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Beneficiary Change Rev 1
Beneficiary Change Rev 1
Date:
I am writing to instruct you to make the following change(s) to the above policy. I would like to
change a primary beneficiary.
Please send me a confirmation letter and, if necessary, a form to make this change.
Best regards,
_____________
Insurance Policy Owner
Change of Beneficiary
Review List
This review list is provided to inform you about this document in question and assist you with its
preparation. This letter should be sent out promptly if your life circumstances change such as
through death of a former beneficiary, your divorce, or other such circumstance.
1. Make multiple copies. Send one to the insurance company and your agent, if you have
one. Keep one in the transaction file.
2. Make a note to follow-up with in two weeks if you do not hear back. And keep after it
until you implement the change you desire.