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 : SANJEEV MOHAN Plan Details
Age (years): 53
Package Name Tata AIA Pro-Fit
Gender: M
Name of the Life Assured: Sapana Mohan Product Name under Package Product Type UIN
Age (years): 46
Tata AIA Health Pro Unit Linked 110L180V01
Gender: F
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): 30 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: 10000 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
Tax Bonanza Consumption Fund (ULIF 100% High
Tata AIA Health Pro - 7 38 26,88,000 1,61,255 1,61,255 088 31/03/25 TBC 110)
ATPPD
Tata AIA Health Secure 5 5 2,00,000
- CritiCash**
Tata AIA Health Secure 5 5 3,00,000
- 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 25,000
- OPD Prime
Tata AIA VitaHealth - 7 38 53,75,000
ATPPD
Tata AIA VitaHealth - 7 38 12,18,022 1,07,503
TTI
Tata AIA VitaHealth - 7 38 1,61,25,000
AD
Total Premium 2,68,758 1,61,255

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 Prime Yes Yes Yes Yes Yes NA NA NA NA 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.) 1,61,255 Charges are deducted by 1,07,503 2,68,758
Instalment Premium with First year GST (Rs.) 1,61,255 cancellation of units 1,12,340 2,73,595
Total Discount on First Year Installment Premium 0 9,451 9,451
Instalment Premium post applicable discount with First 1,61,255 1,02,464 2,63,719
year GST (Rs.)
Instalment Premium with GST and without discount 2nd 1,61,255 1,09,922 2,71,177
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 - Smart Lady 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 Premium Composite Composite Maturity
Policy Total Health Pro Vitahealth Health allocated Benefit of
Booster Surrender Fund at End of Booster ATPPD
Year Annualized Annualised Annualised Secure towards Fund at End Death
Death Benefit^ (Package
Surrender
AD Benefit TTI Benefit Tata AIA
Premium* Premium Premium Charges Fund of Year Benefit^ (Package Value Year Value Benefit& VitaHealth
Booster)# Booster)#
1 2,68,758 1,61,255 1,07,503 12,654 1,51,580 1,41,676 1,69,318 0 1,59,313 1,47,381 1,69,318 0 1,65,018 1,61,25,000 12,18,022 80,63,000 0
2 2,68,758 1,61,255 1,07,503 13,181 1,51,580 2,86,127 3,38,636 0 3,56,267 3,03,491 3,38,636 0 3,73,631 1,61,25,000 12,18,022 80,63,000 0
3 2,68,758 1,61,255 1,07,503 13,683 1,53,999 4,36,241 5,07,953 0 5,45,029 4,71,853 5,07,953 0 5,80,641 1,61,25,000 12,18,022 80,63,000 0
4 2,68,758 1,61,255 1,07,503 14,240 1,53,999 5,89,564 6,77,271 0 8,02,525 6,50,596 6,77,271 0 8,63,557 1,61,25,000 12,18,022 80,63,000 0
5 2,68,758 1,61,255 1,07,503 14,788 1,53,999 7,39,954 8,46,589 0 10,08,712 8,34,086 8,46,589 0 11,02,844 1,61,25,000 12,18,022 80,63,000 0
6 2,68,758 1,61,255 1,07,503 0 1,53,999 9,09,462 10,15,907 0 12,31,971 10,45,255 10,45,255 0 13,67,764 1,61,25,000 12,18,022 80,63,000 0
7 2,68,758 1,61,255 1,07,503 0 1,53,999 10,83,291 11,85,224 0 14,59,552 12,70,222 12,70,222 0 16,46,483 1,61,25,000 12,18,022 80,63,000 0
8 0 0 0 0 0 11,03,841 11,85,224 0 14,90,135 13,45,990 13,45,990 0 17,32,284 1,61,25,000 12,18,022 80,63,000 0
9 0 0 0 0 0 11,24,982 11,85,224 0 15,21,310 14,26,697 14,26,697 0 18,23,025 1,61,25,000 12,18,022 80,63,000 0
10 0 0 0 0 0 11,66,395 11,85,224 19,642 15,72,756 15,37,466 15,37,466 24,801 19,43,827 1,61,25,000 12,18,022 80,63,000 0
11 0 0 0 0 0 12,11,031 12,11,031 11,577 16,27,426 16,56,139 16,56,139 15,190 20,72,534 1,61,25,000 12,18,022 80,63,000 0
12 0 0 0 0 0 12,57,375 12,57,375 12,049 16,83,804 17,83,808 17,83,808 16,402 22,10,237 1,61,25,000 12,18,022 80,63,000 0
13 0 0 0 0 0 13,02,956 13,02,956 12,500 17,39,418 19,18,517 19,18,517 17,654 23,54,979 1,61,25,000 12,18,022 80,63,000 0
14 0 0 0 0 0 13,50,240 13,50,240 12,955 17,96,736 20,63,345 20,63,345 18,989 25,09,841 1,61,25,000 12,18,022 80,63,000 0
15 0 0 0 0 0 14,22,789 14,22,789 36,915 18,79,318 22,54,755 22,54,755 56,155 27,11,284 1,61,25,000 12,18,022 80,63,000 0
16 0 0 0 0 0 14,74,400 14,74,400 14,029 19,40,963 24,24,563 24,24,563 22,142 28,91,126 1,61,25,000 12,18,022 80,63,000 0
17 0 0 0 0 0 15,28,007 15,28,007 14,656 20,04,604 26,07,258 26,07,258 23,991 30,83,855 1,61,25,000 12,18,022 80,63,000 0
18 0 0 0 0 0 15,76,029 15,76,029 15,160 20,62,659 27,95,950 27,95,950 25,768 32,82,580 1,61,25,000 12,18,022 80,63,000 0
19 0 0 0 0 0 16,25,711 16,25,711 15,645 21,22,375 29,98,816 29,98,816 27,642 34,95,480 1,61,25,000 12,18,022 80,63,000 0
20 0 0 0 0 0 17,05,322 17,05,322 44,379 22,12,019 32,68,792 32,68,792 81,529 37,75,489 1,61,25,000 12,18,022 80,63,000 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 Premium Composite Composite Maturity
Policy Total Health Pro Vitahealth Health allocated Benefit of
Annualized Fund at End Death Booster Surrender Fund at End of Booster Surrender ATPPD
Year Annualised Annualised Secure towards Death Benefit^ (Package AD Benefit TTI Benefit Tata AIA
Premium* Premium Premium Charges Fund of Year Benefit^ (Package Value Year Value Benefit& VitaHealth
Booster)# Booster)#
21 0 0 0 0 0 17,57,871 17,57,871 16,788 22,74,602 35,05,624 35,05,624 32,066 40,22,355 1,61,25,000 12,18,022 80,63,000 0
22 0 0 0 0 0 18,12,417 18,12,417 17,452 23,39,182 37,60,487 37,60,487 34,658 42,87,252 1,61,25,000 12,18,022 80,63,000 0
23 0 0 0 0 0 18,68,908 18,68,908 17,992 24,05,706 40,34,481 40,34,481 37,176 45,71,279 1,61,25,000 12,18,022 80,63,000 0
24 0 0 0 0 0 19,27,413 19,27,413 18,553 24,74,245 43,29,044 43,29,044 39,884 48,75,876 1,61,25,000 12,18,022 80,63,000 0
25 0 0 0 0 0 20,21,487 20,21,487 52,617 25,78,353 47,20,612 47,20,612 1,17,688 52,77,478 1,61,25,000 12,18,022 80,63,000 0
26 0 0 0 0 0 20,84,208 20,84,208 19,902 26,51,107 50,65,241 50,65,241 46,307 56,32,140 1,61,25,000 12,18,022 80,63,000 0
27 0 0 0 0 0 21,49,332 21,49,332 20,691 27,26,265 54,36,104 54,36,104 50,075 60,13,037 1,61,25,000 12,18,022 80,63,000 0
28 0 0 0 0 0 22,16,777 22,16,777 21,337 28,03,743 58,34,805 58,34,805 53,739 64,21,771 1,61,25,000 12,18,022 80,63,000 0
29 0 0 0 0 0 22,86,627 22,86,627 22,006 28,83,627 62,63,436 62,63,436 57,679 68,60,436 1,61,25,000 12,18,022 80,63,000 0
30 0 0 0 0 0 23,98,691 23,98,691 62,422 30,05,725 68,32,598 68,32,598 1,70,268 74,39,632 1,61,25,000 12,18,022 80,63,000 0
31 0 0 0 0 0 24,73,241 24,73,241 23,614 30,90,308 73,33,991 73,33,991 67,022 79,51,058 1,61,25,000 12,18,022 80,63,000 0
32 0 0 0 0 0 25,50,648 25,50,648 24,553 31,77,749 78,73,546 78,73,546 72,501 85,00,647 1,61,25,000 12,18,022 80,63,000 0
33 0 0 0 0 0 26,30,815 26,30,815 25,320 32,73,556 84,53,603 84,53,603 77,831 90,96,344 1,61,25,000 12,18,022 80,63,000 0
34 0 0 0 0 0 27,13,840 27,13,840 26,116 33,80,725 90,77,205 90,77,205 83,564 97,44,090 1,61,25,000 12,18,022 80,63,000 0
35 0 0 0 0 0 28,46,969 28,46,969 74,084 35,41,901 99,04,644 99,04,644 2,46,751 1,05,99,576 1,61,25,000 12,18,022 80,63,000 0
36 0 0 0 0 0 29,35,150 29,35,150 28,026 36,45,717 1,06,34,058 1,06,34,058 97,154 1,13,44,625 1,61,25,000 12,18,022 80,63,000 0
37 0 0 0 0 0 30,26,713 30,26,713 29,139 37,56,263 1,14,18,986 1,14,18,986 1,05,121 1,21,48,536 1,61,25,000 12,18,022 80,63,000 0
38 0 0 0 0 0 41,74,526 34,22,005 3,30,512 41,74,526 1,41,44,112 1,33,91,591 12,41,632 1,41,44,112 1,61,25,000 12,18,022 80,63,000 7,52,521

*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, SANJEEV MOHAN , having received the information with respect to the above, have understood the above statement
prospect / policyholder. before entering into the contract.

Place:
Date: 29 May 2025 Date: 29 May 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: [Link]
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 : SANJEEV MOHAN Proposal No: 8274629413200
Gender: Male Name of the Product : Tata AIA VitaHealth
Age (years): 53 Tag Line : Non Participating, Non Linked, Individual Health Insurance
Name of the Life Assured: Sapana Mohan Plan
Gender: Female Unique Identification No.: 110N181V01
Age (years): 46 GST Rate: 4.50% for first year
Smoker: No 2.25% second year onwards
Policy Term (years): 38
Premium Payment Term (years): 7
Amount of Instalment Premium (Rs.): 1,02,464
Mode of Payment of Premium: Annual

Policy details
Policy Option Sum Assured Rs.
Accidental death benefit 1,61,25,000
Accidental Total Partial and Permanent disability 53,75,000
Term and Terminal Illness 12,18,022

Premium Summary
Base Plan Riders Total Instalment Premium
Instalment Premium without GST (Rs.) 1,07,503 0 1,07,503
Instalment Premium with First year GST (Rs.) 1,12,340 0 1,12,340
Instalment Premium post applicable discount with First year GST (Rs.) 1,02,464 0 1,02,464
Instalment Premium with GST 2nd year onwards (Rs.) 1,09,922 0 1,09,922

(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 1,07,503 0 1,61,25,000 12,18,022 53,75,000 0 23,907 23,907
2 1,07,503 0 1,61,25,000 12,18,022 53,75,000 75,252 50,012 75,252
3 1,07,503 0 1,61,25,000 12,18,022 53,75,000 1,12,878 78,529 1,12,878
4 1,07,503 0 1,61,25,000 12,18,022 53,75,000 2,15,006 1,09,686 2,15,006
5 1,07,503 0 1,61,25,000 12,18,022 53,75,000 2,68,758 1,43,730 2,68,758
6 1,07,503 0 1,61,25,000 12,18,022 53,75,000 3,22,509 1,80,926 3,22,509
7 1,07,503 0 1,61,25,000 12,18,022 53,75,000 3,76,261 2,21,563 3,76,261
8 0 0 1,61,25,000 12,18,022 53,75,000 3,86,294 2,32,715 3,86,294
9 0 0 1,61,25,000 12,18,022 53,75,000 3,96,328 2,44,588 3,96,328
10 0 0 1,61,25,000 12,18,022 53,75,000 4,06,361 2,57,241 4,06,361
11 0 0 1,61,25,000 12,18,022 53,75,000 4,16,395 2,67,232 4,16,395
12 0 0 1,61,25,000 12,18,022 53,75,000 4,26,429 2,78,043 4,26,429
 (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 1,61,25,000 12,18,022 53,75,000 4,36,462 2,89,770 4,36,462
14 0 0 1,61,25,000 12,18,022 53,75,000 4,46,496 3,02,513 4,46,496
15 0 0 1,61,25,000 12,18,022 53,75,000 4,56,529 3,16,381 4,56,529
16 0 0 1,61,25,000 12,18,022 53,75,000 4,66,563 3,31,490 4,66,563
17 0 0 1,61,25,000 12,18,022 53,75,000 4,76,597 3,47,970 4,76,597
18 0 0 1,61,25,000 12,18,022 53,75,000 4,86,630 3,65,959 4,86,630
19 0 0 1,61,25,000 12,18,022 53,75,000 4,96,664 3,85,615 4,96,664
20 0 0 1,61,25,000 12,18,022 53,75,000 5,06,697 4,07,114 5,06,697
21 0 0 1,61,25,000 12,18,022 53,75,000 5,16,731 4,20,962 5,16,731
22 0 0 1,61,25,000 12,18,022 53,75,000 5,26,765 4,36,219 5,26,765
23 0 0 1,61,25,000 12,18,022 53,75,000 5,36,798 4,53,051 5,36,798
24 0 0 1,61,25,000 12,18,022 53,75,000 5,46,832 4,71,652 5,46,832
25 0 0 1,61,25,000 12,18,022 53,75,000 5,56,866 4,92,245 5,56,866
26 0 0 1,61,25,000 12,18,022 53,75,000 5,66,899 5,07,277 5,66,899
27 0 0 1,61,25,000 12,18,022 53,75,000 5,76,933 5,24,121 5,76,933
28 0 0 1,61,25,000 12,18,022 53,75,000 5,86,966 5,43,033 5,86,966
29 0 0 1,61,25,000 12,18,022 53,75,000 5,97,000 5,64,318 5,97,000
30 0 0 1,61,25,000 12,18,022 53,75,000 6,07,034 5,88,333 6,07,034
31 0 0 1,61,25,000 12,18,022 53,75,000 6,17,067 6,03,911 6,17,067
32 0 0 1,61,25,000 12,18,022 53,75,000 6,27,101 6,21,911 6,27,101
33 0 0 1,61,25,000 12,18,022 53,75,000 6,37,134 6,42,741 6,42,741
34 0 0 1,61,25,000 12,18,022 53,75,000 6,47,168 6,66,885 6,66,885
35 0 0 1,61,25,000 12,18,022 53,75,000 6,57,202 6,94,932 6,94,932
36 0 0 1,61,25,000 12,18,022 53,75,000 6,67,235 7,10,567 7,10,567
37 0 0 1,61,25,000 12,18,022 53,75,000 6,77,269 7,29,550 7,29,550
38 0 7,52,521 1,61,25,000 12,18,022 53,75,000 6,77,269 7,52,521 7,52,521

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, SANJEEV MOHAN , having received the information with respect to the above, have understood the above statement
prospect / policyholder. before entering into the contract.

Place:
Date: 29 May 2025 Date: 29 May 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: [Link]
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: SANJEEV MOHAN Proposal No: 8274629413200
Age (yrs) : 53 Name of the Product: Tata AIA Health Pro
Name of the Life Assured: Sapana Mohan Tag Line: Non-Participating,Unit Linked, Individual Health Insurance Plan
Age of the Life Assured (yrs) : 46 Unique Identification Number: 110L180V01
Gender of the Life Assured Female GST Rate : 4.50%
Smoker No Investment Strategy Opted For: NIL
Policy Term (yrs): 38 Funds opted for along with their risk level
Premium Payment Term (yrs): 7 Fund Name Allocation Percentage Risk Profile
Mode of Payment of Premium : Annual Tax Bonanza Consumption Fund (ULIF 088
Survival Period for Criticash Benefit (in days) 7 100% High
31/03/25 TBC 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 - - 2688000 161255 NA NA NA NA NA NA NA
Benefit (ATPPD)
HospiCash 10000 30 300000 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 Prime - - 25000 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.) 1,61,255 0 1,61,255
Total Discounts on First Year Premium 0 0
Instalment Premium after Discount 1,61,255 0 1,61,255
Instalment Premium post applicable discount with GST (Rs.) 1,61,255 0 1,61,255

*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 %
[Link] rates, i.e., 8 % [Link] 4 % [Link] 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 % [Link] 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 1,61,255 645 47 24,308 1,125 1,41,676 1,35,406 1,69,318 645 41 24,350 1,127 1,47,381 1,41,111 1,69,318
2 1,61,255 645 114 26,766 619 2,86,127 2,81,015 3,38,636 645 89 26,928 622 3,03,491 2,98,379 3,38,636
3 1,61,255 645 183 26,858 623 4,36,241 4,32,151 5,07,953 645 115 27,225 630 4,71,853 4,67,763 5,07,953
4 1,61,255 645 256 29,467 683 5,89,564 5,87,519 6,77,271 645 118 30,133 695 6,50,596 6,48,551 6,77,271
5 1,61,255 645 344 38,066 879 7,39,954 7,39,954 8,46,589 645 94 39,131 897 8,34,086 8,34,086 8,46,589
6 1,61,255 645 423 25,450 597 9,09,462 9,09,462 10,15,907 645 30 27,024 623 10,45,255 10,45,255 10,45,255
7 1,61,255 645 464 27,773 650 10,83,291 10,83,291 11,85,224 645 0 29,978 689 12,70,222 12,70,222 12,70,222
8 0 645 423 20,791 492 11,03,841 11,03,841 11,85,224 645 0 23,717 548 13,45,990 13,45,990 13,45,990
9 0 645 363 21,073 497 11,24,982 11,24,982 11,85,224 645 0 24,777 572 14,26,697 14,26,697 14,26,697
10 0 645 280 21,363 501 11,46,753 11,46,753 11,85,224 645 0 25,906 597 15,12,665 15,12,665 15,12,665
11 0 645 117 21,785 507 11,79,204 11,79,204 11,85,224 645 0 27,232 627 16,14,532 16,14,532 16,14,532
12 0 645 3 22,231 515 12,12,676 12,12,676 12,12,676 645 0 28,658 659 17,23,087 17,23,087 17,23,087
13 0 645 0 22,660 524 12,44,607 12,44,607 12,44,607 645 0 30,145 693 18,36,184 18,36,184 18,36,184
14 0 645 0 23,098 534 12,77,434 12,77,434 12,77,434 645 0 31,727 728 19,56,656 19,56,656 19,56,656
15 0 645 0 23,548 544 13,11,196 13,11,196 13,11,196 645 0 33,413 766 20,84,956 20,84,956 20,84,956
16 0 645 0 24,011 555 13,45,905 13,45,905 13,45,905 645 0 35,207 807 22,21,554 22,21,554 22,21,554
17 0 645 0 24,487 565 13,81,550 13,81,550 13,81,550 645 0 37,117 850 23,67,025 23,67,025 23,67,025
18 0 645 0 24,884 574 14,10,643 14,10,643 14,10,643 645 0 39,059 893 25,14,289 25,14,289 25,14,289
19 0 645 0 25,282 583 14,40,424 14,40,424 14,40,424 645 0 41,119 940 26,71,153 26,71,153 26,71,153
20 0 645 0 25,690 593 14,70,887 14,70,887 14,70,887 645 0 43,314 989 28,38,243 28,38,243 28,38,243
21 0 1,855 0 26,097 629 15,00,715 15,00,715 15,00,715 1,855 0 45,642 1,069 30,14,943 30,14,943 30,14,943
22 0 1,855 0 26,505 638 15,31,195 15,31,195 15,31,195 1,855 0 48,113 1,124 32,03,162 32,03,162 32,03,162
23 0 1,855 0 26,923 648 15,62,456 15,62,456 15,62,456 1,855 0 50,746 1,184 34,03,650 34,03,650 34,03,650
24 0 1,855 0 27,351 657 15,94,521 15,94,521 15,94,521 1,855 0 53,551 1,247 36,17,207 36,17,207 36,17,207
25 0 1,855 0 27,791 667 16,27,412 16,27,412 16,27,412 1,855 0 56,538 1,314 38,44,685 38,44,685 38,44,685
26 0 2,878 0 28,234 700 16,60,090 16,60,090 16,60,090 2,878 0 59,712 1,408 40,85,910 40,85,910 40,85,910
27 0 2,878 0 28,681 710 16,93,608 16,93,608 16,93,608 2,878 0 63,086 1,484 43,42,859 43,42,859 43,42,859
28 0 2,878 0 29,141 720 17,27,989 17,27,989 17,27,989 2,878 0 66,681 1,565 46,16,557 46,16,557 46,16,557
29 0 2,878 0 29,612 731 17,63,255 17,63,255 17,63,255 2,878 0 70,509 1,651 49,08,097 49,08,097 49,08,097
30 0 2,878 0 30,095 742 17,99,428 17,99,428 17,99,428 2,878 0 74,587 1,743 52,18,641 52,18,641 52,18,641
31 0 4,412 0 30,579 787 18,34,942 18,34,942 18,34,942 4,412 0 78,919 1,875 55,47,805 55,47,805 55,47,805
32 0 4,412 0 31,066 798 18,71,369 18,71,369 18,71,369 4,412 0 83,524 1,979 58,98,425 58,98,425 58,98,425
33 0 4,412 0 31,565 809 19,08,735 19,08,735 19,08,735 4,412 0 88,428 2,089 62,71,901 62,71,901 62,71,901
34 0 4,412 0 32,077 821 19,47,061 19,47,061 19,47,061 4,412 0 93,652 2,206 66,69,723 66,69,723 66,69,723
35 0 4,412 0 32,602 833 19,86,374 19,86,374 19,86,374 4,412 0 99,217 2,332 70,93,476 70,93,476 70,93,476
36 0 6,647 0 33,124 895 20,24,382 20,24,382 20,24,382 6,647 0 1,05,128 2,515 75,42,487 75,42,487 75,42,487
 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 6,647 0 33,645 907 20,63,368 20,63,368 20,63,368 6,647 0 1,11,409 2,656 80,20,768 80,20,768 80,20,768
38 0 6,647 0 34,179 919 21,03,356 21,03,356 21,03,356 6,647 0 1,18,099 2,807 85,30,225 85,30,225 85,30,225
*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 6.26 % (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 Allocation Charge Charge with Charge Charge Charges# Fund* before FMC End of Year Value Benefit
(PAC) Charges Premium
(EA)
1 1,61,255 9,675 1,51,580 645 41 806 1,127 0 0 12,654 0 1,47,554 2,021 1,47,381 1,41,111 1,69,318
2 1,61,255 9,675 1,51,580 645 89 0 622 0 0 13,181 0 3,03,841 4,072 3,03,491 2,98,379 3,38,636
3 1,61,255 7,256 1,53,999 645 115 0 630 0 0 13,683 0 4,72,396 6,286 4,71,853 4,67,763 5,07,953
4 1,61,255 7,256 1,53,999 645 118 0 695 0 0 14,240 0 6,51,345 8,637 6,50,596 6,48,551 6,77,271
5 1,61,255 7,256 1,53,999 645 94 0 897 6,000 0 14,788 0 8,35,046 11,087 8,34,086 8,34,086 8,46,589
6 1,61,255 7,256 1,53,999 645 30 0 623 6,000 0 0 0 10,46,459 13,768 10,45,255 10,45,255 10,45,255
7 1,61,255 7,256 1,53,999 645 0 0 689 6,000 0 0 0 12,71,684 16,722 12,70,222 12,70,222 12,70,222
8 0 0 0 645 0 0 548 6,000 0 0 0 13,47,540 17,717 13,45,990 13,45,990 13,45,990
9 0 0 0 645 0 0 572 6,000 0 0 0 14,28,340 18,777 14,26,697 14,26,697 14,26,697
10 0 0 0 645 0 0 597 6,000 0 0 0 15,14,407 19,906 15,12,665 15,12,665 15,12,665
11 0 0 0 645 0 0 627 6,000 0 0 9,716 16,16,387 21,232 16,14,532 16,14,532 16,14,532
12 0 0 0 645 0 0 659 6,000 0 0 9,764 17,25,064 22,658 17,23,087 17,23,087 17,23,087
13 0 0 0 645 0 0 693 6,000 0 0 7,372 18,38,290 24,145 18,36,184 18,36,184 18,36,184
14 0 0 0 645 0 0 728 6,000 0 0 7,375 19,58,902 25,727 19,56,656 19,56,656 19,56,656
15 0 0 0 645 0 0 766 6,000 0 0 7,351 20,87,353 27,413 20,84,956 20,84,956 20,84,956
16 0 0 0 645 0 0 807 6,000 0 0 7,287 22,24,113 29,207 22,21,554 22,21,554 22,21,554
17 0 0 0 645 0 0 850 6,000 0 0 7,256 23,69,751 31,117 23,67,025 23,67,025 23,67,025
18 0 0 0 645 0 0 893 6,000 0 0 0 25,17,185 33,059 25,14,289 25,14,289 25,14,289
19 0 0 0 645 0 0 940 6,000 0 0 0 26,74,229 35,119 26,71,153 26,71,153 26,71,153
20 0 0 0 645 0 0 989 6,000 0 0 0 28,41,511 37,314 28,38,243 28,38,243 28,38,243
21 0 0 0 1,855 0 0 1,069 6,000 0 0 0 30,18,415 39,642 30,14,943 30,14,943 30,14,943
22 0 0 0 1,855 0 0 1,124 6,000 0 0 0 32,06,851 42,113 32,03,162 32,03,162 32,03,162
 Gross Yield 8% pa Net Yield 6.26 % (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 Allocation Charge Charge with Charge Charge Charges# Fund* before FMC End of Year Value Benefit
(PAC) Charges Premium
(EA)

23 0 0 0 1,855 0 0 1,184 6,000 0 0 0 34,07,570 44,746 34,03,650 34,03,650 34,03,650

24 0 0 0 1,855 0 0 1,247 6,000 0 0 0 36,21,373 47,551 36,17,207 36,17,207 36,17,207
25 0 0 0 1,855 0 0 1,314 6,000 0 0 0 38,49,113 50,538 38,44,685 38,44,685 38,44,685
26 0 0 0 2,878 0 0 1,408 6,000 0 0 0 40,90,615 53,712 40,85,910 40,85,910 40,85,910
27 0 0 0 2,878 0 0 1,484 6,000 0 0 0 43,47,860 57,086 43,42,859 43,42,859 43,42,859
28 0 0 0 2,878 0 0 1,565 6,000 0 0 0 46,21,874 60,681 46,16,557 46,16,557 46,16,557
29 0 0 0 2,878 0 0 1,651 6,000 0 0 0 49,13,749 64,509 49,08,097 49,08,097 49,08,097
30 0 0 0 2,878 0 0 1,743 6,000 0 0 0 52,24,651 68,587 52,18,641 52,18,641 52,18,641
31 0 0 0 4,412 0 0 1,875 6,000 0 0 0 55,54,194 72,919 55,47,805 55,47,805 55,47,805
32 0 0 0 4,412 0 0 1,979 6,000 0 0 0 59,05,218 77,524 58,98,425 58,98,425 58,98,425
33 0 0 0 4,412 0 0 2,089 6,000 0 0 0 62,79,124 82,428 62,71,901 62,71,901 62,71,901
34 0 0 0 4,412 0 0 2,206 6,000 0 0 0 66,77,404 87,652 66,69,723 66,69,723 66,69,723
35 0 0 0 4,412 0 0 2,332 6,000 0 0 0 71,01,645 93,217 70,93,476 70,93,476 70,93,476
36 0 0 0 6,647 0 0 2,515 6,000 0 0 0 75,51,174 99,128 75,42,487 75,42,487 75,42,487
37 0 0 0 6,647 0 0 2,656 6,000 0 0 0 80,30,005 1,05,409 80,20,768 80,20,768 80,20,768
38 0 0 0 6,647 0 0 2,807 6,000 0 0 0 85,40,049 1,12,099 85,30,225 85,30,225 85,30,225

Gross Yield 4% pa (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 1,61,255 9,675 1,51,580 645 47 806 1,125 0 0 12,654 0 1,41,843 1,979 1,41,676 1,35,406 1,69,318
2 1,61,255 9,675 1,51,580 645 114 0 619 0 0 13,181 0 2,86,457 3,910 2,86,127 2,81,015 3,38,636
3 1,61,255 7,256 1,53,999 645 183 0 623 0 0 13,683 0 4,36,744 5,919 4,36,241 4,32,151 5,07,953
4 1,61,255 7,256 1,53,999 645 256 0 683 0 0 14,240 0 5,90,243 7,971 5,89,564 5,87,519 6,77,271
5 1,61,255 7,256 1,53,999 645 344 0 879 6,000 0 14,788 0 7,40,806 10,022 7,39,954 7,39,954 8,46,589
6 1,61,255 7,256 1,53,999 645 423 0 597 6,000 0 0 0 9,10,509 12,194 9,09,462 9,09,462 10,15,907
7 1,61,255 7,256 1,53,999 645 464 0 650 6,000 0 0 0 10,84,538 14,517 10,83,291 10,83,291 11,85,224
8 0 0 0 645 423 0 492 6,000 0 0 0 11,05,112 14,791 11,03,841 11,03,841 11,85,224
9 0 0 0 645 363 0 497 6,000 0 0 0 11,26,277 15,073 11,24,982 11,24,982 11,85,224
10 0 0 0 645 280 0 501 6,000 0 0 0 11,48,073 15,363 11,46,753 11,46,753 11,85,224
11 0 0 0 645 117 0 507 6,000 0 0 9,722 11,80,557 15,785 11,79,204 11,79,204 11,85,224
12 0 0 0 645 3 0 515 6,000 0 0 9,790 12,14,063 16,231 12,12,676 12,12,676 12,12,676
13 0 0 0 645 0 0 524 6,000 0 0 7,439 12,46,025 16,660 12,44,607 12,44,607 12,44,607
14 0 0 0 645 0 0 534 6,000 0 0 7,513 12,78,884 17,098 12,77,434 12,77,434 12,77,434
15 0 0 0 645 0 0 544 6,000 0 0 7,601 13,12,676 17,548 13,11,196 13,11,196 13,11,196
16 0 0 0 645 0 0 555 6,000 0 0 7,680 13,47,422 18,011 13,45,905 13,45,905 13,45,905
 Gross Yield 4% pa (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)
17 0 0 0 645 0 0 565 6,000 0 0 7,720 13,83,105 18,487 13,81,550 13,81,550 13,81,550
18 0 0 0 645 0 0 574 6,000 0 0 423 14,12,236 18,884 14,10,643 14,10,643 14,10,643
19 0 0 0 645 0 0 583 6,000 0 0 363 14,42,056 19,282 14,40,424 14,40,424 14,40,424
20 0 0 0 645 0 0 593 6,000 0 0 280 14,72,562 19,690 14,70,887 14,70,887 14,70,887
21 0 0 0 1,855 0 0 629 6,000 0 0 117 15,02,439 20,097 15,00,715 15,00,715 15,00,715
22 0 0 0 1,855 0 0 638 6,000 0 0 3 15,32,958 20,505 15,31,195 15,31,195 15,31,195
23 0 0 0 1,855 0 0 648 6,000 0 0 0 15,64,255 20,923 15,62,456 15,62,456 15,62,456
24 0 0 0 1,855 0 0 657 6,000 0 0 0 15,96,358 21,351 15,94,521 15,94,521 15,94,521
25 0 0 0 1,855 0 0 667 6,000 0 0 0 16,29,286 21,791 16,27,412 16,27,412 16,27,412
26 0 0 0 2,878 0 0 700 6,000 0 0 0 16,62,001 22,234 16,60,090 16,60,090 16,60,090
27 0 0 0 2,878 0 0 710 6,000 0 0 0 16,95,558 22,681 16,93,608 16,93,608 16,93,608
28 0 0 0 2,878 0 0 720 6,000 0 0 0 17,29,979 23,141 17,27,989 17,27,989 17,27,989
29 0 0 0 2,878 0 0 731 6,000 0 0 0 17,65,285 23,612 17,63,255 17,63,255 17,63,255
30 0 0 0 2,878 0 0 742 6,000 0 0 0 18,01,500 24,095 17,99,428 17,99,428 17,99,428
31 0 0 0 4,412 0 0 787 6,000 0 0 0 18,37,055 24,579 18,34,942 18,34,942 18,34,942
32 0 0 0 4,412 0 0 798 6,000 0 0 0 18,73,525 25,066 18,71,369 18,71,369 18,71,369
33 0 0 0 4,412 0 0 809 6,000 0 0 0 19,10,933 25,565 19,08,735 19,08,735 19,08,735
34 0 0 0 4,412 0 0 821 6,000 0 0 0 19,49,304 26,077 19,47,061 19,47,061 19,47,061
35 0 0 0 4,412 0 0 833 6,000 0 0 0 19,88,662 26,602 19,86,374 19,86,374 19,86,374
36 0 0 0 6,647 0 0 895 6,000 0 0 0 20,26,713 27,124 20,24,382 20,24,382 20,24,382
37 0 0 0 6,647 0 0 907 6,000 0 0 0 20,65,744 27,645 20,63,368 20,63,368 20,63,368
38 0 0 0 6,647 0 0 919 6,000 0 0 0 21,05,779 28,179 21,03,356 21,03,356 21,03,356

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.
6. EA includes additional premium allocation for Female lives.
7. #Rider Charges are including loadings, if any

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

Place:
Date: 29 May 2025 Date: 29 May 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: [Link]
Annexure to Tata AIA Health Pro
Policyholder Details
Name of the Prospect/Policyholder : SANJEEV MOHAN Plan Details
Gender: Male Product Name under Package Product Type UIN
Age (years): 53 Tata AIA Health Pro Unit Linked 110L180V01
Name of the Life Assured: Sapana Mohan Tata AIA Health Secure Unit Linked 110A050V01
Gender: Female
Age (years): 46 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): 38 Fund details under Tata AIA Health Pro (Linked Product)
Premium Payment Term (years): 7 Fund Name Allocation Percentage Risk Profile
Total Annualized Premium (Rs.): 1,61,255 Tax Bonanza Consumption Fund (ULIF
Mode of Payment of Premium: Annual 100% High
088 31/03/25 TBC 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 1,61,255 12,654 1,51,580 1,47,381 1,69,318 1,41,111
2 1,61,255 13,181 1,51,580 3,03,491 3,38,636 2,98,379
3 1,61,255 13,683 1,53,999 4,71,853 5,07,953 4,67,763
4 1,61,255 14,240 1,53,999 6,50,596 6,77,271 6,48,551
5 1,61,255 14,788 1,53,999 8,34,086 8,46,589 8,34,086
6 1,61,255 15,238 1,53,999 10,29,119 10,29,119 10,29,119
7 1,61,255 15,910 1,53,999 12,36,196 12,36,196 12,36,196
8 0 16,595 0 12,92,185 12,92,185 12,92,185
9 0 17,296 0 13,51,081 13,51,081 13,51,081
10 0 18,285 0 14,36,289 14,36,289 14,36,289
11 0 19,312 0 15,26,949 15,26,949 15,26,949
12 0 20,328 0 16,23,428 16,23,428 16,23,428
13 0 21,547 0 17,23,316 17,23,316 17,23,316
14 0 22,650 0 18,29,542 18,29,542 18,29,542
15 0 23,780 0 19,74,255 19,74,255 19,74,255
16 0 25,033 0 20,96,568 20,96,568 20,96,568
17 0 26,299 0 22,26,836 22,26,836 22,26,836
18 0 27,603 0 23,57,786 23,57,786 23,57,786
19 0 28,904 0 24,97,199 24,97,199 24,97,199
20 0 30,314 0 26,88,845 26,88,845 26,88,845
21 0 32,589 0 28,47,724 28,47,724 28,47,724
 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
22 0 35,008 0 30,16,182 30,16,182 30,16,182
23 0 37,571 0 31,94,576 31,94,576 31,94,576
24 0 41,732 0 33,81,958 33,81,958 33,81,958
25 0 46,104 0 36,37,362 36,37,362 36,37,362
26 0 50,541 0 38,47,308 38,47,308 38,47,308
27 0 55,252 0 40,68,317 40,68,317 40,68,317
28 0 61,369 0 42,99,445 42,99,445 42,99,445
29 0 65,397 0 45,43,672 45,43,672 45,43,672
30 0 69,548 0 48,80,565 48,80,565 48,80,565
31 0 75,722 0 51,55,494 51,55,494 51,55,494
32 0 82,403 0 54,44,377 54,44,377 54,44,377
33 0 89,608 0 57,47,328 57,47,328 57,47,328
34 0 97,364 0 60,64,821 60,64,821 60,64,821
35 0 1,05,756 0 65,02,356 65,02,356 65,02,356
36 0 1,14,819 0 68,55,201 68,55,201 68,55,201
37 0 1,24,513 0 72,24,795 72,24,795 72,24,795
38 0 1,34,265 0 83,27,241 83,27,241 83,27,241

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: [Link]
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