Death claim 2026

1. Click ‘Get Form’ to open the death claim form in the editor.
2. Begin by entering the policy number(s) for which the claim is being made. If you have the policy contract, indicate whether it is enclosed.
3. Select your preferred method of payment: either a lump sum check or a Sun Life Financial Benefit Account. Make sure to read the details about each option before making your choice.
4. Fill in the information about the deceased, including their name, date of birth, date of death, cause of death, and social security number.
5. Provide your information as the beneficiary. This includes your full legal name, date of birth, address, social security number, relationship to the deceased, and contact phone numbers.
6. Review and sign the acknowledgment and authorization section to confirm that all information provided is accurate.
7. Complete any necessary W-9 certification information if applicable and ensure all required signatures are included before submitting.

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