Get the free Life Claim Form 5-13 - egtrust

Egyptian Area Schools Employee Benefit Trust Term Life Insurance Program Ask yourself this question: If I were to die prematurely, would my basic life insurance be enough to provide for my dependents?

How to fill out life claim form 5-13

How to fill out life claim form 5-13:

1. Gather necessary documents: Before starting to fill out the life claim form 5-13, make sure you have all the required documents. These may include the policyholder's death certificate, policy documents, and any other relevant paperwork.
2. Provide personal information: Begin by filling out your personal information accurately and completely. This typically includes your full name, address, contact information, social security number, and date of birth.
3. Policyholder's information: Next, provide the necessary information about the deceased policyholder. This includes their full name, policy number, date of death, and any other specific details requested on the form.
4. Beneficiary information: If you are the beneficiary, you'll need to fill out your personal details, including your full name, relationship to the policyholder, and contact information. In case there are multiple beneficiaries, provide their information as well.
5. Policy details and coverage information: Proceed by filling in the policy details, such as the type of policy, the coverage amount, and any additional relevant information. You may need to refer to the policy documents to ensure accuracy.
6. Provide supporting documentation: Attach all the required supporting documents to the claim form. This may include the original death certificate, policy documents, identification proof, and any other documentation as specified by the insurance company.
7. Sign and date the form: After completing all the necessary sections of the life claim form 5-13, carefully review the information provided. Once you are satisfied with the accuracy, sign and date the form as required. Ensure that you have read and understood all the terms and conditions mentioned on the form.

Who needs life claim form 5-13?

1. Beneficiaries: Individuals who are beneficiaries of a life insurance policy and need to make a claim after the policyholder's death will need to fill out life claim form 5-13. This form is specific to the insurance company and is required to initiate the claims process.
2. Next of kin or legal representative: In some cases, if the beneficiary is unable to complete the form, the next of kin or the legal representative of the deceased policyholder may need to complete the form on their behalf.
3. Executors or administrators of the estate: If the deceased policyholder has not assigned a specific beneficiary, the executor or administrator of their estate may need to fill out the life claim form 5-13 to claim the death benefit.

Note: Each insurance company may have its own version of the life claim form that needs to be completed in a specific manner. It is essential to follow the instructions provided by the insurer and provide accurate and complete information to expedite the claims process.

For pdfFiller’s FAQs

What is life claim form 5-13?

Life claim form 5-13 is a document used by insurance policy beneficiaries to file a claim for the death benefit of the insured.

Who is required to file life claim form 5-13?

The beneficiaries of an insurance policy are required to file life claim form 5-13.

How to fill out life claim form 5-13?

To fill out life claim form 5-13, beneficiaries need to provide personal information, policy details, and proof of death of the insured.

What is the purpose of life claim form 5-13?

The purpose of life claim form 5-13 is to officially request the payment of the death benefit from an insurance policy.

What information must be reported on life claim form 5-13?

Information such as beneficiary details, policy number, date of death, cause of death, and any additional required documentation must be reported on life claim form 5-13.

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