If you have been paying premiums on your SBI general insurance policy, then you have the right to raise the claim for the insured amount in case of any emergency situation. In order to make a claim on the insurance plan, you need to arrange for a few documents, namely – a policy document, duly-filled claim form, hospitalisation bills etc.

The SBI general insurance claim form can be downloaded easily online. But the majority of people get confused when it comes to filling the claim form. There are multiple steps involved in filling out an SBI claim form. So, it is much-needed to get yourself acquainted with a claim form SBI general insurance.

This blog helps you with the step-by-step process to fill out the SBI general insurance claim form. Read on to get all the details!

How to fill SBI general insurance claim form?

Let us understand how to fill out a claim form for SBI general insurance in a few easy steps.

  • Details about the primary insured: Make sure you have the policy paper with you since you will be needing it to fill out the form. The first option requires you to write down the policy number in the square boxes. Next, you will have to mention the certificate or SL number. This, too, will be there in the policy paper. The third option asks you to write about the company or TPA ID number.

Further, you are required to fill in basic details such as the name of the primary insured, his/her address, city, pin code, state phone number and email ID.

  • Details related to insurance history: You will have to tick any one of two boxes – Yes or No. They are asking here if you are at present being covered by any kind of Mediclaim. Next, go ahead and mention the date of commencement of the first insurance without any break. The next option asks you to mention the company name in case your previous answer was affirmative. Also, do not forget to mention the policy number in this case and the sum insured as well. Next, you have to mention whether or not you have been hospitalised in the last four years of the contract. Simply tick a suitable option. And if your answer is yes, then mention the date as well in the boxes. You are also required to mention if you have been previously covered by any other health insurance policy. Tick the right option and mention the company name if your answer is positive.
  • Details for the insured person: Here, you need to mention his or her name, gender, age, date of birth etc. Also, you will have to mention his/her relationship with the primary insured person. There will be multiple options like self, mother, father, child, spouse, other etc. Also, there is an option that asks you to mention his/her occupation. Also, if the address is different from that of the primary insured, mention the different address as well. Go on with details like email id, city, pin code etc.
  • Hospitalisation details: Fill in the name of the hospital, the type of room that the patient has been admitted to, and the reason behind hospitalisation. Further, you will be required to mention the exact date on which the injury took place or the date on which the disease got diagnosed first. Next, fill in the date and time of admission to the hospital. Also, you will have to mention the date and time of discharge from the hospital. The form requires you to explain the cause of injury using three different options, namely – road accident, self-inflicted or alcohol/drug consumption. Further, the form requires you to answer yes or no to questions like whether you have reported to the police, whether a copy of FIR has been attached or not etc.
  • Claim details: For this, you will again require your policy papers. The first thing that you need to mention is the expense that you have incurred in the pre-hospitalisation phase. Next, go on mentioning expense details about actual hospitalisation, post hospitalisation, health check-ups, ambulance charges and any other type of related expenses. You are also required to do a sum total of all the charges and mention the same in the space provided. Next, you need to correctly mention the time period for pre-hospitalisation post hospitalisation.

In case you have placed any claim for domiciliary hospitalisation, that too has to be mentioned here, is yes or no. Next, write about all the details of the cash or lumpsum claim. You just need to tick the options accordingly.

  • Bills you have enclosed: Be extra vigilant while filling in the details like bill number, date, amount etc.
  • Details of the payee: Be extra careful when mentioning your bank name, bank account number, branch, IFSC code, PAN number and MICR number.
  • Declaration made by the insured person: Read through the declaration and simply sign at the place provided. Do not forget to fill in the date and place.


Q1. Will the Part B of the claim form have to be filled by me?

Ans: No. Part B of the claim form will be filled by the hospital authority.

Q2. What does the SBI general insurance plan cover?

Ans: SBI general insurance covers multiple areas such as cars, bikes, health, travel, home etc. You can choose any accordingly.

Q3. How should I check the status of my SBI general insurance plan virtually?

Ans: Visit the home page for the SBI general insurance policies and then look for an option called "Quick Assist." From there, you can search for "Claim status" and finally land on a portal where you can share the policy details and check its status.

Q4. Will they provide any refund on my SBI general insurance policy?

Ans: You can seek cancellation of the SBI general insurance policy within the first 14 days of the insurance. Still, you will be required to pay INR 250/- as the cancellation charge.

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