June 30, 2006, Newsletter Issue #11: Filing a Life Insurance Claim

Tip of the Week

If you need to file a life insurance claim, immediately contact your life insurance agent. Your representative will help you through the claim process and answer any questions along the way.
Before filing a claim, review all bank statements, credit card information and contact employers to find out what coverage was carried by the deceased.
All paperwork should be in order. A copy of the death certificate is necessary and in certain situations a marriage license and other documentation will be required.
File the claim with the life insurance company. And if needed, determine the proper payment plan.
Follow-up on your claim once it has been submitted to ensure a speedy payment. There are many channels that a claim can get tied-up and delayed without proper attention.

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