Life Events Based Banking Services

We provide a wide array of services under our Life Events-Based Banking Services umbrella which makes banking easy and convenient for you at various stages of your life. We focus on supporting our senior citizens customers in managing a critical phase in their lives when they need maximum convenience at their doorstep. We provide complete banking assistance so that you can smoothly sail through good and bad times.

Exclusive Benefits For Senior Citizens

Doorstep Banking
Special assistance when required
Priority services at branches

Our Offerings To Help You Sail Through Important Milestone

Becoming a Senior Citizen

Becoming a Senior Citizen is a significant milestone in your life. We offer a special “No Queue” facility for you so that your transactions at the branches are convenient and quick.

Conversion of regular Account to Senior Citizen Account

We convert your account automatically to a Senior Citizen account so that you can enjoy all the exclusive benefits, if your KYC details are updated.

Doorstep Banking *

You can avail Ujjivan Small Finance Bank’s doorstep-banking services at the convenience and comfort of your home, for both financial and non-financial transactions.

*Call our Phone Banking to avail doorstep services

Financial Security For Your Loved Ones

Joint Account *

A Joint Account with a family member provides convenience in operating accounts. You can enjoy the benefits while your family members can take care of your banking requirements with ease. It also provides financial security to your loved ones, and your legacy would continue as your joint account holder would easily be able to access the funds after you through survivorship.

You can open a new joint savings account or convert your existing savings account to a joint account for hassle free transactions

*Visit our branch with the person you want a joint account along with the essential KYC documents.

Nomination ⃰

Choose the right person for your account so that you can secure the future and ensure that your hard-earned money goes to the right person without any challenges. Avail the nomination facility on your savings account, fixed deposits or RD. Nominate your friends, spouse, children, grandchildren or your loved ones now!

*Visit any Ujjivan branch to add or change a nominee to your account. The nomination for your account can be changed at any time.

Special Assistance During Unforeseen Events

Operation of Accounts
When you are unwell and cannot visit the branch due to physical difficulty, we assist by visiting at your doorstep and fulfilling your financial requirements. We also assist in adding a Mandate Holder to your account who can easily carry out transactions on your behalf.
*Call our Phone Banking to know more

Settlement of Claims
We work hard and strive to provide financial security to your loved ones. We worry about how to secure the future of your loved ones, so they do not face any financial troubles, when you are no longer around. Through settlement of claims, Ujjivan Small Finance Bank enables the handover of deposits and savings to your nominee through a short and straight forward process. The bank also assists nominees throughout the process so that they can make claims with ease.

Settlement of Claims for accounts with Nominee/Survivorship	With the Nominee/Survivorship, claim settlement is made easy with simple documentation
Settlement of Claims for accounts without Nominee/Survivorship	We assist and guide on documentation to ensure hassle-free Settlement of Claims

*Claimants can visit any Ujjivan Branch for more details

Other Occasions Where Ujjivan SFB’s Life Events Based Banking Services Plays A Significant Role In Your Life

Marriage
Open a Joint Account for hassle-free transactions or add your spouse as the nominee to your accounts.

Birth of your little bundle of joy
Open a Minor Account and provide financial security to your child. On your minor becoming an adult, you can easily convert the same account to a Regular Savings Account.

Migration
We offer the facility of anywhere banking, with no additional charges at any Ujjivan SFB branch across the country. We also offer a secure and smooth transfer of account in times of need.

Advantages Of Life Events Based Banking Services

A program designed to add value to your loved ones and elder’s lives
Single point of contact for all the Life Events-Based Banking Services at branches
A hassle-free process with minimum paperwork
Guidance in handling banking transactions during significant life events
A helping hand when you might need it the most
Your banking partner through important milestones of life

*Visit our nearest branch for more information.

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