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Making an Insurance Claim Sedona AZ

Unfortunately, making a life insurance claim requires some paperwork - not something people want to face when a loved one passes away. But for legal and tax purposes, beneficiaries must file claims in order to receive settlement funds. These basic steps explain the process and serve as a checklist for you to make sure you're doing everything necessary during a difficult time.

Farmers Insurance / Nelms Insurance
(928) 282-6052
70 Tortilla
Sedona, AZ
 
Bailor Insurance LLC State Farm
(928) 282-1242
1725 W State Route
Sedona, AZ
 
Sedona Benefits
(408) 234-4394
85 Piedras del Norte
Sedona, AZ
 
Butler - Leavitt Insurance Agency
(928) 634-5521
405 S Main St
Cottonwood, AZ
 
Kathy Scherich Agency - American Family
(928) 567-0335
452 W Finnie Flat
Camp Verde, AZ
 
Draxler Insurance
(928) 282-6200
3060 W State Route
Sedona, AZ
 
Johnson Insurance Services LLC
(928) 282-3615
PO Box 1630
Sedona, AZ
 
Farmers Cheri Marx Agency
(928) 284-1099
20 Bell Rock Plaza
Sedona, AZ
 
Draxler Insurance
(928) 634-5511
2400 E State Route
Cottonwood, AZ
 
The Equestrian Group
(602) 992-1570
PO Box 9957
Pheonix , AZ
 

Making an Insurance Claim

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Unfortunately, making a life insurance claim requires some paperwork - not something people want to face when a loved one passes away. But for legal and tax purposes, beneficiaries must file claims in order to receive settlement funds. These basic steps explain the process and serve as a checklist for you to make sure you're doing everything necessary during a difficult time.

Contact your insurance representative

You should always place a call to your insurance agent first, to find out what paperwork is required for any life insurance policies held through him or her. Your representative can be a helpful resource. If your loved one's life insurance policy was part of an employee benefits package, contact the employer for information on how to proceed.

Know what you're entitled to

You may not always know what sort of life insurance policies a spouse or family member carried. Group life insurance policies, which are easy to sign up for and are often either free or very inexpensive, are offered by employers, credit card companies or other financial institutions. If you can, review credit card statements and bank statements, and contact your loved one's employer or benefits administrator to learn about any additional coverage he or she may have had.

Other types of policies a loved one may have held include travel life insurance, mortgage life insurance, accidental death insurance and credit life insurance. Each of these categories may be relevant, so review the fine print of all paperwork related to these areas. Contact lenders and ask specifically about death benefits if you cannot locate information in your loved one's records....

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