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Get the free Statement on death: Claim form - Sanlam

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UNI016ESanlam Unity Umbrella Fund Member beneficiary nomination form SECTION A: Members Personal Particulars Fund Name: Participating Employer: Title and Initials:Date of Birth:Full Names and Surname:
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How to fill out statement on death claim

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How to fill out statement on death claim

01
Obtain a copy of the death certificate from the relevant authority.
02
Contact the insurance company and inform them about the policyholder's death.
03
Provide the necessary information and documents required by the insurance company, such as the policyholder's name, policy number, and cause of death.
04
Fill out the statement on death claim form accurately and completely.
05
Attach any additional supporting documents requested by the insurance company, such as medical reports, autopsy report, or proof of relationship to the deceased.
06
Review the filled-out form and attached documents for accuracy and completeness.
07
Submit the statement on death claim form and supporting documents to the insurance company either via mail or online through their designated portal.
08
Follow up with the insurance company to ensure that they have received the claim and all necessary documents.
09
Cooperate with any further investigations or verifications requested by the insurance company.
10
Stay in touch with the insurance company to receive updates on the status of the claim and any further actions required.

Who needs statement on death claim?

01
Statement on death claim is needed by beneficiaries or legal representatives of the policyholder who want to claim the insurance benefits after the policyholder's death.
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A statement on death claim is a formal declaration submitted to an insurance company or relevant authority, reporting the death of an insured individual and initiating the claims process for benefits or insurance payouts.
Typically, the beneficiary or the person entitled to the insurance benefits is required to file the statement on death claim.
To fill out a statement on death claim, one must provide details such as the deceased's information, policy number, date of death, and required signatures of the claimant and any witnesses as specified by the insurer.
The purpose of a statement on death claim is to notify the insurer of the death of the policyholder and to stipulate the request for the benefits that are due to the beneficiaries.
Information that must be reported includes the deceased's name, policy number, date of birth, date of death, cause of death, and the claimant's contact details, along with any additional documents required by the insurer.
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