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Statements, Claims, Endorsements and more. Bancassurance Services at your fingertips

Get tax certificates and service your polices right where you are

Stay safe as you keep in touch with the Bank and on top of your insurance matters. Claims, complaints, statements and certificates can all be managed online. We are here for you.

General Insurance

Life Insurance – Death, Critical Illness, Disability
ClaimType
Claim documents required
Claim form
Sanlam Educare/ Educare plus/ Super Endowmwnt Plus/ Farewell Plan Claim Form
Redundancy letter from Employer (for retrenchment)
Death Certificate (for death claims)
Include additional documents as indicated on the form.		 Download Form
Vantage Insurance Plan – Retrenchment, Death Claim Form
Redundancy letter from Employer (for retrenchment)
Death Certificate (for death claims)
Include additional documents as indicated on the form.		 Download Form
Payment Protection Insurance (PPI) – Retrenchment
ClaimType
Claim documents required
Claim form
Sanlam Mortgage/ Personal Loans/ Credit card Protection Claim Form
Redundancy letter from Employer
Include Additional documents asindicated on the form		 Download Form
Sanlam Monthly Retrenchment Declaration form Declaration Form Download Form
Prudential Mortgage/ Personal Loans/ Credit card Protection Claim Form
Redundancy letter from Employer
Include Additional documents asindicated on the form		 Download Form
Prudential Monthly Retrenchment Declaration Form Declaration Form Download Form
Jubilee Mortgage/ Personal Loans/ Credit Card Protection Claim Form
Redundancy letter from Employer
Include Additional documents asindicated on the form		 Download Form
Jubilee Monthly Retrenchment Declaration Form Declaration Form Download Form
Other Services

Life Insurance Tax Certificate

ClaimType
Claim documents required
Life Insurance Tax Certificate First, create an account on. To Create your account, take the following steps:

· Go to https://app.sanlam.co.ke/login-page
– Click on create account option
· Enter your personal details on the provided fields and click done (the personal details should be the details on your policy)
· You will receive a one-time pin (OTP) SMS on both your phone number and email address
· Enter the one time pin (OTP) and click on next button to enable creation of a new password
· Log into the portal using the new credentials

To view/print the tax relief certificates or policy statements

1. Click on the policy for which you want to print a certificate/tax certificate
2. Click “output schedule”
3. Select on how you wish to receive your schedule. This can be either via email or by downloading the document
4. Select the document you want to print out.
5. For tax certificates, you can either print the annual tax relief certificate for monthly relief through your employer or to claim annually through KRA when doing returns.
6. For annual tax certificate for KRA, you need to select the year you would like to print the certificate.

Life Insurance Statement

ClaimType
Claim documents required
Life Insurance Statement First, create an account on. To Create your account, take the following steps:

· Go to https://app.sanlam.co.ke/login-page
· Click on create account option
· Enter your personal details on the provided fields and click done (the personal details should be the details on your policy)
· You will receive a one-time pin (OTP) SMS on both your phone number and email address
· Enter the one time pin (OTP) and click on next button to enable creation of a new password
· Log into the portal using the new credentials

To View Your Policy details

The logged on screen will display all your Sanlam policies. Click on the policy you would like to view details
The policy details will be displayed as per the policy selected
Life Insurance Endorsement Form
ClaimType
Claim documents required
Claim form
Sanlam Educare/ Educare plus/ Super Endowmwnt Plus/ Farewell Plan Endorsement Form
Include additional documents as indicated on the form		 Download Form
Vantage Insurance Plan Endorsement Form
Include additional documents as indicated on the form		 Download Form
Bancassurance Complaints
File a Complaint
File a Complaint
Complain to Standard Chartered Bank To log a complaint with the Bank, click here: https://www.sc.com/ke/help/contact-us/
Complain to the Insurance Regulatory Authority To log a complaint with the Insurance Regulatory Authority, click here: customercare@ira.go.ke

Disclaimer

I hereby consent to Standard Chartered Bancassurance Intermediary Ltd sharing personal information with the relevant insurance company. Ts & Cs apply

The solutions are underwritten by Sanlam General Ltd, Sanlam Life Insurance Ltd. Prudential Life Assurance Ltd and Jubilee Insurance Ltd who are liable for any loss arising out of their respective insurance products including payment of claims on these products. Insurance products are distributed through Standard Chartered Bancassurance Intermediary Limited. Standard Chartered Bancassurance Intermediary Limited is a wholly owned subsidiary of Standard Chartered Bank Kenya Limited and regulated by the Insurance Regulatory Authority. Terms and conditions apply. Standard Chartered Bank is regulated by the Central Bank of Kenya.

I hereby grant consent to SCBIL to share my personal information with the insurance services provider I have selected for the purpose indicated on the completed form

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