Letter Template

Request Letter for Changing Beneficiary on Insurance Policy – Sample Letter to Insurance Company for Changing Beneficiary

Deepanshu Thakral
November 20, 2023
Expert Guidance & Training Tips
When drafting a request letter to change the beneficiary on an insurance policy, it's crucial to maintain clarity and politeness. Clearly state your name, policy number, and the current and new beneficiary's names. Provide a brief reason for the change and request the insurance company to process the update promptly. Enclose any necessary documents and offer further assistance if needed.

Sample Letter for Change of Beneficiary on Insurance Policy

When drafting a request letter to change the beneficiary on an insurance policy, it's crucial to maintain clarity and politeness. Clearly state your name, policy number, and the current and new beneficiary's names. Provide a brief reason for the change and request the insurance company to process the update promptly. Enclose any necessary documents and offer further assistance if needed.