How to Ensure a Smooth Claims Process

August 1, 2022

When a policyowner or annuitant passes away, it's important that we hear about it promptly. Help ensure that your client experiences a smooth claims process by providing these details:

  • Client's first and last name.
  • Client's date of death.
  • Beneficiary contact information, including email, phone number and mailing address. Missing beneficiary information is a common reason for delays in the process.

To start a claim, you or your client can call or email us with this information. A service specialist will help guide your client through the process and send the claim forms, including a checklist of the specific documents we’ll need from this client. After completing the forms, clients can return them to us by fax, mail or email.

Have Questions?

Please contact a service specialist at 800.247.6888 or send us a message.

 

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