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Prepare the letter of instruction Global Atlantic requests during estate or death-claim processing — addressed to its verified claims department with the required enclosures. PDF.
Step 1 of 5
List every life policy number for which you are claiming the death benefit.
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Send it to Global Atlantic's estate/claims department: Forethought Life Insurance Company, 123 Town Square Place, PMB711, Jersey City, NJ 07310. You can reach the department at 1-800-331-8853.
Global Atlantic lists these among its required documents: Completed Life Insurance Claim Form / Statement of Beneficiary (Form 216779 for Forethought Life; Form 17003 for Accordia Life; Form 17003(FANY) for First Allmerica); Certified death certificate (required for underwritten policies, policies within 2 years of issue, accidental death, or suicide); Government-issued photo ID for the beneficiary; Policy or contract number and deceased's personal information. The prepared letter includes an enclosure checklist drawn from Global Atlantic's recorded requirements.
30-60 days from receipt of all required documentation. Preneed claims may be processed more quickly when coordinated through the funeral home. State laws may require payment within a specific timeframe once all documentation is received.
Global Atlantic provides its own letter-of-instruction form. We complete that official form with your information; you print, sign, and send it.
It depends on the capacity you are acting in. An executor or administrator encloses Letters Testamentary (when there is a will) or Letters of Administration (when there is not); a successor trustee encloses a certificate of trust; a successor under a small estate encloses that state’s small estate affidavit. The prepared letter lists the proof-of-authority document for your role alongside the institution’s required documents.
A letter of instruction is the written request an institution asks for when settling a deceased customer’s account. It identifies the decedent and the account, states the capacity you are acting in, and tells the institution what to do with the account.
