Get Application For A Death Claim - Sanlam Co

This guide provides clear and supportive instructions for completing the Application For A Death Claim - Sanlam Co online. By following these steps, you can ensure that your application is filled out accurately and submitted efficiently.

Follow the steps to successfully complete your application.

1. Press the ‘Get Form’ button to access the application, opening it in your preferred online editing tool.
2. Begin by filling out section A, which includes the particulars of the deceased. Provide the full name and surname, cause of death (indicate whether natural or unnatural), and describe the exact cause if needed. Also, include the name and contact number of the doctor or certifying person, along with the undertaker's name and contact number.
3. Move to section B to provide details of the person(s) with whom Sanlam will communicate during the claim process. Fill in the full names, relation to the deceased, contact information, and choose a correspondence language (English or Afrikaans). Include details of any brokers or advisers, if applicable.
4. In section C, review your financial planning options. Decide whether you would like an adviser to contact you if you do not have one assisting you. Indicate your preference by selecting yes or no.
5. Complete section D by making your declaration. Confirm that the information is correct, and provide your full name, signature, date, and identity number.
6. Once all sections are filled out, review the application for any errors or omissions. Ensure that you are returning only the second page of the form, along with the certified death certificate and bank statements.
7. After validating the information, save the completed form and any necessary documents. You can download or print the application for your records.
8. Send the documents to Sanlam via your preferred method: mail, email, or fax, as outlined in the form instructions.

Ready to start your application? Fill out the form online now for efficient processing.