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The 5 ERISA Denied Life Insurance Claim Reasons

Employer provided life insurance often feels automatic and dependable. Coverage is offered through work, premiums may be deducted without much thought, and many employees assume the benefit will be there if something happens.

Problems usually surface only after a death, when a claim is filed and the response is not what the family expected. In ERISA governed life insurance plans, those problems tend to follow repeat patterns that have less to do with fairness and more to do with technical compliance.

Understanding these patterns helps explain why ERISA denials are so common and why they often feel abrupt or inflexible.

Application Issues Matter More Than Most People Realize

Many employees do not remember completing a detailed application for group life insurance. That does not mean one did not exist.

ERISA plans frequently rely on enrollment forms, supplemental coverage elections, or evidence of insurability questionnaires. Errors in those materials often resurface only after death.

Common issues include:

  • Incomplete health disclosures

  • Missed questions on supplemental coverage forms

  • Conflicting answers across multiple enrollment periods

Because ERISA plans emphasize written records, intent and memory usually carry little weight.

Coverage Levels Are Frequently Misunderstood

Another common problem involves how much coverage was actually in force.

Employees may believe they had a certain benefit amount based on enrollment materials or prior statements. The plan documents may say something else.

Disputes often arise when:

  • Coverage increases were never approved

  • Evidence of insurability was required but not completed

  • Employment status changed shortly before death

In these cases, insurers may not deny the claim entirely, but they may reduce the payout significantly.

Exclusions Are Applied Strictly Under ERISA Plans

ERISA plans often include exclusions similar to private policies, but the way they are applied can feel harsher.

Exclusions may involve:

  • Suicide provisions

  • Self inflicted injury language

  • Intoxication related clauses

  • Certain high risk activities

Because ERISA claims are reviewed based on the written record, insurers often rely heavily on medical examiner reports, toxicology results, and police records without additional context.

Lapses Happen Without Clear Warning

Many beneficiaries assume that employer sponsored life insurance cannot lapse. In reality, coverage can end or change without obvious notice.

Situations that commonly trigger problems include:

  • Payroll deductions stopping during leave or termination

  • Conversion rights not exercised after employment ends

  • Administrative delays during benefits transitions

By the time the claim is filed, the coverage question may already be fixed in the insurer’s view.

Beneficiary Designations Create Unexpected Outcomes

ERISA plans prioritize beneficiary forms on file with the plan administrator. These forms control payment even when they conflict with personal expectations.

Problems arise when:

  • Beneficiary forms were never updated

  • Divorce or remarriage occurred

  • Family members assumed state law controlled

Under ERISA, plan documents typically override outside agreements.

Why ERISA Denials Feel Different From Other Claims

ERISA claims are evaluated within a narrow framework. Insurers focus on whether the plan rules were followed, not whether the outcome feels equitable.

Families are often surprised by:

  • Limited explanations in denial letters

  • Rigid reliance on documentation

  • Little flexibility once a decision is made

This rigidity is not accidental. It is built into how ERISA plans operate.

Not All ERISA Problems Are the Same

From the outside, every denied claim looks similar. Inside the process, the cause matters.

A denial based on enrollment paperwork is very different from one based on an exclusion or lapse. The challenge is recognizing which category applies before assuming the decision is final.

Do You Need a Life Insurance Lawyer?

Please contact us for a free legal review of your claim. Every submission is confidential and reviewed by an experienced life insurance attorney, not a call center or case manager. There is no fee unless we win.

We handle denied and delayed claims, beneficiary disputes, ERISA denials, interpleader lawsuits, and policy lapse cases.

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