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FSP Form Filling Guidelines

Date post: 02-Feb-2016
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FSP Form Filling Guidelines. FSP form should be filled in BLOCK letters in black ball point pen. FSP has to sign on each and every page of FSP form. Latest Color Photograph should be pasted in Box in proper alignment & Signature should be done in prescribed Box only. - PowerPoint PPT Presentation
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FSP form should be filled in BLOCK letters in black ball point pen. FSP has to sign on each and every page of FSP form. Latest Color Photograph should be pasted in Box in proper alignment & Signature should be done in prescribed Box only. FSP Form Filling Guidelines
Transcript
Page 1: FSP Form Filling Guidelines

FSP form should be filled in BLOCK letters in black ball point pen.

FSP has to sign on each and every page of FSP form.

Latest Color Photograph should be pasted in Box in proper alignment & Signature should be done in prescribed Box only.

FSP Form Filling Guidelines

Page 2: FSP Form Filling Guidelines

FSP Form Filling Guidelines

For DL ‘s FSPs– DL’s CG Code to be mentioned in the field “UM/BP Code” and DL’s advisor code in “UM/BP Application No. “ field

If DL’s CG Code is not generated – 1. Dummy DL Code to be entered in the field “UM/BP Code”

field 2. It is mandatory to enter Advisor Code in “UM/BP Application

No. “ field of DL whose CG code needs to be generated

Page 3: FSP Form Filling Guidelines

FSP’s e-mail id & mobile number are mandatory fields while

filling the FSP form as they are mandate for Online training and also help FSPs in future communication purpose.

Personal Information on FSP form

Page 4: FSP Form Filling Guidelines

Personal Information

For FSP from rural area following fields are mandatory Rural Code, District Name,Tehsil & Village Name

Process to get above details:1.Go to Intranet2.Click on Applications3.Click on Location Classified Module

Page 5: FSP Form Filling Guidelines

Personal Information

After clicking on Location Classified Module - Select State,

District, Tehsil & Village to get Rural Code.

If the Rural code is not available, then please note it is not a Rural Area.

Page 6: FSP Form Filling Guidelines

Personal Information screen in AMS

Fill Rural Code, District, Tehsil & Village in below mentioned fields.

Page 7: FSP Form Filling Guidelines

Personal Information on FSP application form

On the FSP form refer point #12 Fill Basic Qualification, Board Name, Roll Number, Year of

Passing

No supporting documents are required if you are submitting the Graduation proof.

Page 8: FSP Form Filling Guidelines

Training & Exam Details

Exam Center & Exam Language: Mention correctly as NSEIT- (Centre Name) - same can be checked in AMS for

reference While UM profiles FSP on navigator, he gets a drop down to

select the centre name. Precaution has to be taken while selecting the mode of

language.

Page 9: FSP Form Filling Guidelines

For existing valid URN with ICICI Prudential Life Insurance please mention previous URN No & Previous FSP No for tracking history or details of FSP.

Re-Login of FSP due to TCC expired of Old FSP

Validity of URN is one Year.

Page 10: FSP Form Filling Guidelines

Training & Exam Details

For TCC Expiry Case having valid URN with ICICI Prudential Life Insurance please select Retraining as Yes while profiling FSP in Navigator.

Page 11: FSP Form Filling Guidelines

Composite conversion case - In case an advisor who is currently licensed with General Insurance Co. and also

want to be associated with ICICI Prudential Life Insurance Company Ltd., then copy of valid General Insurance License is required.

License Composite request

Page 12: FSP Form Filling Guidelines

LicenseTransfer Case - In case of an existing Life insurance advisor of some other insurance company, who is interested to be associated with ICICI Prudential Life Insurance Company Ltd.

Mandatory document required Copy of NOC on the company letterhead .Copy of valid life License.

License Transfer Process

Page 13: FSP Form Filling Guidelines

DOPS Microsite FSP FOS related details updated by CDOPS team

will be now available on DOPS Microsite on daily basis (http://10.16.218.153:90/DOPSNEW/index.htm)

Code Generated Report (FOS codes created by EOD) Code Creation Pending with Remarks (FOS codes creation

on hold due to de-dupe / discrepancy) Composite cases  (All Composite request placed on IRDA portal

by CDOPS team and status of the same) Transfer cases (All License transfer request placed on IRDA

portal by CDOPS team and status of the same is available.) Welcome kit Dispatch Details (License and welcome kit of

advisors and dispatch status) IRDA Status Report (All FSPs that are registered on portal are

updated on daily basis. ) Upload Error Report (All Portal Rejected FSPs) Re-exam Scheduling Status (All Re-exam fee paid FSP status

with details are updated on daily basis).

Page 14: FSP Form Filling Guidelines

Important Links AD Point – \\10.24.115.20\adpoint

* Tracker - \\10.24.115.20\adpoint\FSP_Tracker

* Exam Center Address - \\10.24.115.20\adpoint\FSP_Tracker\NSE.IT Online Examination Centres

AD MIS - \\10.24.115.20\ad-mis

* Score Card - \\10.24.115.20\ad-mis\Score Card

* Re Exam Fee Waiver Pool - \\10.24.115.20\ad-mis\Re Exam Fee Waiver Pool* CDOPS Rejection - \\10.24.115.20\ad-mis\CDOPS RejectionPortal Rejection - \\10.24.115.20\ad-mis\Portal Rejection


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