Group Web Portal Service

Click on https://cp.hdfclife.com/CPWeb/Login.aspx

Portal Login Screen

Portal Login Screen Enter Username and Password

Account Summary

Transact Online 6

Fund Switch Process Click on Fund Switch 7

Fund Switch Process Enter Fund Percentage 8

Click on Proceed to confirm for Fund Switch Request Fund Switch Process Click on Proceed to confirm for Fund Switch Request 9

Additional Contribution Process Click on Additional Contribution 10

Additional Contribution Process Enter Amount Upload Contribution form Select Bank Enter code Click on Disclaimer and proceed with Payment

Bank List

After making the payment, a payment reference number is generated. Cut-off Norms After making the payment, a payment reference number is generated. Processing of your request will be done as per Cut off norms mandated by IRDA (cut-off time is currently 3 p.m. IST)

Claims Process Click on Claim

Premium Redirection Process Click on Premium Redirection

Premium Redirection Process Enter Fund Percentage

Premium Redirection Process Click on Proceed to confirm Premium Redirection Request

Separator Slide with image ( Image for reference only) Verdana 32pt View Last Transaction Click on Transaction Log Separator Slide with image ( Image for reference only) Verdana 32pt 18

Click on Transaction Log to check previous transactions. View Last Transaction Click on Transaction Log to check previous transactions. 19

E-Services Click on E-Services

Click on Unit Statement E-Services Click on Unit Statement

Click on Raise Request for Unit Statement E-Services Click on Raise Request for Unit Statement

E-Services Select Period for Statement

E-Services Select Date Range

E-Services Click on Submit

Thank You