Change of Beneficiary

How To Use

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.
  • Make multiple copies. Send one to the insurance company and your agent, if you have one. Keep one in the transaction file.
  • 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.