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SUMMIT BONUS INDEX ANNUITY CLAIM FORM Deceased Information: (An Original Death Certificate is Required) Name: Social Security Number: Date of Birth: Date of Death: Policy Number(s) of Deceased: Beneficiary
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How to fill out application for lump-sum death

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How to fill out application for lump-sum death

01
Obtain the application form for the lump-sum death benefit from the relevant Social Security office or download it from their official website.
02
Fill out the personal information section of the application, including the deceased person's name, Social Security number, date of birth, and date of death.
03
Provide the necessary documentation, such as a copy of the death certificate, proof of relationship to the deceased (e.g., marriage certificate, birth certificate), and any other supporting documents required by the Social Security office.
04
Complete the section related to the lump-sum death benefit, indicating whether you are the surviving spouse, child, or parent of the deceased. Provide any additional requested information, such as the deceased person's work history and earnings.
05
Sign and date the application form, and make a copy of it for your records.
06
Submit the completed application and all supporting documents to the nearest Social Security office, either in-person or by mail.
07
Wait for a decision from the Social Security office regarding your eligibility and the approval or denial of the lump-sum death benefit.
08
If approved, follow any instructions provided by the Social Security office to receive the lump-sum payment.

Who needs application for lump-sum death?

01
Individuals who have lost a loved one and meet certain criteria may need to submit an application for the lump-sum death benefit. The following individuals may be eligible to apply:
02
- Surviving spouses who were living with the deceased at the time of death
03
- Dependent children of the deceased
04
- Parents of the deceased who were dependent on the deceased for at least half of their support
05
It is recommended to contact the Social Security office or visit their official website to determine if you meet the eligibility requirements for applying for the lump-sum death benefit.
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Application for lump-sum death is a form that must be submitted to claim a lump-sum payment upon the death of an insured individual.
The beneficiary or legal representative of the deceased individual is required to file the application for lump-sum death.
The application for lump-sum death must be completed with the necessary information about the deceased individual and the beneficiary, and any other required documentation must be attached.
The purpose of the application for lump-sum death is to request a one-time payment as a death benefit from the insurance provider.
The application for lump-sum death typically requires information such as the deceased individual's name, date of birth, social security number, date of death, and the beneficiary's contact information.
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