Life Claims

The following information is needed for a Life Claim.

The next of kin or executor may contact us by phone to start the claims process. However, our recommendation is that the credit union be the first point of contact as they have access to the Life Claim forms online and are knowledgeable as to what loan or mortgage information is required.

We require, subject to the information below, a copy of the Funeral Director’s Certificate or a Provincial Death Certificate as well as confirmation of the cause of death if not indicated in at least one of those documents.

• If death occurred within 2 years of the effective date and/or balance on date of death is more than $75,000, in lieu of the above, we require a Proof of Death Physician’s Statement
• For all claims for lines of credit, in lieu of the above, we require a Proof of Death Physician’s Statement

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