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Life Claims Claimant’s Statement

AmericanGeneralLifeandAccidentInsuranceC ompanyPO Box 30 580 0 NashvilleTN 37230-580 0 LifeClaimsClaimant sStatementPolic y Numbers _____,_____,__ _____, _____Informati on ab out the Dec eased :ClaimNumber_____1. Na me _____Dateof Death_____Fir stMid dle InitialLastMo .Da yYear2. OtherNa mes by which the Dec easedma y havebeenkno wn: _____3. Last Ad dress_____St ree t Numbe rStreetNameApt. Bo x # (if any)_____Ci tyStateZip4. MaritalStat us Married Sing le Widow/Wid ower Separated Divorced5. Da te of Birt h _____Placeof Bir th yYear6. Is pol icy less th an two yearsold? Yes No7. Is a claimbein g ma de fo r Accidental De ath Benefits? Yes NoIf Polic y Is Le ss Tha n Two Ye ar s Ol dple as e co mple te thi s se ct io n:Wh en did sympto ms of last il ln ess begin?

The address of MIB’s information office is 50 Braintree Hill Park, Suite 400, Braintree, Massachusetts 02184-8734. American General Life and Accident Insurance Company, or its reinsurer(s), may also release information in its file to other insurance companies to whom you may apply for life or health insurance, or to whom a claim for benefits ...

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Transcription of Life Claims Claimant’s Statement

1 AmericanGeneralLifeandAccidentInsuranceC ompanyPO Box 30 580 0 NashvilleTN 37230-580 0 LifeClaimsClaimant sStatementPolic y Numbers _____,_____,__ _____, _____Informati on ab out the Dec eased :ClaimNumber_____1. Na me _____Dateof Death_____Fir stMid dle InitialLastMo .Da yYear2. OtherNa mes by which the Dec easedma y havebeenkno wn: _____3. Last Ad dress_____St ree t Numbe rStreetNameApt. Bo x # (if any)_____Ci tyStateZip4. MaritalStat us Married Sing le Widow/Wid ower Separated Divorced5. Da te of Birt h _____Placeof Bir th yYear6. Is pol icy less th an two yearsold? Yes No7. Is a claimbein g ma de fo r Accidental De ath Benefits? Yes NoIf Polic y Is Le ss Tha n Two Ye ar s Ol dple as e co mple te thi s se ct io n:Wh en did sympto ms of last il ln ess begin?

2 _____Wh en was a doc to r fir st consulted?_____Doc tor s Name :_____Address_____Phone#_____Was therea ho spi tal confinement? Yes NoName and ad dress of hosp ital: _____Phone#_____List nam es of doct ors /hospitalwheretre atmentwas receivedwit hin the past five years:Name :_____Add ress: _____Phone# _____Dat es of tr eat ment:_____Nat ure of Treatment:_____Name :_____Add ress: _____Phone# _____Dat es of tr eat ment:_____Nat ure of Treatment:_____If You Are Cla imi ng Any Ac ci de nta lDea th Be nefi tspl ea se compl ete this se ctio n:(In cl ude copiesof ava ila ble newspaperclippingsand/orpolicere port givingcircumstances)Ty pe of Acc id en t:_____Da te : _____Lo cation:_____De ta il s: _____Vehi cle Ac cide nt :Type of ve hicle:_____Nameof driver _____Hom ici de :Moti ve?

3 _____Arrestmade? Yes NoSuspects? (Givenames) _____Trial pending? Yes NoWi tn esses?(Givena me s, ad dresses,ph one numbers)_____Sui cid e:In ves ti gat ion com plet e? Yes NoWas a no te left? Yes No (If yes, sub mit copy)Wi tn esses?(Givesna me s, ad dressesand phonenumbers) _____AGL A1 80 A RE V0809 Pag e 1 Informati on ab out Yo u:1. You r Nam e(pleaseprint or type)_____Your date of birth_____Fir stMiddl e In iti alLast2. You r Pho ne Number(in casewe needto contactyou): Day _____Evening_____3. You r Mailin g Address_____Stree t Numbe rStreetNameApt. Bo x (if any)_____CityStateZip4. You r relat io nshipto th e Insur ed. You are the: Sp ouse Child Other_____Please Expl ain5. Ha ve yo u give n a funeralhom e an assignmen t to collectany amountdue underthis claim ?

4 Yes NoName of funer al ho me _____Phon e # _____Amount assigned:$ _____-------Pa ym ent of Pol ic y Pr oce eds -------If your insu ran ce benefitis $10,000 or more,you may electto havethe proceedspaid through a free, interest-bearin g accountin you r na me . Thi s acco un t, calledth e ConvenienceBen efit Account is a safe,secureplaceto keepyour proceedswhileyo u decide how tobest use them. A per sona l checkbook will be mailedto yo u onceyour claimhas may accessall or part of the moneysimplyby wr iti ng a ch eck fo r $250 .00 or more. Any amountth at remains in the accountwill co ntinueto earn interest. Bothyo ur prin cipalan d any interestyou earn are guarantee d by Amer ican General life and AccidentInsuranceCompany(AGLA).

5 The est ab lishm ent of a ConvenienceBe nefit Acc ount satisfiesAGLA s contractualobligationfor th e paymentof certaininsurancepr oce eds. Th e Con ven ie nce Ben efit Acco unt is not in suredby the FederalDepositInsuranceCorp orationor any federalagency. Account balances ar e the liab ilit y of AGLA,an d AGLA reser ves th e rig ht to reduceaccountbalancesfor any paymentmadeiner ror. If an initiallife insu ran ce be nefit is less than $10 ,000,AGLA will sendyou a checkfor the total benefitamo unt. Pl ease pa y the insu rance pr oceeds through th e Convenience Benefit you do n ot ch oose to take ad vant age of th e Convenience Be nefit Account, select one of the following choices: Pl ease pa y the insu rance pr oceeds by check.

6 Pl ease p ay t he insurance proceeds by means of a Settlement option permitted by the Policy (please refer to settlement optionsin t he p olicy and in dicate you r preference):If yo u do not se lec t on e o f the o ptio ns above for payment, t he proceeds will be paid in to the Convenience Benefit Account ifthe amo un t is $1 0,00 0 or mo re . Ot herwise, the p ro ceeds will be paid by e: Th e signatu re o n t his claimant s Statement will be used as your signature card for the Convenience Benefit ur Social Securit y N umber/Ta x Id entifi ca ti on Number: _____Unde r p enalt ie s of perjury, I certify that : number sho wn o n this form is my correct taxpayer identification number (or I am waitingfo r t he n um ber to be issued to me ), an d am not subject to backup withholding because.

7 (a)I am exempt fro m backup withholding,or (b)I ha ve not b een not ified b y the Internal Revenue Service that I am subject to backup withholding as a result of a f ailure to reportal l interest or d ividends, or (c )th e IRS has notified me that I am no lo nger subject to backup withholding, and am an person(i nc ludi ng an U .S. resident alien).Cer tifi catio n ins tr uc tio ns:You must cross out item 2 above if you have been notified by the IRS that you are currently subject tobac kup wit hho lding because you h ave f aile d t o r eport all interest and dividends on your tax return. The IRS does not require yourco nsen t t o a ny p ro visi ons of this d ocument other than the certification required to avoid backup withholding.

8 I el ect NOT to ha veFede ral In com e Tax withheld from t he TAXABLE PORTION of my distributio n. I el ect to haveFede ral Income Tax withheld fr om the TAXABLE PORTION of my distributio r Si gnat ur e: I agree t o cooperate with the Company in its investigation of this claim by providing assistance including, but not limitedto, com pleting, sig ning an d su bm it ting any questionnaire or authorization for m needed by the Company, in its sole opinion, to conductit s i a cknowledg e tha t, due to t he requirements of certain medical providers and others as well as the requirements of applicable law, theau thori za tion o f so meo ne o ther than myself may be required to a cquire medical or other records n ecessary for the Company to considermy cla im.

9 Po ten tially dela ying th e p rocessing of such u nd erstand t hat no in sur an ce agent of the Co mp any is authori zed to make any claim decision or any representation as to whether anycl ai m sh ould or will be pa Int ern al Revenue Service do es n ot re quire your consen t to any pro vision of this document other than the certificationsreq uir ed t o a vo id backup _____Bene fic iary s Si gn atu re P LEA SE SIG N AS YOU WOULD SIGN A CHECKDateAGL A1 80 A RE V0809 Pag e 2 The Cla im P roce ssIn o rd er to exp ed it e the pro cessing of your claim , it is importa nt that you submit a fully completed and signed claimant s Statementand a c ertified copy of the In sured s death certificate. The particular cir cumstances of your claim may require t he submission ofaddit ional infor mat ion.

10 Su ch as: Cl ai ms by Est at e- If th e e xecutor o r administrator of an estate is filing a claim , he or she must complete and sign the claimant sSt at ement an d su bmit a cop y of the appointment papers. Ben ef iciar y is a Minor - If a legal guardian of the child s estate has been appointed, he or she must sign the claimant sSt at ement an d su bmit a cop y of the guardianship pap ers. Powe r o f A tto rney fo r th e b ene ficiary- You must att ach a copy of the Power of Attorney authorization. Assi gn men t - If benefits have been assigned to a funeral home or a financing company, we require an assignment form(p ro vid ed b y t he assig nee) be submitt ed. The assignme nt form must inclu de the po licy nu mb er (s), t he dollar am ount you wishto assi gn an d t he signature of the ben yo u n eed assistance completing this form, please contact us toll-free at B P RE-N OTI CEInf orma tion rega rding your i nsur ab il ity will be treated as conf ide ntia l.


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