claims-initial-notice

Start A Claim
Deceased's Info
Your Information
Funeral Home
Contact Preference
Review and Submit
Confirmation
Error Page

Start A Claim
Deceased's Info
Your Information
Funeral Home
Contact Preference
Review and Submit
Confirmation
Error Page

Start A Claim

0% Complete
Deceased's Info

0% Complete
Your Information

0% Complete
Funeral Home

0% Complete
Contact Preference

0% Complete
Review and Submit

0% Complete
Confirmation

0% Complete
Error Page

0% Complete

We are here for you during this difficult time, and extend our condolences for your loss.

Completing the following questions will initiate the process to close the contract/policy and distribute any applicable proceeds to beneficiaries. Once you provide information about yourself and the deceased, Jackson will check for other contracts/policies and ensure all are included in the claim. Jackson can only start the claims process once this form is submitted.

Please read our Web Privacy Policy to learn how we utilize the information you submit in the form on this page.

How the claim process works

1. Submit claim

To start the claim process, click "Initiate a Claim" and fill out the claim request. After submission, Jackson will review it, collect any additional information, and send the claim form packet.

2. Review claim

After the beneficiary completes and returns the claim form packet, Jackson will review it. If required, we will make contact for additional information or documentation.

3. Settle claim

Once all claim requirements are received and in good order, the settlement will be processed.

Foreign addresses require special handling and cannot be entered online. If you need documents sent to one, please contact the service center at 1-800-644-4565 or 1-517-381-5500.

Deceased's personal information

All fields are required unless specified as optional.

First name

Last name

Contract number (optional)

Social Security Number

Social Security Number 2

Date of birth

Date of death

Did the death occur outside the US?

Yes

Manner of passing

Your information

All fields are required unless specified as optional.

First name

Last name

Relationship to deceased

Street address

Address line 2 (optional)

City

State

Zip code

Phone number

Email address (optional)

Funeral home assignment

A funeral home assignment is a financial arrangement where the proceeds from a life insurance policy or annuity contract are designated to cover the costs associated with funeral services.

All fields are required unless specified as optional.

Will there be a funeral home assignment?

Yes

No/Unsure

Funeral home name

Street address

Address line 2 (optional)

City

State

Zip code

Phone # (optional)

Contact preference

After initiating this claim, the paperwork required to settle the claim will be sent to the address you provide below.

Please note, when a contract/policy is owned by an entity or held in custody, all claim paperwork will be sent directly to the address we have on file for that entity or custodian.

All fields are required unless specified as optional.

Where should we send beneficiary claim paperwork?

Your address

Funeral home

Organization

Other

First name

Last name

Funeral home name

Organization name

Street address

Address line 2 (optional)

City

State

Zip code

Review details and submit

Please review the details below and ensure the information is accurate. Once you submit, Jackson will send a claim form packet to the address provided. The packet will include a list of all contracts/policies available for the claim, beneficiary information, and the requirements for settling the claim.

deceasedInfo=deceasedLastName,deceasedFirstName;yourInformation=userLastName,userFirstName;FuneralHome=FuneralHomeName;contactPreference=contactLastName,contactFirstName,contactOrganization

FuneralHomeAssignment,sendInformationAddress

Your claim request has been successfully submitted.

thanks

Confirmation Details

Confirmation Number:

Submission Date:

Here's what you can expect next:

Jackson will review your claim request and send the claim form packet to the provided address.

Error

Thank you for filling out the Claims Initial Notice form

Our Apologies

An error has occurred that prevents us from processing your request. Please call the Jackson Service Center at 800-644-4565 for further information.

What should I do now?

Go to the Jackson.com home page.