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The document is an Estate Claim Form used to initiate the process of claiming benefits from CI Investments Inc. following a deceased individual's passing. It requires personal information about the claimant and the deceased, details regarding the relationship to the deceased, and instructions for payment methods. The form also includes sections for selecting investments and provides an authorization clause that discharges CI Investments from liability upon payment.

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How to make a death claim?

Claims A certified copy of the official death certificate issued by the Department of Home Affairs. A certified copy of the deceaseds ID. Banking Details form and valid proof of the bank account and a certified copy of the ID document of the beneficiary/plan holder/cessionary.

What documents are required for a death claim?

At a minimum, you must provide a completed Beneficiary Statement along with an original certified death certificate showing cause and manner of death. For claims with a benefit of $500,000 or less a copy of a certified death certificate may be acceptable.

What is a death claim form?

Death Claim is a formal request made by the nominee* in a life insurance policy to the life insurance company. This request is made for the payment** of the Life Cover amount in case of the unfortunate event of death of the Life Assured*.

How do I contact CI?

CONTACT US Client Services. Our financial service representatives are available between 8 a.m. to 8 p.m. ET, Monday to Friday. Current or prospective investors: 1-800-792-9355. Group Plan Inquiries. Telephone: 416-364-5181. Toll-free: 1-800-563-5181. Administrative fax. Fax: 416-364-6299. Toll-free: 1-800-567-7141.

How does a death claim work?

Typically, you have to file a death claim with the insurer. Contact the insurance company to find out what forms you need to fill out. The insurance company may allow you to choose how to receive the payout. For example, you may be able to receive the death benefit as a lump sum.

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