Settlement Requirements

In order to settle any benefits due, we will need, at a minimum, the following required information.

All information provided must be received in good order.

  • A certified copy of a death certificate. An original version of the certified death certificate (not a copy) may be required and requested in certain instances, particularly if the death certificate was issued outside of the United States or Canada.
  • Completed and signed claim forms. Additional documents may be required, depending on the state in which you reside. Please refer to the instructions within our claim package for more information.
  • IRS Form W-9 (or IRS Form W-8BEN) from the survivor, beneficiary or contingent annuitant claiming the death proceeds.

Once we receive the required information, the death benefit will generally be processed within three business days. To help expedite the settlement of your death claim, a Claim Representative may contact the claimant from time to time to check in on the status of submitting the claim paperwork or to answer any questions the claimant may have. Please note that failure to settle a death claim may result in the benefits being paid to applicable state agencies in accordance with state unclaimed property laws.

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