How to make a Claim

Life Insurance – How to make a Claim - Budget Direct

In the event of a Claim

The loss of a family member is a difficult time for anyone, that’s why the benefit is paid for valid claims as soon as your completed claim documents are received. Accidental Death claims will be paid as soon as proof of Accidental Death is received.

How to make a Claim

  1. Your beneficiary, family member or yourself should call us on 1300 73 7697 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it  and let us know that a claim will be lodged. We will provide you with a Claims Booklet once notified of the claim.

  2. Complete the following forms and documents:
    • Claim Booklet
    • A certified copy of evidence of death
    • A certified copy of evidence of deceased’s age
    • A certified copy of proof of your identity and your relationship to the deceased
    • The original Policy Document and Policy Schedule. If these documents have been misplaced, please complete the Statutory Declaration.
    • If you would like the benefit amount paid directly into a bank account you can also include a completed Direct Credit Authority
  3. Send the above documents as soon as possible to:
    Claims Department
    GPO Box 1679
    Crows Nest NSW 1585

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