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How to Report a Claim

We understand that the loss of a loved one can be a very difficult and confusing time. That’s why we make it our priority to keep the claims process as simple and streamlined as possible. To report a claim, just complete the steps below.

1. Request a Claims Packet

Online

You will need to complete a claims form and a W-4P form in order for us to begin processing your claim.

» Download Claims Packet
   (includes 2013 W-4P)

 

By Phone

To request a claims packet by phone, call us at 1-800-303-6681. Our business hours are 8 a.m. to 6 p.m. (Eastern Time) Monday through Friday, or 9 a.m. to 5 p.m. Saturday.

Please have the following information available when you call: Contract Number or Social Security Number of Annuitant, Date of Death, and Cause of Death.

2. Complete and Mail Your Claim Form

Mail your completed claim form and a certified death certificate (copies are not accepted) to:

Regular Mail:
New York Life Insurance and Annuity Corporation
AARP Lifetime Income Program / Claims Service Unit
P.O. Box 30713
Tampa, FL 33630-3713

Express Mail:
New York Life Insurance and Annuity Corporation
AARP Lifetime Income Program / Claims Service Unit
5505 W. Cypress Street
Building 2
Tampa, FL 33607

3. Provide Additional Documentation If Needed

If necessary, a claims representative may contact you to request additional documentation needed to complete your claim. For a complete list, see the Claims Checklist below. These forms, if requested, can be mailed to one of the addresses above.

At any time during the claims process, if you have questions about your claim, please call us at 1-800-303-6681.

Claims Checklist

Here is a list of documents you will need to submit in order for us to consider your claim:
1. Completed claim form
2. Certified death certificate (copies not accepted)
3. W-4P form

The following documents may be requested depending on your specific situation:
4. Proof of guardianship for a minor beneficiary
5. Executorship papers for the estate
6. Funeral home assignment(s)
7. Proof of death (i.e. newspaper article, police report, etc.)

Common Questions

Question
How do I file a Lifetime Income claim?
Answer

To start, call our toll free claims number 1-800-303-6681 to report the death. Our Business hours are 8 a.m. to 6 p.m. (Eastern Time), Monday through Friday, or 9 a.m. to 5 p.m. Saturday. A representative will help you complete your claim.

» More Questions and Answers

New York Life Insurance and Annuity Corporation pays royalty fees to AARP for the use of its intellectual property. These fees are used for the general purposes of AARP. AARP and its affiliates are not insurers. AARP has established the AARP Annuity Trust to hold group annuity contracts for the benefit of AARP members.
The AARP Lifetime Income Program is underwritten by New York Life Insurance and Annuity Corporation (NYLIAC), a Delaware Corporation (NAIC #91596), Newark, DE 19713. AARP membership is required for Program eligibility. Guarantees are based on the claims-paying ability of NYLIAC. Specific products, features, and/or gifts not available in all states or countries. NYLIAC is licensed in all 50 states. (Group policy form IA-01, IA-02, and IA-04). New York Life Insurance and Annuity Corporation is a wholly owned subsidiary of New York Life Insurance Company.

Complete terms and conditions are set forth in the group policy issued by New York Life Insurance and Annuity Corporation to the Trustee of the AARP Annuity Trust.

The licensed agent is Michael Horan (Arkansas #280279, California #0B58435).

Residents of Florida: Michael Horan is a licensed Florida agent for service to Florida residents.

Residents of Kentucky: A free Buyer’s Guide is available upon request.

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