Life Insurance Claimant Statement - Generic 2025

1. Click ‘Get Form’ to open the Life Insurance Claimant Statement in the editor.
2. Begin by entering the LIFE POLICY NUMBERS for all relevant contracts. Ensure that you list each policy number accurately.
3. In the INFORMATION ABOUT THE DECEASED section, provide the decedent’s name, date of birth, date of death, and social security number. If applicable, include any other names used and the country where death occurred.
4. Complete the BENEFICIARY INFORMATION section by selecting your capacity as a claimant. Depending on your role (individual beneficiary, trustee, etc.), additional documentation may be required.
5. Fill out the BENEFICIARY CONTACT INFORMATION with accurate details including name, address, phone number, and relationship to the deceased.
6. Choose your PAYMENT OPTIONS based on your share of proceeds. If over $2,000, select between a payment option or lump sum settlement.
7. If applicable, complete the FOREIGN BENEFICIARY section with necessary tax forms and identification numbers.
8. Finally, ensure all required signatures are provided in the REQUIRED SIGNATURES section to avoid delays in processing your claim.

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