The death of a person is always a traumatic experience for the loved ones they leave behind.
In these situations we aim to make the claims process as straightforward as we can. We try to ensure all claims are settled without delay and inconvenience to your clients.
The following information is required in order to assess and pay claims
- Fully completed Claim form.
- Trustee bank details.
- Original Death Certificate.
- Evidence of earnings (for example, copy of member's last 3 payslips).
We will keep you regularly updated on the progress of a claim and at all times we remain sensitive to the needs of employers, trustees and family members. Please note:
- We reserve the right to request additional information in order to assess the validity of a claim.
- If the deceased member has a different name to that supplied to us on the most recent renewal data we may require an original Marriage Certificate, decree absolute or legal change of name document.
We will not pay a claim if
- A completed Claim form has not been returned to us within 2 years of the date of a member’s death.
- Any information relating to any aspect of the scheme that we have asked for is outstanding.
- The premiums we have asked for have not been paid when due.