CORRESPONDENCE LIBRARY™
Beneficiary Requests
Letters 16–20
What are you trying to do?
Choose the situation that sounds most like what you need right now.
Then use these five sections:
I need to know how to change a beneficiary designation.
LETTER 16
Beneficiary Change Procedure Request
Use this when you need the institution's current procedure for changing or updating a beneficiary designation.
I need the institution's current beneficiary designation form.
LETTER 17
Beneficiary Designation Form Request
Use this when an institution requires its own form to add, change, or update a beneficiary designation.
I want to name my trust as a beneficiary and need to know the institution's requirements.
LETTER 18
Trust-as-Beneficiary Requirements Request
Use this when you're considering naming your trust as a beneficiary and need the institution's requirements, forms, or supporting documents for doing so.
I already submitted a beneficiary change and need to know its status.
LETTER 19
Beneficiary Change Status Request
Use this when you've already submitted a beneficiary designation change and need an update on its status.
I need written confirmation that my beneficiary information was updated.
LETTER 20
Beneficiary Update Written Confirmation Request
Use this when you need written confirmation that a beneficiary change has been completed and is reflected in the institution's records.