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POLICY LOCATOR SERVICE ORDER FORM Eligible Persons In order to submit a Policy Locator Service request, the individual subject to the search must be deceased, and you must be: (i) an officially appointed

How to fill out policy locator service order

How to fill out a policy locator service order:

1. Begin by obtaining the policy locator service order form. This may be available on the website of the insurance company or through a customer service representative.
2. Fill in the required personal information on the form, such as your full name, address, and contact details. Make sure to provide accurate information to ensure efficient processing of your request.
3. Identify the specific policy or policies for which you need assistance locating. Provide the policy number, if known, along with any other relevant details that can help narrow down the search.
4. Indicate the reason for requesting the policy locator service order. Clearly state the purpose behind your request, such as accessing policy benefits, updating beneficiary information, or resolving a claim.
5. If necessary, attach any supporting documentation that may be required to process your request. This could include documents like death certificates, legal documents, or power of attorney forms, depending on the situation.
6. Review the completed form for accuracy and completeness. Double-check that all required fields have been filled out and that all supporting documents are securely attached.
7. Submit the policy locator service order form as instructed by the insurance company. This may involve mailing it to a specific address, faxing it to a designated number, or submitting it electronically through an online portal.

Who needs a policy locator service order?

1. Policyholders who have lost or misplaced their insurance policy documents and need assistance in locating them.
2. Beneficiaries who need to access policy benefits but are unaware of the specific details or whereabouts of the policy.
3. Individuals responsible for managing the estate of a deceased policyholder who require assistance in locating and accessing relevant insurance policies.

By following these steps and understanding who may need a policy locator service order, policyholders and beneficiaries can effectively navigate the process of finding and accessing their insurance policies.

For pdfFiller’s FAQs

What is policy locator service order?

Policy locator service order is a request to search for and locate life insurance policies that may have been purchased by a deceased individual.

Who is required to file policy locator service order?

The executor of the deceased individual's estate or their legal representative is required to file the policy locator service order.

How to fill out policy locator service order?

The policy locator service order can be filled out online through the state's insurance department website or submitted in person at their office.

What is the purpose of policy locator service order?

The purpose of the policy locator service order is to assist beneficiaries in finding life insurance policies that they may not be aware of, in order to claim the benefits.

What information must be reported on policy locator service order?

The policy locator service order requires information such as the deceased individual's name, date of birth, social security number, date of death, and any known insurance companies they may have had policies with.

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