Aviva bereavement form 2025

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Usually, the way the insurance company finds out the policyholder has died, and that the policy needs to be paid, is from the beneficiaries or other family members.
Annuity customer service (UK) 0800 096 8281. Monday to Friday: 9:00am - 5:00pm. Annuity customer service (from abroad) +44 1603 603 491. Information on our annuity plans. 0800 302 9600. Notify us of an annuity plan holders death (UK) 0800 068 8273. Notify us of an annuity plan holders death (from abroad) +44 1603 603 892.
In order to take action on the estate, youll need to complete our bereavement form. This form is for the executor of the will, the administrator of the persons estate or the next of kin to complete. We will guide you through the process. Its helpful to have your information and documents ready before you start.
How to notify us if they were an Aviva customer. If the person who died was an Aviva life insurance customer, you can notify us and begin a claim here. If the deceased had a pension or savings product with us, please call 0800 015 1142. We have a dedicated, UK-based team wholl be able to help you.
To transfer ownership of shares or units into another name, the current registered holder(s) must complete a stock transfer form. Weve put this guide together to help you complete this form. Here is a brief summary of the steps you need to take. ‒ Establish the holding(s) to be transferred.
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This form tells the Trustees who youd like to benefit from the Trust. The Trustees still have freedom to decide who of the Potential Beneficiaries (as defined in the Trust) is to benefit from the Trust. However, they may look at your Expression of wishes before making any decision about benefits.
Notify the mortgage company in writing: Preparing a formal letter informing the mortgage company of the borrowers death provides them with documentation. The letter should include the deceased persons name, address, date of death, and mortgage or account number.

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