1. Help Center
  2. Compliance
  3. Frequently Asked Questions

How do I submit a beneficiary claim to Superior?

Superior's beneficiary claim processing support is only available to clients who have Superior’s Green solution or Black solution. Follow these instructions for submitting beneficiary claims to Superior.

Users with a Beneficiary Claims role can submit beneficiary claims to Superior. Select Beneficiary Claims in the left navigation menu to submit a claim upon an account owner's death and to view the status of existing beneficiary claims.

A training module is also available for users with Beneficiary Claims roles assigned. To view the training, click here.

Superior will not process claims in the following circumstances (but we will assist your organization with any questions).

  • If the claim was already started (in house or with previous vendor) before live date with Superior. 
  • If the owner’s date of death was more than one year before your live date with Superior.

Click here to review Superior’s Beneficiary Claim Instructions for processing claims in these unique situations. 

NOTE: Beneficiary Claims processing is not available if your organization is enrolled in Superior’s Silver solution. It is only available under Superior’s Green solution and Black solution.