Notify us of a Bereavement

Death Notification Form

This form is to be used by Annuity & Retired Intitutional customers only.

If your notification relates to a pension policy (10 digit number starting with a 2), please go back to the Contact Us page and select the 'Pension Savings' option.

Notify us of a Death

We are very sorry for your loss and understand this may be a difficult time.

Step 1 of 6

This form has been designed to make notifying us of a bereavement as simple as possible. We'll ask for the information we need to process the notification.

Once completed, we'll confirm your request and any next steps.

To get started, we'll need some information about the annuity.

Payment Reference Number / Pension Number / Payment Number

Begins with A, B, DB, PR, P or Q and can be found on any annuity correspondence sent from L&G (Only one reference needs to be provided)

Policy Holder Details

To help us process your request, please start by providing some information about the person whose annuity this notifcation relates to.

Title

First Name

Surname

Date of Birth

National Insurance Number

Marital status

Do you know the accurate date the annuitant passed away?

Please provide the date of death

(If unknown, please add assumed date or today's date)

Step 3

Your Details

We'll now ask for some details about you as the person submitting this request and notifying us of the bereavement.

Title

First Name

Surname

Company Name

This field is only required if you are representing a company or business.

Please select your relationship to the person who has passed away?

Example: If your mother has passed away and you are completing this form, select "Son" (your relationship to the deceased), not "Mother".

Email Address

Telephone Number

Address Line 1

Address Line 2

Address Line 3

Address Line 4

Postcode

If non-UK address, please specify the Country

Surviving Spouse/ Civil Partner/ Partners details

Does the annuitant have a Surviving Spouse/Civil Partner/Partner?

Are you the surviving Spouse/Civil Partner/Partner?

As you have confirmed you are the surviving spouse/partner or civil partner, please provide the details below.

Your Date of Birth

Please select your gender at birth

We'll now ask for the details of the surviving Spouse/ Civil Partner or Partner. (If not the notifier)

Title

First Name

Surname

Date of Birth

Please select the gender at birth

Address Line 1

Address Line 2

Address Line 3

Address Line 4

Postcode

If non-UK address, please specify the Country

Email Address

Contact Number

Correspondence Details

Would you like us to use your contact details for any correspondence we send?

If applicable, should the Spouse/Civil Partner/Partner details be used for any correspondence?

We'll now ask for the details of the person who should receive correspondence from us. (If not the spouse or notifier)

Please confirm the contact person’s relationship to the annuitant.

Title

First Name

Surname

Company Name

If applicable.

Address Line 1

Address Line 2

Address Line 3

Address Line 4

Postcode

Country

If non-UK address, specify the Country.

Email Address

Telephone Number

Supporting Documents

Depending on the policy Terms & Conditions, we may need some supporting documents to help us process the notification. These may include:

Death Certificate
Marriage Certificate
One form of identification for the spouse: Copy of Birth Certificate, Passport, Driving Licence.

If you have any of these documents available, you can upload them now.

Alternatively, you can provide them later once we have completed our initial assessment and confirmed in writing what information is required.

Depending on the policy Terms & Conditions, we may need some supporting documents to help us process the notification. These may include:

Death Certificate
One form of identification for the claimant: Copy of Birth Certificate, Passport, Driving Licence.
If you are acting on behalf of another person: A valid Power of Attorney or Letter of Authority.

If you have any of these documents available, you can upload them now.

Alternatively, you can provide them later once we have completed our initial assessment and confirmed in writing what information is required.

Do you want to upload any supporting documents now?

Please Note: Providing supporting documents does not mean the policy is payable. We will review the notification and confirm the outcome, including any benefits payable, in future correspondence.

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