LETTER 03

Current Beneficiary Confirmation Request
PURPOSE / WHEN TO USE
Use when you need the institution's current beneficiary record before deciding whether any action is required.
SUBJECT
Request for Current Beneficiary Confirmation
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 written confirmation of the beneficiary information currently maintained on your records, including primary and contingent beneficiary information and percentages when your procedures permit disclosure to the account or policy owner.
This request is for confirmation of the existing record only. Please do not change any beneficiary designation based on this letter.
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.