How Do I Write a Letter of Instruction to Elevance Health (Anthem)?

Send it to Elevance Health (Anthem)'s estate/claims department: Anthem Life, Attn: Life Claims Service Center, P.O. Box 2717, Portland, OR 97208-9830. You can reach the department at 1-800-552-2137.

Elevance Health (Anthem) lists these among its required documents: Completed group life claim form (employer section and beneficiary statement); Certified copy of the death certificate; Government-issued identification for the beneficiary; Employer name and group policy or certificate number. The prepared letter includes an enclosure checklist drawn from Elevance Health (Anthem)'s recorded requirements.

Timing depends on how quickly the employer completes its portion of the claim and on documentation completeness. Claims can be submitted online, by fax, by email, or by mail once the employer confirms coverage. The Standard states that claim payment and timelines were not affected by the merger.

Elevance Health (Anthem) provides its own letter-of-instruction/claim form. We prepare a transmittal cover letter and an enclosure checklist to accompany that form.

It depends on the capacity you are acting in. An executor or administrator encloses Letters Testamentary (when there is a will) or Letters of Administration (when there is not); a successor trustee encloses a certificate of trust; a successor under a small estate encloses that state’s small estate affidavit. The prepared letter lists the proof-of-authority document for your role alongside the institution’s required documents.

A letter of instruction is the written request an institution asks for when settling a deceased customer’s account. It identifies the decedent and the account, states the capacity you are acting in, and tells the institution what to do with the account.