Claims
How to apply
How to make a claim
Thankfully the proportion of people who have to make a claim is relatively small, but this means that many advisers have never been through the claims process, so may not know what to expect. If you’re asked to start a claim on behalf of your client, this is what you need to do:
Life Insurance
Call us to register a life cover claim.
Or your client can complete our online form and one of our team will be back in touch with them.
For life insurance claims, we can accept claims information over the phone, so your client doesn’t need to complete a form. If you’d like us to do this, please ask your client to call us on the number above.
We may need other documentation from your client. This may include:
- the birth, marriage or death certificate of the person covered
- medical evidence to support the claim
- a signed Access to Medical Records Act Declaration (AMRA)
- the original policy schedule
- the original trust deed, if applicable.
Critical Illness
Call us to register a critical illness, terminal illness or premium protection claim.
Or your client can complete our health (illness) claim form and one of our team will be back in touch with them.
For critical illness and terminal illness claims, we can accept claims information over the phone, so your client doesn’t need to complete a form. If you’d like us to do this, please ask your client to call us on the number above.
We may need other documentation from your client. This may include:
- medical evidence to support the claim
- a signed Access to Medical Records Act Declaration (AMRA)
- the original policy schedule.
