In order to file a claim to receive payment from a life insurance policy, you will need two documents: a death certificate and a statement of claim. Additional information may be required by the life insurance company, depending on specific circumstances.

You will need the following information before filing a claim:

  • policy number and the face amount
  • full name and address of the deceased
  • occupation and date last worked of the deceased
  • deceased date and place of birth
  • date, place, and cause of death
  • name, age, address, and Social Security number of the claimant

Insurance companies will usually give claimants two options for receiving claim payments; a lump sum distribution or having the benefit paid over a period of time. You may need to seek the advice of a financial planner to determine the best option for your situation.

We are always available to assist you. Please ask our staff if you have questions regarding insurance.

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