LIC Money Back Plan Calculators

Plan Name LIC’s Bima Shree
Plan No. 748
Launch Date Not specified
Withdrawal Date Not withdrawn
Plan Type Par, Non-Linked, Life, Individual, Savings
UIN 512N316V03

Basic Details

Allowed age depends on selected plan.
Minimum and multiple depend on plan.

Premium & Bonus Details

Enter actual annual premium.
For bonus-based plans.
For Bima Shree.
Blank = full term.

Survival / Money Back Schedule

Policy Year / Age Benefit % Estimated Amount Remark

Detailed Calculation

Particular Estimated Value
This calculator gives an estimated value based on LIC money-back benefit rules, user-entered premium and bonus assumptions. Exact premium, bonus, maturity, surrender value and death claim should be verified from LIC official illustration or policy document.

LIC Money Back Plan Calculators

Explore LIC Money Back plans and calculate premium, maturity amount, surrender value, survival benefit, pension, or policy benefits based on the selected plan.

LIC Bima Shree

A money back insurance plan that provides life cover along with scheduled survival benefits during the policy term.

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LIC New Money Back Plan – 20 Years

A 20-year money back plan offering life insurance protection with periodic survival benefits under policy conditions.

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LIC New Money Back Plan – 25 Years

A 25-year money back policy designed to provide long-term life cover and scheduled survival benefits.

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LIC New Children’s Money Back Plan

A child-focused money back plan offering life cover and survival benefits at key stages of the policy term.

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LIC Jeevan Tarun

A child insurance savings plan that can provide survival benefits and maturity benefits as per selected policy terms.

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LIC Money Back Plan Calculators are useful tools for estimating survival benefits, maturity amount, total money-back payouts, premium-paying term and death benefit under LIC’s money-back policies. These plans are different from normal endowment plans because they provide periodic payouts during the policy term, not only at maturity.

The official LIC Money Back Plans page currently lists five plans: LIC’s Bima Shree, LIC’s New Money Back Plan – 20 Years, LIC’s New Money Back Plan – 25 Years, LIC’s New Children’s Money Back Plan, and LIC’s Jeevan Tarun. LIC also shows their plan numbers and UINs on the official money-back plans page.

What Is an LIC Money Back Plan Calculator?

An LIC Money Back Plan Calculator is an online estimation tool that helps calculate the expected benefits of LIC money-back policies. It uses basic policy details such as age, sum assured, policy term, premium amount, bonus rate, and selected plan to show estimated payouts.

Money-back plans are popular because they provide liquidity at fixed intervals. Instead of waiting until the end of the policy term, policyholders receive a part of the basic sum assured during the policy period. The remaining amount is paid at maturity along with bonuses or additions, depending on the plan rules.

This calculator is designed for all LIC money-back plans in one place. It is useful for comparing plans, understanding payout schedules and estimating maturity before buying or reviewing a policy.

LIC Money Back Plans Covered in This Calculator

Plan NamePlan No.UINMain Use
LIC’s Bima Shree748512N316V03High sum assured money-back plan
LIC’s New Money Back Plan – 20 Years720512N280V0320-year money-back savings plan
LIC’s New Money Back Plan – 25 Years721512N278V03Long-term 25-year money-back plan
LIC’s New Children’s Money Back Plan732512N296V03Child education and future needs
LIC’s Jeevan Tarun734512N299V03Child education planning with options

LIC classifies these plans under money-back plans and provides plan number and UIN details on its official page.

Why Use This LIC Money Back Plan Calculator?

The calculator helps because money-back plans have multiple benefit layers. A person has to check the survival benefit, maturity amount, bonus, premium-paying term and death benefit separately. Manual calculation can be confusing, especially when comparing plans with different policy terms.

Main Highlights of the Calculator

HighlightBenefit
All plans in one calculatorNo need to use separate calculators for each LIC money-back plan
Plan-wise calculationEach plan follows its own survival and maturity rule
Money-back scheduleShows when survival benefits may be paid
Maturity estimateCalculates base maturity plus bonus or additions
Death benefit estimateHelps understand life cover value
Child plan supportIncludes Jeevan Tarun and New Children’s Money Back Plan
Bonus input optionAllows flexible maturity estimation
Reset buttonQuickly clears previous values
Compact mobile viewEasy to use on phone, tablet and desktop

LIC’s Bima Shree Calculator Details

LIC’s Bima Shree is a participating, non-linked, life, individual savings plan. It is designed for high sum assured needs and provides protection with periodic survival benefits. LIC’s brochure states that policy terms are available for 14, 16, 18, 20, 24 and 28 years, and the premium-paying term is policy term minus 4 years. The minimum basic sum assured is ₹10,00,000, and the sum assured should be in multiples of ₹50,000.

Bima Shree Survival Benefit

Policy TermMoney Back Benefit
14 years30% of BSA on 10th and 12th policy anniversary
16 years35% of BSA on 12th and 14th policy anniversary
18 years40% of BSA on 14th and 16th policy anniversary
20 years45% of BSA on 16th and 18th policy anniversary
24 years45% of BSA on 20th and 22nd policy anniversary
28 years45% of BSA on 24th and 26th policy anniversary

LIC’s brochure mentions that Bima Shree maturity benefit includes Sum Assured on Maturity, accrued Guaranteed Additions and Loyalty Addition, if any. The Sum Assured on Maturity is 40%, 30%, 20% or 10% of Basic Sum Assured depending on policy term.

LIC New Money Back Plan – 20 Years Calculator Details

LIC’s New Money Back Plan – 20 Years is a participating, non-linked, life, individual savings plan. It provides protection during the policy term and periodic survival payments. The official brochure states that the policy term is 20 years, premium-paying term is 15 years, minimum entry age is 13 years, maximum entry age is 50 years, and minimum basic sum assured is ₹2,00,000 in multiples of ₹25,000.

Survival Benefit

Policy YearBenefit
5th year20% of Basic Sum Assured
10th year20% of Basic Sum Assured
15th year20% of Basic Sum Assured

At maturity, this plan pays 40% of Basic Sum Assured plus vested Simple Reversionary Bonus and Final Additional Bonus, if any.

LIC New Money Back Plan – 25 Years Calculator Details

LIC’s New Money Back Plan – 25 Years is suitable for people who want a longer money-back policy term. LIC’s brochure states that the plan has a 25-year policy term and 20-year premium-paying term. The minimum entry age is 13 years, maximum entry age is 45 years, and minimum basic sum assured is ₹2,00,000 in multiples of ₹25,000.

Survival Benefit

Policy YearBenefit
5th year15% of Basic Sum Assured
10th year15% of Basic Sum Assured
15th year15% of Basic Sum Assured
20th year15% of Basic Sum Assured

At maturity, the plan pays 40% of Basic Sum Assured plus vested Simple Reversionary Bonus and Final Additional Bonus, if any.

LIC New Children’s Money Back Plan Calculator Details

LIC’s New Children’s Money Back Plan is specially designed for children’s future needs such as education, marriage and other major expenses. LIC’s brochure states that the plan can be purchased by a parent or grandparent for a child aged 0 to 12 years. The maturity age is 25 years, so the policy term is calculated as 25 minus age at entry. The minimum basic sum assured is ₹2,00,000.

Survival Benefit

Child’s AgeBenefit
18 years20% of Basic Sum Assured
20 years20% of Basic Sum Assured
22 years20% of Basic Sum Assured

At maturity, this plan pays 40% of Basic Sum Assured plus vested Simple Reversionary Bonus and Final Additional Bonus, if any. LIC also mentions that for children below 8 years, risk commencement follows special rules; for age 8 years or more, risk starts immediately from policy issuance.

LIC Jeevan Tarun Calculator Details

LIC’s Jeevan Tarun is a child-focused savings plan. It is designed for education and other future needs of a growing child. LIC’s brochure states that the plan provides annual survival benefit payments from age 20 to 24 years and maturity benefit at age 25 years. The plan can be purchased by a parent or grandparent for a child aged 30 days to 12 years.

Jeevan Tarun Options

OptionSurvival Benefit from Age 20 to 24Maturity Benefit at Age 25
Option 1Nil100% of BSA
Option 25% of BSA every year75% of BSA
Option 310% of BSA every year50% of BSA
Option 415% of BSA every year25% of BSA

The calculator allows selection of all four Jeevan Tarun options. This is important because survival benefit and maturity amount change depending on the selected option. LIC’s brochure clearly shows that survival benefit percentages and maturity percentages differ by option.

How This LIC Money Back Plan Calculator Works

The calculator works by applying the plan rules to the values entered. It first identifies the selected plan, then checks the age, sum assured and policy term rules. After that, it calculates policy term, premium-paying term, money-back schedule, maturity base amount, estimated bonus, final additional bonus and death benefit.

For example, in a normal money-back plan, the calculator checks when survival benefits are due. If the plan is LIC New Money Back Plan – 20 Years, it calculates 20% of the basic sum assured at the 5th, 10th and 15th policy years. If the plan is Jeevan Tarun, it checks which option is selected and calculates survival benefits from age 20 to 24.

Inputs Required in the Calculator

InputPurpose
Select PlanChooses the correct LIC money-back plan
Age at EntryChecks eligibility and term
Basic Sum AssuredMain value used for benefits
Policy TermRequired for Bima Shree
Jeevan Tarun OptionRequired for Jeevan Tarun
Annual PremiumUsed for total premium and death benefit estimate
Premium ModeApplies mode rebate where applicable
Bonus RateEstimates Simple Reversionary Bonus
Final Additional BonusAdds optional FAB value
Loyalty AdditionMainly for Bima Shree
GST / TaxShows premium with tax estimate
Completed Policy YearsHelps estimate death/bonus value

How to Use the LIC Money Back Plan Calculator

Follow these steps:

  1. Select the LIC money-back plan from the dropdown.
  2. Enter age at entry.
  3. Enter basic sum assured.
  4. Choose policy term if the selected plan is LIC’s Bima Shree.
  5. Select Jeevan Tarun option if using LIC’s Jeevan Tarun.
  6. Enter annual premium if available from LIC illustration or policy document.
  7. Add bonus rate per ₹1,000 sum assured for estimated maturity.
  8. Add Final Additional Bonus or Loyalty Addition if available.
  9. Click on the Calculate button.
  10. Check money-back schedule, total survival benefit, maturity amount and death benefit estimate.
  11. Use the Reset button to clear values and calculate again.

Real Calculation Example

Assume the selected plan is LIC’s New Money Back Plan – 20 Years.

DetailValue
Basic Sum Assured₹5,00,000
Policy Term20 years
Premium Paying Term15 years
Bonus Rate Assumption₹40 per ₹1,000 BSA
Final Additional Bonus₹20,000
Annual Premium₹40,000

Step 1: Calculate Survival Benefits

In LIC New Money Back Plan – 20 Years, survival benefit is 20% of Basic Sum Assured at the end of 5th, 10th and 15th policy year.

YearFormulaAmount
5th year₹5,00,000 × 20%₹1,00,000
10th year₹5,00,000 × 20%₹1,00,000
15th year₹5,00,000 × 20%₹1,00,000

Total Money Back = ₹3,00,000

Step 2: Calculate Maturity Base Amount

Maturity base in this plan is 40% of Basic Sum Assured.

Maturity Base = ₹5,00,000 × 40% = ₹2,00,000

Step 3: Calculate Estimated Bonus

Bonus assumption is ₹40 per ₹1,000 BSA for 20 years.

Bonus = ₹5,00,000 / 1,000 × ₹40 × 20 = ₹4,00,000

Step 4: Add Final Additional Bonus

Final Additional Bonus = ₹20,000

Step 5: Calculate Estimated Maturity

Estimated Maturity = ₹2,00,000 + ₹4,00,000 + ₹20,000 = ₹6,20,000

Step 6: Calculate Total Estimated Benefit

Total Estimated Benefit = Total Money Back + Estimated Maturity

₹3,00,000 + ₹6,20,000 = ₹9,20,000

This is an estimated calculation only. Actual bonus and final benefit depend on LIC-declared bonus, policy status, premium payment, underwriting and official policy conditions.

Why This Calculator Is Useful for Users

This LIC Money Back Plan Calculator is useful because it gives a quick view of the policy’s benefit pattern. Money-back plans are not simple one-time maturity plans. They include survival benefits during the term, maturity benefit at the end, and death benefit during the policy period.

The calculator helps compare whether a 20-year plan, 25-year plan, child plan or Bima Shree plan is more suitable for a particular requirement. It also helps understand how much money may come back before maturity and how much may be received at the end.

For child plans, the calculator becomes more helpful because education planning depends on future ages. LIC New Children’s Money Back Plan pays survival benefits around ages 18, 20 and 22, while LIC Jeevan Tarun provides survival options from age 20 to 24. These details are easier to understand through a calculator than by reading long policy brochures.

Important Benefits Shown by the Calculator

ResultMeaning
Policy TermTotal duration of the policy
Premium Paying TermNumber of years premium is payable
Total PremiumEstimated premium paid during PPT
Survival BenefitMoney-back amount during policy term
Maturity AmountAmount payable at end of policy
Total BenefitSurvival benefit plus maturity estimate
Net Gain EstimateTotal benefit minus premium paid
Death Benefit EstimateApproximate life cover value

Important Disclaimer

This calculator is made for educational and estimation purposes. It does not replace LIC’s official benefit illustration, policy bond, premium chart or branch confirmation. LIC premiums and benefits can vary because of age, underwriting decision, premium mode, rider selection, tax, bonus declaration and policy status.

Final premium, maturity benefit, surrender value, loan value and claim value should always be verified from LIC’s official illustration or nearest LIC branch before making a financial decision.

Conclusion

LIC Money Back Plan Calculators make it easier to understand different LIC money-back plans in one place. These calculators are helpful for estimating survival benefits, maturity value, death benefit and total returns without manually checking every formula.

The calculator is especially useful because it covers all major LIC money-back plans listed on LIC’s official money-back plans page: LIC’s Bima Shree, LIC’s New Money Back Plan – 20 Years, LIC’s New Money Back Plan – 25 Years, LIC’s New Children’s Money Back Plan and LIC’s Jeevan Tarun. It gives a simple and practical way to compare plan benefits, understand payout timing and make a more informed decision before buying or reviewing an LIC policy.