Get Death Claim Form Application For A Death Claim - Sanlam

Filling out the Death Claim Form Application For A Death Claim - Sanlam can be a straightforward process if you follow the steps outlined in this guide. Designed to assist users in submitting claims efficiently, this document requires specific information related to the deceased and the beneficiaries.

Follow the steps to complete your claim form easily.

1. Use the ‘Get Form’ button to access the Death Claim Form. This will open the form in an online editor for completion.
2. In section A, enter the particulars of the deceased. This includes the full name, cause of death, and details of the doctor who certified the death, including their contact information and where the death occurred.
3. Continue to section A to provide details about the undertaker, including their company name, contact person, and the date of burial or cremation.
4. In section B, identify who Sanlam should communicate with during the claim process. Fill out the correspondence details for the chosen contact person, including their relation to the deceased, contact information, and preferred language for communication.
5. Proceed to section C, where you can review financial planning options. Indicate whether you would like assistance with investment options and if you're considering re-investment of the claim amount.
6. In sections D and E, provide bank account particulars. Include the name of the account holder, account type, and necessary identification information. Attach a valid proof of your bank account.
7. If necessary, complete sections F and G for any controlling parties or beneficial owners if the account is a legal entity. Finally, ensure you declare your understanding and approval of the information provided.
8. After completing all sections, review your entries for accuracy. Save your changes, and prepare to download, print, or share the form, along with any required supporting documents such as a certified copy of the death certificate.

Start filling out the Death Claim Form online today to ensure timely processing of your claim.