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Suncorp WealthSmart Death claim form Suncorp Portfolio Services Limited (Trustee) ABN 61 063 427 958 ADSL 237905 RSE L0002059 Issued 30 November 2010 Please use this form to notify us of the death

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How to fill out suncorp wealthsmart death claim

How to fill out suncorp wealthsmart death claim:

01

Gather required documents: Before starting the claim process, gather all the necessary documents such as the original death certificate, policy number, and any other relevant paperwork.

02

Contact the Suncorp WealthSmart team: Call or email the Suncorp WealthSmart team to notify them about the death of the policyholder and request the claim forms. They will guide you through the process and provide you with the necessary forms.

03

Fill out the claim forms: Carefully fill out the claim forms provided by Suncorp WealthSmart. Make sure to provide accurate information, as any mistakes or discrepancies may cause delays in processing the claim.

04

Provide supporting documents: Along with the claim forms, you may need to submit additional supporting documents such as proof of identity, beneficiary details, and any other requested information. Ensure that all the required documents are included with the claim forms.

05

Submit the claim: Once you have completed the claim forms and gathered all the necessary supporting documents, you can submit the claim to Suncorp WealthSmart. Follow the instructions provided by them for submission, whether it is through mail, email, or online.

06

Follow up and tracking: After submitting the claim, it is advisable to keep track of its progress. Contact Suncorp WealthSmart regularly to inquire about the status of your claim. They will provide updates and notify you if any additional information or documents are required.

Who needs Suncorp WealthSmart death claim?

Suncorp WealthSmart death claim is needed by individuals who have a life insurance policy with Suncorp WealthSmart and have experienced the unfortunate death of the policyholder. The claim process allows the beneficiaries, nominated by the policyholder, to receive the death benefit as mentioned in the policy. The claim helps provide financial support during a challenging time and allows the beneficiaries to fulfill any financial obligations or commitments left behind by the deceased. It ensures that the policyholder's loved ones are taken care of and receive the benefits of the life insurance policy.

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