BENEFIT ILLUSTRATION

Tata AIA i Systematic Insurance Plan

Name of the Prospect/ Policyholder: Ankush D Proposal No: 70007124282
Age (yrs) : 32 Name of the Product: Tata AIA i Systematic Insurance Plan
Name of the Life Assured: Ankush D Plan Option: iSIP Wealth
Age (yrs) : 32 Tag Line: Unit Linked Individual Life Insurance Savings plan
Sum Assured (Rs.): 70,00,000 Unique Identification Number: 110L164V02
Policy Term (yrs): 40 GST Rate : 18.00%
Premium Payment Term (yrs): 10 Investment Strategy Opted For NIL
Death Benefit Multiple : 10 Funds opted for along with their risk level
Amount of Installment Premium(Rs.): 7,00,000 Fund Name Allocation Percentage Risk Profile
Mode of Payment of Premium : Annual Multi Cap Fund (ULIF06015/07/14MCF110) 80% High risk
Emerging Opportunities Fund 20% High risk
(ULIF06412/09/22EOF110)

Rider Details
Tata AIA Vitality (Wellness Program): No
Details of Life Insured/Partner under the Benefit Option Benefit Payout Return Premium
of Benefit Premium Sum p.a. Year 1
Rider Name / UIN^(Benefit Option / Benefit Payout Option) Lumpsum Income Income Option Payment Assured Discount
Name Age(yrs) Gender (Rs.) p.a. Duration premium Term Term without
(Rs.) GST (Rs.) (Rs.)
(Rs.) (yrs) option

Premium Summary
Base Plan Riders Total Instalment Premium
Instalment Premium without GST (Rs.) 7,00,000 0 7,00,000
Instalment Premium with First year GST (Rs.) 7,00,000 0 7,00,000
Instalment Premium post applicable discount with First year GST (Rs.) 7,00,000 0 7,00,000
Instalment Premium with GST 2nd year onwards (Rs.) 7,00,000 0 7,00,000

How to read and understand this benefit illustration?

This benefit illustration is intended to show what charges are deducted from your premiums and how the unit fund, net of charges and taxes, may grow over the years of the policy term if the fund earns a gross return of 8 % p.a or 4 %
p.a.These rates, i.e., 8 % p.a.and 4 % p.a.are assumed only for the purpose of illustrating the flow of benefits if the returns are at this level. It should not be interpreted that the returns under the plan are going to be either 8 % p.a.or 4 % p.a.

Net Yield mentioned corresponds to the gross investment return of 8% p.a., net of all charges but does not consider mortality, morbidity charges, underwriting extra, if any, guarantee charges and cost of riders, if deducted by cancellation of
units. It demonstrates the impact of charges and taxes on the net yield.Please note that the mortality charges per thousand sum assured in general, increases with age.
The actual returns can vary depending on the performance of the chosen fund, charges towards mortality, morbidity, underwriting extra, cost of riders, etc. The investment risk in this policy is borne by the policyholder, hence, for more details
on terms and conditions please read sales literature carefully.
Some benefits are guaranteed and some benefits are variable with returns based on the future performance of your insurer carrying on life insurance business. If your policy offers guaranteed benefits then these will be clearly marked
"guaranteed" in the illustration table on this page. If your policy offers variable benefits then the illustration on this page will show two different rates of assumed future investment returns, of 8% p.a. and 4% p.a. These assumed rates of
return are not guaranteed and they are not the upper or lower limits of what you might get back, as the value of your policy is dependant on a number of factors including future investment performance.

Part A of this statement presents a summary view of year-by-year charges deducted under the policy, fund value, surrender value and the death benefit, at two assumed rates of return. Part B of this statement presents a detailed break-up of
the charges, and other values.
Table 5
Part A
(Amount in Rupees)
At 4% p.a. Gross Investment Return At 8% p.a. Gross Investment Return
Policy Annualized Commission payable to
Year Premium Mortality, Morbidity Other GST Fund at End of Surrender Death Mortality, Morbidity Other GST Fund at End Surrender Death Intermediary (Rs.)
Charges Charges* Year Value Benefit Charges Charges* of Year Value Benefit
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
1 7,00,000 7,216 8,469 2,823 7,09,126 7,02,046 70,00,000 7,202 8,646 2,853 7,36,570 7,29,490 70,00,000 14,000
2 7,00,000 6,664 17,110 4,279 14,36,903 14,31,003 70,00,000 6,600 17,807 4,393 15,21,609 15,15,709 70,00,000 3,500
3 7,00,000 6,071 25,977 5,769 21,83,851 21,79,131 70,00,000 5,914 27,572 6,028 23,58,360 23,53,640 70,00,000 3,500
4 7,00,000 5,402 35,079 7,287 29,50,549 29,48,189 70,00,000 5,097 37,981 7,754 32,50,336 32,47,976 70,00,000 3,500
5 7,00,000 4,642 44,423 8,832 37,37,607 37,37,607 70,00,000 4,118 49,077 9,575 42,01,311 42,01,311 70,00,000 3,500
6 7,00,000 3,754 54,015 10,398 45,45,692 45,45,692 70,00,000 2,923 60,909 11,490 52,15,374 52,15,374 70,00,000 3,500
7 7,00,000 2,709 63,864 11,983 53,75,528 53,75,528 70,00,000 1,457 73,527 13,497 62,96,943 62,96,943 70,00,000 3,500
8 7,00,000 1,467 73,980 13,580 62,27,901 62,27,901 70,00,000 0 86,985 15,657 74,50,387 74,50,387 74,50,387 3,500
9 7,00,000 33 84,372 15,193 71,03,614 71,03,614 71,03,614 0 1,01,325 18,238 86,78,582 86,78,582 86,78,582 3,500
10 7,00,000 0 95,037 17,107 81,83,094 81,83,094 81,83,094 0 1,16,593 20,987 1,02,06,363 1,02,06,363 1,02,06,363 3,500
11 0 0 99,699 17,946 83,97,989 83,97,989 83,97,989 0 1,26,925 22,846 1,08,75,211 1,08,75,211 1,08,75,211 0
12 0 0 1,02,313 18,416 86,17,776 86,17,776 86,17,776 0 1,35,236 24,343 1,15,86,785 1,15,86,785 1,15,86,785 0
13 0 0 1,04,987 18,898 88,42,541 88,42,541 88,42,541 0 1,44,079 25,934 1,23,43,768 1,23,43,768 1,23,43,768 0
14 0 0 1,07,720 19,390 90,72,330 90,72,330 90,72,330 0 1,53,485 27,627 1,31,48,966 1,31,48,966 1,31,48,966 0
15 0 0 1,10,515 19,893 95,33,283 95,33,283 95,33,283 0 1,63,490 29,428 1,43,31,686 1,43,31,686 1,43,31,686 0
16 0 0 1,16,123 20,902 97,78,929 97,78,929 97,78,929 0 1,78,187 32,074 1,52,63,477 1,52,63,477 1,52,63,477 0
17 0 0 1,19,109 21,440 1,00,29,750 1,00,29,750 1,00,29,750 0 1,89,762 34,157 1,62,54,146 1,62,54,146 1,62,54,146 0
18 0 0 1,22,157 21,988 1,02,85,677 1,02,85,677 1,02,85,677 0 2,02,069 36,372 1,73,07,514 1,73,07,514 1,73,07,514 0
19 0 0 1,25,266 22,548 1,05,46,646 1,05,46,646 1,05,46,646 0 2,15,165 38,730 1,84,29,146 1,84,29,146 1,84,29,146 0
20 0 0 1,28,444 23,120 1,10,77,071 1,10,77,071 1,10,77,071 0 2,29,109 41,240 2,00,80,888 2,00,80,888 2,00,80,888 0
21 0 0 1,34,904 24,283 1,13,58,083 1,13,58,083 1,13,58,083 0 2,49,643 44,936 2,13,82,252 2,13,82,252 2,13,82,252 0
22 0 0 1,38,326 24,899 1,16,46,224 1,16,46,224 1,16,46,224 0 2,65,821 47,848 2,27,67,951 2,27,67,951 2,27,67,951 0
23 0 0 1,41,835 25,530 1,19,41,674 1,19,41,674 1,19,41,674 0 2,83,048 50,949 2,42,43,452 2,42,43,452 2,42,43,452 0
24 0 0 1,45,433 26,178 1,22,44,620 1,22,44,620 1,22,44,620 0 3,01,391 54,250 2,58,14,575 2,58,14,575 2,58,14,575 0
25 0 0 1,49,123 26,842 1,28,60,441 1,28,60,441 1,28,60,441 0 3,20,923 57,766 2,81,28,249 2,81,28,249 2,81,28,249 0
26 0 0 1,56,623 28,192 1,31,86,695 1,31,86,695 1,31,86,695 0 3,49,687 62,944 2,99,51,130 2,99,51,130 2,99,51,130 0
27 0 0 1,60,596 28,907 1,35,21,226 1,35,21,226 1,35,21,226 0 3,72,348 67,023 3,18,92,145 3,18,92,145 3,18,92,145 0
28 0 0 1,64,670 29,641 1,38,64,243 1,38,64,243 1,38,64,243 0 3,96,479 71,366 3,39,58,949 3,39,58,949 3,39,58,949 0
29 0 0 1,68,848 30,393 1,42,15,963 1,42,15,963 1,42,15,963 0 4,22,173 75,991 3,61,59,695 3,61,59,695 3,61,59,695 0
30 0 0 1,73,131 31,164 1,49,30,929 1,49,30,929 1,49,30,929 0 4,49,533 80,916 3,94,00,567 3,94,00,567 3,94,00,567 0
31 0 0 1,81,838 32,731 1,53,09,709 1,53,09,709 1,53,09,709 0 4,89,823 88,168 4,19,53,962 4,19,53,962 4,19,53,962 0
32 0 0 1,86,451 33,561 1,56,98,097 1,56,98,097 1,56,98,097 0 5,21,566 93,882 4,46,72,834 4,46,72,834 4,46,72,834 0
33 0 0 1,91,181 34,413 1,60,96,339 1,60,96,339 1,60,96,339 0 5,55,367 99,966 4,75,67,904 4,75,67,904 4,75,67,904 0
34 0 0 1,96,031 35,286 1,65,04,684 1,65,04,684 1,65,04,684 0 5,91,358 1,06,444 5,06,50,592 5,06,50,592 5,06,50,592 0
35 0 0 2,01,005 36,181 1,73,34,758 1,73,34,758 1,73,34,758 0 6,29,681 1,13,343 5,51,90,235 5,51,90,235 5,51,90,235 0
36 0 0 2,11,114 38,000 1,77,74,519 1,77,74,519 1,77,74,519 0 6,86,118 1,23,501 5,87,66,897 5,87,66,897 5,87,66,897 0
37 0 0 2,16,469 38,964 1,82,25,438 1,82,25,438 1,82,25,438 0 7,30,582 1,31,505 6,25,75,348 6,25,75,348 6,25,75,348 0
38 0 0 2,21,961 39,953 1,86,87,795 1,86,87,795 1,86,87,795 0 7,77,928 1,40,027 6,66,30,610 6,66,30,610 6,66,30,610 0
39 0 0 2,27,592 40,967 1,91,61,882 1,91,61,882 1,91,61,882 0 8,28,343 1,49,102 7,09,48,677 7,09,48,677 7,09,48,677 0
 At 4% p.a. Gross Investment Return At 8% p.a. Gross Investment Return
Policy Annualized Commission payable to
Year Premium Mortality, Morbidity Other GST Fund at End of Surrender Death Mortality, Morbidity Other GST Fund at End Surrender Death Intermediary (Rs.)
Charges Charges* Year Value Benefit Charges Charges* of Year Value Benefit
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
40 0 0 2,33,366 42,006 2,01,25,594 2,01,25,594 2,01,25,594 0 8,82,025 1,58,764 7,73,07,570 7,73,07,570 7,73,07,570 0
*Other charges includes Premium Allocation Charge, Policy Admin Charge, Fund Management Charge, Extra Mortality Charge and Rider Charges, if any. See Part B for details.
IN THIS POLICY, THE INVESTMENT RISK IS BORNE BY THE POLICYHOLDER AND THE ABOVE INTEREST RATES ARE ONLY FOR ILLUSTRATIVE PURPOSE.
I, ___________________________(name), have explained the premiums, charges and benefits under the policy I, ___________________________ (name), having received the information with respect to the above, have
fully to the prospect / policyholder. understood the above statement before entering into the contract.

Place:
Date: Signature of Agent/ Intermediary / Official Date: Signature of Prospect / Policyholder
Part B
Gross 8% pa Net Yield 7.19 % (Amount in Rupees)
Yield
Policy Annualized Premium Extra Allocation added Annualized Premium - Premium Allocation Mortality Policy Guarantee Rider Additions Fund Fund at Surrender Death
Year Premium Allocation Charge along with Premium Charges + Extra Allocation added along with Charge GST Admin Charge Charges to the before FMC End of Year Value Benefit
(AP) (PAC) (EA)** Premium Charge Fund* FMC
1 7,00,000 0 0 7,00,000 7,202 2,853 0 NA 0 0 7,37,440 8,646 7,36,570 7,29,490 70,00,000
2 7,00,000 0 0 7,00,000 6,600 4,393 0 NA 0 0 15,23,407 17,807 15,21,609 15,15,709 70,00,000
3 7,00,000 0 0 7,00,000 5,914 6,028 0 NA 0 0 23,61,146 27,572 23,58,360 23,53,640 70,00,000
4 7,00,000 0 0 7,00,000 5,097 7,754 0 NA 0 0 32,54,176 37,981 32,50,336 32,47,976 70,00,000
5 7,00,000 0 0 7,00,000 4,118 9,575 0 NA 0 0 42,06,275 49,077 42,01,311 42,01,311 70,00,000
6 7,00,000 0 0 7,00,000 2,923 11,490 0 NA 0 0 52,21,536 60,909 52,15,374 52,15,374 70,00,000
7 7,00,000 0 0 7,00,000 1,457 13,497 0 NA 0 0 63,04,383 73,527 62,96,943 62,96,943 70,00,000
8 7,00,000 0 0 7,00,000 0 15,657 0 NA 0 0 74,59,189 86,985 74,50,387 74,50,387 74,50,387
9 7,00,000 0 0 7,00,000 0 18,238 0 NA 0 0 86,88,834 1,01,325 86,78,582 86,78,582 86,78,582
10 7,00,000 0 0 7,00,000 0 20,987 0 NA 0 2,19,992 99,98,168 1,16,593 1,02,06,363 1,02,06,363 1,02,06,363
11 0 0 0 0 0 22,846 0 NA 0 7,202 1,08,87,460 1,26,925 1,08,75,211 1,08,75,211 1,08,75,211
12 0 0 0 0 0 24,343 0 NA 0 6,600 1,15,99,927 1,35,236 1,15,86,785 1,15,86,785 1,15,86,785
13 0 0 0 0 0 25,934 0 NA 0 5,914 1,23,57,864 1,44,079 1,23,43,768 1,23,43,768 1,23,43,768
14 0 0 0 0 0 27,627 0 NA 0 5,097 1,31,64,085 1,53,485 1,31,48,966 1,31,48,966 1,31,48,966
15 0 0 0 0 0 29,428 0 NA 0 3,30,464 1,40,21,555 1,63,490 1,43,31,686 1,43,31,686 1,43,31,686
16 0 0 0 0 0 32,074 0 NA 0 2,923 1,52,81,284 1,78,187 1,52,63,477 1,52,63,477 1,52,63,477
17 0 0 0 0 0 34,157 0 NA 0 1,457 1,62,73,251 1,89,762 1,62,54,146 1,62,54,146 1,62,54,146
18 0 0 0 0 0 36,372 0 NA 0 0 1,73,27,961 2,02,069 1,73,07,514 1,73,07,514 1,73,07,514
19 0 0 0 0 0 38,730 0 NA 0 0 1,84,50,918 2,15,165 1,84,29,146 1,84,29,146 1,84,29,146
20 0 0 0 0 0 41,240 0 NA 0 4,57,422 1,96,46,649 2,29,109 2,00,80,888 2,00,80,888 2,00,80,888
21 0 0 0 0 0 44,936 0 NA 0 0 2,14,07,512 2,49,643 2,13,82,252 2,13,82,252 2,13,82,252
22 0 0 0 0 0 47,848 0 NA 0 0 2,27,94,849 2,65,821 2,27,67,951 2,27,67,951 2,27,67,951
23 0 0 0 0 0 50,949 0 NA 0 0 2,42,72,093 2,83,048 2,42,43,452 2,42,43,452 2,42,43,452
24 0 0 0 0 0 54,250 0 NA 0 0 2,58,45,072 3,01,391 2,58,14,575 2,58,14,575 2,58,14,575
25 0 0 0 0 0 57,766 0 NA 0 6,40,733 2,75,19,989 3,20,923 2,81,28,249 2,81,28,249 2,81,28,249
26 0 0 0 0 0 62,944 0 NA 0 0 2,99,86,514 3,49,687 2,99,51,130 2,99,51,130 2,99,51,130
27 0 0 0 0 0 67,023 0 NA 0 0 3,19,29,822 3,72,348 3,18,92,145 3,18,92,145 3,18,92,145
 Gross 8% pa Net Yield 7.19 % (Amount in Rupees)
Yield
Policy Annualized Premium Extra Allocation added Annualized Premium - Premium Allocation Mortality Policy Guarantee Rider Additions Fund Fund at Surrender Death
Year Premium Allocation Charge along with Premium Charges + Extra Allocation added along with Charge GST Admin Charge Charges to the before FMC End of Year Value Benefit
(AP) (PAC) (EA)** Premium Charge Fund* FMC
28 0 0 0 0 0 71,366 0 NA 0 0 3,39,99,068 3,96,479 3,39,58,949 3,39,58,949 3,39,58,949
29 0 0 0 0 0 75,991 0 NA 0 0 3,62,02,413 4,22,173 3,61,59,695 3,61,59,695 3,61,59,695
30 0 0 0 0 0 80,916 0 NA 0 8,97,505 3,85,48,549 4,49,533 3,94,00,567 3,94,00,567 3,94,00,567
31 0 0 0 0 0 88,168 0 NA 0 0 4,20,03,527 4,89,823 4,19,53,962 4,19,53,962 4,19,53,962
32 0 0 0 0 0 93,882 0 NA 0 0 4,47,25,610 5,21,566 4,46,72,834 4,46,72,834 4,46,72,834
33 0 0 0 0 0 99,966 0 NA 0 0 4,76,24,100 5,55,367 4,75,67,904 4,75,67,904 4,75,67,904
34 0 0 0 0 0 1,06,444 0 NA 0 0 5,07,10,431 5,91,358 5,06,50,592 5,06,50,592 5,06,50,592
35 0 0 0 0 0 1,13,343 0 NA 0 12,57,178 5,39,96,774 6,29,681 5,51,90,235 5,51,90,235 5,51,90,235
36 0 0 0 0 0 1,23,501 0 NA 0 0 5,88,36,324 6,86,118 5,87,66,897 5,87,66,897 5,87,66,897
37 0 0 0 0 0 1,31,505 0 NA 0 0 6,26,49,274 7,30,582 6,25,75,348 6,25,75,348 6,25,75,348
38 0 0 0 0 0 1,40,027 0 NA 0 0 6,67,09,327 7,77,928 6,66,30,610 6,66,30,610 6,66,30,610
39 0 0 0 0 0 1,49,102 0 NA 0 0 7,10,32,496 8,28,343 7,09,48,677 7,09,48,677 7,09,48,677
40 0 0 0 0 0 1,58,764 0 NA 0 17,60,988 7,56,35,832 8,82,025 7,73,07,570 7,73,07,570 7,73,07,570
Gross 4% pa (Amount in Rupees)
Yield
Policy Annualized Premium Extra Allocation added Annualized Premium - Premium Allocation Mortality Policy Guarantee Rider Additions Fund Fund at Surrender Death
Year Premium Allocation Charge along with Premium Charges + Extra Allocation added along with Charge GST Admin Charge Charges to the before FMC End of Year Value Benefit
(AP) (PAC) (EA)** Premium Charge Fund* FMC
1 7,00,000 0 0 7,00,000 7,216 2,823 0 NA 0 0 7,09,964 8,469 7,09,126 7,02,046 70,00,000
2 7,00,000 0 0 7,00,000 6,664 4,279 0 NA 0 0 14,38,601 17,110 14,36,903 14,31,003 70,00,000
3 7,00,000 0 0 7,00,000 6,071 5,769 0 NA 0 0 21,86,431 25,977 21,83,851 21,79,131 70,00,000
4 7,00,000 0 0 7,00,000 5,402 7,287 0 NA 0 0 29,54,035 35,079 29,50,549 29,48,189 70,00,000
5 7,00,000 0 0 7,00,000 4,642 8,832 0 NA 0 0 37,42,022 44,423 37,37,607 37,37,607 70,00,000
6 7,00,000 0 0 7,00,000 3,754 10,398 0 NA 0 0 45,51,063 54,015 45,45,692 45,45,692 70,00,000
7 7,00,000 0 0 7,00,000 2,709 11,983 0 NA 0 0 53,81,879 63,864 53,75,528 53,75,528 70,00,000
8 7,00,000 0 0 7,00,000 1,467 13,580 0 NA 0 0 62,35,259 73,980 62,27,901 62,27,901 70,00,000
9 7,00,000 0 0 7,00,000 33 15,193 0 NA 0 0 71,12,006 84,372 71,03,614 71,03,614 71,03,614
10 7,00,000 0 0 7,00,000 0 17,107 0 NA 0 1,81,511 80,11,035 95,037 81,83,094 81,83,094 81,83,094
11 0 0 0 0 0 17,946 0 NA 0 7,216 84,07,308 99,699 83,97,989 83,97,989 83,97,989
12 0 0 0 0 0 18,416 0 NA 0 6,664 86,27,403 1,02,313 86,17,776 86,17,776 86,17,776
13 0 0 0 0 0 18,898 0 NA 0 6,071 88,52,483 1,04,987 88,42,541 88,42,541 88,42,541
14 0 0 0 0 0 19,390 0 NA 0 5,402 90,82,601 1,07,720 90,72,330 90,72,330 90,72,330
15 0 0 0 0 0 19,893 0 NA 0 2,30,745 93,17,793 1,10,515 95,33,283 95,33,283 95,33,283
16 0 0 0 0 0 20,902 0 NA 0 3,754 97,90,175 1,16,123 97,78,929 97,78,929 97,78,929
17 0 0 0 0 0 21,440 0 NA 0 2,709 1,00,41,381 1,19,109 1,00,29,750 1,00,29,750 1,00,29,750
18 0 0 0 0 0 21,988 0 NA 0 1,467 1,02,97,716 1,22,157 1,02,85,677 1,02,85,677 1,02,85,677
19 0 0 0 0 0 22,548 0 NA 0 33 1,05,59,106 1,25,266 1,05,46,646 1,05,46,646 1,05,46,646
20 0 0 0 0 0 23,120 0 NA 0 2,62,869 1,08,26,978 1,28,444 1,10,77,071 1,10,77,071 1,10,77,071
21 0 0 0 0 0 24,283 0 NA 0 0 1,13,71,501 1,34,904 1,13,58,083 1,13,58,083 1,13,58,083
22 0 0 0 0 0 24,899 0 NA 0 0 1,16,59,982 1,38,326 1,16,46,224 1,16,46,224 1,16,46,224
23 0 0 0 0 0 25,530 0 NA 0 0 1,19,55,782 1,41,835 1,19,41,674 1,19,41,674 1,19,41,674
24 0 0 0 0 0 26,178 0 NA 0 0 1,22,59,086 1,45,433 1,22,44,620 1,22,44,620 1,22,44,620
25 0 0 0 0 0 26,842 0 NA 0 3,05,190 1,25,70,084 1,49,123 1,28,60,441 1,28,60,441 1,28,60,441
 Gross 4% pa (Amount in Rupees)
Yield
Policy Annualized Premium Extra Allocation added Annualized Premium - Premium Allocation Mortality Policy Guarantee Rider Additions Fund Fund at Surrender Death
Year Premium Allocation Charge along with Premium Charges + Extra Allocation added along with Charge GST Admin Charge Charges to the before FMC End of Year Value Benefit
(AP) (PAC) (EA)** Premium Charge Fund* FMC
26 0 0 0 0 0 28,192 0 NA 0 0 1,32,02,274 1,56,623 1,31,86,695 1,31,86,695 1,31,86,695
27 0 0 0 0 0 28,907 0 NA 0 0 1,35,37,200 1,60,596 1,35,21,226 1,35,21,226 1,35,21,226
28 0 0 0 0 0 29,641 0 NA 0 0 1,38,80,622 1,64,670 1,38,64,243 1,38,64,243 1,38,64,243
29 0 0 0 0 0 30,393 0 NA 0 0 1,42,32,757 1,68,848 1,42,15,963 1,42,15,963 1,42,15,963
30 0 0 0 0 0 31,164 0 NA 0 3,54,324 1,45,93,825 1,73,131 1,49,30,929 1,49,30,929 1,49,30,929
31 0 0 0 0 0 32,731 0 NA 0 0 1,53,27,795 1,81,838 1,53,09,709 1,53,09,709 1,53,09,709
32 0 0 0 0 0 33,561 0 NA 0 0 1,57,16,643 1,86,451 1,56,98,097 1,56,98,097 1,56,98,097
33 0 0 0 0 0 34,413 0 NA 0 0 1,61,15,355 1,91,181 1,60,96,339 1,60,96,339 1,60,96,339
34 0 0 0 0 0 35,286 0 NA 0 0 1,65,24,183 1,96,031 1,65,04,684 1,65,04,684 1,65,04,684
35 0 0 0 0 0 36,181 0 NA 0 4,11,369 1,69,43,381 2,01,005 1,73,34,758 1,73,34,758 1,73,34,758
36 0 0 0 0 0 38,000 0 NA 0 0 1,77,95,518 2,11,114 1,77,74,519 1,77,74,519 1,77,74,519
37 0 0 0 0 0 38,964 0 NA 0 0 1,82,46,969 2,16,469 1,82,25,438 1,82,25,438 1,82,25,438
38 0 0 0 0 0 39,953 0 NA 0 0 1,87,09,873 2,21,961 1,86,87,795 1,86,87,795 1,86,87,795
39 0 0 0 0 0 40,967 0 NA 0 0 1,91,84,520 2,27,592 1,91,61,882 1,91,61,882 1,91,61,882
40 0 0 0 0 0 42,006 0 NA 0 4,77,598 1,96,71,208 2,33,366 2,01,25,594 2,01,25,594 2,01,25,594

Notes:
1. Refer the sales literature for explanation of terms used in this illustration.
2. Fund management charge is based on the specific fund option(s) chosen.
3. *Additions to the Fund refers to the Wealth Booster and return of mortality charges under the plan.

Income Tax benefits would be available as per the prevailing income tax laws, subject to fulfillment of conditions stipulated therein. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implication mentioned anywhere
in this document. Please consult your own tax consultant to know the tax benefits available to you.

I, ___________________________ (name), have explained the premiums, charges and benefits under the policy I, Ankus h D , having received the information with respect to the above, have understood the above statement
fully to the prospect / policyholder. before entering into the contract.

Place:
Date: 05 Mar 2024 Date: 05 Mar 2024
Signature of Agent/ Intermediary/ Official Signature of Prospect / Policyholder
Unique Reference Number - L&C/Advt/2023/Sep/2913 (Rider - L&C/Advt/2022/Sep/2271)
Tata AIA Life Insurance Company Ltd. (IRDA of India Regn No. 110) (CIN: U66010MH2000PLC128403)
Registered and Corporate Office: 14th Floor, Tower A, Peninsula Business Park, Senapati Bapat Marg, Lower Parel, Mumbai- 400013
Trade logo displayed above belongs to Tata Sons Ltd and AIA Group Ltd. and is used by Tata AIA Life Insurance Company Ltd under a license.
For more information, Call the Tata AIA Life Insurance Company Ltd Helpline number1860-266-9966 (local charges apply) or Visit us at: www.tataaia.com
(I)V.96.00/FY2023-2024_Q4/RELEASE 01-01-24/EXPIRY 31-03-2024 005963595ELWSLPV1N1 05-03-2024 08: 55 AM
BENEFIT ILLUSTRATION
Strategy Systematic Withdrawal Plan Fund Name Allocation Percentage
Withdrawal Type Percentage Multi Cap Fund (ULIF06015/07/14MCF110) 80%
Frequency of Payments Annual Whole Life Mid-cap Equity Fund (ULIF00904/01/07WLE110) 0%
Benefit Start Year 10 Whole Life Aggressive Growth Fund (ULIF01004/01/07WLA110) 0%
Whole Life Stable Growth Fund (ULIF01104/01/07WLS110) 0%
Whole Life Income Fund (ULIF01204/01/07WLI110) 0%
Whole Life Short Term Fixed Income Fund (ULIF01304/01/07WLF110) 0%
Large Cap Equity Fund (ULIF01707/01/08TLC110) 0%
India Consumption Fund (ULIF06115/07/14ICF110) 0%
Super Select Equity Fund (ULIF03516/10/09TSS110) 0%
Top 50 Fund (ULIF02612/01/09ITF110) 0%
Top 200 fund (ULIF02712/01/09ITT110) 0%
Emerging Opportunities Fund (ULIF06412/09/22EOF110) 20%
Sustainable Equity Fund (ULIF06512/09/22ESG110) 0%
Dynamic Advantage Fund (ULIF06612/09/22DAF110) 0%
Flexi Growth Fund (ULIF 068 25/04/23 FGF 110) 0%
Constant Maturity Fund (ULIF 069 17/05/23 CMF 110) 0%
Target Maturity Fund (ULIF 070 17/05/23 TMF 110) 0%
Small Cap Discovery Fund (ULIF 071 22/05/23 SCF 110) 0%

(All charges are in Rs.) Gross Yield 8%

Policy Year Annualized Premium Systematic Withdrawals Fund at the end Death Benefit
1 7,00,000 0 7,36,570 70,00,000
2 7,00,000 0 15,21,609 70,00,000
3 7,00,000 0 23,58,360 70,00,000
4 7,00,000 0 32,50,336 70,00,000
5 7,00,000 0 42,01,311 70,00,000
6 7,00,000 0 52,15,374 70,00,000
7 7,00,000 0 62,96,943 70,00,000
8 7,00,000 0 74,50,387 74,50,387
9 7,00,000 0 86,78,582 86,78,582
10 7,00,000 2,99,591 99,06,772 99,06,772
11 0 3,16,668 1,02,39,536 1,02,39,536
12 0 3,27,281 1,05,82,634 1,05,82,634
13 0 3,38,222 1,09,36,320 1,09,36,320
14 0 3,49,497 1,13,00,811 1,13,00,811
15 0 3,61,112 1,19,63,124 1,19,63,124
16 0 3,82,236 1,23,59,182 1,23,59,182
 (All charges are in Rs.) Gross Yield 8%
Policy Year Annualized Premium Systematic Withdrawals Fund at the end Death Benefit
17 0 3,94,846 1,27,66,789 1,27,66,789
18 0 4,07,825 1,31,86,330 1,31,86,330
19 0 4,21,227 1,36,19,658 1,36,19,658
20 0 4,35,069 1,44,12,928 1,44,12,928
21 0 4,60,409 1,48,86,564 1,48,86,564
22 0 4,75,539 1,53,75,764 1,53,75,764
23 0 4,91,166 1,58,81,041 1,58,81,041
24 0 5,07,307 1,64,02,921 1,64,02,921
25 0 5,23,978 1,73,58,301 1,73,58,301
26 0 5,54,497 1,79,28,727 1,79,28,727
27 0 5,72,719 1,85,17,899 1,85,17,899
28 0 5,91,539 1,91,26,432 1,91,26,432
29 0 6,10,978 1,97,54,962 1,97,54,962
30 0 6,31,056 2,09,05,580 2,09,05,580
31 0 6,67,812 2,15,92,576 2,15,92,576
32 0 6,89,757 2,23,02,149 2,23,02,149
33 0 7,12,424 2,30,35,039 2,30,35,039
34 0 7,35,835 2,37,92,014 2,37,92,014
35 0 7,60,016 2,51,77,767 2,51,77,767
36 0 8,04,283 2,60,05,156 2,60,05,156
37 0 8,30,713 2,68,59,734 2,68,59,734
38 0 8,58,012 2,77,42,396 2,77,42,396
39 0 8,86,208 2,86,54,063 2,86,54,063
40 0 0 3,12,38,334 3,12,38,334

(All charges are in Rs.) Gross Yield 4%

Policy Year Annualized Premium Systematic Withdrawals Fund at the end Death Benefit
1 7,00,000 0 7,09,126 70,00,000
2 7,00,000 0 14,36,903 70,00,000
3 7,00,000 0 21,83,851 70,00,000
4 7,00,000 0 29,50,549 70,00,000
5 7,00,000 0 37,37,607 70,00,000
 (All charges are in Rs.) Gross Yield 4%
Policy Year Annualized Premium Systematic Withdrawals Fund at the end Death Benefit
6 7,00,000 0 45,45,692 70,00,000
7 7,00,000 0 53,75,528 70,00,000
8 7,00,000 0 62,27,901 70,00,000
9 7,00,000 0 71,03,614 71,03,614
10 7,00,000 2,40,047 79,43,046 79,43,046
11 0 2,44,538 79,07,314 79,07,314
12 0 2,43,423 78,71,231 78,71,231
13 0 2,42,297 78,34,760 78,34,760
14 0 2,41,156 77,97,827 77,97,827
15 0 2,39,999 79,59,161 79,59,161
16 0 2,44,937 79,19,936 79,19,936
17 0 2,43,701 78,79,895 78,79,895
18 0 2,42,435 78,38,848 78,38,848
19 0 2,41,132 77,96,612 77,96,612
20 0 2,39,832 79,53,374 79,53,374
21 0 2,44,654 79,10,488 79,10,488
22 0 2,43,335 78,67,832 78,67,832
23 0 2,42,023 78,25,407 78,25,407
24 0 2,40,718 77,83,210 77,83,210
25 0 2,39,420 79,39,704 79,39,704
26 0 2,44,234 78,96,891 78,96,891
27 0 2,42,917 78,54,309 78,54,309
28 0 2,41,607 78,11,956 78,11,956
29 0 2,40,304 77,69,832 77,69,832
30 0 2,39,008 79,26,057 79,26,057
31 0 2,43,814 78,83,317 78,83,317
32 0 2,42,499 78,40,808 78,40,808
33 0 2,41,192 77,98,529 77,98,529
34 0 2,39,891 77,56,477 77,56,477
35 0 2,38,597 79,12,433 79,12,433
36 0 2,43,395 78,69,767 78,69,767
 (All charges are in Rs.) Gross Yield 4%
Policy Year Annualized Premium Systematic Withdrawals Fund at the end Death Benefit
37 0 2,42,082 78,27,331 78,27,331
38 0 2,40,777 77,85,124 77,85,124
39 0 2,39,479 77,43,145 77,43,145
40 0 0 81,37,020 81,37,020