Life Insurance Beneficiary Claim Form

Streamline Life Insurance Beneficiary Claims with Paperform

Filing a life insurance claim during a difficult time shouldn't add unnecessary stress. This Life Insurance Beneficiary Claim Form template provides a dignified, professional way for beneficiaries to submit all required information and documentation in one secure place.

Built specifically for insurance companies, financial advisors, and estate planning professionals, this template guides claimants through the entire process—from policy identification and relationship verification to death certificate upload and payment preference selection. The clear, step-by-step layout reduces back-and-forth communication and helps you process claims faster while maintaining compliance.

Why this template works for insurance professionals

Insurance providers and financial services firms need claim forms that are both thorough and compassionate. This template strikes that balance by:

• Collecting all essential information upfront: Policy numbers, deceased information, beneficiary details, and relationship verification in one submission
• Enabling secure document upload: Built-in file upload fields for death certificates, identification, and supporting documentation
• Offering payment flexibility: Multiple payment preference options including direct deposit, check, and wire transfer
• Maintaining professionalism: Clean, branded design that reflects the seriousness and sensitivity of the process

For smaller insurance agencies and independent financial advisors, Paperform eliminates the need for messy PDFs or email chains. Every submission is automatically organized, and you can set up notifications to ensure claims are reviewed promptly.

Extend your workflow with automation

This form is just the starting point. Connect it to Stepper to automate your entire claims process:

• Route submissions to underwriters or claims adjusters based on policy type or claim amount
• Trigger review workflows that require multiple approvals before payment
• Update your CRM or policy management system automatically
• Send status updates to beneficiaries at each stage of the process
• Generate claim reports and compliance documentation

If you need beneficiaries to sign claim forms or declarations, integrate Papersign to collect legally binding eSignatures directly from the submission—keeping everything connected and creating a complete audit trail.

Secure, compliant, and built for trust

When handling sensitive financial and personal information, security matters. Paperform is SOC 2 Type II compliant and offers data encryption, secure file uploads, and the ability to control data residency. You can confidently collect social security numbers, policy details, and personal identification knowing your platform meets professional standards.

This template is ideal for life insurance companies, independent insurance agents, estate planning attorneys, financial advisors, and HR departments managing employee life insurance benefits. Customize the fields to match your specific policy requirements, add your branding, and embed it on your website or send it directly to claimants via email.