Letter to Insurance Company After Death

Letter to Insurance Company After Death

Collect life insurance benefits quickly and easily with the step-by-step instructions included with Nolo's Letter to Collect Life Insurance eForm. Whether you're the beneficiary or the executor, find out how to:

  • locate relevant life insurance policies
  • fill out required documents
  • obtain the insurance payout

You can save and edit the form before you buy--just create a Nolo.com account. It's easy, free, and there's no obligation to buy anything. If you purchase the form, you'll be able to print, send, or download it.

See below the form for a full product description.

 



Re: , deceased
Date of Death: 
Policy Number: 

 

Dear ,

I am enclosing your claim form,

Unchangeable Alternate Selection Expression: [expression]
Label Contract Text
{Additional death cert} == "No" executed by the named beneficiary of the above policy
{Additional death cert} == "Yes" && {Another death certificate} == "No" executed by the secondary named beneficiary of the above policy
{Additional death cert} == "Yes" && {Another death certificate} == "Yes" executed by the executor of the estate of the insured person

, along with a certified copy of the death certificate of .

Alternate Selection: [Additional death cert]
Label Contract Text
Yes

I am enclosing a certified copy of the death certificate of , who was named as a beneficiary but died before  did.

Alternate Selection: [Another death certificate]
Label Contract Text
Yes

I am enclosing a copy of the death certificate of , who was named as a secondary, or contingent beneficiary, but died before  did.

No  
No  
Alternate Selection: [Original policy enclosed]
Label Contract Text
Yes

The original insurance policy is also enclosed.

No  

Please provide a completed IRS Form 712, Life Insurance Statement.

If you have any questions or need more information, please contact me. Thank you for your assistance.

 

Keep Together

Sincerely,

 




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Request life insurance payment quickly and easily

Life insurance doesn't automatically pay out -- the beneficiary of the policy must request payment from the insurance company. Use the step-by-step instructions included with this form, locate required documents, and create a cover letter for your request.

Whether you're the beneficiary or an executor working on the beneficiary's behalf, this easy-to-use form will help you:

  • locate relevant life insurance policies
  • identify beneficiaries
  • fill out required documents
  • obtain the insurance payout

Make sure you get the benefits you're due with Nolo's Letter to Collect Life Insurance eForm.

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