Report a Death | Catholic Financial Life

Report a Death

You can report the death of a loved one in one of four ways:

  • Contact your family's advisor or field office
  • Contact the Claims Department by email
  • Contact the Claims Department by calling 800-927-2547. For English, press 1 and for Spanish, press 2. Our hours are: Monday through Friday 8:00 a.m. to 4:30 p.m.; Wednesday 8:00 a.m to 8:00 p.m. When calling after hours, you can leave a message and we will return your call within one business day. To better serve you, leave your name, a phone number where you can be reached, the name of the deceased, and a policy number if you have it. Please speak slowly and spell out names.
  • With the information that you have available, complete and submit the online form below. A claims representative will contact you regarding your request.

The information you should have ready at time of notice is:

  • Insured's name
  • Date of birth
  • Date of death
  • Contact person's name, address and telephone number
  • Certificate numbers, if available

The beneficiary will receive a claim packet that includes a cover letter listing claim requirements, a claim form and a postage-paid return envelope.

Standard claim requirements include a claim form completed by the beneficiary, a certified copy of the insured's death certificate and the original contract (if available).

Contact Information:

A claim form will be sent to you only if you are the beneficiary or the beneficiary's authorized representative (such as an attorney or as a guardian for a minor). A letter is required from an authorized representative stating that he/she is representing the beneficiary.
 

In the event that the deceased insured had a certificate with us, we will begin the claim process and contact the beneficiary listed on our certificate records.

 

Please fill in the following fields:

 

Your Last Name:
Your First Name:
Daytime Phone Number:
(xxx-xxx-xxxx)
Email:
Relationship of Contact to Deceased:
(Select one)

 

Deceased Information:

Please fill in the following fields:

First Name of Deceased:
Middle Initial of Deceased:
Last Name of Deceased:
Suffix (if any):
Last Four Digits of Social Security Number:
Residence State:
Date of Death:
(mm/dd/yyyy)
Date of Birth:
(mm/dd/yyyy)
Cause of Death:
Are You the Beneficiary?:

 

 

Beneficiary Information

First Name:
Last Name:
Address 1:
Address 2:
City:
State:
Zip Code:
Phone Number 1:
(xxx-xxx-xxxx)
Phone Number 2:
(xxx-xxx-xxxx)
Beneficiary Date of Birth:
(mm/dd/yyyy)

 

 
Questions/Comments:

Please enter your comments and/or questions in the space provided.

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Catholic Financial Life

1100 West Wells Street
Milwaukee, WI 53233

(800) 927-2547
(414) 273-6266

Hours: (Central Time)
8am-4:30pm, M, T, Th, & F
8am-6pm, Wednesdays

service@catholicfinanciallife.org

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1100 W. Wells Street, Milwaukee, WI 53233 (800) 927-2547
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