Forms and documents needed to process a claim

All of the forms and requirements for your specific claim type and situation will be provided in the claims packet sent to you.

If you would like to view and download all of the forms that may be needed for your claim, please enter your policy number below.

Please see the sections below to learn more about the claims process and form requirements for specific situations.

Forms and documents lookup

Claim Forms

Proof of Death Form - this may not be needed - refer to the table with the Proof of Death requirement by claim type

Claim Forms

Proof of Death Form - this may not be needed - refer to the table with the Proof of Death requirement by claim type

Proof of Heirship Affidavit - this is only needed for certain Estate Beneficiaries - see Common Beneficiary Situations

Claim Forms

Proof of Death Form this may not be needed - refer to the table with the Proof of Death requirement by claim type

Proof of Heirship Affidavit - this is only needed for certain Estate Beneficiaries - see Common Beneficiary Situations

Claim Forms

Proof of Death Form this may not be needed - refer to the table with the Proof of Death requirement by claim type

Proof of Heirship Affidavit - this is only needed for certain Estate Beneficiaries - see Common Beneficiary Situations

Documents needed to file a claim

Claimant’s Statement: Required for most claims; not required for expedited processing. Each beneficiary must complete and submit a statement. Provided in claims packet.

Original or copy of the policy (if available): If the policy is not available, please note this on the top of the Claimant’s Statement

Documentation required as Proof of Death: Required for all claims. The document required varies depending on the dollar amount of the benefit payment or circumstances of death, see table below. The required form of proof will be indicated in the claims packet sent to the beneficiary. Note: Only one proof of death is required for the deceased, even when there are multiple claimants and/or policies.

Proof of death requirements by claim type

Total benefit amount for policy

Claim type

Date of death is 2 or more years after policy issue or reinstatement date

Death occurred within United States, Canada or U.S. territories (Puerto Rico, Guam, American Samoa, U.S. Virgin Islands)

Document Required

Any one of the following:

Total benefit amount for policy

Claim type

Date of death is 2 or more years after policy issue or reinstatement date

Death occurred within United States, Canada or U.S. territories (Puerto Rico, Guam, American Samoa, U.S. Virgin Islands)

Document Required

Any of the following:

Total benefit amount for policy

Claim type

Natural death or suicide

Date of death is 2 years after policy issue or reinstatement date

Death occurred within United States, Canada or U.S. territories (Puerto Rico, Guam, American Samoa, U.S. Virgin Islands)

Document Required

Total benefit amount for policy

Greater than $100,000

Claim type

Date of death is within 2 years of policy issue or reinstatement date

Foreign death (occurred outside of United States, Canada or U.S. territories - Puerto Rico, Guam, American Samoa, U.S. Virgin Islands)

Accidental death (only if claiming benefits for policy with Accidental Death Benefits Rider)

Document Required

Note: The death certificate cannot be returned

1 We cannot accept a death certificate where the cause of death is “pending.”
2 For deaths in Florida, the death certificate must be the long version that includes the cause of death.
3 For foreign deaths, certified death certificate from the country where the death occurred, translated into English.

Corebridge

Copyright © 2024 Corebridge Financial, Inc. All rights reserved.

Life insurance issued by American General Life Insurance Company (AGL), Houston, TX except in New York, where issued by The United States Life Insurance Company in the City of New York (US Life). Securities products are distributed by Corebridge Capital Services, Inc., member FINRA. Guarantees are based on the claims-paying ability of the issuing insurance company and each company is responsible for the financial obligations of its products. Products and services may not be available in all states and product features may vary by state. AGL does not solicit, issue or deliver policies or contracts in the state of New York.

All companies above are wholly owned subsidiaries of Corebridge Financial, Inc. Corebridge Financial and Corebridge are marketing names used by these companies.

This material is general in nature, was developed for educational use only, and is not intended to provide financial, legal, fiduciary, accounting or tax advice, nor is it intended to make any recommendations. Applicable laws and regulations are complex and subject to change. Please consult with your financial professional regarding your situation. For legal, accounting or tax advice consult the appropriate professional.

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