Protected Funeral Payout Plan claims

Here is all the information you need to make a claim for the Protected Funeral Payout Plan.

How to make a claim for a Protected Funeral Payout Plan with Dignity

To make a claim for funeral services, contact Dignity directly – there is no need to contact SunLife as well. You can call 0800 484 0236* (lines open 24 hours a day, 7 days a week). To process the claim, Dignity will need:

• The full name and address of the policyholder
• The SunLife policy number
• The original death certificate

*Calls may be monitored or recorded for security and training purposes.

Claiming a cash sum, instead of the funeral services

You can decide to receive a cash sum, instead of the funeral services. Please be aware that if you claim a cash sum instead of the funeral services that you may get less back than was paid in by the policyholder. The cash sum may also be subject to Inheritance Tax.

To claim a cash sum you will need to contact SunLife rather than the funeral provider to make a claim. Simply call our friendly UK based team on 0800 008 6060* or write to us at:

SunLife
PO Box 1395
Peterborough
PE2 2TR
United Kingdom

To process the claim, we will need:

• The Policy Schedule to be returned
• The name of the person making the claim and evidence of their entitlement to the Policy proceeds
• The name and date of birth of the Policyholder
• The original death certificate
• A copy of the Policyholder's will if there is one

If any of these documents are not available, the person making the claim should call us on 0800 008 6060*.

*Calls may be monitored or recorded for security and training purposes.