Start a Claim

Memorial Lily

You can start a life insurance or annuity claim three ways:

  1. Contact your local Sales Representative. Click here to find one close to you.
  2. Or, contact our Claims Department directly. Call 1-800-568-6670 or email claims@catholicunited.org.
  3. Or, fill out this online form.

Please note that all claims for contracts issued by Catholic Aid Association or American Fraternal Union (AFU) are administered and fulfilled by Catholic United Financial. 

Claim Documentation

To successfully investigate and fulfill your claim in a timely manner, Catholic United’s Claims Department needs you to provide the signed documentation listed below. To download documents provided by Catholic United, log in to your MyAccount online. Or, contact the Claims Department by phone: 1-800-568-6670.

Life Insurance Claim

Provide us with the following documents to start your life insurance claim

1. Life Insurance Claimant’s Statement
This form must be completed and signed by the beneficiary(ies). Failure to complete this form may delay the processing of your claim.

2. Original Catholic United Financial Life Insurance policy
If you don’t have this document, complete the Statement of Lost Certificate form as part of the Claimant Statement document above.

3. Certified copy of insured’s death certificate
Must be a certified copy. Photocopies of certified documents are not acceptable.

4. Obituary
A copy or clipping of the printed obituary of the deceased

Annuity Claim

Provide us with the following documents to start your annuity claim

1. Annuity Claimant’s Statement
This form must be completed and signed by the beneficiary(ies). Failure to complete this form may delay the processing of your claim.

2. Original Catholic United Financial annuity contact
If you don’t have this document, complete the Statement of Lost Certificate form as part of the Claimant Statement document above.

3. Certified copy of insured’s death certificate
Must be a certified copy. Photocopies of certified documents are not acceptable.

4. Obituary
A copy or clipping of the printed obituary of the deceased

Other Documentation

You may need to provide more documents from the list below to complete a claim, depending on the circumstances of the claim. Your failure to provide any of the requested information may delay payment of your claim. If you have questions, contact the Claims Department, 1-800-568-6670 or claims@catholicunited.org.

Additional Forms

Catholic United may require more forms and documentation as part of the claims process.

 – Death Benefit Settlement Option Application
 – Addendum to Life Insurance Claimant’s Statement
 – Affidavit to Establish Beneficiaries
 – Authorization to Pay Funeral Home
 – Statement of Account From Funeral Home
 – Authorization to Pay Estate
– Current certified copy of Guardian, Administrator, Fiduciary, or Personal Rep. appointment papers

Death Certificates

Death Certificates are required for any deceased beneficiaries. An Affidavit to Establish Beneficiaries Form must be completed if children are to be paid according to below. If all designated beneficiaries are deceased, benefits will be paid to the member’s:
– spouse;
– children, including children by adoption and children of deceased children, such grandchildren taking the share of the deceased parent;
– parents;
– the duly appointed representative of the deceased member’s estate. (Proof of death must be provided for any of the alternative beneficiaries who are deceased.)

Documentation

– If death is accidental, homicide or suicide, a police report or accident report is required.
– If beneficiary is a Trust, we require proof that the Trust was effective at the time of insured’s death. (For example, a notarized letter from Trust company or financial institution holding the Trust Account.)