Credit, Mortgage and Member’s Term Life Claims

Credit, mortgage protection and member’s term life insurance help protect your family’s financial security by paying off loans, lines of credit or credit card payments, if something happens to you.

Make a credit and mortgage insurance claim

Fill out and send us your claim form. Or learn more about our Credit Insurance Claim Submission Procedures.

Notice of Death – Creditor Insurance CR101

Proof of Death - Physician's Statement CR116

Disclosure Authorization – Death Claim CR111

Make a member term life insurance claim

Get started by contacting your credit union – and don’t forget to have this information ready:

• Full name of insured person
• Certificate number or enrollment number
• Loan account number
• Funeral Director’s Death Certificate or a Provincial Death Certificate

After contacting your financial institution, fill out and send us your claim form.

• Notice of Death – Member Term Life CR103
• Proof of Death - Physician's Statement CR116
• Disclosure Authorization – Death Claim CR111

Make a critical illness and disability claim

Get started by contacting us at 1-800-263-9120 on weekdays between 8 a.m. and 8 p.m. and within 48 hours one of our Claims Examiners will get in touch with you. When you call, make sure you can spare about 25 minutes and that you have this information ready:

• Name and address of your physician(s)
• Name and address of your employer
• Details of Treatment – i.e. Medications and dosages
• Date last physically at work
• Date of diagnosis (required for Critical Illness)
• Loss of Employment Claims

Make a loss of employment claim

Get started by contacting us at 1-800-263-9120 on weekdays between 8 a.m. and 8 p.m. and within 48 hours one of our Claims Examiners will reach you. When you call, make sure you can spare about 25 minutes and that you have this information ready:

• Date last physically at work
• Name and address of your employer
• A copy of your record of employment
• Copy of Employment Insurance (EI) approval
• Copies of EI statements or copies of bank statements showing EI deposits or copies of Service Canada electronic confirmations
• Details of any severance package received