How Do I Write a Letter of Instruction to Sentinel Security Life?

Send it to Sentinel Security Life's estate/claims department: Sentinel Security Life Insurance Company, Life & Health: PO Box 64453, St Paul, MN 55164-0453; Annuities: PO Box 64435, St Paul, MN 55164-0435. You can reach the department at (800) 247-1423.

Sentinel Security Life lists these among its required documents: Completed claim form (provided by Sentinel Security Life); Certified copy of the death certificate; Copy of the life insurance policy or annuity contract (if available); Government-issued photo ID for the beneficiary or authorized claimant. The prepared letter includes an enclosure checklist drawn from Sentinel Security Life's recorded requirements.

Varies; contact the company for current processing timeframes

Sentinel Security Life 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.