Get Clientele Claim Form

Completing the Clientele Claim Form online is a straightforward process that requires careful attention to detail. This guide will walk you through each section of the form, ensuring that you provide all necessary information for your claim or policy continuation.

Follow the steps to successfully complete your Clientele Claim Form.

1. Click ‘Get Form’ button to access the Clientele Claim Form online. This will open the document in the editor for you to begin filling it out.
2. Enter the deceased’s details in the provided fields, including their title, initials, surname, policy number, and identity number. Ensure all information is accurate to avoid delays in processing.
3. Choose whether you wish to continue with the policy or submit a death claim by selecting the appropriate option.
4. Fill in the beneficiary's details, including their first name, surname, identity number, postal address, and contact numbers. Double-check these entries for correctness.
5. If submitting a death claim, provide the banking details of the beneficiary. Include the account holder's name, bank name, account number, branch code, and account type.
6. For new policy owners, enter details of the beneficiaries, including their names, identity numbers, share percentages, and relationship to the deceased.
7. Complete the declaration section at the end of the form by signing and dating it. Ensure that you provide a truthful representation of the information given.
8. After completing the form, review all sections to ensure accuracy, then save your changes. You can download, print, or share the completed form as needed.

Start filling out your Clientele Claim Form online today to ensure your claim is processed efficiently.