How to make a group life policy claim
Complete member details using our online claims form.
We’ll need:
- Details of the policy, scheme name and number
- The member’s personal details, the date, location and cause of death
- The member’s employment details, including the length of time in service and salary
- Payee details – we can make payment to a Trustee account or a third-party account, including a company account, solicitor or direct to the beneficiary
For death in service pension claims, we’ll also need:
- The dependant’s details
- The amount of pension payable
- Details of who should be paid
- Marriage or civil partnership certificate
- Birth certificates for any dependants who are to receive the benefits
Important information
In most cases, we can verify a UK death online without having to see the death certificate, if it’s been registered for at least two weeks. Claims need to be made within two years of the member’s death, as we can’t pay claims or requests for additional amounts of benefit after that.
If we need your online claim form to be signed by an authorised individual, we’ll send the person who submitted it a link to print the form. We can accept scanned and emailed copies of the signed claims form. We can also accept a DocuSign form.
If the person who submits the claim online is authorised, no further authorisation will be needed.
Paper claims process
Download a claim form. We’ll need the details listed above.
Master Trust claims
Submit a Master Trust claims form. We’ll need the details listed above.
Need help making a claim?
If you’re not sure about the process or have any questions, get in touch with our Group Life Claims Team on 0800 158 2714 or email us. Our opening hours are Monday to Friday, between 9.00am and 5.00pm.
We may record or monitor calls.
Calls to 0800 numbers from UK landlines and mobiles are free of charge. Calls from outside the UK may be charged at international rates.