SURVEYORS
List of Registered Insurance Entities
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- ACTUARIAL
- AGENCY DISTRIBUTION
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- DISTRIBUTION DEVELOPMENT
- ENFORCEMENT
- FAQs on Guidelines on Standard Personal Accident Insurance Product: Saral Suraksha Bima
- FAQs on Individual Covid Standard Health Policy: Corona Kavach Policy
- FAQ's on Standard Health Product Arogya Sanjeevani Product
- FINANCE & ACCOUNTS (LIFE)
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- GRIEVANCE CELL-PPGR
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- SURVEYORS
- VIGILANCE
- Evolution of Insurance
- Regulations
- Public Notices
- List of Registered Insurance Entities
- Grievance Redressal
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- About Microinsurance
-
FAQs
- ACTUARIAL
- AGENCY DISTRIBUTION
- BROKERS
- COMMUNICATIONS
- CORPORATE AGENTS
- DISTRIBUTION DEVELOPMENT
- ENFORCEMENT
- FAQs on Guidelines on Standard Personal Accident Insurance Product: Saral Suraksha Bima
- FAQs on Individual Covid Standard Health Policy: Corona Kavach Policy
- FAQ's on Standard Health Product Arogya Sanjeevani Product
- FINANCE & ACCOUNTS (LIFE)
- FINANCE & ACCOUNTS (NON LIFE)
- GRIEVANCE CELL-PPGR
- HEALTH DEPT
- IMF FAQs
- INFORMATION TECHNOLOGY
- Supervision
- INTERNAL ACCOUNTS
- LIFE
- NON LIFE
- SURVEYORS
- VIGILANCE
FAQs
where to file online application for enrollment as trainee surveyor, fresh surveyor license, renewal, modification and for duplicate surveyor license?
on www.irdabap.org.in Bap portal.
Pre – requisite of computer to make compatible with BAP portal www.irdabap.org.in.
Field | Description |
Hardware - Personal Computer / Laptop | |
Processor | Intel processors Pentium 4 / i3 / i5 / i7 @ 1GHz or above |
RAM | 1 GB RAM or above (min 1GB recommended) |
Hard Disk | 80 GB or above HDD |
Ethernet Card | 10 / 100 Mbps Ethernet card |
Printer | Laser Jet |
Software | |
Operating System | Windows XP (with Service Pack2), Windows Vista, Windows 7, Mac OS v 10.5 |
Office Utility | MS- Office 2003 or above |
Browsers | Internet Explorer 8.0 and above, Apple Safari 5.0 (recommended IE 8.0) |
Java Runtime | JDK– 1.60 |
Adobe Acrobat Reader | 9.0 version |
how to determine the eligibility to become a surveyor/trainee surveyor?
(Amended as per IRDAI ( Surveyor) Regulation 2015) please refer Schedule I, Annexure 1 of IRDAI (Insurance Surveyors & loss Assessors) Regulation, 2015 on qualification criteria for enrollment and licensing of surveyor and loss assessors.
How to create/obtain user id and password?
(a) For enrollment, applicants can create their own user id on portal
(b) For exiting surveyor license holder may request for user id and password on surveyor@irda.gov.in
(c) For fresh corporate surveyor license – the applicant can create their user id and password
(d) For renewal of corporate surveyor license holder may request for user id and password on surveyor@irda.gpv.in
What happens if my user ID is deleted?
If your account is deleted, then you have to re-register yourself in the portal if you are a trainee. For already license holders- please contact IRDA.
How much time it takes to get user id and password.
72 working hrs
Where to request to unlock the passwords for user id
(a) For application related to renewal, fresh, enrollment, modifications and duplicates – Use the “FORGET PASSWORD/UNLOCK USER ID ” option provided on BAP log on www.irdabap.org.in (b) For Form 12 (filling of returns at the time of renewal) - surveyor@irda.gov.in/narendra@irda.gov.in.
What are the Steps for enrollment? (Amended)
Procedure for enrollment as trainee surveyor on bap portal www.irdabap.org.in.
1. Click on the tab Surveyors then click on register for login for new applicant
2. Create user id and password
3. Update your profile
4. Select department(s)
5. Select name of your trainer from the list of surveyors available on the portal*
6. A 5 digit number will be generated after successful submission of training request - no separate e-mail will be sent to trainer regarding same
7. Trainer will access the portal from his user ID and accept the training request.
8. Now trainee applicant will fill Enrolment Form No. 13. Unless trainer accepts the training request (step 7 above), system will not allow applicant to proceed for filling form number 13
9. Upload the following documents: - photo id proof, matching address proof as feeded in application form, digital signature, digital photograph, Degree/diploma certificate and online trainer’s acceptance certificate
After submission form number 13 successfully, URN – number will be generated automatically
*In case name of your trainer is not available, your trainer is required to contact IRDAI to add his name in the list of surveyors on the portal.
You may call IRDAI for enrollment related queries on 011-23444415 on all working days between 04.00PM to 05.00PM
How to apply for fresh surveyor license:
Steps for applying for fresh license:
1. Click Trainee tab
2. Click Licensing tab.
3. Click Fresh License. The Fresh License Application (Form 1-AF) will open. All the mandatory fields in the form are marked with an asterisk (*).
The Fresh License application process comprises of the following sections:
1. Trainee Details
2. Training and Experience
3. Employee Details
4. License Details
5. Upload Documents
6. Form Preview
The buttons available in the Fresh License Application (Form 1-AF) are explained in the following table
Button | Button Description |
Submit | Click to submit the completed application form once you have ticked the declaration check box. |
Cancel | Click to stop the application processing and return to the home page. This action will also clear all the information entered without saving it. |
Save as Draft | Click to save all the data entered in the form. You can use this option if you want to submit the form at a later time. |
View Submitted Form | Click to view the submitted Fresh License Application (Form 1-AF) in read only mode. |
Click to print the submitted Fresh License Application (Form 1-AF). | |
Clear | Click to clear the data entered. |
Previous | Click to go to previous section. |
Next | Click to go to the next section. |
The Licensing tab will appear/activate only after successful submission of Training Completion Certificate by your trainer(s).
Checklist of documents needs to be submitted at the time of filing the online application:- (fee & some requirements are amended as per IRDAI ( Surveyor) Regulation 2015)
1. In case opted for offline payment of fees by Demand Draft (DD), DD for Rs. 1000/- in favor of Insurance Regulatory And Development Authority of India, payable at New Delhi. In case fee paid online, proof of online payment of fees.
2. Copy of Degree/Diploma attested by Notary/Magistrate only.
3. An affidavit on Rs.10/- Stamp Paper as per the format given against Sl. No.2 of the application from IRDA-1-AF duly notarized (including all the 6 clauses) may be sent to this office.
4. Self-addressed envelope of 4.5”X10” (As regards amount of stamp for speed post, please check with postal department and affix stamp accordingly).
5. The Form 1-AF placed on our website www.irda.gov.in may be filled in duly, completed and sent to this office.
6. No Objection Certificate from your employer, if applicable.
7. Training reports for the all 4 quarter in the prescribed format.
8. Notarized copy of Result Card/Mark sheet issued by the Insurance Institute of India.
9. The Training Completion Certificate duly stamped and signed by trainer Copy of PAN Card.
10. Copy of Enrollment letter.
11. Address proof (driving license, passport, etc.)
12. Copy of IIISLA (Indian Institute of Insurance Surveyors And Loss Assessors) Membership.
You may call IRDAI for fresh license related queries on 011-23444415 on all working days between 04.00PM to 05.00PM
how to apply for renewal of surveyor license?
1. Click Licensing tab.
2. Click Renew License. The Renew License Application (Form 5-AF) is displayed. All the mandatory fields in the form are mark with an asterisk (*).
3. Late fee will be applicable if applicant has not filed the renewal application before 30 days from the date of expiry of his/her surveyor license (eg. - If surveyor license is expiring on 01.07.2015 in that case he/she should apply before 31.05.2015 otherwise late fee will be imposed)
The buttons available in the Renewal of License Application (Form 5-AF) are explained in the following table.
Button | Description |
Submit | Click to submit the completed application form once you have selected the declaration check box |
Cancel | Click to stop the application processing and return to the home page. This action will also clear all the information entered without saving it. |
Save as Draft | Click to save all the data entered in the form. You can use this option if you want to submit the form at a later time |
View Submitted Form | Click to view the submitted Renewal License Application (Form 5-AF) in read only mode. |
Click to print the submitted Renewal License Application (Form 5-AF). | |
Clear | Click to clear the data entered. |
Previous | Click to go to previous section. |
Next | Click to go to the next section. |
Checklist of documents needs to be submitted at the time of filling the online application:- (fee & some requirements are amended as per IRDAI ( Surveyor) Regulation 2015)
1. In case opted for offline payment of fees by Demand Draft(DD), DD for Rs. 100/- (in favor of Insurance Regulatory And Development Authority, payable at New Delhi. In case fee paid online, proof of online payment of fees.
2. With late fee, Demand Draft for Rs. 850 /- (Rs. 750/- if late fee applicable + Rs. 100/- renewal fee). In case fee paid online, proof of online payment of fees.
3. Copy of Degree/Diploma attested by Notary/Magistrate only.
4. An affidavit on Rs.10/- Stamp Paper as per the format given against Sl. No.2 of the application from IRDA-5-AF duly notarized (including all the 6 clauses) may be sent to this office.
5. Self-addressed envelope of 4.5”X10” (As regards amount of stamp for speed post, please check with postal department and affix stamp accordingly).
6. The Form 5-AF placed on our website www.irda.gov.in may be filled in duly, completed and sent to this office.
7. No Objection Certificate from your employer if applicable.
8. Copy of return for last 5 year in FORM 12.
9. Copy of PAN Card.
10.Address proof (driving license, passport, etc.)
11. Copy of IIISLA (Indian Institute of Insurance Surveyors And Loss Assessors) Membership,
- Original license to be surrendered with documents.
You may call IRDAI for renewal related queries on 011-23444413 on all working days between 04.00PM to 05.00PM
How to apply for modifications in surveyor license:-
Modification can be made in following items after clicking on link surveyorindividual followed by licensing:- a. Additional department, b. correction of name, c. change of address, d. incorporation of sole proprietor. The approval of application may be given after verification of relevant documents pertains to modification application.
Check lists for modifications:-
a. Additional department – current surveyor license (surrender original surveyor license), Notarized copy of qualification certificate, notarized copy of III mark sheet, enrollment letter, training completion certificate, copy of trainer’s license, copy of detailed training quarterly report for applied department, passport size photograph 2 psc and self addressed envelope affixed with Rs. 40 stamp .
b. Correction of name - current surveyor license(surrender original surveyor license), govt approved photo id, affidavit, paper cutting in case of name change, passport size photograph 2 psc and self addressed envelope affixed with Rs. 40 stamp.
c. Change of address – Current surveyor license(surrender original surveyor license), proof of change of address (rent agreement, passport, adhaar card, passbook of nationalized banks, water bill, electricity bill must be issued in the name of applicant), passport size photograph 2 psc and self addressed envelope affixed with Rs. 40 stamp.
d. Incorporation of sole proprietor – Current surveyor license(surrender original surveyor license), certificate of filed service tax/income tax in the name of proprietor firm, passport size photograph 2 psc and self addressed envelope affixed with Rs. 40 stamp.
what is the procedure for obtaining fresh corporate surveyor license?
1. Users can create user id and password by themselves.
2. Update profile
3. Apply for fresh corporate surveyor license and submit the documents (checklist) mentioned below:- (fee & some requirements are amended as per IRDAI ( Surveyor and Loss Assessors) Regulation 2015)
a. Duly filled FORM – 3AF in all respect
b. Fit and proper declaration and undertaking to be submitted by all individual partner/director of applicant company/firm as per Schedule I, Annexure 2 of IRDAI (Insurance Surveyors & loss Assessors) Regulation, 2015
c. In case opted for offline payment of fees by Demand Draft (DD), DD for Rs. 1000/- in favor of Insurance Regulatory And Development Authority of India, payable at New Delhi. In case fee paid online, proof of online payment of fees.
d. Copy of individual surveyor licenses for all partner/Directors
e. Notarized copy of educational qualification of all individual surveyor license (partner/Directors)
f. Copy of IIISLA membership certificate all individual surveyor license (partner/Directors)
g. Copy of pan card of all individual surveyor license (partner/Directors)
h. Copy of pan card issued in company’s name
i. Affidavit in original made by company (partner/Directors) as mentioned in FORM – 3AF , point no. 2
j. Affidavit in original made by all individual surveyor license (partner/Directors) declaring name, address, SLA number and category and declaration as mentioned below:-
- Have not been found to be unsound mind by court of law
- Have not found guilty of criminal misappropriation or criminal breach of trust, or cheating of forgery, or an abetment of or attempt to commit any such offence by court of Law
- Have not been found guilty of or to have knowingly participated in or convicted at any fraud, dishonesty or misrepresentation against an insurer or an insured in the course of any judicial proceedings relating to any policy of insurance or the winding up of an insurance company or in the course of an investigation of the affairs of an insurers.
- Will work only under the license of FIRM/company
- Shall not violate the code of conduct specified by the regulations made by the Authority
- Possess the requisite qualification and practical training as specified by the regulations made by the Authority.
- Have passed such examination as specified by the regulations made by the Authority
k. Original partnership deed (in case of partnership firm) /copy of ROC
l. Shareholding pattern
m. MOM and MOA in case of submission of ROC
what are the procedures for corporate license:-
1. User id and password can be provided from IRDAI on a request e-mail to surveyor@irda.gov.in subject to production of relevant documents
2. Log in with user id and password on www.irdabap.org.in
3. Update your profile
4. Click on “surveyor-corporate” link
5. Click on licensing
6. Click on renewal of surveyor license
7. Apply for renewal and upload and send hard copies of following documents to Delhi regional Office for processing:- (fee & some requirements are amended as per IRDAI ( Surveyor) Regulation 2015)
a. Duly filled Form-6AF
b. Fit and proper declaration and undertaking to be submitted by all individual partner/director of applicant company/firm as per Schedule I, Annexure 2 of IRDAI (Insurance Surveyors & loss Assessors) Regulation, 2015
c. In case opted for offline payment of fees by Demand Draft (DD) in favor of Insurance Regulatory and Development Authority of India, payable at New Delhi, DD for prescribed fee Rs. 100/ - or Rs. 850 /-(Rs. 100 /- or Rs. 100 + Rs. 750/-(late fee in case of submission of application within 1 month from the date of expiry – please refer to individual surveyor license renewal point no. 3 for clarification. In case fee paid online, proof of online payment of fees.
d. Copy of all individual surveyor license (partner/Directors)
e. Notarized copy of educational qualification of all individual surveyor license (partner/Directors)
f. Copy of IIISLA membership certificate all individual surveyor license (partner/Directors)
g. Copy of pan card of all individual surveyor license (partner/Directors)
h. Copy of pan card issued in company’s name
i. Affidavit in original made by company (partner/Directors) as mentioned in FORM – 6AF , point no. 4
j. Affidavit in original made by all individual surveyor license (partner/Directors) declaring name, address, SLA number and category and declaration as mentioned in point no. 6 of FORM-6AF
k. Original partnership deed (in case of partnership firm) /copy of ROC
l. Shareholding pattern
m. MOM and MOA in case of submission of ROC
Where & how to apply for duplicate surveyor license?
www.irdabap.org.in, you can apply with the user id and password provided to you by IRDAI and upload the and after successfully submission of your online application send the hard copies of following documents IRDAI Delhi office:-
1. Copy of Valid surveyor license
2. Valid IIISLA membership certificate
3. Complete set of documents as mentioned for fresh surveyor license
4. Copy of FIR for the lost of original valid surveyor license
5. Two Passport size photograph
6. Self address envelope affixed with stamp of amount Rs. 40/-
how to file the application for fresh surveyor license against lapsed surveyor license.
Lapsed means – A surveyor license which has not been renewed within prescribed time limit within 6 months from the date of expiry of license. An application from such surveyors will be treated as fresh application. The Authority will grant the license with membership level “Licentiate/Associate/fellow” and eligibility of department may be decided on the basis of qualifications as prescribed in Schedule I, Annexure 1 of IRDAI (Insurance Surveyors & loss Assessors) Regulation, 2015 on qualification criteria licensing of surveyor and loss assessors.. Application may be filed in offline mode with the documents mentioned below:- (fee, membership level & qualification requirements are amended as per IRDAI ( Surveyor) Regulation 2015)
1. Demand Draft for Rs. 1000/- in favor of Insurance Regulatory And Development Authority, payable at New Delhi.
2. Copy of Degree/Diploma attested by Notary/Magistrate only
3. An affidavit on Rs.10/- Stamp Paper as per the format given against Sl. No.2 of the application from IRDA-1-AF duly notarized (including all the 6 clauses) may be sent to this office.
4. Additional affidavit should be made mentioning following:-
a. There is no disqualification to act as surveyor and loss assessors
b. There is no disqualification as provided under Section 42D of the Insurance Act from the date of expiry of license SLA…………(surveyor license number) to till date
5. Self-addressed envelope of 4.5”X10” (As regards amount of stamp for speed post, please check with postal department and affix stamp accordingly).
6. The Form 1-AF placed on our website www.irda.gov.in may be filled in duly, completed and sent to this office.
7. No Objection Certificate from your employer for grant of license if applicable.
8. Copy of PAN Card.
9. Address proof (driving license, passport, etc.)
10. Copy of IIISLA fresh licentiate (Indian Institute of Insurance Surveyors And Loss Assessors) Membership,
- Original license(lapsed) to be surrender with documents
You may contact for fresh license on 011-23444415 between 04.00PM to 05.00PM
Surveyors may contact our technical team for issue pertains to online applications on 020 – 66416996 or bap.support@irda.gov.in
Notes
1. The FAQs are indicative Answers. Users are advised to refer IRDAI ( Insurance Surveyor and Loss Assessors) Regulation 2015. No Inference which is contrary to the above regulations, guidelines and circulars issued by the Authority can be drawn from the above FAQs