CLAIM PROCEDURE FACT SHEET

Effective October 2012

Description:

Safrican / Bolokanani must be informed immediately upon the death of any life insured under a Safrican Funeral Benefit Plan. A

Death Claim Notification Form, together with all the necessary supporting documents substantiating the claim, must be

submitted to Safrican within 6 (six) months from the date of death. Failure to do so will result in the benefit being

forfeited.

As it is Safrican’s policy to settle claims promptly, we request the claimant’s co-operation in forwarding the correct and relevant

documents timeously to prevent any unnecessary delays in the processing of the claim.

Documents must be clearly certified by the police or a commissioner of oaths

Report must be submitted together with the claim

documentation in order for Safrican / Bolokanani to assess

Documentation

the nature of the incident.

Claims will only be considered upon receipt of all the

Faxed copies of Proof of Death must be clearly certified.

necessary documents substantiating the claim,

Documents certified by a Commissioner of Oaths must

satisfactory to Safrican’s requirements.

clearly reflect the name, signature, organisation, date,

address and telephone number of the Commissioner of

Documents to be submitted:

Oaths on the documents.

• Claim Notification Form

A fully completed Claim Notification Form, providing the

Documentation submitted other than that requested on this

correct policy number and name of the Principal

Claim Procedure Fact Sheet or requested by Safrican, will

Member and of the Deceased. This must be stamped

not be accepted.

and signed by the Policyholder (where applicable).

Affidavits are not acceptable.

Instructions for payment to the beneficiary must be

clearly shown.

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The undertaker’s details should be completed.

In addition to the Claim Notification Form and Proof of

Death, the following supporting documents must be

• Proof of Death

presented:

Original computer produced or faxed certified copy of

the Death Certificate (Bl - 5).

(i) Death of a Principal Member

•

Certified copy of Principal Member’s Identity

Original or faxed certified copy of an Unabridged Death

Document if a South African citizen, or certified copy of

Certificate (BI - 18).

Principal Member’s Passport if a foreign national

•

Copy of the beneficiary’s bank statement reflecting

Bank name, account number and account holder’s

details

Original or faxed certified copy of Abridged Death

•

In respect of an Accidental Death Benefit claim,

Certificate (Bl - 20) in respect of stillborn, together

together with the documentation as required for the

with supporting medical documents.

category of a Principal Member, a medical report from

a medical specialist and/or a police report must be

and

submitted to Safrican / Bolokanani. The report must

clearly indicate how, when and where the bodily injury

A copy of the Notification of death (BI-1663)

was sustained.

In the case where the cause of death has been refelected

as Unnatural Causes on the Proof of Death, a Police

Procedure

S A F R I C A N

Preparing for tomorrow, today

Substantiating a Claim

Benefits are payable directly to the Policyholder

Principal Member of the Plan or his/her beneficiary as

Once all the documents have been received, claims

instructed on the Claim Notification Form.

procedures are followed whereby Safrican confirms the

validity of the claim:

Foreign Death Certificates

• Premiums must have been paid up to date. Should a

Principal Member have underpaid his / her premium,

Should the deceased be a South African Citizen (or

the benefit payable in respect of a claim, will, at

possess a S.A. Identity number) and die in a foreign

Safrican’s discretion, be reduced in proportion to the

country, we would require a South African Death

underpayment, or the premium may be refunded and

Certificate.

no claim liability admitted.

• All the terms and conditions relating to the Plan must

have been met.

Safrican reserves the right to request further

• All required documents must have been received by

documentation or information as it may deem

Safrican within the 6 (six) month period from the

necessary to accurately assess the claim.

date of death.

Provided ALL the necessary documentation and

information pertaining to the claim have been submitted

Safrican Insurance Company Limited

and the premiums are up to date, Safrican will endeavour

Reg No. 1935/007463/06

to settle such claims within 48 (forty eight) hours of receipt

An authorised Financial Services Provider

FSP No. 15123

of ALL of the claim and supporting documents.

www.safrican.co.za

Pending Claims

Should you require additional assistance with claims, kindly contact

Bolokanani on:

On receipt of a claim, a checklist procedure is followed. If

relevant information or any document is found to be

Head Office:

outstanding, a ‘Pending' status will only apply until the

PO Box 14284 Farrarmere, 1518

26 Edward Street, Westdene, Benoni, 1501

6 (six) month notification period has elapsed. This status

Tel: (011) 420 2200 / 0860 104 851 / Fax: (011) 420 2230

and outstanding requirements will be communicated to the

e-mail: info@bolokanani.com

claimant in writing. It is important that the outstanding

documents be furnished within 6 (six) months from the

date of death in order to enable processing of the claim.

Delay or failure to comply with these requirements will result

in the benefit being forfeited.

Bolokanani Brokers & Consultants (Pty) Ltd

Reg No. 1997/022480/07

Settlement of Claims

An authorised Financial Services Provider

FSP No. 25288 - www.bolokanani.com

To facilitate the settlement of a claim, it is important to

indicate the preferred method of payment.

•

By Cheque:

Indicate on the Claim Notification Form to whom the

cheque must be made payable, whether it is to be

collected, and by whom, together with this person’s

identity r document. If the cheque is to be posted, the

postal addr ess must be provided. The claimant shall

bear the risk of postage in such cases.

It is important that the Beneficiary presents their

Identity Document (if a South African citizen) or

Passport (if a foreign national) when collecting a

cheque from any of the Safrican offices. Drivers’

Licence Cards will not be accepted.

•

Electronic Funds Transfer (EFT):

If by way of EFT directly into the Policyholder or

beneficiary’s bank account, the following information

must be provided:

• Certified copy of beneficiary’s Identity Document if

a South African citizen, or certified copy of

beneficiary’s Passport if a foreign national

• Name of Bank

• Branch Code

• Name of account holder

• Bank account number.

S A F R I C A N

Preparing for tomorrow, today.