Get Claim Form - Scottish Widows

Filing a claim can be a daunting process, but completing the CLAIM FORM - Scottish Widows online doesn't have to be. This guide will provide you with straightforward, step-by-step instructions to ensure that your claim is submitted accurately and efficiently.

Follow the steps to successfully complete your claim form.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred format for editing.
2. Fill in the policy number in section 1a. This is crucial for identifying the insurance policy related to your claim.
3. In section 1b, enter the name of the life assured - the individual whose life was covered under the policy.
4. In section 1c, input the date of death of the life assured, ensuring accuracy to avoid processing delays.
5. Section 2 requires the full name(s) of the claimant(s) in block letters (2a), their present address (2b), and a contact telephone number. Additionally, specify the capacity of the claimant in section 2c, such as Trustee, Executor, or Policyholder.
6. For payment details, fill out section 3a with the details of the payee who will receive the claim proceeds. In section 3b, provide the address where the payment should be sent, and include any reference in section 3c.
7. In section 3d, enter the bank account details where the funds should be credited. This includes the bank or building society name, sort code, account number, and account holder's name.
8. Review the declaration at the bottom of the form. Ensure that all statements are true and complete before signing. For section 4, indicate if the original policy document cannot be found, and check any relevant boxes.
9. If applicable, complete the indemnity and declaration for missing policy documents to certify the loss of the original policy.
10. Sign and date the declaration section for each claimant involved. Ensure that all required signatures are obtained before submission to avoid delays.
11. Once the form has been filled out, save your changes, and download a copy for your records. You can then submit your completed form as required.

Complete your CLAIM FORM - Scottish Widows online today for a smooth claims process.