Heritage policies

Pre 1998 policy tracing form

Please fill in the form the best you can

To make sure that we can find your policy, please have your policy document in front of you when completing the form. If you don't have the policy documentation to hand you may want to give us a call on 0800 681 6294.
Find out how we use your personal information

About your policy

Policy number

Name of the insured *

Date of birth of the life insured

Address historyFull address of the insured

Address history of the life insured

Has the life insured passed away?

Year of deathIf your answer was yes, please confirm year of death

Date of deathPlease confirm date of death too if you know this

Name of proposer (if different to insured)

Name changesPlease detail any name changes for the life insured since the policy was taken out

Full address of proposer (if different to the insured)

Address history of the proposer (if different to the insured)

Date of entryPlease enter the date the policy was taken out. This must be different to the date of birth. Without it we'll be unable to investigate your enquiry

Premium amountThis may be in pre-decimal amount

Table number

Here's an example: 22, 21, 79G, 42, 80E

Sum assuredThis may be in pre-decimal amount

Policy term

EndorsementsPlease list any endorsements shown (these may be in form of hand-writing on the policy or as a small sticker stuck to the document)

Any additional references detailed on the policy document or correspondence from LV=

Premium receipt booksHave you got any premium receipt books relating to this policy?

Please provide any comments that will assist us with tracing any policies and let us know what you would like to do if a policy is found.

If you have a copy of the original document you can email it to [email protected]. We'd also like to see pages from the premium receipt books if you have them. Please email photos of every page or photos of any additional policy documents to [email protected].

About you

Your title

First name *

Surname *

Date of birth *

Full address *

Postcode *

Telephone number *

Email address *

Find out how we use your personal information and what rights you have. This includes who we are, how long we hold your information, what we do with it and who we share it with. Please let us know if you'd like us to send you a copy or have any questions.