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Calling as an executor or beneficiary

It can be a stressful time when a loved one passes, or an accident occurs. In these moments, whether you need to make a life claim as a beneficiary or a living claim to support the insured person, we’re here to help make that the process as smooth as possible. After all, you have enough on your mind. If you need to call on behalf of someone else, there are a few things we’ll require so that we can help you in your time of need. Before making the call, please ensure that you have the following documents and information:

  • A copy of the policy and/or certificate number.
  • The policy holder’s full name, date of birth, phone number and address.
  • Date and cause of death, or accident.
  • If you need more information on an insured’s policy, you will need to provide a will, or have your power of attorney documents ready for authorization should you need to make decisions on a living claim.

Having this information on hand before you make the call will ensure that we can provide you with the help you need, when you need it.

DOFU 2-2023