LETTER 19

Beneficiary Change Status Request
PURPOSE / WHEN TO USE
Use after a beneficiary-change submission to request processing status.
SUBJECT
Status Request - Beneficiary Change Submitted [Date]
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.
On [SUBMISSION DATE], I submitted a beneficiary-change request for [ACCOUNT / POLICY]. Please provide its current status, identify any outstanding requirement, and advise when the updated beneficiary record should be available. Reference number: [NUMBER].
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.