Get the free Non-Qualified Death Claim Form for Mutual Funds ... - Hartford Funds

Print Form Reset Form Non-Qualified Death Claim Form for Hartford Funds Accounts Use this form for non-qualified account types. Examples include, but are not limited to individual non-qualified accounts,

How to fill out non-qualified death claim form

How to fill out a non-qualified death claim form:

1. Obtain the form: The first step in filling out a non-qualified death claim form is to obtain a copy of the form. This can usually be done by either downloading it from the insurance company's website or by contacting their customer service department and requesting a copy to be mailed to you.
2. Read and understand the instructions: Once you have the form in your possession, take the time to carefully read and understand the instructions provided. This will help ensure that you accurately and completely fill out the form.
3. Gather necessary information: Before starting to fill out the form, gather all the necessary information you will need to complete it. This may include the deceased person's personal details (such as their full name, date of birth, and social security number), information about the insurance policy (such as the policy number and the name of the insurance company), and any supporting documentation (such as a death certificate).
4. Provide basic information: Begin filling out the form by providing the basic information about the deceased person, including their name, date of birth, and social security number. Double-check this information for accuracy, as any errors could delay the processing of the claim.
5. Complete policy details: Move on to the section of the form that asks for information about the insurance policy. Fill in the policy number, the name of the insurance company, and any other required details. If you're unsure about any of the information, contact the insurance company for assistance.
6. Add beneficiary information: Next, provide the necessary details about the beneficiary or beneficiaries who will be receiving the death benefit. Include their full names, addresses, and contact information. If there are multiple beneficiaries, indicate how the benefits should be distributed among them.
7. Attach supporting documents: Most non-qualified death claim forms require the attachment of supporting documents, such as a certified copy of the death certificate. Gather all the necessary documentation and securely attach it to the completed form. Be sure to make copies of all documents for your records.
8. Review and submit: Before submitting the form, take some time to review it thoroughly. Check for any errors or missing information and make any necessary corrections. Once you are satisfied with the accuracy of the form, securely submit it to the insurance company as instructed in the provided instructions.

Who needs a non-qualified death claim form:

A non-qualified death claim form is typically needed by individuals who are named as beneficiaries on a life insurance policy. In the event of the policyholder's death, the beneficiaries must submit this form to the insurance company to initiate the process of receiving the death benefit. The form allows the beneficiaries to provide the necessary information and documentation required by the insurance company to process the claim and distribute the benefits accordingly. It is essential for beneficiaries to ensure they have the correct form and follow the specific instructions provided by the insurance company to ensure a smooth and timely claim process.

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