Documents Required for Death Claim: AComplete Guide by Jisha Finserv

When a loved one passes away, managing financial matters can feel overwhelming. One of the
most important steps for families is filing a death claim with the insurance company. A proper
claim ensures financial security and timely support during this difficult time. However, many
people are unaware of the documents required for death claim, which often leads to delays in
the claim settlement process.

At Jisha Finserv, we believe in simplifying finance and helping families get quick, hassle-free
assistance. Here’s a detailed guide to help you understand the death claim documentation
process.

Why are documents important for a death claim?

Insurance companies need proper proof to verify the claim. Submitting the right death claim
documents ensures that your insurance claim process is smooth and without unnecessary
rejections or delays.

Essential documents required for death claim

Here is a checklist of the most commonly required documents:

1. Claim Form
   • A duly filled and signed claim form provided by the insurance company.
2. Death Certificate
   • An official government-issued certificate confirming the death.
3. Policy Document
   • The original insurance policy papers to verify coverage details.
4. Identity Proof of the Claimant
   • Aadhar Card, PAN Card, Passport, or Voter ID of the nominee/claimant.
5. Bank Account Details
   • Canceled cheque or bank passbook copy for claim settlement transfer.
6. Medical Records (if applicable)
   • Hospital records, doctor’s reports, or treatment history, in case of a natural or
     prolonged illness.
7. FIR or Post-Mortem Report (in accidental death cases)
   • Mandatory for claims related to accidents or unnatural death.

Step-by-step death claim process

1. Notify the Insurance Company immediately after the unfortunate event.
2. Collect and organize all required documents mentioned above.
3. Submit the claim form and documents to the insurance provider.
4. Verification by the insurer takes place to confirm authenticity.
5. Claim settlement amount is processed and credited to the nominee’s bank account.

How Jisha Finserv helps in death claim settlement

At Jisha Finserv, we guide families through every step of the insurance claim process. From
arranging the required documents for death claim to coordinating with insurance providers,
our experts ensure faster and smoother settlements.

We understand that financial security is crucial during this sensitive period. That’s why our
dedicated team focuses on delivering reliable, transparent, and quick claim support.

Conclusion

Filing a death claim doesn’t have to be complicated. By keeping the necessary death claim
documents ready, you can ensure a smooth claim settlement process. With Jisha Finserv by
your side, you’ll always have expert assistance to make financial matters easier for your family.

If you need guidance on documents required for death claim or support in filing your
insurance claim, connect with Jisha Finserv today.