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Define: Date of Death

The meaning of “Date of Death” differs based on where it is used. We list many below, then combine them into one or more market-standard definitions.

How is Date of Death defined in a legal contract?

  • Date of Death means the specific calendar day on which an insured or annuity passes away. Seen in 10 SEC filings
  • Date of Death means the specific calendar day when a person is officially declared deceased by recognized medical or health personnel. Seen in 10 SEC filings
  • Date of Death means the specific calendar day an annuity contract owner, insured, or acountholder passes away triggering the payment of a death benefit. This day is verified by a retained record or other reliable source. Seen in 9 SEC filings
  • Date of Death means the specific calendar day, a participant passes away. Seen in 5 SEC filings
  • Date of Death means the specific calendar day, where a policyholder passes away, as verified by records or any other reliable source. Seen in 3 SEC filings

Please note that the definitions provided are generalized representations, and precise definitions may vary based on the specifics of the legal contract or document.

Note: pulled this data out of the SEC EDGAR Database of 500,000 records from the past 22 years of filings. We regularly update this page as new filings and definitions come in.

yourself to verify these results. We are always keen to point people to source documents.

Which definition should you use?

🤔 has combined and improved the above descriptions to create market-standard 'Genie definitions' below, with guidance on which documents and which industry to use for each.

Genie Definition 1

Date of Death means the specific calendar day when an insured passes away, as verified by recognized medical personnel or reliable source.

Relevant Contract Types

Relevant Circumstances

  • When an insurance claim is being submitted after the demise of an insured individual
  • In probate cases where the death of a trustee or grantor matters
  • Upon the demise of an employee with certain contractual obligations

Relevant Sectors

Genie Definition 2

Date of Death means the precise day a participant, policyholder, or annuity contract owner dies, triggering any relevant death benefits.

Relevant Contract Types

Relevant Circumstances

  • Upon death of a policyholder triggering a life insurance claim
  • When an annuitant passes away triggering annuity payouts
  • In probate cases where a specific death benefit is triggered by a person's death

Relevant Sectors

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What is the most popular definition of 'Date of Death'?

Date of Death means the specific calendar day when an insured passes away, as verified by recognized medical personnel or reliable source