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Statement of Claimant – Non Spousal

Use
If the Plan Member has died and the beneficiary is a person other than the Member’s spouse, the beneficiary should use the Statement of Claimant – Non Spousal Benefit to advise the Plan Administrator of the Member’s death and request the lump sum pay–out of the Member’s pension funds.

Information Needed to Complete the Form
The Member’s and beneficiary’s personal information is needed to complete the form.

The original death certificate (or a notarized copy) must be submitted with this form.

Notes
If the beneficiary is the Member’s spouse, the Statement of Claimant – Spousal Benefit form should be use instead of this form.

If the beneficiary is the Member’s estate, the Statement of Claimant – Estate form should be use instead of this form.

Completed forms should be forwarded to the Plan Administrator.

Questions on completing the form should be directed to the Plan Administrator.

Health Benefits

Health Benefits

Security against financial hardship accompanying sickness.

Protection against financial hardship that often accompanies sickness, accident or death is important to all of us. Your Plan is intended to bring greater peace of mind and an increased feeling of security to you and your family.

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Pension Plans

Pension Plans

Plans designed to provide income for life.

Walking along a tropical beach, hitting the links for 18 holes or just sitting under a shady tree with a cold drink – everyone’s idea of retirement is slightly different. Your group’s Pension Plan is an important part of being free to live out your dreams.

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Employers

Employers

We can help make sense of all your options.

We work with you to understand your needs and advise you of all the market has to offer. One size doesn’t fit all, so we propose customized solutions to each of our clients based on their unique needs and circumstances.

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Brokers

Brokers

We're in business to mind your business.

We pride ourselves on delivering exceptional service to our business partners. We survey the entire market so that you can be assured that the Plan we propose is the best that the market has to offer to your client.

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