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
To,
The Branch Manager,
___________ (Insurance Company Name)
___________ (Insurance Company Address)
Subject: Change of Beneficiary on Insurance Policy
Dear Sir/Madam,
I am __________ (Your Name), the policyholder of insurance policy number __________ (Policy Number). I am writing to request a change in the beneficiary designation on my insurance policy.
I would like to update the beneficiary from __________ (Current Beneficiary’s Name) to __________ (New Beneficiary’s Name) due to __________ (Provide a brief reason for the change).
I kindly request you to process this change in beneficiary at your earliest convenience. Enclosed with this letter are the necessary documents to facilitate the update. If you require any further information or clarification, please do not hesitate to contact me at the below-mentioned contact details.
Thank you for your prompt attention to this matter.
Sincerely,
________ (Your Signature)
________ (Your Name)
________ (Your Contact Details)
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Kshitij Tarun