When composing a request letter to change a beneficiary on an insurance policy, it's crucial to maintain clarity and politeness. Clearly state your name, policy number, and the details of the beneficiary change, including the reason and percentage allocation. Enclose all necessary documents and offer assistance for any queries. Express gratitude for their prompt attention to the matter.
Sample Letter of Change Beneficiary
To,
The Manager,
___________ (Name of Insurance Company)
___________ (Address of the Insurance Company)
Date: __/__/____ (Date)
Subject: Change of beneficiary
Respected Sir/ Madam,
With due respect, this is to inform you that I am __________ (Your Name) holder of insurance policy number __________ (Mention Insurance Policy Number) at your renowned insurance company. I am writing this letter to request you to kindly change beneficiary from __________ (Name) to __________ (Name) for reason __________ (Mention Reason for the Change) with _________ (percent).
Kindly note that I have enclosed all the related documents for the change with this letter. In case you have any queries regarding the same, feel free to contact me. I hope you will start the process without any delay.
Thanking you,
__________ (Signature)
__________ (Name)
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- beneficiary change letter sample
- how to write letter requesting change of beneficiary
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Sandeep Bhandari