Record Retention and Document Management Policy for PLI/RPLI -reg
No. 24-01/2021-LI Government of India Ministry of Communications Department of Posts Directorate of Postal Life Insurance Dated: 11.05.2021 Office Memorandum Subject: Record Retention and Document Management Policy for PLI/RPLI -reg 1 This is regarding issue of Record Retention and Document Management Policy in respect of PLI/RPLI. 2 Various types of service requests are processed in connection with PLI/RPLI policy proposal, loan/assignment, surrender/forced surrender, death/maturity claim. Each service request application has enclosures as well. Subsequent to the implementation of CIS and decentralization of PLI/RPLI work, all the records are kept at respective CPCs itself. Viz. revival, conversion, commutation, change in nomination/address, 3. In order to provide timelines for receive retention, "Record Retention Policy for PLI/ RPLI Policy Documents" has been approved by the competent authority. The Gazette notification issued in this regard is enclosed here...