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HOW TO CLAIM UNDER YOUR FUNERAL POLICY

WE WANT TO MAKE IT EASY WHEN YOU NEED TO CLAIM

We all react differently to loss. But whether or not you have expected the loss of a loved one,there is one universal element of grief - it’s makes you feel numb and heartsore, and paperworkis the last thing on your mind. We get that, and we want to make the claims process as easy aspossible.

STEP 01 Let us know		• You must notify us of the claim within 180 days of the date of death. If you don’t, your claim might be rejected. • To notify us you can: - call our Client Services Contact Centre on 0860 333 111 during office hours; or - write to us at clientservices@nedgrouplife.co.za. We will ask for the policy details and information about the event that has led to the claim, and send you a claim form. • We will also tell you if we need other information (for example medical records) to assess the claim.
		Important note The person lodging the claim, who can either be the nominated beneficiary of the policy or the executor of the estate, will be liable for any costs related to getting the relevant information to us, such as postage, courier or delivery costs.

STEP 01

Let us know

• You must notify us of the claim within 180 days of the date of death. If you don’t, your claim might be rejected.
• To notify us you can:
- call our Client Services Contact Centre on 0860 333 111 during office hours; or
- write to us at clientservices@nedgrouplife.co.za.
We will ask for the policy details and information about the event that has led to the claim, and send you a claim form.
• We will also tell you if we need other information (for example medical records) to assess the claim.

Important note

The person lodging the claim, who can either be the nominated beneficiary of the policy or the executor of the estate, will be liable for any costs related to getting the relevant information to us, such as postage, courier or delivery costs.

STEP 02 Get the documents ready		We need the following documents to assess a claim: • A completed claim form. • A completed and certified Notification of Death form (BI-1663/DHA 1663). You will complete this form when you report the death (at a police station, the Department of Home Affairs, the funeral undertaker, or, if the death occurred abroad, the South African mission or embassy). • A certified copy of the funeral invoice. • A certified copy of: - the death certificate; - the identity document of the person lodging the claim; - the identity document of the deceased (if the deceased is younger than 18, we will need a birth certificate); and - the nominated beneficiary’s or policy holder’s bank statement. If we need more information, the person lodging the claim must give us permission to contact anyone who we think can give us the information (including any beneficiaries, a medical practitioner or hospital). Depending on the claim, we may also need: • Proof of the nature of the relationship between the deceased and the person lodging the claim. • A police report, if the death is due to unnatural causes.
		Important note We only accept copies of original documents that are certified by a commissioner of oaths, such as a police officer, attorney or bank manager.

STEP 02

Get the
documents
ready

We need the following documents to assess a claim:

• A completed claim form.
• A completed and certified Notification of Death form (BI-1663/DHA 1663).
You will complete this form when you report the death (at a police station, the Department of Home Affairs, the funeral undertaker, or, if the death occurred abroad, the South African mission or embassy).
• A certified copy of the funeral invoice.
• A certified copy of:
- the death certificate;
- the identity document of the person lodging the claim;
- the identity document of the deceased (if the deceased is younger than 18, we will need a birth certificate); and
- the nominated beneficiary’s or policy holder’s bank statement.

If we need more information, the person lodging the claim must give us permission to contact anyone who we think can give us the information (including any beneficiaries, a medical practitioner or hospital).

Depending on the claim, we may also need:
• Proof of the nature of the relationship between the deceased and the person lodging the claim.
• A police report, if the death is due to unnatural causes.

Important note

We only accept copies of original documents that are certified by a commissioner of oaths, such as a police officer, attorney or bank manager.

STEP 03

Submit the
documents
to us

You can:
• hand in the documents at your nearest Nedbank branch;
• post or courier them to us at Nedgroup Life Assurance Company Limited, PO Box 149175, East End, 4018; or
• email them to us at clientservices@nedgrouplife.co.za.

STEP 04

We assess
the claim

• Once we have received all the documents, we will assess the claim and let you know if we need anything else.
• If the claim is valid, we will then process it.