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Click ‘Get Form’ to open the aviva bereavement form in the editor.
Begin by filling in the Policy Number at the top of the form. This is essential for identifying the insurance policy related to the claim.
In Section 1, provide details about the Policyholder, including their name, ID/Passport number, occupation, marital status, date of birth, and sex.
Section 2 requires information about the Deceased. If different from the Policyholder, include their name, ID/Passport/Birth Certificate number, occupation, marital status, date of birth, and sex.
Continue through Sections 3 to 14 by providing details such as your relationship to the deceased, sum assured, place and date of death, cause of death, and any relevant medical history.
Complete the Declaration and Authorisation section at the end of the form. Ensure all information is accurate before submitting.

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What happens to investment accounts after death?

If you have stocks in a brokerage account, you can name one or more individuals as beneficiaries. This means that once you pass away, your beneficiaries will inherit the brokerage account in its entirety, including any stocks you held at the time of your death.

How to notify O2 of a bereavement?

You can provide information in the following ways: Call us on 0800 090 18 20. Were available Monday to Friday 8am - 7.45pm, Saturday and Sunday 9am - 5.45pm. Email us at: BereavementCriticalillness@virginmediao2.co.uk. Write to us at O2 Bereavement Team, PO Box Media O2 Sunderland SR43 4AA. Closing accounts due to bereavement or terminal illness - O2 O2 account manage-your-account O2 account manage-your-account

How do I contact Aviva pension when someone dies?

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.

Do aviva do funeral plans?

No, we dont offer funeral plans. You can however put the money from an over 50 life insurance policy towards funeral costs. Over 50 life insurance frequently asked questions - Aviva Aviva over-50-life-insurance faqs Aviva over-50-life-insurance faqs

How do you deal with investments after death?

Dealing with investments after the death of an investor Probate is typically required before assets can be dealt with. Probate cannot be granted until any IHT has been paid. The LPRs are responsible for paying any tax during the administration period of the estate.

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What happens to investments when a person dies?

When death occurs, the investments within these accounts are then sold and the beneficiary is paid the market value. If the beneficiary is a spouse or common law partner, they also have the option to keep the investments and have them transferred to their name.

What do Aviva investors do after a bereavement?

There are various options of what can be done next, which are detailed on our Bereavement form. The investments can be transferred to a surviving spouse or civil partner, transferred to one or more other beneficiaries aged 18 or over, or surrendered and paid out to the estate or those dealing with the estate. What to do after a bereavement - Aviva plc Aviva plc main assets capabilities Aviva plc main assets capabilities PDF

How do I notify Aviva of a death?

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. What to do when someone dies - Aviva Aviva Start retirement planning Aviva Start retirement planning

Aviva bereavement form 2026

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What happens to investment accounts after death?

How to notify O2 of a bereavement?

How do I contact Aviva pension when someone dies?

Do aviva do funeral plans?

How do you deal with investments after death?

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What happens to investments when a person dies?

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