Union fidelity life insurance company claim form 2025

1. Click ‘Get Form’ to open the union fidelity life insurance company claim form in the editor.
2. Begin by filling out the 'Decedent Information' section. Enter the deceased's full name, maiden name (if applicable), and address at the time of death. Ensure you provide accurate dates of birth and death.
3. In the 'Annuity Contract Information' section, list all relevant annuity contract numbers under which you are making a claim. If more space is needed, attach a separate sheet.
4. Complete the 'Beneficiary/Claimant Information' section. If claiming as a trust, ensure to include trustee details and provide a payment mailing address if different from your own.
5. Select your preferred settlement option in the 'Settlement Options' section. Carefully read through each option and consult with a tax advisor if necessary before making your selection.
6. Fill out the 'Beneficiary Designation' section only if you selected certain payment options. Ensure that designation percentages total 100% for each beneficiary type.
7. Review all information for accuracy before signing on page 6. Make sure to check any required boxes regarding tax withholding and sign in the appropriate capacity.

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