social-facebook facebook cloud lock google instagram twitter linkedin

Free Life Certificate Form Template


The life certificate form is an insurance document that is used by insurance companies to certify that their retired clients are alive and receiving pensions. With this form, insurance companies can issue certificates verifying that their retired clients are alive. This required routine check is necessary to prevent their clients from fraud. Use this template to carry out routine life certifications on your clients.


Use this template Tips for using template
Form Categories

Type

Industry

Free Life Certificate Form Template template
×

By Type

By Industry

Tips For Using the Life Certificate Form Template

Introduction

A life certificate form sometimes called the proof of life form is often used by insurance companies to verify that clients eligible to receive insurance claims are alive and breathing. This way they can eliminate unlawful claims. This life certificate from Formplus helps you carry out this routine check from your clients with ease and you get to see responses in real-time each time a submission is made.

There are some frequently asked questions on the life certificate form. 


What is a Life Certificate Form?

A life certificate form is a document used to confirm the existence of an individual especially after they have retired from paid employment and want to receive their pension benefits or any insurance claims. It serves as proof of life and confirms the individual eligibility to receive any benefits or payments accrued to them.

It is used mostly by regulation authorities, insurance companies, and government agencies to mention a few.


Why Do I Need to Fill out a Life Certificate Form?

If you would like to access all of the benefits accrued to you after retirement, you would have to fill out a life certificate form. It is the only way insurance and pension companies can confirm that the legal recipient of a benefit is the one applying.

Secondly, it is part of the regulatory requirement by the government to ensure transparency, accountability proper distribution of funds, and elimination of fraud.


How Do I Create a Life Certificate Form?

Whether you are creating a digital or online life certificate form Formplus has got you covered. Here is how to create a life certificate form with Formplus.

  • Create an account with Formplus
  • Sign in to your user account
  • Select the life certificate form template from the template library
  • Edit the form using the form plus drag-and-drop Kanban style form builder that lets you customize your form to align with your brand in terms of logo, font style, theme, brand color, etc. 


You also have the option to add or remove fields based on your unique specification for the life certificate form.


Once you’re done with the form creation, there is an advanced sharing option that lets you embed the form on your website or share the form via email or a QR code on your flyers and communication materials. 

The form integrates seamlessly with platforms like Google Forms and Dropbox, so you can export data to Excel or Word documents for seamless synchronization of data.

You get to see submitted responses in real-time, which will help you process and review applications in good time.


Conclusion

A life certificate form is the document used to verify proof of life of a client pursuing claims or a retiree pursuing a pension. Use this life certificate form to expedite processing times and give your applicants feedback good time.



You may also like:

[[ template['name'] || '' ]] template

[[ template['name'] ]]

[[ template['description'].substring(0, 100) ]]

Preview this template