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The Tata AIA Pro-Fit policy is a combination of various health insurance products, including Tata AIA Health Pro, Health Secure, and VitaHealth, with investment risks borne by the policyholder. The policyholder, MAHI, aged 30, has selected an annual premium payment mode with a total premium of 47,164 INR. The package offers various benefits such as HospiCash, CritiCash, and additional health services, with guaranteed and non-guaranteed returns based on investment performance.
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0% found this document useful (0 votes)
24 views15 pages

Perform Action

The Tata AIA Pro-Fit policy is a combination of various health insurance products, including Tata AIA Health Pro, Health Secure, and VitaHealth, with investment risks borne by the policyholder. The policyholder, MAHI, aged 30, has selected an annual premium payment mode with a total premium of 47,164 INR. The package offers various benefits such as HospiCash, CritiCash, and additional health services, with guaranteed and non-guaranteed returns based on investment performance.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Tata AIA Pro-Fit Benefit Summary

In this policy, the investment risk in investment portfolio is borne by the policyholder.
Policyholder Details
Name of the Prospect/Policyholder : MAHI Plan Details
Age (years): 30
Package Name Tata AIA Pro-Fit
Gender: M
Name of the Life Assured: MAHI Product Name under Package Product Type UIN
Age (years): 30
Tata AIA Health Pro Unit Linked 110L180V01
Gender: M
Tata AIA Health Secure Unit Linked 110A050V01
Smoking Habit: No
Tata AIA VitaHealth Non-Linked 110N181V01
Mode of Payment of Premium: Annual
Annual Limit of HospiCash (in days): 15 Tata AIA Pro-Fit is a combination of Tata AIA Health Pro, A Non - Participating, Unit Linked, Individual Health Insurance
Per day benefit of HospiCash: 3000 Plan (UIN: 110L180V01), Tata AIA Health Secure, A Non -participating, Unit linked, Individual Health Rider (UIN:
Survival Period for CritiCash Benefit (in days): 7 110A050V01), Tata AIA VitaHealth Product, A Non - Participating, Non - Linked, Individual Health Product (UIN:
110N181V01).
Package Details
Fund details under Tata AIA Health Pro (Linked Product)
Product Name Premium Policy Sum Premium without GST(Rs.) Investible Fund Name Allocation Percentage Risk Profile
Payment Term Term Assured(Rs.) Premium
Top 200 Alpha 30 Index Fund (ULIF 090 100% High
Tata AIA Health Pro - 12 40 6,60,000 25,940 25,940 30/06/25 TAF 110)
ATPPD
Tata AIA Health Secure 5 5 2,00,000
- CritiCash**
Tata AIA Health Secure 5 5 45,000
- HospiCash** Charges are deducted by the way
-
Tata AIA Health Secure of cancellation of units
5 5 2,00,000
- SurgiCash**
Tata AIA Health Secure 5 5 65,000
- OPD Royal
Tata AIA VitaHealth - 12 40 13,21,000
ATPPD
Tata AIA VitaHealth - 12 40 12,23,675 21,224
TTI
Tata AIA VitaHealth - 12 40 39,63,000
AD
Total Premium 47,164 25,940

Additional Benefit Details

Product Name Return of Balance Premium Restoration Waiver of Premium Diagnostic Test Overseas Treatment Booster Indexation Monthly Income Assurance AD Benefit
Tata AIA Health Pro - ATPPD NA NA NA NA NA NA NA NA
Tata AIA Health Secure - CritiCash NA No NA No No No No NA
Tata AIA Health Secure - HospiCash NA No NA No NA NA NA NA
Tata AIA Health Secure - SurgiCash NA No NA No NA No NA NA
Tata AIA VitaHealth - ATPPD Yes NA NA NA NA NA NA Yes
Tata AIA VitaHealth - TTI Yes NA NA NA NA NA NA Yes

Benefit Virtual Emotional Nutrition Preventive health Dental Out Patient Prescribed Prescribed Prescribed Chronic Care Digital Value Added
Category Consultations Wellness Management check up Wellness Consultations Diagnostics Pharmacy Physiotherapy Management Yoga Services
OPD Royal Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Package Premium Summary
Particulars Tata AIA Health Pro (Investible Tata AIA Health Secure Tata AIA VitaHealth Total Installment
Premium) Product Premium
Instalment Premium without GST (Rs.) 25,940 Charges are deducted by 21,224 47,164
Instalment Premium with First year GST (Rs.) 25,940 cancellation of units 22,179 48,119
Total Discount on First Year Installment Premium 0 1,996 1,996
Instalment Premium post applicable discount with First 25,940 20,093 46,033
year GST (Rs.)
Instalment Premium with GST and without discount 2nd 25,940 21,701 47,641
year onwards (Rs.)

Discount applicable and Installment Premium payable 2nd year onwards will depend on the Wellness status of the Insured
Total Discount for first year premium for VitaHealth Includes - Super 30 Discount (2%)/Tata AIA Vitality Discount
Summary of Package Benefits
Non-Guaranteed Guaranteed
At 4%p.a. Gross Investment Return At 8%p.a. Gross Investment Return Sum Assured
Tata AIA Tata AIA Tata AIA Composite Composite Maturity
Policy Total Health Pro Vitahealth Health Premium Benefit of
Booster Booster ATPPD
Year Annualized Annualised Annualised Secure allocated Fund at End Death Surrender Fund at End Death Surrender
AD Benefit TTI Benefit Tata AIA
Premium* Premium Premium Charges towards Fund of Year Benefit^ (Package Value of Year Benefit^ (Package Value Benefit& VitaHealth
Booster)# Booster)#
1 47,164 25,940 21,224 6,180 24,384 17,085 27,237 0 16,246 17,877 27,237 0 17,038 31,92,000 9,86,359 17,24,000 0
2 47,164 25,940 21,224 6,219 24,384 34,521 54,474 0 44,132 36,827 54,474 0 46,438 31,92,000 9,86,359 17,24,000 0
3 47,164 25,940 21,224 6,312 24,773 52,714 81,711 0 68,900 57,334 81,711 0 73,520 31,92,000 9,86,359 17,24,000 0
4 47,164 25,940 21,224 6,408 24,773 71,210 1,08,948 0 1,04,232 79,006 1,08,948 0 1,12,028 31,92,000 9,86,359 17,24,000 0
5 47,164 25,940 21,224 6,557 24,773 88,537 1,36,185 0 1,31,290 1,00,408 1,36,185 0 1,43,161 31,92,000 9,86,359 17,24,000 0
6 47,164 25,940 21,224 0 24,773 1,14,097 1,63,422 0 1,65,400 1,31,151 1,63,422 0 1,82,454 31,92,000 9,86,359 17,24,000 0
7 47,164 25,940 21,224 0 24,773 1,40,253 1,90,659 0 2,00,107 1,63,832 1,90,659 0 2,23,686 31,92,000 9,86,359 17,24,000 0
8 47,164 25,940 21,224 0 25,032 1,67,333 2,17,896 0 2,37,447 1,98,901 2,17,896 0 2,69,015 31,92,000 9,86,359 17,24,000 0
9 47,164 25,940 21,224 0 25,032 1,95,046 2,45,133 0 2,75,848 2,36,189 2,45,133 0 3,16,991 31,92,000 9,86,359 17,24,000 0
10 47,164 25,940 21,224 0 25,032 2,26,925 2,72,370 3,518 3,18,843 2,80,060 2,80,060 4,222 3,71,978 31,92,000 9,86,359 17,24,000 0
11 47,164 25,940 21,224 0 25,940 2,61,061 2,99,607 2,321 3,64,522 3,28,111 3,28,111 2,838 4,31,572 31,92,000 9,86,359 17,24,000 0
12 47,164 25,940 21,224 0 25,940 2,96,369 3,26,844 2,664 4,11,801 3,79,670 3,79,670 3,318 4,95,102 31,92,000 9,86,359 17,24,000 0
13 0 0 0 0 0 3,05,830 3,26,844 2,914 4,23,827 4,06,904 4,06,904 3,726 5,24,901 31,92,000 9,86,359 17,24,000 0
14 0 0 0 0 0 3,15,664 3,26,844 3,040 4,36,226 4,36,161 4,36,161 4,028 5,56,723 31,92,000 9,86,359 17,24,000 0
15 0 0 0 0 0 3,31,346 3,31,346 8,629 4,54,473 4,75,109 4,75,109 11,871 5,98,236 31,92,000 9,86,359 17,24,000 0
16 0 0 0 0 0 3,42,061 3,42,061 3,266 4,67,753 5,09,306 5,09,306 4,666 6,34,998 31,92,000 9,86,359 17,24,000 0
17 0 0 0 0 0 3,53,165 3,53,165 3,400 4,81,422 5,46,027 5,46,027 5,040 6,74,284 31,92,000 9,86,359 17,24,000 0
18 0 0 0 0 0 3,64,380 3,64,380 3,509 4,95,203 5,85,140 5,85,140 5,402 7,15,963 31,92,000 9,86,359 17,24,000 0
19 0 0 0 0 0 3,75,975 3,75,975 3,620 5,09,363 6,27,091 6,27,091 5,789 7,60,479 31,92,000 9,86,359 17,24,000 0
20 0 0 0 0 0 3,94,499 3,94,499 10,273 5,30,452 6,82,938 6,82,938 17,059 8,18,891 31,92,000 9,86,359 17,24,000 0
Summary of Package Benefits
Non-Guaranteed Guaranteed
At 4%p.a. Gross Investment Return At 8%p.a. Gross Investment Return Sum Assured
Tata AIA Tata AIA Tata AIA Composite Composite Maturity
Policy Total Health Pro Vitahealth Health Premium Benefit of
Annualized allocated Fund at End Death Booster Surrender Fund at End Death Booster Surrender ATPPD
Year Annualised Annualised Secure AD Benefit TTI Benefit Tata AIA
Premium* Premium Premium Charges towards Fund of Year Benefit^ (Package Value of Year Benefit^ (Package Value Benefit& VitaHealth
Booster)# Booster)#
21 0 0 0 0 0 4,06,138 4,06,138 3,884 5,44,656 7,30,973 7,30,973 6,700 8,69,491 31,92,000 9,86,359 17,24,000 0
22 0 0 0 0 0 4,18,182 4,18,182 4,033 5,59,265 7,82,558 7,82,558 7,228 9,23,641 31,92,000 9,86,359 17,24,000 0
23 0 0 0 0 0 4,30,621 4,30,621 4,152 5,74,269 8,37,899 8,37,899 7,738 9,81,547 31,92,000 9,86,359 17,24,000 0
24 0 0 0 0 0 4,43,464 4,43,464 4,275 5,89,678 8,97,269 8,97,269 8,285 10,43,483 31,92,000 9,86,359 17,24,000 0
25 0 0 0 0 0 4,64,427 4,64,427 12,108 6,13,206 9,76,487 9,76,487 24,398 11,25,266 31,92,000 9,86,359 17,24,000 0
26 0 0 0 0 0 4,78,337 4,78,337 4,573 6,29,681 10,45,873 10,45,873 9,581 11,97,217 31,92,000 9,86,359 17,24,000 0
27 0 0 0 0 0 4,92,749 4,92,749 4,749 6,46,658 11,20,385 11,20,385 10,341 12,74,294 31,92,000 9,86,359 17,24,000 0
28 0 0 0 0 0 5,07,644 5,07,644 4,892 6,64,118 12,00,322 12,00,322 11,078 13,56,796 31,92,000 9,86,359 17,24,000 0
29 0 0 0 0 0 5,23,038 5,23,038 5,040 6,82,077 12,86,079 12,86,079 11,868 14,45,118 31,92,000 9,86,359 17,24,000 0
30 0 0 0 0 0 5,48,035 5,48,035 14,280 7,09,639 14,00,331 14,00,331 34,968 15,61,935 31,92,000 9,86,359 17,24,000 0
31 0 0 0 0 0 5,64,736 5,64,736 5,396 7,28,906 15,00,544 15,00,544 13,739 16,64,714 31,92,000 9,86,359 17,24,000 0
32 0 0 0 0 0 5,82,042 5,82,042 5,607 7,48,777 16,08,159 16,08,159 14,836 17,74,894 31,92,000 9,86,359 17,24,000 0
33 0 0 0 0 0 5,99,926 5,99,926 5,778 7,69,226 17,23,609 17,23,609 15,900 18,92,909 31,92,000 9,86,359 17,24,000 0
34 0 0 0 0 0 6,18,409 6,18,409 5,956 7,90,274 18,47,464 18,47,464 17,041 20,19,329 31,92,000 9,86,359 17,24,000 0
35 0 0 0 0 0 6,48,255 6,48,255 16,883 8,22,685 20,12,301 20,12,301 50,229 21,86,731 31,92,000 9,86,359 17,24,000 0
36 0 0 0 0 0 6,68,303 6,68,303 6,383 8,45,298 21,57,022 21,57,022 19,742 23,34,017 31,92,000 9,86,359 17,24,000 0
37 0 0 0 0 0 6,88,720 6,88,720 6,634 8,68,280 23,12,071 23,12,071 21,326 24,91,631 31,92,000 9,86,359 17,24,000 0
38 0 0 0 0 0 7,09,821 7,09,821 6,837 8,91,947 24,78,408 24,78,408 22,859 26,60,534 31,92,000 9,86,359 17,24,000 0
39 0 0 0 0 0 7,31,629 7,31,629 7,047 9,24,760 26,56,855 26,56,855 24,503 28,49,986 31,92,000 9,86,359 17,24,000 0
40 0 0 0 0 0 10,94,198 8,39,510 92,607 10,44,722 34,11,620 31,56,932 3,34,905 33,62,144 31,92,000 9,86,359 17,24,000 2,54,688

*Total Annualized Premium is inclusive of premium of Tata AIA Health Pro and Tata AIA VitaHealth
# Composite Booster (Package Booster) shall be allocated provided all the due premiums under 'Tata AIA Health Pro Plan' and 'Tata AIA VitaHealth Product' have been paid till the date of booster accrual and both the policy shall be in force.
Tata AIA Health Secure rider charges are guaranteed for 5 years and rider may be renewed every 5 years. The charges at the time of renewal will be based on then prevailing rates as applicable. You will be notified of the exact charge
through your monthly unit statement.
Premium allocated towards fund is net of all applicable charges.
Maturity Benefit above represents benefit payable under Tata AIA VitaHealth Product.
^Death benefit above represents death benefit under Tata AIA Health Pro Plan, which is higher of Fund value or 105% of Total premium paid less "deductible partial withdrawals", if any.
In case of death of the Life assured, total death benefit payable would we sum of TTI benefit under Tata AIA VitaHealth and death benefit applicable under Tata AIA Health Pro
& ATPPD benefit above represents the combined ATPPD Sum Assured offered under Tata AIA Health Pro & Tata AIA VitaHealth.
The linked insurance product do not offer any liquidity during the first five years of the contract. The policy holder will not be able to surrender/withdraw the monies invested in linked insurance products completely or partially till the end of
the fifth year
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.
Tata AIA Pro-Fit is a combination of Tata AIA Health Pro, A Non - Participating, Unit Linked, Individual Health Insurance Plan (UIN: 110L180V01), Tata AIA Health Secure, A Non -participating, Unit linked, Individual Health Rider (UIN:
110A050V01), Tata AIA VitaHealth Product, A Non - Participating, Non - Linked, Individual Health Product (UIN: 110N181V01).Tata AIA Health Pro and Tata AIA VitaHealth is also available individually for sale.

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

Place:
Date: 03 Jul 2025 Date: 03 Jul 2025
Signature of Agent/ Intermediary/ Official Signature of Prospect / Policyholder

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 number 1860-266-9966 (local charges apply) or Visit us at: www.tataaia.com
Beware of Spurious Calls and Fictitious / Fraudulent Offers. IRDAI is not involved in activities like se ling insurance policies, announcing bonus or investment of premiums. Public receiving such phone calls are requested to lodge a police
complaint
Benefit Illustration
Name of the Prospect/Policyholder : MAHI Proposal No: 55668899
Gender: Male Name of the Product : Tata AIA VitaHealth
Age (years): 30 Tag Line : Non Participating, Non Linked, Individual Health Insurance
Name of the Life Assured: MAHI Plan
Gender: Male Unique Identification No.: 110N181V01
Age (years): 30 GST Rate: 4.50% for first year
Smoker: No 2.25% second year onwards
Policy Term (years): 40
Premium Payment Term (years): 12
Amount of Instalment Premium (Rs.): 20,093
Mode of Payment of Premium: Annual

Policy details
Policy Option Sum Assured Rs.
Accidental death benefit 39,63,000
Accidental Total Partial and Permanent disability 13,21,000
Term and Terminal Illness 12,23,675

Premium Summary
Base Plan Riders Total Instalment Premium
Instalment Premium without GST (Rs.) 21,224 0 21,224
Instalment Premium with First year GST (Rs.) 22,179 0 22,179
Instalment Premium post applicable discount with First year GST (Rs.) 20,093 0 20,093
Instalment Premium with GST 2nd year onwards (Rs.) 21,701 0 21,701

(Amount in Rupees).
Guaranteed Non-Guaranteed
Policy Year Single/ Annualized Guaranteed Surrender Surrender Value
Premium Maturity Benefit AD Benefit TTI Benefit ATPPD Benefit Special Surrender Value
Value
1 21,224 0 31,92,000 9,86,359 10,64,000 0 2,701 2,701
2 21,224 0 31,92,000 9,86,359 10,64,000 11,971 5,629 11,971
3 21,224 0 31,92,000 9,86,359 10,64,000 17,956 8,807 17,956
4 21,224 0 31,92,000 9,86,359 10,64,000 34,202 12,262 34,202
5 21,224 0 31,92,000 9,86,359 10,64,000 42,753 16,020 42,753
6 21,224 0 31,92,000 9,86,359 10,64,000 51,303 20,111 51,303
7 21,224 0 31,92,000 9,86,359 10,64,000 59,854 24,567 59,854
8 21,224 0 31,92,000 9,86,359 10,64,000 70,114 29,419 70,114
9 21,224 0 31,92,000 9,86,359 10,64,000 80,802 34,705 80,802
10 21,224 0 31,92,000 9,86,359 10,64,000 91,918 40,463 91,918
11 21,224 0 31,92,000 9,86,359 10,64,000 1,03,461 45,904 1,03,461
12 21,224 0 31,92,000 9,86,359 10,64,000 1,15,432 51,707 1,15,432
(Amount in Rupees).
Guaranteed Non-Guaranteed
Policy Year Single/ Annualized Guaranteed Surrender Surrender Value
Premium Maturity Benefit AD Benefit TTI Benefit ATPPD Benefit Special Surrender Value
Value
13 0 0 31,92,000 9,86,359 10,64,000 1,17,997 53,453 1,17,997
14 0 0 31,92,000 9,86,359 10,64,000 1,20,562 55,324 1,20,562
15 0 0 31,92,000 9,86,359 10,64,000 1,23,127 57,328 1,23,127
16 0 0 31,92,000 9,86,359 10,64,000 1,25,692 59,474 1,25,692
17 0 0 31,92,000 9,86,359 10,64,000 1,28,257 61,770 1,28,257
18 0 0 31,92,000 9,86,359 10,64,000 1,30,823 64,227 1,30,823
19 0 0 31,92,000 9,86,359 10,64,000 1,33,388 66,857 1,33,388
20 0 0 31,92,000 9,86,359 10,64,000 1,35,953 69,672 1,35,953
21 0 0 31,92,000 9,86,359 10,64,000 1,38,518 72,687 1,38,518
22 0 0 31,92,000 9,86,359 10,64,000 1,41,083 75,922 1,41,083
23 0 0 31,92,000 9,86,359 10,64,000 1,43,648 79,398 1,43,648
24 0 0 31,92,000 9,86,359 10,64,000 1,46,214 83,140 1,46,214
25 0 0 31,92,000 9,86,359 10,64,000 1,48,779 87,177 1,48,779
26 0 0 31,92,000 9,86,359 10,64,000 1,51,344 91,543 1,51,344
27 0 0 31,92,000 9,86,359 10,64,000 1,53,909 96,272 1,53,909
28 0 0 31,92,000 9,86,359 10,64,000 1,56,474 1,01,405 1,56,474
29 0 0 31,92,000 9,86,359 10,64,000 1,59,039 1,06,984 1,59,039
30 0 0 31,92,000 9,86,359 10,64,000 1,61,604 1,13,055 1,61,604
31 0 0 31,92,000 9,86,359 10,64,000 1,64,170 1,19,665 1,64,170
32 0 0 31,92,000 9,86,359 10,64,000 1,66,735 1,26,867 1,66,735
33 0 0 31,92,000 9,86,359 10,64,000 1,69,300 1,34,717 1,69,300
34 0 0 31,92,000 9,86,359 10,64,000 1,71,865 1,43,278 1,71,865
35 0 0 31,92,000 9,86,359 10,64,000 1,74,430 1,52,616 1,74,430
36 0 0 31,92,000 9,86,359 10,64,000 1,76,995 1,62,806 1,76,995
37 0 0 31,92,000 9,86,359 10,64,000 1,79,560 1,72,022 1,79,560
38 0 0 31,92,000 9,86,359 10,64,000 1,82,126 1,82,101 1,82,126
39 0 0 31,92,000 9,86,359 10,64,000 1,84,691 1,93,131 1,93,131
40 0 2,54,688 31,92,000 9,86,359 10,64,000 1,84,691 2,05,212 2,05,212

Notes:
1. Annualized Premium shall be the premium payable in a year chosen by the policyholder, excluding the taxes, underwriting extra premiums, discounts, rider premiums, loading for modal premiums, if any.
2. This illustration is not an insurance contract.
3. Some benefits are guaranteed and some are non-guaranteed under this plan. The guaranteed and non-guaranteed benefits have been clearly marked "Guaranteed" and "Non Guaranteed" respectively in the illustration table above
4. The applicable taxes, cesses, and levies, levied by the goverment from time to time, if any, shall be collected separately over and above the policy premiums.
5. Income Tax benefits would be available as per the prevailing income tax laws, subject to fulfillment of conditions stipulated therein. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implication mentioned
anywhere in this document. Please consult your own tax consultant to know the tax benefits available to you.
6. Surrender Value shall be payable on completion of one policy year, provided one full years premium is paid for non-single pay policies. For Single Pay policies, the Surrender Value shall be payable immediately after it isissued. Surrender value
illustrated above is the value at the end of the Policy Year. Surrender value paid will be higher of Guaranteed Surrender Value and Special Surrender Value.
7. For more details on risk factors, terms and conditions please read sales brochure carefully before concluding a sale.

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

Place:
Date: 03 Jul 2025 Date: 03 Jul 2025
Signature of Agent/ Intermediary/ Official Signature of Prospect / Policyholder

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 number 1860-266-9966 (local charges apply) or Visit us at: www.tataaia.com
Beware of Spurious Calls and Fictitious / Fraudulent Offers. IRDAI is not involved in activities like se ling insurance policies, announcing bonus or investment of premiums. Public receiving such phone calls are requested to lodge a police
complaint
BENEFIT ILLUSTRATION
Tata AIA Health Pro
Table 1 Table 2
Name of the Prospect/ Policyholder: MAHI Proposal No: 55668899
Age (yrs) : 30 Name of the Product: Tata AIA Health Pro
Name of the Life Assured: MAHI Tag Line: Non-Participating,Unit Linked, Individual Health Insurance Plan
Age of the Life Assured (yrs) : 30 Unique Identification Number: 110L180V01
Gender of the Life Assured Male GST Rate : 18.00%
Smoker No Investment Strategy Opted For: NIL
Policy Term (yrs): 40 Funds opted for along with their risk level
Premium Payment Term (yrs): 12 Fund Name Allocation Percentage Risk Profile
Mode of Payment of Premium : Annual Top 200 Alpha 30 Index Fund (ULIF 090
Survival Period for Criticash Benefit (in days) 7 100% High
30/06/25 TAF 110)

Table 3
Base Benefit / Rider Waiver of Return Indexation Restoration Diagnostic Overseas Monthly
Benefit Coverage Per Day Benefit No of Days per year Sum Assured (Rs.) Premium (Rs.) Premium^ of Benefit Benefit Test Treatment Income
Premium Benefit Booster Assurance
Tata AIA Health Pro Health Plus: Health - - 660000 25940 NA NA NA NA NA NA NA
Benefit (ATPPD)
HospiCash 3000 15 45000 NA NA NA NA NA NA NA
SurgiCash - - 200000 Charges are deducted via NA NA NA NA NA NA NA
Tata AIA Health Secure cancellation of units
CritiCash - - 200000 NA NA NA NA NA No NA
OPD Royal - - 65000 NA NA NA NA NA NA NA

Tata AIA Health Secure Rider, Non -participating, Unit Linked, Individual Health Rider (UIN: 110A050V01)
Table 4
Premium Summary
Total Instalment Premium (Rs) Base Plan (ULIP Plan) Investible Premium Riders Premium Total Instalment Premium
Instalment Premium without GST (Rs.) 25,940 0 25,940
Total Discounts on First Year Premium 0 0
Instalment Premium after Discount 25,940 0 25,940
Instalment Premium post applicable discount with GST (Rs.) 25,940 0 25,940

*Discount applicable and Installment Premium payable 2nd year onwards will depend on the Wellness status of the Insured
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 for death benefit and morbidity charges for Cancer Care (if opted) 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.

Table 5
Part A
(Amount in Rupees)
At 4% p.a. Gross Investment Return At 8% p.a. Gross Investment Return
Policy Annualized
Year Premium Morbidity Mortality Other GST Fund at End of Surrender Death Morbidity Mortality Other GST Fund at End of Surrender Death
Charges Charges Charges* Year Value Benefit Charges Charges Charges* Year Value Benefit
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
1 25,940 158 10 8,011 1,472 17,085 13,545 27,237 158 9 8,017 1,473 17,877 14,337 27,237
2 25,940 158 15 8,283 1,522 34,521 32,161 54,474 158 13 8,305 1,526 36,827 34,467 54,474
3 25,940 158 24 8,231 1,514 52,714 50,944 81,711 158 21 8,279 1,523 57,334 55,564 81,711
4 25,940 158 33 8,575 1,578 71,210 70,030 1,08,948 158 27 8,661 1,593 79,006 77,826 1,08,948
5 25,940 158 44 10,149 1,863 88,537 88,537 1,36,185 158 35 10,284 1,886 1,00,408 1,00,408 1,36,185
6 25,940 158 53 3,886 738 1,14,097 1,14,097 1,63,422 158 38 4,084 771 1,31,151 1,31,151 1,63,422
7 25,940 158 58 4,236 802 1,40,253 1,40,253 1,90,659 158 35 4,514 847 1,63,832 1,63,832 1,90,659
8 25,940 158 63 4,339 821 1,67,333 1,67,333 2,17,896 158 30 4,716 883 1,98,901 1,98,901 2,17,896
9 25,940 158 67 4,710 888 1,95,046 1,95,046 2,45,133 158 20 5,206 969 2,36,189 2,36,189 2,45,133
10 25,940 158 71 5,089 957 2,23,407 2,23,407 2,72,370 158 7 5,727 1,061 2,75,839 2,75,839 2,75,839
11 25,940 158 70 4,604 870 2,55,133 2,55,133 2,99,607 158 0 5,408 1,002 3,20,786 3,20,786 3,20,786
12 25,940 158 57 5,038 946 2,87,628 2,87,628 3,26,844 158 0 6,036 1,115 3,68,566 3,68,566 3,68,566
13 0 158 52 5,123 960 2,93,953 2,93,953 3,26,844 158 0 6,337 1,169 3,91,376 3,91,376 3,91,376
14 0 158 47 5,210 975 3,00,444 3,00,444 3,26,844 158 0 6,655 1,226 4,15,628 4,15,628 4,15,628
15 0 158 40 5,299 989 3,07,108 3,07,108 3,26,844 158 0 6,994 1,287 4,41,413 4,41,413 4,41,413
16 0 158 31 5,390 1,004 3,13,948 3,13,948 3,26,844 158 0 7,355 1,352 4,68,825 4,68,825 4,68,825
17 0 158 19 5,484 1,019 3,20,968 3,20,968 3,26,844 158 0 7,738 1,421 4,97,958 4,97,958 4,97,958
18 0 158 5 5,577 1,033 3,27,909 3,27,909 3,27,909 158 0 8,142 1,494 5,28,645 5,28,645 5,28,645
19 0 158 0 5,672 1,049 3,35,025 3,35,025 3,35,025 158 0 8,570 1,571 5,61,252 5,61,252 5,61,252
20 0 158 0 5,770 1,067 3,42,312 3,42,312 3,42,312 158 0 9,026 1,653 5,95,898 5,95,898 5,95,898
21 0 158 0 5,858 1,083 3,48,842 3,48,842 3,48,842 158 0 9,498 1,738 6,31,756 6,31,756 6,31,756
22 0 158 0 5,947 1,099 3,55,513 3,55,513 3,55,513 158 0 10,000 1,828 6,69,870 6,69,870 6,69,870
23 0 158 0 6,039 1,115 3,62,336 3,62,336 3,62,336 158 0 10,532 1,924 7,10,383 7,10,383 7,10,383
24 0 158 0 6,132 1,132 3,69,315 3,69,315 3,69,315 158 0 11,098 2,026 7,53,444 7,53,444 7,53,444
25 0 158 0 6,227 1,149 3,76,451 3,76,451 3,76,451 158 0 11,700 2,134 7,99,216 7,99,216 7,99,216
26 0 158 0 6,325 1,167 3,83,746 3,83,746 3,83,746 158 0 12,340 2,250 8,47,867 8,47,867 8,47,867
27 0 158 0 6,425 1,185 3,91,201 3,91,201 3,91,201 158 0 13,020 2,372 8,99,579 8,99,579 8,99,579
28 0 158 0 6,527 1,203 3,98,818 3,98,818 3,98,818 158 0 13,742 2,502 9,54,545 9,54,545 9,54,545
29 0 158 0 6,631 1,222 4,06,608 4,06,608 4,06,608 158 0 14,510 2,640 10,12,969 10,12,969 10,12,969
30 0 158 0 6,738 1,241 4,14,582 4,14,582 4,14,582 158 0 15,327 2,787 10,75,070 10,75,070 10,75,070
31 0 158 0 6,847 1,261 4,22,744 4,22,744 4,22,744 158 0 16,195 2,944 11,41,078 11,41,078 11,41,078
32 0 158 0 6,959 1,281 4,31,098 4,31,098 4,31,098 158 0 17,117 3,110 12,11,239 12,11,239 12,11,239
33 0 158 0 7,073 1,302 4,39,649 4,39,649 4,39,649 158 0 18,097 3,286 12,85,815 12,85,815 12,85,815
34 0 158 0 7,190 1,323 4,48,402 4,48,402 4,48,402 158 0 19,140 3,474 13,65,083 13,65,083 13,65,083
35 0 158 0 7,310 1,344 4,57,360 4,57,360 4,57,360 158 0 20,247 3,673 14,49,339 14,49,339 14,49,339
36 0 158 0 7,432 1,366 4,66,530 4,66,530 4,66,530 158 0 21,425 3,885 15,38,896 15,38,896 15,38,896
At 4% p.a. Gross Investment Return At 8% p.a. Gross Investment Return
Policy Annualized
Year Premium Morbidity Mortality Other GST Fund at End of Surrender Death Morbidity Mortality Other GST Fund at End of Surrender Death
Charges Charges Charges* Year Value Benefit Charges Charges Charges* Year Value Benefit
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
37 0 456 0 7,555 1,442 4,75,560 4,75,560 4,75,560 456 0 22,674 4,163 16,33,725 16,33,725 16,33,725
38 0 456 0 7,679 1,464 4,84,803 4,84,803 4,84,803 456 0 23,999 4,402 17,34,522 17,34,522 17,34,522
39 0 456 0 7,806 1,487 4,94,264 4,94,264 4,94,264 456 0 25,407 4,655 18,41,661 18,41,661 18,41,661
40 0 456 0 7,935 1,510 5,03,947 5,03,947 5,03,947 456 0 26,905 4,925 19,55,540 19,55,540 19,55,540
*Other charges includes Premium Allocation Charge, Policy Admin Charge, Fund Management Charge and Rider Charges including loading, 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 PURPOSE.

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

Place:
Date: Signature of Agent/ Intermediary / Official Date: Signature of Prospect / Policyholder
Part B
Gross Yield 8% pa Net Yield 6.31 % (Amount in Rupees)
Annualized Extra
Annualized Premium Premium - Allocation Policy Additions
Policy Premium Allocation Premium Morbidity Mortality added allong GST Admin Guarantee Rider to the Fund FMC Fund at Surrender Death
Year (AP) Charge (PAC) Allocation Charge Charge with Charge Charge Charges# Fund* before FMC End of Year Value Benefit
Charges Premium
(EA)
1 25,940 1,556 24,384 158 9 0 1,473 0 0 6,180 0 17,901 281 17,877 14,337 27,237
2 25,940 1,556 24,384 158 13 0 1,526 0 0 6,219 0 36,876 530 36,827 34,467 54,474
3 25,940 1,167 24,773 158 21 0 1,523 0 0 6,312 0 57,410 800 57,334 55,564 81,711
4 25,940 1,167 24,773 158 27 0 1,593 0 0 6,408 0 79,111 1,086 79,006 77,826 1,08,948
5 25,940 1,167 24,773 158 35 0 1,886 1,183 0 6,557 0 1,00,542 1,377 1,00,408 1,00,408 1,36,185
6 25,940 1,167 24,773 158 38 0 771 1,183 0 0 0 1,31,326 1,734 1,31,151 1,31,151 1,63,422
7 25,940 1,167 24,773 158 35 0 847 1,183 0 0 0 1,64,050 2,164 1,63,832 1,63,832 1,90,659
8 25,940 908 25,032 158 30 0 883 1,183 0 0 0 1,99,166 2,625 1,98,901 1,98,901 2,17,896
9 25,940 908 25,032 158 20 0 969 1,183 0 0 0 2,36,503 3,115 2,36,189 2,36,189 2,45,133
10 25,940 908 25,032 158 7 0 1,061 1,183 0 0 0 2,76,205 3,636 2,75,839 2,75,839 2,75,839
11 25,940 0 25,940 158 0 0 1,002 1,183 0 0 1,566 3,21,211 4,225 3,20,786 3,20,786 3,20,786
12 25,940 0 25,940 158 0 0 1,115 1,183 0 0 1,570 3,69,054 4,853 3,68,566 3,68,566 3,68,566
13 0 0 0 158 0 0 1,169 1,183 0 0 1,188 3,91,894 5,154 3,91,376 3,91,376 3,91,376
14 0 0 0 158 0 0 1,226 1,183 0 0 1,195 4,16,178 5,472 4,15,628 4,15,628 4,15,628
15 0 0 0 158 0 0 1,287 1,183 0 0 1,202 4,41,997 5,811 4,41,413 4,41,413 4,41,413
16 0 0 0 158 0 0 1,352 1,183 0 0 1,205 4,69,445 6,172 4,68,825 4,68,825 4,68,825
17 0 0 0 158 0 0 1,421 1,183 0 0 1,203 4,98,618 6,555 4,97,958 4,97,958 4,97,958
18 0 0 0 158 0 0 1,494 1,183 0 0 938 5,29,345 6,959 5,28,645 5,28,645 5,28,645
19 0 0 0 158 0 0 1,571 1,183 0 0 928 5,61,997 7,387 5,61,252 5,61,252 5,61,252
Gross Yield 8% pa Net Yield 6.31 % (Amount in Rupees)
Annualized Extra
Annualized Premium Premium - Allocation Policy Additions
Policy Premium Allocation Premium Morbidity Mortality added allong GST Admin Guarantee Rider to the Fund FMC Fund at Surrender Death
Year (AP) Charge (PAC) Allocation Charge Charge with Charge Charge Charges# Fund* before FMC End of Year Value Benefit
Charges Premium
(EA)
20 0 0 0 158 0 0 1,653 1,183 0 0 915 5,96,690 7,843 5,95,898 5,95,898 5,95,898
21 0 0 0 158 0 0 1,738 1,183 0 0 0 6,32,596 8,315 6,31,756 6,31,756 6,31,756
22 0 0 0 158 0 0 1,828 1,183 0 0 0 6,70,761 8,817 6,69,870 6,69,870 6,69,870
23 0 0 0 158 0 0 1,924 1,183 0 0 0 7,11,327 9,349 7,10,383 7,10,383 7,10,383
24 0 0 0 158 0 0 2,026 1,183 0 0 0 7,54,446 9,915 7,53,444 7,53,444 7,53,444
25 0 0 0 158 0 0 2,134 1,183 0 0 0 8,00,278 10,517 7,99,216 7,99,216 7,99,216
26 0 0 0 158 0 0 2,250 1,183 0 0 0 8,48,994 11,157 8,47,867 8,47,867 8,47,867
27 0 0 0 158 0 0 2,372 1,183 0 0 0 9,00,775 11,837 8,99,579 8,99,579 8,99,579
28 0 0 0 158 0 0 2,502 1,183 0 0 0 9,55,814 12,559 9,54,545 9,54,545 9,54,545
29 0 0 0 158 0 0 2,640 1,183 0 0 0 10,14,316 13,327 10,12,969 10,12,969 10,12,969
30 0 0 0 158 0 0 2,787 1,183 0 0 0 10,76,499 14,144 10,75,070 10,75,070 10,75,070
31 0 0 0 158 0 0 2,944 1,183 0 0 0 11,42,594 15,012 11,41,078 11,41,078 11,41,078
32 0 0 0 158 0 0 3,110 1,183 0 0 0 12,12,849 15,934 12,11,239 12,11,239 12,11,239
33 0 0 0 158 0 0 3,286 1,183 0 0 0 12,87,524 16,914 12,85,815 12,85,815 12,85,815
34 0 0 0 158 0 0 3,474 1,183 0 0 0 13,66,897 17,957 13,65,083 13,65,083 13,65,083
35 0 0 0 158 0 0 3,673 1,183 0 0 0 14,51,265 19,064 14,49,339 14,49,339 14,49,339
36 0 0 0 158 0 0 3,885 1,183 0 0 0 15,40,941 20,242 15,38,896 15,38,896 15,38,896
37 0 0 0 456 0 0 4,163 1,183 0 0 0 16,35,897 21,491 16,33,725 16,33,725 16,33,725
38 0 0 0 456 0 0 4,402 1,183 0 0 0 17,36,828 22,816 17,34,522 17,34,522 17,34,522
39 0 0 0 456 0 0 4,655 1,183 0 0 0 18,44,109 24,224 18,41,661 18,41,661 18,41,661
40 0 0 0 456 0 0 4,925 1,183 0 0 0 19,58,140 25,722 19,55,540 19,55,540 19,55,540
Gross Yield 4% pa (Amount in Rupees)
Annualized Extra
Policy Annualized Premium Premium - Morbidity Mortality Allocation Policy Guarantee Rider Additions to Fund Fund at Surrender Death
Year Premium (AP) Allocation Premium Charge Charge added allong GST Admin Charge Charges# the Fund* before FMC End of Year Value Benefit
Charge (PAC) Allocation with Charge FMC
Charges Premium (EA)
1 25,940 1,556 24,384 158 10 0 1,472 0 0 6,180 0 17,108 275 17,085 13,545 27,237
2 25,940 1,556 24,384 158 15 0 1,522 0 0 6,219 0 34,566 508 34,521 32,161 54,474
3 25,940 1,167 24,773 158 24 0 1,514 0 0 6,312 0 52,784 752 52,714 50,944 81,711
4 25,940 1,167 24,773 158 33 0 1,578 0 0 6,408 0 71,305 1,000 71,210 70,030 1,08,948
5 25,940 1,167 24,773 158 44 0 1,863 1,183 0 6,557 0 88,654 1,242 88,537 88,537 1,36,185
6 25,940 1,167 24,773 158 53 0 738 1,183 0 0 0 1,14,248 1,536 1,14,097 1,14,097 1,63,422
7 25,940 1,167 24,773 158 58 0 802 1,183 0 0 0 1,40,439 1,886 1,40,253 1,40,253 1,90,659
8 25,940 908 25,032 158 63 0 821 1,183 0 0 0 1,67,555 2,248 1,67,333 1,67,333 2,17,896
9 25,940 908 25,032 158 67 0 888 1,183 0 0 0 1,95,305 2,619 1,95,046 1,95,046 2,45,133
10 25,940 908 25,032 158 71 0 957 1,183 0 0 0 2,23,704 2,998 2,23,407 2,23,407 2,72,370
11 25,940 0 25,940 158 70 0 870 1,183 0 0 1,566 2,55,471 3,421 2,55,133 2,55,133 2,99,607
12 25,940 0 25,940 158 57 0 946 1,183 0 0 1,571 2,88,009 3,855 2,87,628 2,87,628 3,26,844
13 0 0 0 158 52 0 960 1,183 0 0 1,191 2,94,342 3,940 2,93,953 2,93,953 3,26,844
14 0 0 0 158 47 0 975 1,183 0 0 1,201 3,00,841 4,027 3,00,444 3,00,444 3,26,844
15 0 0 0 158 40 0 989 1,183 0 0 1,212 3,07,512 4,116 3,07,108 3,07,108 3,26,844
16 0 0 0 158 31 0 1,004 1,183 0 0 1,221 3,14,361 4,207 3,13,948 3,13,948 3,26,844
17 0 0 0 158 19 0 1,019 1,183 0 0 1,225 3,21,390 4,301 3,20,968 3,20,968 3,26,844
18 0 0 0 158 5 0 1,033 1,183 0 0 970 3,28,340 4,394 3,27,909 3,27,909 3,27,909
19 0 0 0 158 0 0 1,049 1,183 0 0 975 3,35,465 4,489 3,35,025 3,35,025 3,35,025
20 0 0 0 158 0 0 1,067 1,183 0 0 979 3,42,761 4,587 3,42,312 3,42,312 3,42,312
21 0 0 0 158 0 0 1,083 1,183 0 0 70 3,49,300 4,675 3,48,842 3,48,842 3,48,842
22 0 0 0 158 0 0 1,099 1,183 0 0 57 3,55,981 4,764 3,55,513 3,55,513 3,55,513
23 0 0 0 158 0 0 1,115 1,183 0 0 52 3,62,814 4,856 3,62,336 3,62,336 3,62,336
24 0 0 0 158 0 0 1,132 1,183 0 0 47 3,69,802 4,949 3,69,315 3,69,315 3,69,315
25 0 0 0 158 0 0 1,149 1,183 0 0 40 3,76,948 5,044 3,76,451 3,76,451 3,76,451
26 0 0 0 158 0 0 1,167 1,183 0 0 31 3,84,254 5,142 3,83,746 3,83,746 3,83,746
27 0 0 0 158 0 0 1,185 1,183 0 0 19 3,91,720 5,242 3,91,201 3,91,201 3,91,201
28 0 0 0 158 0 0 1,203 1,183 0 0 5 3,99,348 5,344 3,98,818 3,98,818 3,98,818
29 0 0 0 158 0 0 1,222 1,183 0 0 0 4,07,149 5,448 4,06,608 4,06,608 4,06,608
30 0 0 0 158 0 0 1,241 1,183 0 0 0 4,15,133 5,555 4,14,582 4,14,582 4,14,582
31 0 0 0 158 0 0 1,261 1,183 0 0 0 4,23,306 5,664 4,22,744 4,22,744 4,22,744
32 0 0 0 158 0 0 1,281 1,183 0 0 0 4,31,671 5,776 4,31,098 4,31,098 4,31,098
33 0 0 0 158 0 0 1,302 1,183 0 0 0 4,40,234 5,890 4,39,649 4,39,649 4,39,649
34 0 0 0 158 0 0 1,323 1,183 0 0 0 4,48,998 6,007 4,48,402 4,48,402 4,48,402
35 0 0 0 158 0 0 1,344 1,183 0 0 0 4,57,968 6,127 4,57,360 4,57,360 4,57,360
36 0 0 0 158 0 0 1,366 1,183 0 0 0 4,67,150 6,249 4,66,530 4,66,530 4,66,530
37 0 0 0 456 0 0 1,442 1,183 0 0 0 4,76,192 6,372 4,75,560 4,75,560 4,75,560
38 0 0 0 456 0 0 1,464 1,183 0 0 0 4,85,448 6,496 4,84,803 4,84,803 4,84,803
39 0 0 0 456 0 0 1,487 1,183 0 0 0 4,94,921 6,623 4,94,264 4,94,264 4,94,264
40 0 0 0 456 0 0 1,510 1,183 0 0 0 5,04,617 6,752 5,03,947 5,03,947 5,03,947
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. Annualised premium excludes underwriting extra premium, frequency loadings on premiums, the premium paid towards the riders, if any, and Goods and Services Tax. .
4. *Additions to the Fund refers to return of Premium Allocation charges and return of mortality charges applicable under the plan.
5. In case rider charges are collected explicitly through collection of rider premium, and not by way of cancellation of units, then, such charges are not considered in this illustration. In other cases, rider charges are included in Rider/Other
charges.

7. #Rider Charges are including loadings, if any

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

Place:
Date: 03 Jul 2025 Date: 03 Jul 2025
Signature of Agent/ Intermediary/ Official Signature of Prospect / Policyholder

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
Annexure to Tata AIA Health Pro
Policyholder Details
Name of the Prospect/Policyholder : MAHI Plan Details
Gender: Male Product Name under Package Product Type UIN
Age (years): 30 Tata AIA Health Pro Unit Linked 110L180V01
Name of the Life Assured: MAHI Tata AIA Health Secure Unit Linked 110A050V01
Gender: Male
Age (years): 30 Tata AIA Health Pro, A Non - Participating, Unit Linked, Individual Health Insurance Plan (UIN: 110L180V01), Tata AIA
Smoker: No Health Secure, A Non -participating, Unit linked, Individual Health Rider (UIN: 110A050V01)
Policy Term (years): 40 Fund details under Tata AIA Health Pro (Linked Product)
Premium Payment Term (years): 12 Fund Name Allocation Percentage Risk Profile
Total Annualized Premium (Rs.): 25,940 Top 200 Alpha 30 Index Fund (ULIF 090
Mode of Payment of Premium: Annual 100% High
30/06/25 TAF 110)

Tata AIA Health Pro At 8%p.a. Gross Investment Return


Policy Year Annualised Premium Total AIA HealthSecure Charges Premium allocated towards Fund
Fund at End of Year Death Benefit^ Surrender Value
1 25,940 6,180 24,384 17,877 27,237 14,337
2 25,940 6,219 24,384 36,827 54,474 34,467
3 25,940 6,312 24,773 57,334 81,711 55,564
4 25,940 6,408 24,773 79,006 1,08,948 77,826
5 25,940 6,557 24,773 1,00,408 1,36,185 1,00,408
6 25,940 3,850 24,773 1,26,452 1,63,422 1,26,452
7 25,940 4,005 24,773 1,53,942 1,90,659 1,53,942
8 25,940 4,162 25,032 1,83,293 2,17,896 1,83,293
9 25,940 4,332 25,032 2,14,285 2,45,133 2,14,285
10 25,940 4,508 25,032 2,50,866 2,72,370 2,50,866
11 25,940 4,694 25,940 2,91,041 2,99,607 2,91,041
12 25,940 4,914 25,940 3,33,907 3,33,907 3,33,907
13 0 5,148 0 3,51,536 3,51,536 3,51,536
14 0 5,474 0 3,70,091 3,70,091 3,70,091
15 0 5,807 0 3,96,019 3,96,019 3,96,019
16 0 6,154 0 4,16,966 4,16,966 4,16,966
17 0 6,500 0 4,39,049 4,39,049 4,39,049
18 0 6,825 0 4,62,071 4,62,071 4,62,071
19 0 7,137 0 4,86,389 4,86,389 4,86,389
20 0 7,495 0 5,20,473 5,20,473 5,20,473
21 0 7,840 0 5,47,163 5,47,163 5,47,163
22 0 8,233 0 5,75,336 5,75,336 5,75,336
Tata AIA Health Pro At 8%p.a. Gross Investment Return
Policy Year Annualised Premium Total AIA HealthSecure Charges Premium allocated towards Fund
Fund at End of Year Death Benefit^ Surrender Value
23 0 8,615 0 6,05,091 6,05,091 6,05,091
24 0 8,979 0 6,36,569 6,36,569 6,36,569
25 0 9,424 0 6,80,830 6,80,830 6,80,830
26 0 9,946 0 7,16,590 7,16,590 7,16,590
27 0 10,516 0 7,54,313 7,54,313 7,54,313
28 0 11,090 0 7,94,081 7,94,081 7,94,081
29 0 11,721 0 8,35,976 8,35,976 8,35,976
30 0 12,374 0 8,94,615 8,94,615 8,94,615
31 0 13,064 0 9,42,124 9,42,124 9,42,124
32 0 13,927 0 9,92,109 9,92,109 9,92,109
33 0 14,818 0 10,44,648 10,44,648 10,44,648
34 0 15,745 0 10,99,881 10,99,881 10,99,881
35 0 16,670 0 11,77,071 11,77,071 11,77,071
36 0 17,772 0 12,39,384 12,39,384 12,39,384
37 0 19,308 0 13,04,088 13,04,088 13,04,088
38 0 20,991 0 13,71,454 13,71,454 13,71,454
39 0 22,826 0 14,41,486 14,41,486 14,41,486
40 0 25,198 0 16,81,474 16,81,474 16,81,474

Tata AIA Health Secure rider charges are guaranteed for 5 years and rider may be renewed every 5 years. Charges from 6th year onwards i.e. on renewal, are basis current applicable rates and are shown for illustrative purposes only. The
charges at the time of renewal will be based on then prevailing rates as applicable. You will be notified of the exact charge through your monthly unit statement.
Premium allocated towards fund is net of all applicable charges.
^Death benefit above represents death benefit under Tata AIA Health Pro Plan, which is higher of Fund value or 105% of Total premium paid less "deductible partial withdrawals", if any.
The linked insurance product do not offer any liquidity during the first five years of the contract. The policy holder will not be able to surrender/withdraw the monies invested in linked insurance products completely or partially till the end of
the fifth year
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.
Tata AIA Health Pro, A Non-participating,Unit Linked, Individual Health Insurance Plan (UIN: 110L180V01) and Tata AIA Health Secure, A Non- Participating,Unit Linked, Individual Health rider (UIN: 110A050V01).Tata AIA Health Pro is also
available individually for sale.

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 number 1860-266-9966 (local charges apply) or Visit us at: www.tataaia.com
Beware of Spurious Calls and Fictitious / Fraudulent Offers. IRDAI is not involved in activities like se ling insurance policies, announcing bonus or investment of premiums. Public receiving such phone calls are requested to lodge a police
complaint

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