Letter of Inquiry—Life Insurance
[Date]
[Name and address of insurance company]
Re: [name], Social Security number [number]
[name], Social Security number [number]
[Salutation]
A divorce has been filed and is pending between [name] and [name]. I represent [name] in this matter.
A release for financial and business records, which was executed by [name] as ordered by Judge [name] after a hearing for temporary orders, is enclosed.
Please send me a copy of each insurance policy that insures the life of either [name] or [name]. Further, please indicate the cash value of each policy and whether the cash value has been reduced by any loans against the policy. If there are loans against the policy, please forward all information regarding the loans, including the date of the loan, the loan amount, and to whom the loan was paid, as well as a copy of the front and back of the loan check.
In addition, please provide all information on any annuities that might be in the name of [name] and/or [name].
Sincerely yours,
[Name of attorney]
Enc.