An Insurance Company/Financial Institution

An insurance company or financial institution with which the deceased individual had a policy, account or other business relationship is eligible to receive a certified copy of the death certificate if all of the following criteria are met:

  • An application or a letter on the letterhead of the insurance company or financial institution shall be submitted that includes:
    • The name and address of the insurance company, bank, credit union, mortgage lender, or other financial institution.
    • The name of and contact information for the insurance company's, bank's, credit union's, mortgage lender's, or other financial institution's designee for the request (telephone number or e-mail address).
    • Name of the deceased individual.
    • Date of birth of the deceased individual.
    • Date of death of the deceased individual.
    • If known, the:
      • Sex of the deceased individual
      • The state file number listed on the certificate of death registration.
      • Town/city of the deceased individual's death.
      • Place of the deceased individual's death
      • Funeral establishment or person responsible for the final disposition of the deceased individual's human remains.
      • The deceased individual's social security number.
    • If applicable, a description of the policy the deceased individual had with the insurance company.
    • If applicable, a description of the account or other business relationship the deceased individual had with the bank, credit union, mortgage lender, or other financial institution.
    • The reason the insurance company, bank, credit union, mortgage lender, or other financial institution is requesting a certified copy of the deceased individual's certificate of death registration.
    • As applicable, a copy of documentation demonstrating that the deceased registrant had an insurance policy with the company or an account or other business relationship with the company; and
    • The designee/applicant provides a valid government issued identification or notarized signature on the application or letter.
  • The designee/applicant submits the appropriate fee(s).

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1. Funeral Director or Funeral Director’s Designee
2. Spouse
3. Parents
4. Grandparent
5. Adult Child
6. Grandchild
7. Brother or Sister
8. A Person Designated in a Power of Attorney
9. A Person Responsible for Final Disposition (Other than a Funeral Director)
10. A Person Named as the Executor or Beneficiary of the Deceased Individual's Estate
11. A Beneficiary of the Deceased Individual's Life Insurance Policy
12. A Person Named in a Court Order
13. A Person Authorized by an Eligible Person
14. An Insurance Company/Financial Institution
15. A Hospital or Healthcare Institution
16. A Person with a Court Order Having a Claim Against the Deceased Individual's Estate
17. An Attorney Representing a Person Eligible to Receive a Certified Copy
18. Consulate of a Foreign Government Request
19. Government Agency Request
20. Noncertified Copy: Genealogical Research
21. Noncertified Copy: Government Agency Request