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Guaranteed Over 50 Plan claims

Here is all the information that you need to make a claim for a Guaranteed Over 50 Plan.

Making a claim by phone

Call our UK call centre on 0800 008 6060

Monday - Friday 8:30am-6pm. 

Our friendly, experienced team are here to help. Calls may be monitored or recorded for security and training purposes.

The person making the claim will need to:

  • Confirm that the death has been registered and the death certificate has been received
  • Provide the death certificate entry number and registration district
  • Confirm that the death occurred on the UK mainland

Our team will then guide you through the rest of the claims process.

Making a claim in writing

The person making the claim will need to send us:

  • The Policy Schedule
  • The name of the person making the claim and evidence of their entitlement to the policy proceeds
  • The name and date of birth of the policy holder
  • The original death certificate
  • The account number and sort-code of the bank account where the cash sum is to be paid
  • A copy of the policyholder's Will if there is one

If any of these documents are not available, the person making the claim should call us on 0800 008 6060.

This information should be sent to us at:

SunLife
PO Box 1395
Peterborough
PE2 2TR
United Kingdom

Funeral benefit option

If the Guaranteed Over 50 Plan comes with funeral benefit option, the person making the claim will need to contact Co‑op Funeralcare, Dignity or Golden Charter directly, depending on the plan provider. The name of the funeral provider will be available in the Welcome Pack received from the funeral provider.

Making a claim for funeral benefit option from Co‑op Funeralcare

To make a claim call either 0345 602 0075* (lines open Monday - Friday 8am-9pm; Saturday and Sunday 9am-5pm excluding public holidays) or a local Co‑op Funeralcare Funeral Home.

Co‑op Funeralcare will need:

  • The full name and address of the policyholder
  • The SunLife policy number
  • Co‑op Funeralcare Funeral Planning number
  • The original death certificate

*Calls may be monitored or recorded for security and training purposes. Call costs may vary. Calling us on an 03 number will cost no more than a call to an 01 or 02 number, irrespective of whether you call from a landline or mobile. If you have inclusive minutes' with your package these calls are included, however you may wish to check with your call provider.

Making a claim for funeral benefit option from Golden Charter

To make a claim call you can call 0800 171 2077* (lines open Monday - Friday 9am-5pm).

To process the claim, Golden Charter will need:

  • The full name and address of the policyholder
  • The SunLife policy number
  • The Golden Charter reference number
  • The original death certificate

*Calls may be monitored or recorded for security and training purposes.

Making a claim for funeral benefit option from Dignity

To make a claim call you can call 0800 456 1047* (lines open 24 hours a day, 7 days a week).

To process the claim, Dignity will need:

  • The full name and address of the policyholder
  • The SunLife policy number
  • The Dignity reference number
  • The original death certificate

*Calls may be monitored or recorded for security and training purposes.

Not sure which funeral provider to ring?

If you can't find what you are looking for, contact us so that we can help you get in touch with the right person.

Other help and support

If you’re suffering from a bereavement, here are some useful helplines.

People to talk to

Samaritans – Call 11 123

Samaritans offer 24-hour help, 365 days a year

Cruse Bereavement Care – Call 0844 477 9400

Cruse offer support, advice and information when someone dies

Macmillan Cancer Support – Call 080 808 0000

Macmillan offer support from bereavement from cancer

Marie Curie – Call 0800 090 2309

Marie Curie offer care and support through terminal illness

Other support and practical advice

NHS coping with bereavement advice

GOV.uk offers a step by step guide of what to do when someone dies

The Money Advice Service for how to deal with money after a death

Citizens Advice for advice on arrangements after a death

These links are provided for convenience and information purposes only. SunLife is not responsible for pages maintained by external sites.

Phone

Call our UK call centre on 0800 008 6060

Monday – Friday 8:30am-6pm.

Calls may be monitored or recorded for security and training purposes.