How to Ensure a Smooth Claims Process

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? 

Contact our service specialists at 800.247.6888 or send us a message.