For an insurer to issue a death benefit, it will likely require a completed claim form along with copies of the contract and a death certificate. Proceeds paid through life insurance or annuity ...

It is important to note that this is a unique benefit ... deceased's most recent W-2 forms or federal tax returns. Once the application is approved, the lump-sum death payment is directly ...

Make sure you have the necessary documents and understand each section of the form to apply for your monthly benefits.

(There is a form that needs to be filled out ... At the same time, you will file a claim for that measly little one-time death benefit of $255. (I’ve written past columns about why that so ...

Life insurance is commonly used to provide an immediate source of funds for a surviving spouse or family member. As a financial planner working with those who lost a loved one, I've seen first ...

Request any information regarding amendments to the policy that may result in a lower death benefit. Obtain a benefits claim form, fill it out and send it in with a death certificate to make the ...

Step 1: Determine Which Life Insurance Company Holds the Policy A life insurance company doesn’t automatically pay out a death benefit when a policyholder dies. You need to file a claim ...

Form 1099-LTC, "Long-Term Care and Accelerated Death Benefits," is the IRS form that enables individual taxpayers to report long-term care (LTC) benefits, including accelerated death benefits.