Bereavement Notification Form

We are sorry to hear about your loss. To assist you during this difficult time, please complete the form below to notify us. A member of our team will contact you shortly to explain the next steps.

Submit the form

Please complete the form below with those of the deceased and your details.

Confirmation email

You will receive an email confirming that we have received your notification (this can take up to 5 working days). If we need any additional information, we'll contact you.

We'll get in touch

We will send you a letter outlining any required documents and what to expect next (this can take up to 10 working days).

Deceased's details

Full name (including middle names)

Plan number(s)

Date of Birth

Date of Death

We kindly ask you to double-check the date of death is correct, this must be accurate to avoid any delays in the process.

Address (including postcode)

Is there a Widow/Widower? Yes No

If yes, Widow/Widower's name

If no, please select one of the following

If the spouse died before the deceased, please provide the spouse's name

Is a probate being obtained? Yes No N/A - deceased under 18

Probate, also known as a Grant of Representation is the name given to a legal document issued by the Probate Registry. This would be required by Foresters Financial if the deceased estate is valued at an amount greater than £50,000. Please contact us if you have any further questions regarding this.

If yes, please provide the number of executors (if known)

Does the deceased have any children, if so how many?

Did they pass away in the UK? Yes - in the UK No - abroad

If not the UK, which country?

Date of the funeral - so that we don't contact you on this day

Is there anything else you wish to let us know?

Your details

Title

Full name (including any middle names)

Date of Birth

Address (including postcode)

Relationship to the deceased

Email address

Phone number

How should we contact you? Email Phone

Using your personal information: We will use the data you provide to process your request. For more information on the data we collect, why we collect it, how we use it for processing purposes and how we store your information, please visit foresters.com/UKprivacy