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- Open the template in the feature-rich online editing tool by clicking on Get form.
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- Check the whole document to be sure that you haven?t skipped anything important.
- Press Done and save the new template.
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How to Claim a Life Insurance Policy Contact the insurance company or agent. They should be able to explain their process for filing a claim. ... Get copies of the death certificate. Make sure you get certified copies from the funeral director. ... Fill out the paperwork and send it in. ... Specify how you want to be paid.
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