Referral Program
Search
Close this search box.

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,






Leave a Reply

Invite & Earn

X
Signup to start sharing your link
Signup
background banner image
loading gif

Available Coupon

X