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Making Life Insurance Claim
Weetod
Posts: 20 Forumite
Currently trying to make a claim for life insurance payout from Beagle Street.
The policy was written in trust to the spouse of the deceased but the claim form is asking that we send away confirmation document to them.
Has anyone else came across this?
The policy was written in trust to the spouse of the deceased but the claim form is asking that we send away confirmation document to them.
Has anyone else came across this?
0
Comments
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You'll just have to do as they ask, unlikely there is any way to circumvent their requirements.0
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The life companies don't retain the trust documents. So, its normal to ask for them on a claim.
Strange that it is in trust. It is unnecessary between spouses as you can just make the ownership the correct way around.I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.0 -
Wouldn't you normally put it in trust to deal with a simultaneous death of the insured and spouse?dunstonh said:Strange that it is in trust. It is unnecessary between spouses as you can just make the ownership the correct way around.0
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