Family Protection & Claim Guide

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Policy info

Beneficiaries

Claims contact

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Beneficiary Information

Keep this with your important papers — you'll need it.

The Policy

Insured (person covered)
Insured date of birth
Insured phone
Insurance company
Policy number
Benefit amount
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Beneficiaries

What To Do — Filing Your Claim

  1. Call your agent first (card below) — they walk you through the entire claim, free of charge.
  2. Order several certified copies of the death certificate (the funeral home can help).
  3. Have the policy number above ready.
  4. File the claim with the insurance company.
  5. The benefit is paid directly to the beneficiaries, usually within days of approval.

Your Agent

Ulysses Hernandez — Independent Licensed Insurance Broker, UniTrust Financial Group
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This guide is a personal information record prepared for your convenience by your agent. It is not the official insurance policy or contract. For complete terms, refer to the policy documents issued by the insurance company.