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Prepare the letter of instruction National Life Group 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 National Life Group's estate/claims department: National Life Group, One National Life Drive, Montpelier, VT 05604. You can reach the department at 1-800-732-8939.
National Life Group lists these among its required documents: Completed Beneficiary Statement (provided in the claims packet; each beneficiary completes their own); Certified death certificate showing cause and manner of death (original required for claims over $500,000; copy acceptable for $500,000 or less; only one needed per claim); Government-issued photo ID for the beneficiary; Policy number and insured's personal information. The prepared letter includes an enclosure checklist drawn from National Life Group's recorded requirements.
Claims packet sent within 5 business days of notification. Payment usually made within 15 business days of receiving all requirements in good order, or sooner when required by state law.
National Life Group 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.
