LETTER 16

Beneficiary Change Procedure Request
PURPOSE / WHEN TO USE
Use when REVIEW has established that a beneficiary update is intended and you need the institution's current procedure.
SUBJECT
Beneficiary Change Procedure - [Account/Policy]
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.
The intended beneficiary update has already been established through our review. Please provide your current administrative procedure, forms, supporting-document requirements, submission method, processing time, and method of confirmation for a beneficiary change on this account or policy.
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.