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Westpac India Policy on Settlement of Claims of Deceased PersonsDated 26th February 2015FOR INTERNAL USE ONLY1 Resettlement of Claims Policy of Westpac Indicator INTERNAL USE ONLY WESTPAC INDIA SETTLEMENT
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How to fill out claims of deceased persons

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How to fill out claims of deceased persons

01
Obtain the necessary legal documentation: To fill out claims of deceased persons, you will need to obtain a death certificate and other necessary legal documents such as a probate letter or a letter of administration.
02
Gather supporting documents: Collect all relevant documents related to the deceased person's claims. This may include insurance policies, bank statements, investment records, and any other relevant paperwork.
03
Contact the relevant institutions: Reach out to the financial institutions, insurance companies, or government agencies where the deceased person had accounts or policies. Inquire about their specific requirements and procedures for filing claims.
04
Fill out the necessary forms: Complete the required claim forms accurately and provide all necessary information. Make sure to include details like the deceased person's name, date of birth, social security number, and any relevant policies or account numbers.
05
Submit the claim forms: Once you have filled out the forms, submit them along with the supporting documents to the respective institutions. Make sure to follow their submission guidelines and keep copies of all documents for your records.
06
Follow up on the claims: It is advisable to keep track of the claims you have submitted. Follow up with the institutions to ensure they have received your claim and inquire about the status of the process. Be prepared to provide any additional documentation if required.
07
Seek professional advice if needed: If you encounter any challenges or complexities during the process, consider seeking advice from an attorney or a financial advisor who specializes in handling claims of deceased persons. They can provide guidance and assistance throughout the process.

Who needs claims of deceased persons?

01
Beneficiaries: Claims of deceased persons are typically needed by the beneficiaries named in the will or the estate plan. They are entitled to receive the assets, insurance proceeds, or any other amount owed to the deceased person.
02
Executors or Administrators: Executors or administrators of the deceased person's estate are responsible for managing their financial affairs and distributing assets to the rightful beneficiaries. They may need to file claims on behalf of the estate.
03
Family members or dependents: Family members or dependents of the deceased person may need to file claims to access financial resources or benefits they are entitled to. This may include life insurance payouts, retirement benefits, or social security benefits.
04
Creditors or Debtors: Creditors or debtors of the deceased person may need to file claims to settle outstanding debts or to recover any amounts owed to them.
05
Legal representatives: Lawyers or legal representatives handling the estate of a deceased person may need to file claims on behalf of their clients to ensure a smooth administration of the estate.
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Claims of deceased persons refer to legal claims that can be made on behalf of individuals who have passed away.
The executor or administrator of the deceased person's estate is usually required to file claims on behalf of the deceased.
To fill out claims of deceased persons, you will need to gather all relevant information about the deceased person and their estate, and submit the necessary forms to the appropriate authorities.
The purpose of claims of deceased persons is to ensure that any outstanding debts or legal obligations of the deceased person are properly addressed and settled.
Information such as the deceased person's name, date of death, details of any outstanding debts or assets, and the contact information of the executor or administrator of the estate must be reported on claims of deceased persons.
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