If you need to make a claim on a Friends First policy following the death of a family member, we are here to help you through this process.
We understand that it is difficult to deal with financial issues when you are coping with the death of a family member. We will try to make this claims process as straight forward for you as we can.
Making a claim on a company scheme
If the policy is held through a company pension or life assurance scheme, please contact the Scheme Trustee or Financial Broker to find out how you should make your claim. If you need more details, you can get in touch with us.
Making a claim on a life assurance, investment or savings policy
Contact us and we will send you the required forms to complete. These forms along with the required documents should be returned to us at this address:
Friends First Life Assurance Company dac
Friends First House
Cherrywood Business Park
What accompanying documents do I need?
There are certain documents you will need to send us with your form so we can process your claim.
If the policy was in joint names/ownership, you will need:
Original policy or Lost Policy Declaration & Indemnity Form
We ideally need the original policy schedule to process a claim on a Friends First policy. If this document has been lost, you should fill in the Lost Policy and Indemnity Form – this must be witnessed by a third party who is not a relative.
Proof of identification
We need the deceased’s original birth certificate, or a certified copy. This is to protect against a possible fraudulent claim on the policy.
We need an original death certificate of the policyholder or a certified copy.
If the policy was in a single name, you will also need:
Grant of Probate or Letters of Administration
We need original or certified copies of these documents to confirm that you are legally entitled to deal with the deceased person’s estate (any property, money and other possessions owned by the deceased at the date of their death).
Deed of Assignment or Trust
The benefits of the policy may be legally due to others under a Deed of Assignment or a formal Trust deed. We need the original deed, or a certified copy, to make sure that you are legally entitled to make a claim on the deceased person’s policy.
Details of doctors attended
We may also need details of all doctors that the deceased attended but will contact you if this is required.