Banca Service Page

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Statements, Claims, Endorsements and more. Bancassurance Services at your fingertips

Get tax certificates and service your polices right where you are

Stay safe as you keep in touch with the Bank and on top of your insurance matters. Claims, complaints, statements and certificates can all be managed online. We are here for you.

Life Insurance Claim

Select a form from the Life Claim list below. Complete, sign and submit to the e-mail addresses indicated on the form

Life Insurance Claim Forms

Life Insurance Statement

Four simple steps to obtaining your Insurance Statement. Go to Insurance Statement below for details

Insurance Statements

Life Insurance Endorsement

Select a form from the Life Endorse list below. Complete, sign and submit to the e-mail addresses indicated on the form

Endorsement Forms

General Insurance Claim

Select a form from the GI Claim list below. Complete, sign and submit to the e-mail addresses indicated on the form

General Insurance Claim Forms

Payment Protection Insurance Claim

Select a form from the PPI Claim list below. Complete, sign and submit to the e-mail addresses indicated on the form

PPI Claim Forms

Obtain your tax certificate

Four simple steps to obtaining your tax certificate. Go to Tax Certificate below for details

Tax Certificate

Make a Complaint

Complain to SCB or to the Insurance Regulatory Authority

File a Complaint

Renew your General Insurance Policy

Home, Motor, Personal Accident and Business Insurance cover can be renewed here

Renew Now

Life Insurance – Death, Critical Illness, Disability

ClaimType	Claim documents required	Claim form
Sanlam Educare/ Educare plus/ Super Endowmwnt Plus/ Farewell Plan	Claim Form Redundancy letter from Employer (for retrenchment) Death Certificate (for death claims) Include additional documents as indicated on the form.	Download Form

Payment Protection Insurance (PPI) – Retrenchment

ClaimType	Claim documents required	Claim form
Sanlam Mortgage/ Personal Loans/ Credit card Protection	Claim Form Redundancy letter from Employer Include Additional documents asindicated on the form	Download Form
Sanlam Monthly Retrenchment Declaration form	Declaration Form	Download Form
Prudential Mortgage/ Personal Loans/ Credit card Protection	Claim Form Redundancy letter from Employer Include Additional documents asindicated on the form	Download Form
Prudential Monthly Retrenchment Declaration Form	Declaration Form	Download Form
Jubilee Mortgage/ Personal Loans/ Credit Card Protection	Claim Form Redundancy letter from Employer Include Additional documents asindicated on the form	Download Form
Jubilee Monthly Retrenchment Declaration Form	Declaration Form	Download Form

Other Services

Life Insurance Tax Certificate

ClaimType	Claim documents required
Life Insurance Tax Certificate	First, create an account on. To Create your account, take the following steps: · Go to https://app.sanlam.co.ke/login-page – Click on create account option · Enter your personal details on the provided fields and click done (the personal details should be the details on your policy) · You will receive a one-time pin (OTP) SMS on both your phone number and email address · Enter the one time pin (OTP) and click on next button to enable creation of a new password · Log into the portal using the new credentials To view/print the tax relief certificates or policy statements 1. Click on the policy for which you want to print a certificate/tax certificate 2. Click “output schedule” 3. Select on how you wish to receive your schedule. This can be either via email or by downloading the document 4. Select the document you want to print out. 5. For tax certificates, you can either print the annual tax relief certificate for monthly relief through your employer or to claim annually through KRA when doing returns. 6. For annual tax certificate for KRA, you need to select the year you would like to print the certificate.

ClaimType

Claim documents required

Life Insurance Tax Certificate

First, create an account on. To Create your account, take the following steps:

· Go to https://app.sanlam.co.ke/login-page
– Click on create account option
· Enter your personal details on the provided fields and click done (the personal details should be the details on your policy)
· You will receive a one-time pin (OTP) SMS on both your phone number and email address
· Enter the one time pin (OTP) and click on next button to enable creation of a new password
· Log into the portal using the new credentials

To view/print the tax relief certificates or policy statements

1. Click on the policy for which you want to print a certificate/tax certificate
2. Click “output schedule”
3. Select on how you wish to receive your schedule. This can be either via email or by downloading the document
4. Select the document you want to print out.
5. For tax certificates, you can either print the annual tax relief certificate for monthly relief through your employer or to claim annually through KRA when doing returns.
6. For annual tax certificate for KRA, you need to select the year you would like to print the certificate.

Life Insurance Statement

ClaimType	Claim documents required
Life Insurance Statement	First, create an account on. To Create your account, take the following steps: · Go to https://app.sanlam.co.ke/login-page · Click on create account option · Enter your personal details on the provided fields and click done (the personal details should be the details on your policy) · You will receive a one-time pin (OTP) SMS on both your phone number and email address · Enter the one time pin (OTP) and click on next button to enable creation of a new password · Log into the portal using the new credentials To View Your Policy details The logged on screen will display all your Sanlam policies. Click on the policy you would like to view details The policy details will be displayed as per the policy selected

ClaimType

Claim documents required

Life Insurance Statement

First, create an account on. To Create your account, take the following steps:

· Go to https://app.sanlam.co.ke/login-page
· Click on create account option
· Enter your personal details on the provided fields and click done (the personal details should be the details on your policy)
· You will receive a one-time pin (OTP) SMS on both your phone number and email address
· Enter the one time pin (OTP) and click on next button to enable creation of a new password
· Log into the portal using the new credentials

To View Your Policy details

The logged on screen will display all your Sanlam policies. Click on the policy you would like to view details
The policy details will be displayed as per the policy selected

Life Insurance Endorsement Form

ClaimType	Claim documents required	Claim form
Sanlam Educare/ Educare plus/ Super Endowmwnt Plus/ Farewell Plan	Endorsement Form Include additional documents as indicated on the form	Download Form

Bancassurance Complaints

File a Complaint	File a Complaint
Complain to Standard Chartered Bank	To log a complaint with the Bank, click here: https://www.sc.com/ke/help/contact-us/
Complain to the Insurance Regulatory Authority	To log a complaint with the Insurance Regulatory Authority, click here: customercare@ira.go.ke

Bancassurance (Banca) Digital campaign 2023
Standard Chartered Bank Kenya Limited (“Bank”)
1. Campaign. The Standard Chartered Bancassurance Intermediary Limited (“SCBIL”) Banca campaign Client Incentive Campaign for General Insurance Solutions i.e., Motor, Home, Travel discount (“Campaign”) commences from, inclusive of both dates (“Campaign Period”). The campaign objective is to increase to increase the digital insurance solutions. This will be achieved by providing an opportunity to cross-sell Digital Insurance Motor, Home & Travel insurance covers to all Clients
2. By participating in this Campaign, participants agree to be bound by all the Terms and Conditions below. Eligibility
3. Eligible. This Campaign is open to all Bank’s Clients who fulfil the following conditions.
  1. Those who have maintained all their accounts with the Bank in good standing, without any breach of the Terms and Conditions or Agreements.
  2. All individual Clients of the Bank subject to clause 3.1 above
  3. Existing Clients of the Bank this includes those in the Priority, Premium and Personal Banking segments
4. (“Eligible Clients)-: The participating Bancassurance Products are the Digitally offered Insurance Solution Products (i.e., Motor Home & Travel) The solutions under this Campaign can be purchased digitally through the SC B Mobile App and this only includes this digitally offered solutions.
5. Scenario 1: – Moses, an existing Affluent Banking client has purchased a comprehensive Motor insurance cover on SC Mobile app on July 25th, 2023, based on the eligibility criteria set out in this campaign, Moses is entitled to a fuel voucher of Kes 3000 discount of bank’s commission
6. Scenario 2: – Mary, an existing Personal Banking client has subscribed to two general insurance digital solutions through the SC mobile app i.e., Third party Motor insurance cover and a home insurance cover of KES 10,000 on 31st July 2023. Based on the eligibility criteria set out in this campaign, Mary qualifies to a gift voucher of KES 1500 on the home insurance only General
7. The Bank will consider any matters, dispute or claim arise under this Campaign and decide accordingly.
8. The Bank may at any time vary any of these terms and conditions including adjusting minimum qualifying criteria. The updated version will be available on the Bank’s website at sc.com/ke and will take effect from the date of notification of the update or amendment
9. The Bank may add and/or remove the type of publication offered under the Campaign’s Reward from time to time that the Bank deems suitable for the Campaign.
10. The Bank reserves the right to cease this Campaign at any time as it deems necessary.
11. By participating in this Campaign, each participant agrees to hold the Bank and Standard Chartered Bancassurance Intermediary Limited free from all losses, damages, rights, claims, liabilities, and actions of any kind in connection with this Campaign or resulting from acceptance, possession, or use of any prize, including, without limitation, personal injuries, death and property damage, and claims based on publicity rights, defamation, or invasion of privacy.
12. By participating in this Campaign, you will be deemed to have read, understood, and accepted these Terms and Conditions.
13. These Campaign Terms and Conditions are supplementary to the Terms and Conditions applicable to the products eligible for this Campaign and Client Terms and Conditions (“Standard Terms”).
14. The Campaign and these terms and conditions are governed by the Laws of Kenya, and the participants submit to the jurisdiction of the jurisdiction of the Courts of Kenya.
15. The participating Insurance Products are underwritten by Sanlam General Insurance which is regulated by Insurance regulatory Authority (IRA) and are distributed by Standard Chartered Bancassurance Intermediary Limited, a wholly owned subsidiary of the Bank that is licensed by the Insurance Regulatory Authority as a Bancassurance Intermediary. The Bank is licensed and regulated by the Central Bank of Kenya
For any complaint / query contact our 24-hour Client Centre: Tel: 254 (0)20 3293900 or 254 (0)703 093 900 or Email: Kenya.BancaHeadOffice@sc.com

I hereby consent to Standard Chartered Bancassurance Intermediary Ltd sharing personal information with the relevant insurance company. Ts & Cs apply

The solutions are underwritten by Sanlam General Ltd, Sanlam Life Insurance Ltd. Prudential Life Assurance Ltd and Jubilee Insurance Ltd who are liable for any loss arising out of their respective insurance products including payment of claims on these products. Insurance products are distributed through Standard Chartered Bancassurance Intermediary Limited. Standard Chartered Bancassurance Intermediary Limited is a wholly owned subsidiary of Standard Chartered Bank Kenya Limited and regulated by the Insurance Regulatory Authority. Terms and conditions apply. Standard Chartered Bank is regulated by the Central Bank of Kenya.

I hereby grant consent to SCBIL to share my personal information with the insurance services provider I have selected for the purpose indicated on the completed form

Disclaimer

Statements, Claims, Endorsements and more. Bancassurance Services at your fingertips