Filing a Death Claim
After the loss of a loved one, important decisions must be made. If you’ve recently experienced a death in the family we offer you our sincere sympathy. To begin the death claims process, please call 800-847-4836 or notify your Thrivent Financial representative.
Important Information
The following information will help us serve you better:
- Full name of the deceased.
- Contract number(s), if available.*
- Exact date of death.
- Cause of death.
- Name and city of funeral home, if known.
Life Insurance or Annuities
After you submit a claim on a life or annuity contract or a mutual fund account, a Thrivent Financial representative will meet with you personally or by telephone to assist you in completing the claim requirements. These include a Claimant’s Statement (28e) form and a Certified Death Certificate, among other documents.
Brokerage & Managed Accounts
If your loved one owned a brokerage or managed account, his or her Thrivent Financial representative will contact you to discuss the options available. Documents that may be required will vary, but usually include:
- Death Certificate.
- New account application for the beneficiaries or the estate.
- Letter of Instruction signed by named beneficiaries.
- Affidavit of Domicile, Letter of Testamentary and other legal paperwork if no beneficiaries were named.
After we are notified that your loved one has died and was an account holder, the proper documentation must be received before any trade orders or disbursement requests can be accepted.
Thrivent Financial Bank Accounts
For information on redemption of a bank account with Thrivent Financial Bank, call 866-226-5225.
* A contract might be labeled as a product from Aid Association for Lutherans or Lutheran Brotherhood.
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