How to File a Claim Overview

Here’s How You File and Track an Annuity Claim

We are sorry for your loss, our insurance professionals are ready to help and guide you through the claim process.

Step 1
Gather Information

To start a claim, you’ll need the following information about the insured/payee:

  • Policy/Contract Number (if available)
  • Full Name
  • Social Security Number
  • Date of Birth
  • Date of Death
  • Place of Death
  • Policyholder’s Original, Certified Death Certificate

Step 2
Start Your Claim

Call the claim department at 1-877-499-6418 to start your claim.

Step 3
Claim Packet

Once your claim is started, you will receive a packet that includes a claimant statement form you must fill out.
The packet will also include detailed instructions on what to do next.

Step 4
Mail Required Documents

Complete the required claimant statement form and mail it back to us with a certified copy of the death certificate. Your claim representative will let you know if you’re required to provide additional documents.

Mail to:

  • REGULAR MAIL DELIVERY:
    Annuity Claim Department
    P.O. Box 620068
    Dallas, TX 75262-0068
  • OVERNIGHT DELIVERY:
    Annuity Claim Department MS21
    8711 Freeport Pkwy North
    Irving, TX 75063

Step 5
Track Your Claim

Call the claim department at 1-877-499-6418 to track your claim.

Step 6
Receive Payment

Most claims are processed within 7–10 business days after receiving your completed claim form and related documents. Beneficiaries usually receive payment shortly thereafter. Some claims may take longer. Once your claim is approved, you can decide how you’d like to receive any remaining benefit(s). We can mail you a check or issue funds via direct deposit (additional form required).

Survivor Resources

It may be helpful after losing a loved one to know there are resources you can use for assistance.

SUPPORT GROUPS
There are plenty of groups that can provide a safe place to talk about grief and help you discuss your emotions. When looking for one of these groups be sure to consider the funeral home, family and friends, your place of worship, your employer or military services office. These groups are a good place to start when looking for groups to support you in the coming weeks and months.

The support groups in addition to public libraries and your religious institutions may have reading material related to bereavement that will assist you.

A senior woman standing, holding an ipad.

Need more help?

Do you have questions or need assistance? You’re always welcome to reach out to us.