Get Claiment Statement Prosperity Life Insurance

Filling out the Claiment Statement for Prosperity Life Insurance is an important step in initiating a claim. This guide provides clear, step-by-step instructions to help users complete the form accurately and efficiently, ensuring a smooth process.

Follow the steps to successfully complete your Claiment Statement online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with section 1, 'Deceased’s information.' Fill in the deceased's first and last names, middle initial, marital status, date of birth, date of death, cause of death, and place of death. Make sure to format dates correctly as dd-mm-yyyy.
3. Move on to section 2, 'Claimant information.' Enter your first and last names, middle initial, and if applicable, your company’s name along with your position. Indicate your gender, whether you have signing authority, and provide your complete address, including apartment or suite number, city, province, postal code, and telephone number.
4. Specify your relationship to the deceased and confirm if you were a spouse on the date of death. Indicate if you are claiming an accidental death benefit by selecting 'Yes' or 'No.'
5. If applicable, provide the name and date of birth of any minor beneficiary and their social insurance number (SIN) for tax reporting purposes. Also include the insured’s SIN if you are claiming through the estate.
6. Clarify in what capacity you are claiming the proceeds by listing the relevant policy numbers and checking the appropriate box from the provided options.
7. List any other life, accident, health, or pension products under which a claim is being made with Sun Life Assurance Company of Canada as well as with other companies.
8. Complete the 'Physician/hospital information' section if a Sun Life insurance policy was issued within the last five years. Provide names and locations of all physicians, hospitals, or facilities where the deceased was treated.
9. In the 'Direction' section, indicate your preferred method of payment: cheque, transfer funds, or continue original investment terms, and include any special instructions.
10. Complete the 'Authorization' section by signing and dating the form. Ensure that your signature is clear and matches the name provided earlier.
11. Review the entire form for accuracy, ensuring all required information has been included. Save changes, then download, print, or share the completed form as needed.

Complete your Claiment Statement online to facilitate your claim with Prosperity Life Insurance today.