Wednesday, 23 October 2013

‘Insurance Correspondence’, (Letter no 4,5 and 6)

Students of SEM-V,


I would like to inform that, I am going to start to teach ‘Insurance Correspondence’, (Letter no 4,5 and 6) in every divisions.You may download from here and bring in the classroom.You may leave your comment. 

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4. A company letter stating the maturation of a policy
The Manager,
Life Insurance Corporation of India,
Vasna,
Ahmedabad.

Date:…………………

Rahul Patel,
8, Arman Flats,
Near Dream Garden,
Ahmedabad- 380008.

Sub: Intimation of the maturation of policy.

Dear Sir,

We have pleasure to inform you that your policy (Policy No-12345678) will be maturing for the payment on 14th Nov., 2013.We need the following documents to settle your claim to this policy promptly:

1.      The discharge form (duly filled in as per the instruction givn at the back of the form)
2.      The policy in original
3.      Any deeds of assignment affecting your title to the policy.
4.      The last premium receipt.

Since the settlement of claim is subject to the admission of age, please send us the School Leaving Certificate. In case you are unable to do so, please send us any of the age proofs.

The payment will be made by a crossed cheque on Bank of Baroda, Ahmedabad. If the discharge form, etc. are received by us sufficiently in advance, it may possible for us to send you the cheque by the date.

Yours faithfully,

………………………
Manager
[Life Insurance Corporation of India]
5.     A letter to company asking for full

Rahul Patel,
8, Arman Flats,
Near Dream Garden,
Ahmedabad- 380008.
Mob…………………

Date:…………………

The Manager,
Life Insurance Corporation of India,
Vasna,
Ahmedabad.

Sub: Asking for full benefits due to the death of the policy holder.

Dear Sir,

I regret to inform you that my father Chirgbhai Patel, died of an accident last week. He held the policy No-123456 of Rs.3,00,000 for the last 10 years.

My father paid the premium regularly. My mother is the nominee in the policy. As per the terms and conditions, she is entitled to get the full benefits of the policy.

I request you to look into the matter and inform me about the further procedure.

Yours faithfully,
………………………
Rahul Patel


6. Benefits due to the death of the policy holder by the kin
Rohini Patel,
8, Arman Flats,
Near Dream Garden,
Ahmedabad- 380008.
Mob…………………

Date:…………………

The Manager,
Life Insurance Corporation of India,
Vasna,
Ahmedabad.

Sub: Policy No-12345567- name ………………..deceased

Dear Sir,

It is with great pain that I have to intimate to you the unexpected and untimely demise of my husband, Shri…….. (name) on …………..(date). He died a natural death, as will be clear from the enclosed sick Report of the Civil Hospital, Ahmedabad, where he breathed his last.  

Being legal heir to the late Shri …………(name), I request you to send me necessary papers to enable me to claim the amount of the above policy.

I am sure you will realize that an early settlement of the claim will considerably ease the financial pressure on me in this hour of need.

Yours faithfully,
………………………
Rohini Patel

Encl: copy of the sick report.


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