How to make a claim

 

The Guaranteed Over 50 Plan and The 50 Plus Protector Plan

Claiming a cash sum

The Guaranteed Over 50 Plan and The 50 Plus Protector Plan are designed to pay a cash sum for one or more of your loved ones on your death. When the time comes for your loved ones to let us know that they’ll be making a claim, they can call us on 08457 322 223 or write to us at AXA Sun Life plc, PO Box 1810, Bristol BS99 5SN.

To process the claim, we will need:

  • The Policy Schedule and Endorsements to be returned
  • The name of the person making the claim and evidence of their entitlement to the policy proceeds
  • The name and date of birth of the policyholder
  • The original death certificate
  • A copy of the policyholder's Will if there is one.

It is important that you keep the policy documents safe and let your next of kin know where to find them.

If these documents are not available, the person making the claim should contact our policy helpline on 08457 322 223.

 

Recording your wishes

If you'd like to record the names of your beneficiaries, you can complete an 'Expression of Wish' form and send it to us for safekeeping. If you'd like us to send you a form in the post, call 08457 322 223.

The Expression of Wish form is an Adobe PDF file, which means you'll need Adobe Reader installed on your computer. Most computers will have this software installed, but if yours does not, you can download it and install it for free from http://www.adobe.com/reader (link opens a new window). Please note that the Adobe website is not regulated by the Financial Services Authority and, as it is not operated by AXA Sun Life Services plc, we cannot be liable for its contents.

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Funeral Benefit Option

 

If you've selected the Funeral Benefit Option, your family will need to call us on 08457 322 223 .To process the claim, we will need:

  • The Policy Schedule and Endorsements to be returned
  • The name and date of birth of the policyholder
  • The original death certificate
  • A copy of the policyholder's Will if there is one.


Your family will also need to contact the funeral provider separately and quote the policy number.


The funeral provider will then advise your loved ones on the nearest Funeral Home, or arrange for the Funeral Home to contact your loved ones directly.


Once your loved ones have confirmed the funeral arrangements we’ll pay the cash sum from your policy to the funeral director.

 

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Funeral Plan / Funeral Assist

Claiming your chosen funeral services

The process for Funeral Plan / Funeral Assist is slightly different. To make a claim your loved ones can contact
The Co-operative Funeralcare directly – there is no need to contact Sun Life Direct as well. Your loved ones can either call 0845 602 0075 (open Mon-Fri 8am-6pm; Sat 9am-1pm excluding public holidays) or call a local Co-operative Funeralcare funeral home to make a claim.

To process the claim, The Co-operative Funeralcare will need:

  • The full name and address of the policyholder
  • The AXA Sun Life policynumber
  • The Co-operative Funeralcare Funeral Planning number
  • The original death certificate.

If these documents are not available, the person making the claim should contact The Co-operative Funeralcare on 0845 602 0075.

Claiming a cash sum

If your loved ones are claiming a cash sum instead of the funeral services, they will need to contact AXA Sun Life rather than The Co-operative Funeralcare to make a claim. They can call us on 08457 322 223 or write to us at AXA Sun Life plc, PO Box 1810, Bristol BS99 5SN.

To process the claim, we will need:

  • The Policy Schedule and Endorsements to be returned
  • The name of the person making the claim and evidence of their entitlement to the Policy proceeds
  • The name and date of birth of the Policyholder
  • The original death certificate
  • A copy of the Policyholder's Will if there is one

It is important that you keep the Policy documents safe and let your next of kin know where to find them.

If these documents are not available, the person making the claim should contact our policy helpline on 08457 322 223.

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EasyCover

Claiming a cash sum on death

Should you die during the term of the Plan, your loved ones can call us on 08457 322 223 or write to us at AXA Sun Life plc, PO Box 1810, Bristol BS99 5SN to let us know they’ll be making a claim.

To process the claim, we will need:

  • The Policy Schedule and Endorsements to be returned
  • The name of the person making the claim and evidence of their entitlement to the policy proceeds
  • The name and date of birth of the policyholder
  • The original death certificate
  • A copy of the policyholder’s Will if there is one

It is important that you keep your policy documents safe and let your next of kin know where to find them.

If these documents are not available, the person making the claim should contact our policy helpline on 08457 322 223.

Terminal illness claims

If you are diagnosed with an advanced or rapidly progressing incurable illness where, in the opinion of an attending consultant and confirmed by our Chief Medical Officer, your life expectancy is less than 12 months, EasyCover will pay the fixed cash sum at this stage rather than on your death. This benefit does not apply if the illness is diagnosed in the last year of the Plan.

If you are diagnosed with a terminal illness, please call our policy helpline on 08457 322 223, to request a claim form.

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Bonus CashBuilder Plus Plan

Life cover claims

Some of your monthly premium goes towards providing you with life cover. The life cover lasts for the whole of your Plan so should you die during the term of the Plan, a cash sum would be paid. Your loved ones can call us on 08457 322 223 or write to us at AXA Sun Life plc, PO Box 1810, Bristol BS99 5SN to let us know they’ll be making a claim.

To process the claim, we will need:

  • The Policy Schedule and Endorsements to be returned
  • The name of the person making the claim and evidence of their entitlement to the policy proceeds
  • The name and date of birth of the policyholder
  • The original death certificate
  • A copy of the policyholder’s Will if there is one

It is important that you keep your policy documents safe and let your next of kin know where to find them.

If these documents are not available, the person making the claim should contact our policy helpline on 08457 322 223.

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