We need the following documents and/or pieces of information:
- policyholder’s name and policy number (if available)
- a copy of the the policyholder’s death certificate or equivalent document issued in the policyholder’s country of passing
- a copy of your ID (passport or driving licence)
- SRA number if you’re a solicitor
- we may also ask to see a grant of probate or will of the policyholder that names the executor of their estate, so please have this at hand if available.
Please send any documents to firstname.lastname@example.org