Filing Insurance

Filing an Insurance Claim

FILING AN INSURANCE CLAIM

In order to file a claim to receive payments 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 by 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.