Annuity Claims
Losing a loved one is one of the most difficult life events we ever have to face. At this emotional time of grief and remembrance, financial and legal issues must also be addressed — a process that can seem overwhelming. Fortunately, you and your loved one established life insurance policies to provide your family with the support they need in this stressful time.
How to Submit an Annuity Contract Claim
The following should be submitted to the Customer Service Center as part of filing a death claim.
- Claimant’s Statement: This statement must be completed by the beneficiary; if there is more than one beneficiary, each must complete a separate statement. This statement is provided in the Life Claims Kits. Please download, complete and mail in with the necessary documentation.
- Death Certificate: A certified death certificate issued by the appropriate governmental entity (e.g. County Health Department, Vital Statistics Department) is to be furnished with the claimant’s statement.
- Newspaper Account: When available, a newspaper account of the death should be submitted.
- Policy: The policy should be sent with this statement; explain if not enclosed.
- To file a death claim for an annuity contract, please contact the Service Center for the issuing company.