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Prepare the letter of instruction Modern Woodmen requests during estate or death-claim processing — addressed to its verified claims department with the required enclosures. PDF.
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Which institution holds the account, and the capacity you are writing in.
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Send it to Modern Woodmen's estate/claims department: Modern Woodmen of America, Attention: Claim Department, 1701 1st Avenue, P.O. Box 2005, Rock Island, IL 61204-2005. You can reach the department at (309) 558-3077.
Modern Woodmen lists these among its required documents: Certified (original) death certificate with colored or raised seal; Completed claim form (provided by Modern Woodmen after claim is reported); Government-issued ID for the beneficiary; Certificate number and deceased's information. The prepared letter includes an enclosure checklist drawn from Modern Woodmen's recorded requirements.
Most claims process within 5-7 business days after Modern Woodmen receives all required documents. Beneficiaries usually receive payment shortly thereafter. Some claims may take longer depending on documentation completeness and claim complexity.
Modern Woodmen 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.
