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BY As h is & Ass o c i a t es C HA R TER E D A CC OUN T ANTS Mob : 986106491 6 / 9437175279.
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[Audio] Types of claims ONLINE CLAIMS Registration/ insurance( VME) Loyalty Welcome Captive Cash Discount/Upfront Exchange/ Tata OK NFA & Others Activity Claims ( FME).
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DOCUMENTS REQUIRE FOR SUBMISSION OF ONLINE CLAIMS SL NO SCHEME NAME DOCUMENTS REQUIRED 1 INSURANCE 1.RETAIL INVOICE 2.INSURANCE COPY 3.GST INVOICE 2 INS WITH REGISTRATION 1.RETAIL INVOICE 2.INSURANCE COPY 3.GST INVOICE 4 . R . C C O P Y / T A X C O P Y 3 A s h i s & UPFRONT/CASH DISCOUNT Associates 1.RETAIL INVOICE 2.ACKNOWLEDGEMENT 3.CREDIT NOTE.
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DOCUMENTS REQUIRE FOR SUBMISSION OF ONLINE CLAIMS SL NO S C H E ME N A ME DOCUMENTS REQUIRED 4 T A TA O K 1.RETAIL INVOICE 2.ACKNOWLEDGEMENT 3 . N E W I N S U R A N C E COP Y 4 . O L D V E H I C L E R . C COP Y 5 . E X C H A N GE R E PO R T 6 . C R ED I T N O TE 7.O p t y A pp r o v a l / C er t if y C o p y 5 LOYALTY 1.RETAIL INVOICE 2.ACKNOWLEDGEMENT 3.OLD R.C COPY OF TATA VEHICLE 4 . C R ED I T N O TE.
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DOCUMENTS REQUIRE FOR SUBMISSION OF ONLINE CLAIMS SL NO SCHEME NAME DOCUMENTS REQUIRED 6 WELCOME 1.RETAIL INVOICE 2.ACKNOWLEDGEMENT 3.OLD R.C COPY 4. CREDIT NOTE 7 CAPATIVE 1.RETAIL INVOICE 2.ACKNOWLEDGEMENT 3. GSTN CERTIFICATE/CAPTIVE PROOF 4. CREDIT NOTE 8 A s h i s & A s s o ci a t e s NFA 1.RETAIL INVOICE 2.ACKNOWLEDGEMENT 3. CREDIT NOTE.
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DOCUMENTS REQUIRE FOR SUBMISSION OF ONLINE (ACTIVITY) CLAIMS SL NO SCHEME NAME DOCUMENTS REQUIRED 9 A s h i s & A ss ACTIVITY CLAIMS ociates 1.PORTAL APPROVAL COPY 2.EXPENSES BILLS 3. PHOTOGRAPH OF ACTIVITIES.
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DOCUMENTS REQUIRE FOR SUBMISSION OF OFFLINE CLAIMS SL NO SCHEME NAME DOCUMENTS REQUIRED 1 Subvention/IRR 1.RETAIL INVOICE 2.DO COPY 3. SCHEME LETTER 2 Delfund 1.RETAIL INVOICE 2.DO COPY 3. SCHEME LETTER 3 DSE/DSM INCENTIVE CLAIMS 1.SCHEME LETTER 2.PAYMENT PROOF.
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Other Requirements. Re t ail/ G s t i n v o i c e sh o u l d b e s i g n ed b y b o t h d ealer r ep r e s en t a t i v e & c u s t o m e r . M o n t h w i se s c he m e l e tt e r s/Ap p r o v a l s sh o u l d b e k ep t . Letterheads & Round stamp are required for Offline claims Digital Signature (DSC) of authorised dealer representative is r eq u i r ed f o r some on l i n e c lai m su b m i s s i on . P a y m ent p r oo f i n c as e o f DSE/D S M in c en t i v e c lai m s sho u ld be the bank statement showing the payments of dealer. : Thank You :.