Small Estate Affidavit for Insurance Assignments
All surviving family members must fill out a Small Estate Affidavit when the primary and contingent beneficiaries are deceased. Or, if the primary beneficiary is deceased and there is not named beneficiary on a life insurance policy. Some insurance companies have their own particular Small Estate Affidavits. Others will accept a “form”. The affidavit must be signed, dated and notarized.
These insurance assignment situations can get confusing and the insurance companies take a very close look at insurance assignments where named beneficiaries are deceased. Be careful and make sure you have an experienced funeral funding company quarterbacking your life insurance assignments.
Let Trinity verify and fund your life insurance assignments, we’ll treat you like family. www.TrinityFuneralFunding.com or call: 201-750-1117
Insurance Assignment Funding is a simple process where a 3rd party like Trinity Funeral Funding pays the Funeral Home the cost of funeral services upfront through an assignment of proceeds from an insurance policy. Here’s how it works. A one page insurance assignment is completed by the beneficiary and the Funeral Director, a claim form provided by either the insurance company or Trinity, and a death certificate are sent. Trinity Funeral Funding will advise on what if any added forms are needed for each claim. Once these documents are completed the policy is verified (normally within a day or two), funds are wired to your funeral home. The payments from the insurance company are then sent to Trinity and any additional proceeds are sent directly to the beneficiary.
For more information visit http://www.trinityfuneralfunding.com/ or call Kathy at 201-750-1117.
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