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Change of Beneficiary
Change of Beneficiary
Date:
I am writing to instruct you to make the following change(s) to the above policy. I would
like to change a primary beneficiary.
Please send me a confirmation letter and, if necessary, a form to make this change.
Best regards,
_____________
Insurance Policy Owner
Change of Beneficiary
Review List
This review list is provided to inform you about this document in question and assist you
with its preparation. This letter should be sent out promptly if your life circumstances
change such as through death of a former beneficiary, your divorce, or other such
circumstance.
1. Make multiple copies. Send one to the insurance company and your
agent, if you have one. Keep one in the transaction file.
2. Make a note to follow-up with in two weeks if you do not hear back. And
keep after it until you implement the change you desire.