[Your Name] [Your Address] [City, State, Zip] [Email Address] [Phone number] [Insurance Company Name] [Insurance Company Address] [City, State, Zip] [Date] Subject: Notification of Death of Insured Individual — Policy Number: [Policy Number] Dear [Insurance Company Name], I am writing to inform you of the unfortunate passing of [Name of the deceased], the insured individual under [Policy Number]. [Name of the deceased] was a resident of Puerto Rico and held an active life insurance policy with your esteemed company. With deep regret, I must notify you that [Name of the deceased] passed away on [Date of death] in Puerto Rico. As the designated beneficiary of the policy, I kindly request your assistance in processing the necessary paperwork and proceeding with the claims' settlement process promptly. To ensure a smooth and efficient handover of the required documentation, I have enclosed the following essential documents along with this letter: 1. Death Certificate: A certified copy of the death certificate issued by the relevant authorities in Puerto Rico. 2. Policy Information: Complete details of the insurance policy, including policy number, policyholder's name, and any other pertinent information. 3. Identity Verification: A copy of my identification documents, such as a valid driver's license or passport, to establish my identity as the rightful beneficiary. I kindly request your guidance regarding any additional documents or forms that may be required for the claims' settlement process. Furthermore, I would appreciate if you could provide me with a checklist or detailed instructions on how to proceed further. Considering the emotional and financial burden during this difficult time, I sincerely hope that your company will expedite the claims process. Should you require any further information or clarification, please do not hesitate to contact me at [Your Phone number] or [Your Email Address]. I understand that there might be certain procedures and time constraints associated with this process, and I would be grateful if your company could provide an estimate of the approximate time required for the claims' settlement. Thank you for your prompt attention to this matter and for your understanding during this distressing period. I sincerely hope for a swift resolution to avoid any additional strain on our family and to ensure the fulfillment of the insurance policy. Your cooperation and support in handling this matter with utmost urgency are highly appreciated. Yours sincerely, [Your Name]
Puerto Rico Letter to Insurance Company Notifying Them of Death
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How to fill out Letter To Insurance Company Notifying Them Of Death?
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Once the bank has been notified of the death, the account will be frozen. If there are any direct debits or standing orders being paid from the account ? for example, utility bills ? then you should notify the companies first so that they are aware of why the payments have stopped.
Report the person's death to banks, credit card companies, credit bureaus, and other financial organizations. And contact utilities and places where the person had memberships and subscriptions. Learn from the Federal Trade Commission what to do about any debts the person had.
I the undersigned ________ of Shri/Smt. __________________________________ here by inform you about the death of my_______________. I request you to settle the death claim under his policy no. _________________________________ at the earliest in my favour being the nominee of the above no.
How do I file a life insurance claim? Get several copies of the death certificate. Call your insurance agent. He or she can help you fill out the necessary forms and act as an intermediary with the insurance company. ... Submit a certified copy of the death certificate from the funeral director with the policy claim.
Financial organisations Insurance companies (e.g. life, buildings/contents, medical, car, travel). Pension providers. Credit card/store card providers. Any other financial institutions must be informed so that any accounts solely in the deceased's name can be frozen to prevent fraud.
Family members or next of kin generally notify the bank when a client passes. It can also be someone who was appointed by a court to handle the deceased's financial affairs. There are also times when the bank leans of a client's passing through probate.
In most cases, the funeral home will report the person's death to us. You should give the funeral home the deceased person's Social Security number if you want them to make the report. If you need to report a death or apply for benefits, call 1-800-772-1213 (TTY 1-800-325-0778).
If you're completing an individual claim form, you'll need to fill out personal details about you and the insured, such as: Full name. Address. Date of birth. Social security number. Your relationship to the insured.
