Making a Claim

SunLife Limited (as part of the Phoenix Group) are providing this on-line claim option on behalf of Phoenix Life Limited. More information about how Phoenix Life Limited use and secure your data can be found in their Privacy Policy.

If a SunLife customer has passed away and you are their beneficiary, please complete the form below. If their plan had our Funeral Benefit Option added, you could also claim a discount of either £250 or £300, depending on your funeral provider, off the cost of their funeral. If you use the Funeral Benefit Option, the Sum Assured will be paid directly to the funeral provider who will use this to pay towards the cost of the funeral. The funeral provider will apply the discount of £250 or £300 to the funeral bill as applicable. If the Sum Assured is greater than the cost of the funeral SunLife will settle the bill in full from the policy proceeds and any residue will be payable to the estate. To see if the plan did have the Funeral Benefit Option, please check the plan’s most recent annual statement.

You only need raise one bereavement claim through our website which we will process for you as soon as possible. We will contact you direct if there are any queries.

If you have already made a bereavement claim through our Call Centre, rest assured this is being processed now. You do not need to raise another here.

If you have already contacted our Call Centre who have logged your bereavement claim and they are waiting on some information from you, please contact the Call Centre direct, please do not log another claim here.

If the policy was taken out prior to 2005, please call Aviva on 0345 732 2223 for more information. Please do not complete this form.

Policy Number(s) - If more than one policy, please list all policy numbers separated by commas (ie, 8989564, 2365858):

Full name of Deceased:

Address of Deceased

Address line 1:

Address line 2:

Address line 3:

Postcode:

Date of Birth (Deceased):

Date of Death:

Date of Notification (Date the death was registered):

Country of Death:

Cause(s) of Death (from death certificate, or make reference to coroner’s interim certificate if applicable):

Death Certificate Reference (this can be found in the top right hand side of the certificate and is a mixture of letters and numbers, for example ABC123456):

If the policy(s) is still within the moratorium period (first 12 months), then in most cases a return of premiums will be payable. There may be claims where the full sum assured is paid, we will contact to inform you if this is the case. If the death was as a result of an accident, please provide as much detail in the comments box at the bottom of the claim form, thank you.

Address of Deceased as per Death Certificate

Is address same as above? (if 'no', use fields below to enter address)

If you wish payment to be made to a funeral provider, please:

Send a copy of the invoice to SunLife, PO Box 1395, Peterborough, PE2 2TR
Ensure the Policy Number is clearly stated on the invoice.
Select the box below to indicate ‘Yes I will be sending an invoice’

Please note that if the funeral invoice is less than the cash sum, any remaining balance will be paid to the beneficiaries. If the cash sum is less than the invoice, we will pay the whole cash sum to the funeral provider and any balance will need to be paid by the next of kin.

Please continue to complete this form so we can capture your contact and next of kin details.

If you do not wish payment to be made to the funeral provider, please indicate below by selecting 'No I won’t be sending an invoice' and continue to complete this form.

Yes I will be sending an invoice No I won’t be sending an invoice

Is there a Will?

Name of Executor(s):

All Claimants name and relationship to deceased (we may need to contact you during the processing of this claim)

*Legal claimant definition – the Executor(s) named in the Will. If no Will - the closest Next of Kin in accordance with the order of succession. If you are unsure who the closest next of kin is, please click here.

1st Claimant/contact

Name:

Relationship:

Date of Birth:

is address same as deceased already provided? (if 'no', use field below to enter address)

Address info:

Telephone No.:

Email Address (if applicable):

Are there any other claimants? If so please provide details below.

2nd Claimant/contact

Name:

Relationship:

Date of Birth:

Address info:

Telephone No:

Email Address (if applicable):

Any other Claimant/contact

Name:

Relationship:

Date of Birth:

Address info:

Telephone No.:

Email Address (if applicable):

Any other comments:

Remember, if their plan had our Funeral Benefit Option added, you could also claim depending on your provider, £250 or £300 discount, off the cost of their funeral. To see if the plan did have the Funeral Benefit Option, please check the plan’s most recent annual statement. If it did have Funeral Benefit Option, please also call the funeral provider (click here for contact details) after you have submitted this form.

Funeral Benefit Option

I am aware the policy has Funeral Benefit Option and will be using it I am aware the policy has Funeral Benefit Option but will not be using it I am unsure if the policy has Funeral Benefit Option, if it does please contact me. (If the policy does not have Funeral Benefit Option, I understand you will process the claim as per the details provided) The policy did not have the Funeral Benefit Option

If any dispute arises as to the entitlement to the proceeds of any of the deceased policies, or if a valid claim against one or more of those policies is made by another party, you will repay to Phoenix Life some or all of the amount you have received as a result of this claim, upon request from Phoenix Life.

I have read and understand this disclaimer

Just to make you aware that our mailings are produced 30 days in advance so we do apologise if you receive any mailing in the name of the deceased.
Any active direct debits will be cancelled following this notification

The policy proceeds will be paid by Phoenix Life Limited (trading as SunLife).

Guaranteed acceptance with no medical and a guaranteed cash payout for loved ones.

Life cover with a few health questions for a bigger guaranteed payout.

Release the money you need to enjoy the retirement you deserve.

Dozens of ways for everyone over 50 to save money everyday.

Making a Claim