,000 2,280 1,213 375 NA 0 0 90,136 1,086 90,030 87,670 500,000
3 50,000 2,750 47,250 2,209 1,256 375 NA 0 0 137,326 1,646 137,164 135,394 500,000
4 50,000 2,750 47,250 2,085 1,338 375 NA 0 0 185,861 2,221 185,642 184,462 500,000
5 50,000 2,750 47,250 1,903 1,411 375 NA 0 0 235,845 2,813 235,567 235,567 500,000
6 50,000 2,250 47,750 1,655 1,388 375 NA 0 0 288,001 3,430 287,661 287,661 500,000
7 50,000 2,250 47,750 1,340 1,446 375 NA 0 0 341,856 4,067 341,453 341,453 500,000
8 0 0 0 1,380 1,062 375 NA 0 0 348,427 4,145 348,016 348,016 500,000
9 0 0 0 1,416 1,083 375 NA 0 0 355,121 4,224 354,702 354,702 500,000
10 0 0 0 1,450 1,104 375 NA 0 0 361,944 4,306 361,517 361,517 500,000
11 0 0 0 1,483 1,124 375 NA 0 737 368,901 4,388 369,202 369,202 500,000
12 0 0 0 1,506 1,145 375 NA 0 753 376,763 4,482 377,071 377,071 500,000
13 0 0 0 1,525 1,166 375 NA 0 769 384,818 4,577 385,133 385,133 500,000
14 0 0 0 1,539 1,186 375 NA 0 785 393,077 4,675 393,399 393,399 500,000
15 0 0 0 1,546 1,206 375 NA 0 802 401,554 4,776 401,883 401,883 500,000
16 0 0 0 1,544 1,224 375 NA 0 820 410,267 4,879 410,602 410,602 500,000
17 0 0 0 1,528 1,240 375 NA 0 837 419,237 4,986 419,580 419,580 500,000
18 0 0 0 1,494 1,253 375 NA 0 856 428,494 5,095 428,845 428,845 500,000
19 0 0 0 1,436 1,263 375 NA 0 875 438,075 5,208 438,433 438,433 500,000
20 0 0 0 1,347 1,269 375 NA 0 895 448,024 5,326 448,390 448,390 500,000
21 0 0 0 1,219 1,267 375 NA 0 916 458,399 5,448 458,774 458,774 500,000
22 0 0 0 1,040 1,258 375 NA 0 937 469,274 5,576 469,657 469,657 500,000
23 0 0 0 797 1,239 375 NA 0 960 480,736 5,710 481,129 481,129 500,000
24 0 0 0 474 1,206 375 NA 0 985 492,900 5,852 493,303 493,303 500,000
25 0 0 0 83 1,163 375 NA 0 1,011 505,866 6,004 506,280 506,280 506,280
26 0 0 0 0 1,177 375 NA 0 1,037 519,288 6,163 519,712 519,712 519,712
27 0 0 0 0 1,206 375 NA 0 1,065 533,077 6,326 533,513 533,513 533,513
28 0 0 0 0 1,237 375 NA 0 1,093 547,245 6,495 547,692 547,692 547,692
29 0 0 0 0 1,268 375 NA 0 1,122 561,801 6,667 562,261 562,261 562,261
30 0 0 0 0 1,300 375 NA 0 1,152 576,756 6,845 577,228 577,228 577,228
31 0 0 0 0 1,332 375 NA 0 1,183 592,122 7,027 592,606 592,606 592,606
32 0 0 0 0 1,366 375 NA 0 1,214 607,908 7,214 608,405 608,405 608,405
33 0 0 0 0 1,401 375 NA 0 1,247 624,128 7,407 624,638 624,638 624,638
34 0 0 0 0 1,436 375 NA 0 1,280 640,792 7,604 641,316 641,316 641,316
35 0 0 0 0 1,473 375 NA 0 1,314 657,913 7,807 658,451 658,451 658,451
36 0 0 0 0 1,510 375 NA 0 1,349 675,504 8,016 676,056 676,056 676,056
37 0 0 0 0 1,549 375 NA 0 1,386 693,577 8,231 694,144 694,144 694,144
38 0 0 0 0 1,589 375 NA 0 1,423 712,145 8,451 712,727 712,727 712,727
39 0 0 0 0 1,629 375 NA 0 1,461 731,223 8,677 731,821 731,821 731,821
40 0 0 0 0 1,671 375 NA 0 1,500 750,823 8,910 751,437 751,437 751,437
41 0 0 0 0 1,714 375 NA 0 1,540 770,962 9,149 771,592 771,592 771,592
42 0 0 0 0 1,758 375 NA 0 1,581 791,652 9,394 792,299 792,299 792,299
43 0 0 0 0 1,804 375 NA 0 1,624 812,910 9,646 813,574 813,574 813,574
44 0 0 0 0 1,850 375 NA 0 1,668 834,750 9,905 835,433 835,433 835,433
45 0 0 0 0 1,898 375 NA 0 1,712 857,189 10,172 857,890 857,890 857,890
46 0 0 0 0 1,948 375 NA 0 1,758 880,244 10,445 880,964 880,964 880,964

Notes:

1. Refer the sales literature for explanation of terms used in this illustration.
2. Fund management charge is based on the specific fund option(s) chosen.
3. *Additions to the Fund refers to the Loyalty Additions under the plan.

I _______________________________ (name), have explained I _______________________________ (name), having received the

the premiums, charges and benefits under the policy fully to the information with respect to the above, have understood the above statement
prospect / policyholder. before entering into the contract.
 Place: i am red
Date: Signature of Agent/ Intermediary/ Official Date: Signature of Prospect/ Policyholder

Unique Reference Number - L&C/Advt/2022/Dec/3218

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/FY2022-2023_Q4/RELEASE 01-01-23/EXPIRY 31-03-2023 004719820CJFM7UL5N1 30-01-2023,01:05 PM