Pension Death Claim
Settling the affairs of a loved one after they pass can be a stressful and overwhelming process.
Below, we have outlined a simple step-by-step guide to settling the claim on a pension policy after the death of a loved one.
Below, we have outlined a simple step-by-step guide to settling the claim on a pension policy after the death of a loved one.
Step 1: Contact our Helpdesk on 01 6910317
Our dedicated team will be on hand to help guide you through the process.
Our dedicated team will be on hand to help guide you through the process.
Step 2: The following paperwork will be required:
- Certified copy of the Death Certificate
- A completed Death Claim form (See below to download)
- Grant of Probate may be required depending on the value of the pension
- Copy of valid Photo ID & Proof of address of beneficiary
- A copy of marriage Certificate if Applicable
- Death claim form, to be completed by the executor of the deceased’s estate
- Other Requirements may be required.
Step 3: The Insurance Company will assess the claim.
If any further requirements are needed at this stage they will contact you to request same.
Step 4: Claim is settled and payment made
Once the claim is assessed and finalised payment will be made by EFT/ Cheque to the beneficiary of the policy.
Claim Forms by Life Company:
New Ireland Assurance
Zurich Life
Aviva
Irish Life