How you or your loved ones can make a claim
Please see the information below on how you or your loved ones can make a claim for our plans:
- Guaranteed Over 50 Plan
- Funeral Benefit Option
- 50 Plus Protector Plan
- Funeral Plan / Funeral Assist
- Sun Life Insurance
- EasyCover
- Other
The Guaranteed Over 50 Plan
Claiming a cash sum
The Guaranteed Over 50 Plan is 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 simply call our friendly UK based team on 08458 35 36 37 or write to us at Sun Life Direct, PO Box 446, Bristol, BS99 1DR.
To process the claim, we will need:
- The Policy Schedule 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 call us on 08458 35 36 37.
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 08458 35 36 37.
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 Wealth Services Ltd, we cannot be liable for its contents.
Funeral Benefit Option
If you've selected the Funeral Benefit Option, your family will need to 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 Wealth Ltd 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.
The 50 Plus Protector Plan
Claiming a cash sum
The 50 Plus Protector Plan is 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 simply call our friendly UK based team on 08458 35 36 37 or write to us at Sun Life Direct, PO Box 446, Bristol, BS99 1DR.
To process the claim, we will need:
- The Policy Schedule 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 call us on 08458 35 36 37.
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 08458 35 36 37.
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 Wealth Services Ltd, we cannot be liable for its contents.
Funeral Plan and Funeral Assist
Claiming your chosen funeral services
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 Wealth Ltd 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 Sun Life Direct rather than The Co-operative Funeralcare to make a claim. They can simply call our friendly UK based team on 08458 35 36 37 or write to us at Sun Life Direct, PO Box 446, Bristol, BS99 1DR.
To process the claim, we will need:
- The Policy Schedule 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 call us on 08458 35 36 37.
Sun Life Insurance
Death claims:
A claim can be made in writing to: The Manager, Department NPE/ Servicing, Sun Life Direct, PO Box 446, Bristol, BS99 1DR, or by telephone on 08458 35 36 37.
In the event of death, 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.
Terminal illness claims:
If you are diagnosed with a terminal Illness please call us on 08458 35 36 37, or write to: The Manager, Department NPE/Servicing, Sun Life Direct, PO Box 446, Bristol, BS99 1DR, providing brief details of your illness.
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 08458 35 36 37.
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 Wealth Services Ltd, we cannot be liable for its contents.
EasyCover
Death claims:
A claim can be made in writing to: The Manager, Department NPE/ Servicing, Sun Life Direct, PO Box 446, Bristol, BS99 1DR, or by telephone on 08458 35 36 37.
In the event of death, 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.
Terminal illness claims:
If you are diagnosed with a terminal Illness please call us on 08458 35 36 37, or write to: The Manager, Department NPE/Servicing, Sun Life Direct, PO Box 446, Bristol, BS99 1DR, providing brief details of your illness.
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 08458 35 36 37.
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 Wealth Services Ltd, we cannot be liable for its contents.
Other
For products not listed please call our friendly UK based team on 08458 35 36 37. To process a claim we will need documentation but our customer services team will be able to help you.