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FACTS

WHAT DOES beneficiary statements for life insurance claims DO WITH YOUR
PERSONAL INFORMATION?

Why?

Wayne State University Board of Governors Life Insurance Benefits ...
Life Insurance Benefits. Beneficiary Statement Fraud Notices. Some states require us to provide the following information to you: CALIFORNIA RESIDENTS .
http://www.standard.com/eforms/1794_648846ben.pdf

What?

Life Insurance Benefits Application Instructions
Division 037. Sub 107. Code 402. 403. 404. 405. 406. 407. M. F. Transmittal Date . Authorized Signature. Life Insurance Benefits. Beneficiary Statement .
http://www.standard.com/eforms/1794.pdf

  • Social Security number and income
  • Account balances and payment history
  • Credit history and credit scores

Phoenix Wealth Management: Life Insurance Claims
Most life insurance claims with Phoenix can be processed after we receive: Beneficiary Statement of Benefits (pdf, 30K), filled out and signed by the named .
http://www.phoenixwm.phl.com/public/customerservice/claims.jsp

How?

Beneficiary Statement
F5562-GRP-ACH 4-2008. Beneficiary Statement. Minnesota Life Insurance Company - A Securian Company. Group Division Claims • P. O. Box 64114 • St. Paul, .
http://ben.omb.delaware.gov/life/documents/beneficiary_statement_LCE.pdf

Reasons beneficiary statements for life insurance claims can share your personal information
Reasons we can share your personal information Does beneficiary statements for life insurance claims share? Can you limit this sharing?
For our everyday business purposes -
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
Yes No
For our marketing purposes -
to offer our products and services to you
Yes No
For joint marketing with other financial companies Yes No
For our affiliates' everyday business purposes -
information about your transactions and experiences
Yes No
For our affiliates' everyday business purposes -
information about your creditworthiness
Yes Yes
For our affiliates to market to you Yes Yes
For nonaffiliates to market to you Yes Yes

To limit our sharing

Preference Beneficiary's Statement
a beneficiary or no designated beneficiary survived the insured. CLAIM NUMBER . M. Preference Beneficiary's Statement. Minnesota Life Insurance Company .
http://ben.omb.delaware.gov/life/documents/preference_bene_statement_LCE.pdf

Please note:

Life Insurance Claim Form
Group Life Insurance Claim Form (Use for employee/member and dependent death . Detach the Beneficiary Statement* and give a copy to each beneficiary.
http://www.cfbta.org/file/document/life-claim-form.pdf

Life Insurance Statement
Life Insurance Statement. OMB No. 1545-0022 . 16 Indemnity benefits. 16 $ . beneficiary, of a single-premium policy on life of insured at attained age, for .
http://www.irs.gov/pub/irs-access/f712_accessible.pdf

Questions?

Instructions for Filing a Group Life (or Dependent Life) Claim
A claim for Group Life Insurance benefits should be submitted to Assurant . Along with the Group Employer Statement and Beneficiary Statement, we will also .
http://www.assurantemployeebenefits.com/816/aebcom/forms/claims/k2176a.pdf

Who we are
Who we are
Who is providing this notice?

Employer Instructions for Filing Group Life Insurance Claims
Employer Instructions for Filing Group Life Insurance Claims . Note: If there is more than one beneficiary, a separate Claimant's Statement must be completed .
http://www.euclidmanagers.com/downloads/eb/Life%20Claim%20Form.pdf

What we do
What we do
How does beneficiary statements for life insurance claims protect my personal information?

Colonial Penn - Claims FAQs
Most life insurance claims can be processed upon receipt of a claimant's statement completed by the named beneficiary(s), and a certified death certificate for the insured. The original .
http://www.colonialpenn.com/Common/ClaimsFAQs.aspx

Report a Claim
Reporting an insurance claim is fast, easy and convenient with Farm Bureau - just . If the policyholder had a policy through Farm Bureau Life Insurance Co. in . if a Payment Contract Option is selected in item C1 in the Beneficiary Statement.
http://www.fbfs.com/content/report-a-claim/

How does beneficiary statements for life insurance claims collect my personal information?

We collect your personal information, for example, when you:

  • apply for a loan or open an account
  • pay your bills or file an insurance claim
  • give us your contact information

Filing a Life Insurance Claim
The life insurance claim form includes detailed instructions for completing the . any of our life insurance benefits, a Statement of Death Group Claim Form should . If no beneficiary designation is on file, the beneficiary will be as stated in the .
http://www.anthem.com/wps/portal/ahplife?content_path=life/noapplication/f3/s0/t0/pw_m010482.htm&label=Filing%20a%20Life%20Insurance%20Claim

Why can't I limit all sharing?

Federal law gives you the right to limit only

  • sharing for affiliates' everyday business purposes-
    information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you

Life Insurance FAQs -- Aetna
Moreover, note that your life insurance beneficiaries do not necessarily need to be . beneficiary almost immediately after a claim for life insurance benefits has . it may be a good idea to get a signed statement from your spouse waiving his or .
http://www.aetna.com/faqs-health-insurance/life-insurance-faqs.html

What happens when I limit sharing for an account I hold jointly with someone else?

AXA Equitable Life Insurance Forms
Life insurance claims are paid after the Company ensures: You are the true beneficiary; The policy is current and in force; That all conditions of the policy . Installment Payments or Life Income Options settlement; Family Status Statement Form .
http://www.axa-equitable.com/customer-service/beneficiary/Forms-AELI.html

Definitions
Definitions
Affiliates

Life Insurance Claim Form - LifeMapCo.com
Statement for Life Insurance Benefits. LIFE INSURANCE CLAIM (4/12). Page 2 of 6. Beneficiary's Statement. Information about Deceased. Name of Deceased .
https://www.lifemapco.com/sites/default/files/pdf_forms/LifeMap%20Life%20Claim%20Form.pdf

Nonaffiliates

Life Insurance Benefits Application Instructions
Life Insurance Benefits. Beneficiary Statement. Standard Insurance Company, Life Benefits Department. PO Box 2800 Portland OR 97208-2800 800.628.8600 .
http://www.seattle.gov/personnel/benefits/pubs/gtl_claim_form.pdf

  • KC2176ANY Group Life Insurance Claim Statement - NY.dot
    Documents to submit to Assurant Employee Benefits when filing a life insurance claim. 1. Group Policyholder Statement and Beneficiary Statement(s). 2.
    http://www.assurantemployeebenefits.com/816/aebcom/forms/claims/k2176any.pdf

Joint marketing

UN Health and Life Insurance Section
All life insurance claims must be processed through the Health and Life . insurer , Aetna, to pay the requisite benefits, the Section will provide the beneficiaries . two years of the approval date indicated on an evidence of insurability statement, .
http://www.un.org/depts/oppba/accounts/insurance/lifeInsurance/claim.htm

Other important information

Life Insurance Claims from MetLife
Find how to make life insurance claims on MetLife.com. . At MetLife, taking care of beneficiaries — Delivering the Promise — is probably the single . A completed Statement of Claim, a form that includes such things as your full name and .
http://www.metlife.com/individual/insurance/life-insurance/claims.html

How to File a Life Insurance Claim
But for legal and tax purposes, beneficiaries must file a life insurance claim in . card and bank statements, and contact your loved one's employer or benefits .
http://www.insweb.com/life-insurance/file-claim-life-insurance.html

FG 0015 11-30-09_FG 0015 505.qxd.qxd
B. Beneficiary Information . The undersigned requests that Phoenix Life Insurance Company pay, without production of the lost . knowingly and with intent to injure, defraud, or deceive any insurer files a statement of claim or an application .
http://www.phoenixwm.phl.com/shared/eforms/getdoc.jsp?DocId=FG11.pdf

MyTransamerica - FAQ
Policy Service and Claims FAQs . Life Insurance Premium Payment; RAP; Loans; Beneficiaries; Claims . Transamerica Financial Life Insurance Company . home signed by the beneficiaries and an itemized statement of funeral expenses.
https://afp.transamerica.com/myta/public/faq.aspx

Dear Beneficiary - SC Employee Insurance Program - State of South ...
Employer Instructions for Filing Group Life Insurance Claims. 1. . The beneficiary must complete his or her own Claimant's Statement and return it to you, along .
http://www.eip.sc.gov/publications/Life_Insurance_Claim_Form.doc?ts=-220655499

Notice to customers with credit-related insurance products

Prudential Financial Group Insurance
How to complete and submit a Group Life insurance Claim Form . Return both the Group insurance Contract Holder Statement and the Bene?ciary Statementlsl .
http://www.uswestretiree.org/Qwest%20Group%20Life%20Insurance%20Claim%20Form%20%200107.pdf

IMMEDIATE ANNUITY CLAIM FORM STATEMENT OF BENEFICIARY
IMMEDIATE ANNUITY CLAIM FORM. STATEMENT OF BENEFICIARY. Contracts Distributing Payments. STANDARD LIFE INSURANCE COMPANY OF .
http://www.standardagents.com/Form%20Storage/F-SLDC-I.pdf

Life Insurance | DAS-HRE
Qualified Life Events, Beneficiary Designation. Cost, Decrease Supplemental Life Insurance. Increasing Supplemental Life Insurance, Life Insurance Claim .
http://benefits.iowa.gov/lifeinsurance.html

Special notice for residents of California

Claims Faqs : Customer Service : Faqs : American General Life ...
Nov 9, 2011 . How do I file a death claim on a life insurance policy? . Beneficiary: The Claimant's Statement must be completed by the beneficiary; if there is .
http://www.americangeneral.com/life/life.nsf/contents/faq_claims

Special notice for residents of Vermont

Unum Life Insurance Company of America Provi
. should you use this claim form? Use this claim form to submit a Voluntary Benefits Life Insurance claim to Unum. . How to Complete the Beneficiary Statement .
http://www.ohr.gatech.edu/sites/default/files/benefits/Life_Insurance/Whole%20Life%20Claim%20Form.pdf

Special notice for residents of Texas

DEATH CLAIM FOR ASSOCIATION PLANS (AK / IL / KS / NC / NV)
ReliaStar Life Insurance Company of New York, Woodbury, NY . The Beneficiary Statement must be signed by the beneficiary if the amount payable to the .
http://ing.us/file_repository/5475/159817_0611.pdf%20

LC-7370CT Combined Life ADD With Safe Haven CT address 07/09
Your beneficiary proceeds will be kept separate from . Part II - Beneficiary Statement (needed for both Life and Accidental Death claims) . I agree that this information is subject to audit by Hartford Life Insurance Company or Hartford Life and .
http://fhdafiles.fhda.edu/downloads/benefits/HartfordGLDeathClaimApplicat.pdf

life insurance without health exam† to access a printable version of the beneficiary statements for life insurance claims Privacy Notice

Revised: May, 2011

Online Privacy Practices

Filing a Death Claim, VA Life Insurance (U.S. Department of ...
Jul 25, 2010 . Veterans Mortgage Life Insurance Claims, A payoff statement from the . If the beneficiary desires monthly payments instead of one lump sum, .
http://www.insurance.va.gov/gli/claims/death.htm

Life Insurance Claims FAQ - Genworth
Find answers to common life insurance claim questions with Genworth Financial on topics such as beneficiaries, statements, policies, claimants, and .
http://www.genworth.com/content/tools_and_forms/claims/life_insurance_claims/life_insurance_claims.html

Claims : Life and AD&D Claims
The Hartford's standard Life and AD&D insurance claim submission and approval . physician statement (when applicable – AD&D claim) beneficiary statement, .
http://www.thehartford.com/cs/Satellite?c=Page&cid=1242758982197&pagename=GBD_Sites%2FPage%2FGeneralPage

Dependent Life Insurance | Benefits | Human Resources | Los ...
Benefits » Other Insurance » Dependent Life Insurance . About Dependent Life Insurance; Eligibility; Enrollment; Coverage; Costs; Beneficiary; Additional .
http://www.lanl.gov/worklife/benefits/insurance/deplife.shtml

Order of Precedence and Designation of Beneficiary - OPM
If you assigned ownership of your life insurance by filing an Assignment, . If you assigned your life insurance, OFEGLI will pay benefits to the beneficiary(ies) . A common-disaster clause is a statement on the designation that says that a .
http://www.opm.gov/insure/life/reference/handbook/designt2.asp

Life Insurance Benefits Application Instructions
The application for life insurance benefits consists of the forms included in this . than one beneficiary, please make a copy of the front and back of the statement.
http://www.mcneilandcompany.com/downloadPDF.aspx?pdf=standard_life_proof_of_death_form-NY.pdf

CA Codes (ins:10509.930-10509.938)
If the life insurance benefits are placed in a retained asset account, the insurer shall send the beneficiary at least one statement per quarter, and a statement for .
http://www.leginfo.ca.gov/cgi-bin/displaycode?section=ins&group=10001-11000&file=10509.930-10509.938

DEATH CLAIM
40302m. Page 2 of 3 - Incomplete without all pages. Order #115446 01/13/2009. I am making claim for the life insurance proceeds as. (Beneficiary, Spouse, .
http://episdbenefits.org/get_document.php?id=244

MONY/MLOA or USFL Life Insurance Forms
Life insurance claims are paid after the Company ensures: You are the true beneficiary; The policy is current and in force; That all . Available when assigning all or part of claim proceeds to another party; Statement as to Children Form .
http://www.axa-equitable.com/customer-service/beneficiary/Forms-MONY-MLOA-USFLLI.html

Last Revised: December, 2010

ABU14214_1-10 Administrator's Guide Life Insurance
Insurance Beneficiary” section to your health . Life) as your group term life and AD&D insurance benefits carrier. . Statement of Domestic Partnership. C15388 .
https://www.blueshieldca.com/employer/documents/administrator-resources/ABU14214.pdf.pdf

BENEFICIARY DESIGNATION FORM - TSCRA Insurance
BENEFICIARY DESIGNATION FOR ALL EMPLOYEE/RETIRED EMPLOYEE LIFE . event a dependent dies, the employee is the beneficiary of their life insurance proceeds. . for insurance or statement of claim containing any materially false .
http://www.tscrainsurance.com/forms/BeneficiaryForm.pdf

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Understanding Life Insurance
The main reason people buy life insurance is to help their beneficiaries keep . Life insurance is different because it's generally guaranteed to pay death benefits . from the time the company receives the proof of loss statement to the time the .
http://www.tdi.texas.gov/pubs/consumer/cb018.html