Please delete if this is the wrong group, or please point me in the right direction.
I received a letter from an insurance company regarding a Long Term Disability claim. It notes that the claimant passed, and that forms and documentation need to be filled out to see if I'm a beneficiary (?).
The claimant is my FIL, who passed away earlier this year, leaving no will. I have no idea if probate has been filed. Besides my husband, there are 2 other siblings, though my husband has not received a similar letter.
What gives me pause is that a W-9 form was included and I am extremely reluctant to give such personal information out.
Another thing is that the 'signature' is just a first name and the initial of the last name.
Is this a standard way life insurance claims work? Forgive my ignorance since our own policies were drawn up when we first married.
I received a letter from an insurance company regarding a Long Term Disability claim. It notes that the claimant passed, and that forms and documentation need to be filled out to see if I'm a beneficiary (?).
The claimant is my FIL, who passed away earlier this year, leaving no will. I have no idea if probate has been filed. Besides my husband, there are 2 other siblings, though my husband has not received a similar letter.
What gives me pause is that a W-9 form was included and I am extremely reluctant to give such personal information out.
Another thing is that the 'signature' is just a first name and the initial of the last name.
Is this a standard way life insurance claims work? Forgive my ignorance since our own policies were drawn up when we first married.