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REQUIREMENTS BY PRODUCT LINES

Death

Death Certificate

Policy document

Completed death claim form (Available at PHOENIX LIFE ASSURANCE Office and Online)

Police Report in case of accident

Affidavits of identity of beneficiaries and trusteeship where beneficiaries are minor

If policy document cannot be traced, it must be indicated in the affidavit of identity

Valid identity card of claimant(s)

 

Maturity

Policy document

Completed Maturity Form (Available at PHOENIX LIFE ASSURANCE Office and Online)

Valid identity card

 

Surrender

Completed Surrender Form (Available at PHOENIX LIFE ASSURANCE Office and Online)

Policy Document

Valid identity card

 

Partial withdrawal

Completed withdrawal form (Available at PHOENIX LIFE ASSURANCE Office and Online)

Valid identity card

 

Refunds

 

Pay slips of client

Completed refund form (Available at PHOENIX LIFE ASSURANCE Office and Online)

Valid identity card

Claim Notification

Death claims should be reported to PHOENIX LIFE ASSURANCE

Head Office within a reasonable time.

 

 

CLAIMS FORM

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