When writing a request letter to change the nominee in an insurance policy, it's crucial to maintain clarity and politeness. Clearly state the policy details, including the policy number and maturity date. Provide accurate information about the new nominee, including their name, relationship with the account holder, age, date of birth, and address. If the nominee is a minor, mention the guardian's details. Enclose relevant documents, such as a copy of the insurance policy bond paper or a nominee detailed application form. Express gratitude and request prompt action.
Letter Requesting Nominee Change in Insurance Policy
To,
The Manager,
__________ (Name of Insurance Company),
__________ (Insurance Company Address)
Date: __/__/____ (Date)
Subject: Application for Changing Nominee in Insurance policy having policy number ________ (policy number).
Sir/Madam,
Respectfully, I am _________ (Your Name) holder of an insurance policy from your insurance company ______________ (Insurance company name) taken on _______(Date of Insurance Policy Taken) and having policy number __________ (Policy Number) which is due for maturity on _______(Policy Maturity Date).
I hereby request you want to change the nominee in the said policy.
Kindly update the nominee in the Insurance policy as per the details mentioned below:
Nominee Name: _______________
Nominee Relationship with Account Holder: _________________
Nominee Age: _________________
Nominee Date of Birth: _____________
Nominee Guardian: _______________ (if nominee is minor)
Nominee Address: _______________
I request you to kindly complete the formalities of the change nominee details of the policy. I am enclosing _________ (copy insurance policy bond paper/policy amendment form request/ Nominee detailed application form) along with the application.
Thanking You,
Signature: __________
Name: ___________
Contact: ___________
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Kshitij Tarun