Tell us about a death

We're so sorry your loved one died. We wish we could help you with the feelings you're working through. We hope this form makes it easier for you to tell us what happened. But as always, if you'd rather, just call.

We may ask for more information about what you tell us here.

Tell us about yourself

Are you working with a financial advisor?

Tell us about the person who died

Tell us about the funeral home

Tell us who to contact

This is the person we'll contact about this claim. Make sure you have their permission to share their contact information.

Contact details

By clicking submit, you confirm you have permission to give us this information to start working on this claim.