Edit, Download, and Sign the NGL® Preneed Claim Form Instructions and Details

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Filling out the NGL Preneed Claim Form is essential for ensuring proper documentation of the funeral arrangements and insurance claims. Follow the sections carefully to provide accurate information. Please refer to the detailed instructions for each field.

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How to fill out the NGL® Preneed Claim Form Instructions and Details?

  1. 1

    Complete the policy/certificate number and insured's details.

  2. 2

    Fill in the immediate cause of death and funeral cost.

  3. 3

    Provide the beneficiary's information and preferences for excess proceeds.

  4. 4

    Submit the funeral home's details and preferred payment method.

  5. 5

    Sign and date the form as the funeral director or the person legally responsible for making the funeral arrangements.

Who needs the NGL® Preneed Claim Form Instructions and Details?

  1. 1

    Funeral directors for documenting funeral arrangements and claiming insurance benefits.

  2. 2

    Beneficiaries to ensure they receive any excess proceeds as stipulated.

  3. 3

    Families of the deceased to authorize payment for funeral services.

  4. 4

    Insurance companies to process claims and release payments.

  5. 5

    Legal representatives managing the funeral and estate matters.

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  1. 1

    Open the NGL Preneed Claim Form in PrintFriendly's PDF editor.

  2. 2

    Click on the field you want to edit.

  3. 3

    Make the necessary changes to the text and information.

  4. 4

    Use the save option to keep your changes.

  5. 5

    Review the edited form and complete any additional required fields.

What are the instructions for submitting this form?

To submit the NGL Preneed Claim Form, send it via mail to National Guardian Life Insurance Company (NGL), Settlers Life Insurance Company, PO Box 1191, Madison, WI 53701-1191. You can also fax it to 866.228.9450. If you prefer electronic submission, use the online submission form available on NGL's website. For any inquiries, contact NGL at 800.988.0826. My advice is to double-check all the provided information and ensure you have included all necessary documentation before submitting the form.

What are the important dates for this form in 2024 and 2025?

Ensure to submit the NGL Preneed Claim Form promptly after the funeral arrangements. Check with NGL for specific deadlines.

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What is the purpose of this form?

The purpose of the NGL Preneed Claim Form is to document and authorize the payment of funeral goods and services. It is used by funeral directors, beneficiaries, and family members to ensure that the funeral arrangements and insurance claims are processed accurately and efficiently. This form helps to facilitate communication between the involved parties and the insurance company, ensuring a smooth and timely resolution of claims. Additionally, the form includes important fraud warnings and legal statements for different states, emphasizing the importance of providing accurate and truthful information. By completing this form, the responsible parties authorize the payment of the specified amount to the funeral home, ensuring that the services provided are compensated appropriately. Overall, the NGL Preneed Claim Form is a crucial document in the process of managing funeral arrangements and insurance claims. It serves to streamline the communication and authorization required for the timely release of funds, helping to reduce the burden on families during a difficult time.

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Tell me about this form and its components and fields line-by-line.

This form consists of several components/fields that capture necessary information for processing the claim.
fields
  • 1. Policy/Certificate Number: A unique number associated with the insurance policy or certificate.
  • 2. Name of Insured: The full name of the deceased individual covered by the insurance policy.
  • 3. Date of Death: The date on which the insured individual passed away.
  • 4. Cost of Funeral: The total cost of the funeral services provided.
  • 5. Immediate Cause of Death: The cause of death categorized as Natural, Accidental, Suicide, or Homicide.
  • 6. Name of Beneficiary: The full name of the person entitled to receive any excess proceeds.
  • 7. Social Security Number: The social security number of the beneficiary.
  • 8. Mailing Address: The mailing address of the beneficiary.
  • 9. City, State, Zip: The city, state, and ZIP code of the beneficiary's mailing address.
  • 10. Excess Proceeds: Instructions on how to handle any excess benefits.
  • 11. Insured Social Security Number: The social security number of the insured individual.
  • 12. Insured Date of Birth: The date of birth of the insured individual.
  • 13. Signature of Funeral Director: The signature of the funeral director confirming the provided information.
  • 14. Date: The date on which the funeral director completes the form.
  • 15. Signature of Person Legally Responsible for Making the Funeral Arrangements: The signature of the person who is legally responsible for making the funeral arrangements, certifying the provided information.
  • 16. Fraud Warning Statements: Legal statements warning against fraudulent information, specific to residents of various states.

What happens if I fail to submit this form?

Failure to submit this form may result in delays or denial of insurance benefits. It is crucial for the timely and accurate processing of funeral claims.

  • Denied Insurance Benefits: Without submitting the form, the insurance company may deny the benefits, leaving the funeral costs unpaid.
  • Delayed Process: Submission delays can prolong the claim process, causing financial strain on the family.
  • Legal Implications: Failure to submit accurate information may lead to legal consequences as highlighted in the fraud warning statements.

How do I know when to use this form?

Use this form when organizing and documenting funeral arrangements and claiming insurance benefits for a deceased individual.
fields
  • 1. After the Death of the Insured: Complete the form when the insured individual has passed away and funeral arrangements need to be documented.
  • 2. Claiming Insurance Benefits: Use the form to claim insurance benefits associated with funeral costs.
  • 3. Authorizing Payments: Provide authorization for the payment of funeral goods and services.

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Yes, you can save your progress as you go using the save option in PrintFriendly's PDF editor.

What fields need to be completed on the NGL Preneed Claim Form?

You need to complete the policy/certificate number, insured's details, cause of death, funeral costs, beneficiary information, funeral home information, and sign the form.

How do I ensure the information is accurate before finalizing the form?

Review all the fields and validate the details before saving the final version of the form.

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It's best to complete and review all information before signing, as changes after signing may require a new signature.

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