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Life Insurance

Contact your Life Insurance Agent at Orr Insurance & Investment by calling 1.800.876.4163.

Requirements

  • Funeral Director’s Statement and/or Death Certificate
  • Notarial Copy of the Will and/or Probate if no beneficiary is named
  • Claimant’s Statement will be completed by each beneficiary with the life insurance agent
  • In some cases a Physician’s Statement will be required.

Investment Accounts

Contact your Investment Representative at Orr Insurance & Investment at 1.800.876.4163.

Requirements

  • Funeral Director’s Statement and/or Death Certificate
  • Notarial Copy of the Will and/or Probate if no beneficiary is named
  • Claimant’s Statement or Letter of Direction will be completed by each beneficiary with the investment representative.

Disability Insurance

Contact your Disability Insurance Agent at Orr Insurance & Investment by calling 1.800.876.4163.

Requirements

  • Individual Claim Form will be completed by the insured with the insurance agent
  • Physician’s Statement will be completed by the attending physician.

Travel Insurance

You must contact the emergency assistant number given to you at time of purchase prior to receiving any medical assistance, being admitted to a hospital and prior to any surgery or invasive investigations being performed. Failure to do so without reasonable cause can limit or invalidate the benefits in your policy.

Requirements

  • Claim form will be sent to you if necessary (in most cases claims are paid directly to the hospital/physician).

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