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Transfer Letters for Financial Institutions and Beneficiary Letters for Insurance and Tax-Deferred Accounts
Account Transfer Letter
RE: Account No.:
_____________________TRUST
Dated:
Dear Sir or Madam:
The purpose of this correspondence is to inform you of our intention to immediately transfer the above-captioned account to the above Trust designation.
Please contact us immediately to verify that the necessary change has been completed and to arrange for any signatures that may be necessary.
Very truly yours,
Alternate Beneficiary Policy and Deferred Tax Account Letter
RE: Policy No.:
Dear Sir or Madam:
The purpose of this correspondence is to inform you of our intention to immediately change the alternate beneficiary of the above-captioned policy to the names indicated below.
Please contact us immediately to verify that the necessary change has been completed and to arrange for any signatures that may be necessary.
Very truly yours,
Alternate Beneficiary(s):
___________________________ ___________________________
___________________________ ___________________________
___________________________ ___________________________
Insurance and Tax Accounts Letter
Account No.:
Re: _________________TRUST:
Dated:
Dear Sir or Madam:
The purpose of this correspondence is to inform you of our intention to immediately change the alternate beneficiary of the above-captioned policy to the names indicated below.
Please contact us immediately to verify that the necessary change has been completed and to arrange for any signatures that may be necessary.
Very truly yours,
Alternate Beneficiary(s):
___________________________ ___________________________
___________________________ ___________________________
___________________________ ___________________________
Joint Account Beneficiary Letter
RE: Account No.:
_____________________
Dated:
Dear Sir or Madam:
The purpose of this correspondence is to inform you of our intention to immediately change the beneficiary of the above-captioned account to the above Trust designation.
Please contact us immediately to verify that the necessary change has been completed and to arrange for any signatures that may be necessary.
Very truly yours,
