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How do I file a life insurance claim?

Filing a life insurance claim can be a simple and straightforward experience if you know what to expect ahead of time. In this short video, you’ll learn what documents to have on hand so you and your loved ones can feel prepared to file a life insurance claim.
June 19, 2024
1 min and 4 sec watch
Filing an insurance claim.
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Filing a claim doesn't have to be a difficult process.

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Here's what to prepare when it's time to file a life insurance claim.

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Gathering information and documents

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before you make the claim can help simplify the process during a difficult time.

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You’ll want to have the insured’s name, date of birth, and policy number.

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You’ll want to have the death certificate on-hand.

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And if you're not the policy's beneficiary,

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you may be asked for the beneficiary’s address.

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In some circumstances, you will be asked for additional documentation,

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for instance, if the policy was in effect for less than two years,

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if the policyholder’s death was due to an accident,

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or if the beneficiary is an estate or trust.

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Have more questions about life insurance?

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