Union fidelity life insurance company claim form 2026

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 you are claiming as a trust, ensure to include trustee details and provide a Tax Identification Number for tax reporting purposes.
5. Select your preferred settlement option from the options provided. Make sure to consult with a tax advisor if necessary before making your selection.
6. Fill out the 'Tax Withholding Information' section carefully, specifying any federal or state taxes you wish to withhold from your payment.
7. Finally, review all entered information for accuracy before signing on page 6. Ensure that all required signatures are included based on your capacity as claimant.

Start using our platform today to fill out your claim form easily and efficiently!