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

About your policy

If you're not sure about any of the following policy questions, you can still submit the form - we'll contact you if we have any questions.
Full address of the insured
If your answer was yes, please confirm year of death
Please confirm date of death too if you know this
Please detail any name changes since the policy was taken out
Please 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
This may be in pre-decimal amount
Here's an example: 22, 21, 79G, 42, 80E
This may be in pre-decimal amount
Please 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=
Have 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.
About you

About you

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.