Initial Assessment Form - Helpful Pointers

To help fill out the assessment form you may wish to include the following information in the "details of your claim" box, if you have it:

About you

• Dependants
• Nature of your relationship to the Deceased
• Briefly describe the nature of your relationship with the deceased and the history of it
• Briefly describe your financial dependency upon the deceased prior to them passing away
• What impact has this had on you now? What is you position now?

About the Deceased

• Date of birth
• Place of death
• Assets of the Deceased
• Approximate value of the estate
• Executors/Administrators – include addresses if known
• Persons dealing with financial affairs / next of kin
• Is there a will? If so do you know the whereabouts?
• Has probate/letters of administration been applied for?
• What provision if any has been made?