February 18, 2024
Insurance Letters

Request Letter for Change of Life Insurance Policy Ownership – Sample Letter Requesting Change of Life Insurance Policy Ownership Due to Death of Previous Policy Holder

To,
________ (Insurance Company Name)
________ (Company Address)

Date: __/__/____ (Date)

Subject: Request for Change of Life Insurance Policy Ownership

Dear Sir/Madam,

I am writing to request a change in the ownership of a life insurance policy. My name is _________ (Your Name), and I am the insured under the policy with policy number _________ (Policy Number). The previous policy holder, ________ (Name of Previous Policy Holder), has unfortunately passed away.

In this regard, I request to transfer the ownership of the aforementioned life insurance policy from the late ________ (Name of Previous Policy Holder) to me. I understand the necessary documentation and procedures may be involved in this process, and I am prepared to provide any required information to facilitate this change. Please find enclosed herewith all required relevant documents, including the death certificate of the previous policy holder and any other documentation deemed necessary for this transaction.

I kindly request your prompt attention to this matter, and I am available for any further documentation or clarification required. Please update your records accordingly and confirm the completion of the ownership transfer.

If there are any specific forms or procedures that I need to follow, kindly provide guidance. I shall be obliged.

Thanking you,
Sincerely,
_________ (Your Name)
_________ (Your Signature)
_________ (Contact Number)
_________ (Email Address)