Simplifying the Claims Process for Beneficiaries

March 2, 2022

We’re here to help you and your clients through the claims process.

Here’s how we’re committed to supporting beneficiaries who are claiming death benefits:

  • After we’re notified of a policyowner’s death, we send a deferred annuity claim form and easy-to-follow checklist to the beneficiary. We’ve simplified our claim form and added clear instructions.
  • We now require only one notarized page, along with a copy of the death certificate, for most common requests from beneficiaries. These include requests for continued spousal ownership and lump-sum payouts.
  • Our claims checklist outlines the requirements for all payment options.

Have Questions?

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

 

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