b) The branch will arrange for debiting the applicant’s account with the amount of gross
premium (i.e. Basic Premium plus GST) and credit the same to Current Account
opened by each A.O. for collection of premium.
c) Retirees of e-ABs not receiving pension, who do not have HRMS ID should mention
the name of the e-AB (SBM, SBT, SBBJ, SBP, SBIN, SBS & SBH) before their PF
ID (for example if PF ID of a retiree of SBM is 1234 then “SBM1234” is to be
mentioned) in column no. 1B.
d) Once amount of premium is credited in the designated account at the A.O., branch
will forward duly filled-in application forms [mentioning (a) Transaction No. (b) Date
of Transaction; and (c) Amount] to the concerned A.O. for further action.
e) AOs on receiving the application form, will verify the application/ consent forms and
check the eligibility of the applicant, eligible family members, ensure that all
necessary details have been filled and correct amount of premium has been
deposited in the Current Account maintained at A.O.
f) AOs will simultaneously prepare a list (as per Annexure-VI) containing details of
the applicants and send the soft copy through email to HR Department at their
respective LHO and also transfer the consolidated amount to Main Collection
Account maintained by P & PM department, Corporate Centre, Mumbai. Specific
dates for transfer of consolidated premium to Corporate Centre and data file sharing
will be communicated by Corporate Centre to the LHOs / A.Os.
g) The AOs should ensure that the amount remitted to Corporate Centre tallies with
the column total of ‘Premium Paid by pensioners’ in the excel file sent by them to
their respective LHO. AOs should not send data files directly to Corporate
Centre.
h) HR Department at each LHO, on receiving the enrolment details / files from the AOs
will verify and collate the details in a single excel file in different sheets (as per
Annexure-VI) for each AOs and send the same to P & PM Department, Corporate
Centre on the dates communicated to them.
i) P&PM Department, Corporate Centre, on receiving the files from each LHO, will
prepare a consolidated list and send the same to the Insurance Company along with
the total premium amount including GST.
E. Delivery of the Welcome kit of SBI Health Assist and SBI Health Care
a) Welcome kit containing Physical copy of Insurance cards, Brochure of Policy
features, List of network hospitals and claim form will be delivered by Speed Post to
the registered address of the members in the Policy.
b) Once the welcome kit is dispatched, TPA will share speed post tracking ID with
member through SMS /Whatsapp. In case of non-receipt of welcome kits, members
may take up the matter with the TPA representative stationed at respective AO/
representative of the Broker (M/S Anand Rathi Insurance Broker Ltd.) stationed at
Selected AOs.