make your free employee death benefits letter
other names:
survivor benefits letter
what is an employee death benefits letter?
if a loved one has passed away, and you need important information from their employer, you can use an employee death benefits letter to help ensure beneficiaries are cared for. life insurance policies, employee benefits, profit sharing, or pensions might be available. you can help get the information you need with an employee death benefits letter.
when you're dealing with a loss, paperwork is one of the last things you want to deal with, although often it's necessary. an employee death benefits letter is a simple way to get information - and maybe benefits - from a loved one's former employer. if you're the beneficiary, this is your money. it can help offset memorial costs and provide for a more comfortable life. there might be employer-specific life insurance policies in place. you might not have had conversations about benefits when your loved one was alive, and there might be perks you don't even know about. you might even be able to avoid probate, if most of the assets are in pension and profit-sharing plans or life insurance and joint tenancy assets. however, you may have to file death tax returns, so it is advisable to consult a lawyer. using an employee death benefits letter helps determine what you may be entitled to.
when you're dealing with a loss, paperwork is one of the last things you want to deal with, although often it's necessary. an employee death benefits letter is a simple way to get information - and maybe benefits - from a loved one's former employer. if you're the beneficiary, this is your money. it can help offset memorial costs and provide for a more comfortable life. there might be employer-specific life insurance policies in place. you might not have had conversations about benefits when your loved one was alive, and there might be perks you don't even know about. you might even be able to avoid probate, if most of the assets are in pension and profit-sharing plans or life insurance and joint tenancy assets. however, you may have to file death tax returns, so it is advisable to consult a lawyer. using an employee death benefits letter helps determine what you may be entitled to.
when to use an employee death benefits letter:
- you want benefits information from the employer of someone who's passed.
- you'd like to check with all former employers about possible benefits.
sample employee death benefits letter
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,
,
re: estate of
date of death:
the estate of the decedent named above.
it is my understanding that the decedent was with your organization.
please provide me with the following information where applicable. in addition, please furnish a list of required documentation that i will need in order to claim the benefits.
please contact me if you have any questions or need additional information. or
thank you for your assistance.
sincerely,
