LIFE INSURANCE PROCEEDS LETTER 

_________________________

_________________________

_________________________, ___ __________

DATE:

_________________________

_________________________

_________________________, ___ __________

Re: Estate of _________________________

Date of Death: __________________

_________________________

I am the Executor of the Decedent named above.

I think that the Decedent owned a life insurance policy with your company but I do not know the policy number. Please check your records and send me any information you may have regarding policies owned by this Decedent.

Please furnish me your claim forms and a list of requirements for payment of the policy proceeds.

Enclosed are:

Payment should be made to the beneficiaries at the address shown on the Proof of Loss Forms.

Please furnish the IRS Form 712 for use in the preparation of estate tax returns.

It appears that the Decedent may have owned an interest in policy number _________________________ on the life of _________________________ who resides at _________________________, _________________________, ___ __________. Please forward the IRS Form 712, completed as of the Decedent's date of death for use in the preparation of estate tax returns.

Also, please provide a Change of Beneficiary designation form.

Please send me the necessary information and forms to cash in the Decedent's interest in this policy.

Please copy me on any correspondence relating to this matter, and regarding any and all action taken on this claim.

Thank you for your assistance.

Sincerely,

_________________________