Locating lost life insurance policies

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If you are looking for a lost or forgotten life insurance policy, it can be a hassle. However, there are other ways for you to find out about lost or forgotten life insurance policies. If you’re searching for a deceased loved one’s policy, check their financial records or storage areas for a policy, records of premium payments or bills from an insurer. Also, contact their employer, insurance agent, financial planner, account or attorney to see if they know about a life insurance policy. You will also want to check safe-deposit boxes, monitor the mail for premium invoices or whole-life dividend notices, and check old income tax returns. If you suspect that a particular insurer underwrote the policy, contact that carrier’s claim office. Make sure to have your loved one’s date of birth, Social Security number and address.

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Locating lost life insurance policies

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