Letter to Insurance Company
(Changing Beneficiary Designation to Trust) (CA)

Summary

This template is a letter of instructions from a policy owner to an insurance company regarding the beneficiary designation. It can be used to authorize the insurance company to change the beneficiary designation on an insurance policy to a trust and to name a contingent beneficiary. This template includes practical guidance and drafting notes. For a full listing of key content related to estate plans for married or partnered people in California, see Estate Plan for Individual with Spouse or Partner Resource Kit (CA). For more information on trusts, see Characteristics and Uses of Trusts (CA), Requirements and Restrictions on Trust Purposes and Administration (CA), and Revocation, Amendment, and Termination of Trusts (CA).