Before you continue
You can notify us of a death relating to an annuity policy using our online form, all it takes is a few questions.
Gathering together certain information before you start could help you complete the form.
If you don’t have these details, it’s not a problem. You can still complete the form and we’ll be in touch if we need anything else from you.
Information that could help you complete the death notification form;
- Annuity client/policy number (if you have it) - you can find this in letters or documents from us. Or it may be the reference number on the policy holders bank statement.
- Details of deceased’s estate for example, details about their will and any appointed solicitor.
Once we have received the form, we may contact any executor or spouse of the deceased, if this is not yourself.
If you are wanting to notify us of a death relating to a bulk purchase annuity policy, with a policy number that starts with BPA, please contact us on 0800 158 4194.