1) Proof of death
Additional Information is required:
If Beneficiary is Estate:
• Letters of Testamentary or Authority issued by the Probate Court showing the name and address of the executor or personal representative of the estate.
• A valid Tax ID Number for the estate (provide on claim form). If you do not have an ID #, one can be obtained by calling the IRS at 1-800-829-4933.
• If there are not enough assets to probate an estate, please obtain a Small Estate Affidavit from the county court house – Probate division, where insured resided.
If Beneficiary is Trust:
• A copy of the trust agreement. The pages of the Trust required are: the title page, the appointment of trustees or successor trustees after death of the insured and the final page showing the date and witness signatures.
• A valid Tax ID number for the trust. If you do not have an ID #, one can be obtained by calling the IRS at 1-800-829-4933.
If Beneficiary is a Minor:
• Completed Claimant's Statement completed by an adult family member in behalf of the minor. The funds will be placed in an interest bearing account with our company until the minor reaches legal age.
• To have the funds released prior to the time the minor reaches age of majority, copies of the court appointment papers for guardianship or conservatorship for the minor child must be received.
If Beneficiary is Deceased:
• Proof of death for the deceased beneficiary.