LOOKING IN THE 'LOST AND FOUND'
Finding a Life Insurance Benefit When You Don't Have the Policy
Insurance is often purchased during life changing moments: a new baby, marriage, the purchase of a home or the addition of other assets worth protecting. But if policy documents are lost you may find yourself searching for a missing policy. That can be difficult— especially if you are assisting an elderly relative or helping settle the estate of someone who has died. If an agent or company holding the policy has changed, a search for answers may seem overwhelming. ECG offers these tips to help find a misplaced life insurance policy.
Information You Need
Before you start your search, collect necessary documents and information. An old copy of the policy will be most helpful. You'll need some personal details of the insured individual including the full name (maiden name for a married individual), Social Security number and the state where the policy was purchased. To claim the benefit you'll also need a copy of the death certificate.
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