Filing A Life Insurance Claim. Age of the life insured (if not already given) original policy document. You’ll want to first contact the policy’s agent/broker to discuss documents and information needed to file a claim.
Contact your life insurance agent. Any other documents requested by the insurer. Three crucial documents need to be provided to the insurer to make a life insurance claim:
The Nominee Will Be Asked To Furnish The Following Documents:
2 so if you’re not filing a claim now, you probably will at some point. If you do not have an insurance professional, or do not know who the deceased’s agent was, you can deal directly with the insurance company. Follow these steps to make your claim:
Contact Your Life Insurance Agent.
How to file a life insurance claim. Have the necessary documents to substantiate your claim. This is the standard documentation required for filing a life insurance claim.
Any Other Document As Per Requirement Of The Particular Insurer Or Case Related.
Wait for the claim to be processed. Here’s how to claim a life insurance policy so you can get an eligible payment. Get a certified copy of the death certificate.
Obtain Several Certified Copies Of The Death Certificate.
This provides proof of death. In general, completing and filing the death certificate is the responsibility of the funeral director. Here is a look at a few tips to help you file a claim and get the death benefit.
Submit It Along With The Death Certificate And Any Other Requested Paperwork.
However, you do need to know the life insurance company’s name or the agent who sold it to the deceased policyholder. 2) false information provided on the original life insurance application. To get your claim settled easily, it is required that you should submit your relevant documents.