Make your Free
Life Insurance Proceeds Letter

  • Answer simple questions to create your document
  • Sign & share your document online
  • Save progress and finish on any device; download & print at home

How it works

  • Build your
    document
  • Save, print
    & share
  • Sign it &
    Make it legal
Sample Life Insurance Proceeds Letter Form Template
How it Works
Build your Document
Save, Print & Share
Sign it & make it legal

Life Insurance Proceeds Letter Basics

A Life Insurance Proceeds Letter can be used to request information or payment if you are the beneficiary of the policy. This letter is a formal way of finding out who the beneficiary is if you're unsure and to help speed the process along. A Life Insurance Proceeds Letter can get you the information you need and get the process started.

Use the Life Insurance Proceeds Letter document if:

  • You're the beneficiary of a life insurance policy, and the policyholder has passed.
  • You want to find out information about filing a claim.
  • You need to request IRS Form 712.

When it comes time to file a beneficiary claim, you may need to file a Life Insurance Proceeds Letter. Maybe you need to find out what steps to take, after all, things can get complicated when there's more than one beneficiary. Make sure you have everything straightened out and that you're playing by the rules. The policyholder wanted to make sure you and their other important people are cared for after they pass. While the purpose of life insurance is to make things just a little bit easier for the beneficiaries, there's still some paperwork to take care of first. Get started and find out what you need to do to file your claim with a Life Insurance Proceeds Letter.

Other names for this document: Life Insurance Beneficiary Letter, Life Insurance Policy Information Request


Sample Life Insurance Proceeds Letter

More than just a template, our step-by-step interview process makes it easy to create a Life Insurance Proceeds Letter.

Save, sign, print, and download your document when you are done.

Get legal advice

From Rocket Lawyer On Call® attorneys.

Characters remaining: 600

Life Insurance Proceeds Letter Basics

When it comes time to file a beneficiary claim, you may need to file a Life Insurance Proceeds Letter. Maybe you need to find out what steps to take, after all, things can get complicated when there's more than one beneficiary. Make sure you have everything straightened out and that you're playing by the rules. The policyholder wanted to make sure you and their other important people are cared for after they pass. While the purpose of life insurance is to make things just a little bit easier for the beneficiaries, there's still some paperwork to take care of first. Get started and find out what you need to do to file your claim with a Life Insurance Proceeds Letter.

Other names for this document: Life Insurance Beneficiary Letter, Life Insurance Policy Information Request

Use the Life Insurance Proceeds Letter document if:
  • You're the beneficiary of a life insurance policy, and the policyholder has passed.
  • You want to find out information about filing a claim.
  • You need to request IRS Form 712.
Read {{ showMore ? 'Less' : 'More' }}

Ready to create your Free Life Insurance Proceeds Letter?

Your document is free within your one week membership trial.

Meet ALL your legal needs with a Rocket Lawyer membership.
Document Defense®
Have an attorney ready to defend your document
Document Review
Review up to 6 documents a year with an attorney
Ask a Lawyer
Get 2 Q&A sessions with an attorney every month
1-on-1 Legal Advice
Enjoy 30-minute consultations  on each new legal matter
Exclusive Discounts
Save on additional legal services from our nationwide network of lawyers
Unlimited Documents
Access hundreds of legal documents, plus extra features like electronic signatures