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Free Life Insurance Proceeds Letter

This letter is written to a life insurance company to request the life insurance proceeds of a person who has died.

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Reasons to Create

- You want to request a claim form and requirements for payment of life insurance policy proceeds. - You want to request information regarding a life insurance policy owned by the deceased covering the life of another. - You want to request IRS Form 712 for use in valuation of the estate and preparing estate tax returns.

Before You Begin

Information you may need:
- The name and address of the person requesting the life insurance proceeds of the estate of the deceased. - The name and address of the insurance company, and contact person, if known.
- The name and date of death of the deceased.
- The policy number for all policies owned by the deceased.

Reasons to Update

- You want to forward additional information that may have been requested by the insurance company. - You want to provide documents needed to process a life insurance claim for a policy discovered after the original letter was sent.
- You want to request a claim form or information from another life insurance company.

Document Help

Life Insurance Proceeds Letter

Insurance proceeds on the life of a decedent should be collected by the family or personal representative as soon as possible after the decedent's death. These proceeds are an immediate source of available cash for the payment of debts and/or support of the family.

For More Information:

Beneficiaries
Documents Which May Be Required
Employee Benefits
Insurance on the Life of Another
Insurance Proceeds Included in the Gross Estate
Letters of Appointment or Administration
Signing Instructions
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