LETTER 17

Beneficiary Designation Form Request
PURPOSE / WHEN TO USE
Use to obtain the institution's current beneficiary designation form and instructions.
SUBJECT
Request for Current Beneficiary Designation Form
EDITABLE TEMPLATE
To Whom It May Concern:
I am writing regarding [ACCOUNT / ASSET / POLICY], ending in [LAST FOUR], held or administered by [INSTITUTION]. I am working through an estate-plan implementation review and am requesting administrative information about your current process.
Please provide the current beneficiary designation form for [ACCOUNT / POLICY], together with current instructions and any signature, witness, notarization, consent, or submission requirements.
Thank you for your assistance.
Sincerely,
[CLIENT / AUTHORIZED REQUESTOR NAME]
[MAILING ADDRESS]
[PHONE]
[SECURE EMAIL, IF APPROPRIATE]
Attachments: [LIST OR NONE]
BOUNDARY / FILE NOTE
Administrative correspondence only. Do not use this template to make or imply a legal, tax, insurance, investment, or financial recommendation. Save the personalized working copy and retain an exact copy of what was submitted.