How do I make a Surgical Cash Claim?
You should first contact the person that set up the policy for you to establish that the benefit applies to your policy. This is either your Financial Advisor, one of our financial consultants or representatives. They will guide you through these steps:
Step 1: Send the following items to your Financial Advisor or to us:
-
Completed Claim Form - you, or the person making the claim, will need to complete the relevant form. Note: For terminal illness claims please speak to your broker or contact the claims team directly.
- Proof of age*
- Option 1 – Current Passport
- Option 2 – Current Driving Licence
- Option 3 – Current National ID Card
- Option 4 – Birth Certificate (Provided it is in the name of the Insured as held by Zurich Life)
Step 2: We will write to the Life insured's GP and treating Specialist for medical reports for our Chief Medical Officer.
Step 3: On receipt of all our requirements your claim will be assessed and where the claim is admitted, payment shall be made via electronic transfer to the appropriate bank account.
*The following individuals can certify documents; your Financial Advisor, Garda Síochána, Chartered Accountant, Public Notary or Solicitor. In addition to this, the person who certifies the document should print their name and provide a contact number so that verification of the certifier’s details may be made by Zurich Life if required. Where available a stamp should be used by the certifier.
Please Note:
Under the Criminal Justice (Money Laundering and Terrorist Financing) Acts 2010 and 2013, Zurich Life requires clients to provide 'Evidence of Identity' and 'Proof of Address' and other supporting documentation.