The trustees should contact us as soon as possible to let us know that they’ll be making a claim. They can contact us in writing, or by phone or fax. For details of how best to contact us, visit our website www.zurich.co.uk
We’ll let the trustees know what documents we’ll need from them at the time. However we’ll always ask them for the original trust deed, so it’s really important that you keep this in a safe place, for example with your plan documents.
More details about how to claim and what documents we’ll need can be found in the plan conditions.
Once we agree to pay the claim, we’ll usually pay the proceeds to the trustees. It’s then their responsibility to make sure that the money is paid to the beneficiary(ies), or managed on their behalf.