Family Protection Benefit How to make a claim (guide)

In order to settle the claim quickly, the following information is required:

These items must be forwarded to the claims team.

  • Evidence of age (only if not previously admitted)
  • Full birth certificate and
  • Marriage certificate (if a married woman), or passport, or certified copies thereof*
  • Policy document
  • Death certificate stating the cause of death or Coroner’s report
  • Probate or Letters of Administration
  • Discharge form will be issued when the claim is accepted

Steps:

Once notification of the death claim has been received (usually in writing by the Solicitor) a reply to the sender is sent advising of the Insurance Companies requirements.
Once all requirements have been met and the claim has been admitted, (subject to underwriting) a claim discharge form is sent to be signed by the owner of the policy OR executor of the estate.
Payment will be made monthly for the elected duration by direct credit to the claimant with 24 hours of receipt of the Claim Discharge Form.

*must sight originals or copies certified as true and correct by a solicitor or a JP or other person authorised to take statutory declarations.