Life insurance and wealth policy claim forms
Have coverage through an advisor? You're in the right place.
If you have coverage through your employer or plan sponsor, use our workplace benefits insurance forms instead.
Start a claim
Use this form if you are a beneficiary or estate executor making a claim on a life insurance or wealth policy.
Step 1: Complete a claim form.
Download this form and print it, or fill it out in Adobe Reader XI or higher - Opens in a new window (not your browser) and save.
Step 2: Submit your claim.
When you have completed the claimant's statement, please send to us:
- For segregated funds, GIO or annuity death claims anywhere in Canada excluding Quebec, email our London wealth office.
- For segregated funds, GIO or annuity death claims in Quebec, email our Montreal wealth office.