Life Insurance Claims

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Across
  1. 3. AWD work item CSRs access for death claim inquiries
  2. 5. AWD worktype for a contestable claim
  3. 7. What you must do in AWD history on every claim-related call
  4. 8. Indicates request reviewed and “not in good order”
  5. 10. Items still needed to move a claim forward
  6. 11. Person entitled to receive claim proceeds
  7. 13. A W-8BEN form is required to be filled out
  8. 14. Search for SSN come back as deceased, automatic claim started
  9. 15. AWD work type to request a 712 tax form
Down
  1. 1. state guidelines require insurance companies to turn these funds over in accordance with “abandoned” property laws.
  2. 2. "Last letter” CSRs review to find outstanding requirements
  3. 4. Claim category that signals extra scrutiny/conditions
  4. 6. Required step before sharing claim info
  5. 9. Claims totaling an amount greater than $500,000, will require
  6. 12. Status if the policy Lapsed with in the last 6 months or if the Beneficiary has been changed within the last 6 months.