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Your Name
Your Address
Your Telephone no
Date of Letter


Your Annuity Provider Company Name
Your Annuity Provider Company Address



Deceased's name

Dear Sir/Madam, 

I am the executor for the estate of the above named, who died on DD/MM/YY. The estate 
includes the Annuity described below.

The deceased, 'Deceased's Name', has been receiving an annuity from your company and we 
now need to bring this to termination. For the purpose of Inheritance Tax and Probate can 
you let me know the amount of any monies due up to the date of death.

Would you also advise if any capital sum is due to the estate under your annuity scheme.

I would also be grateful if you could search your records for any other assets which may have 
been held by 'Deceased's name' with your company.

Name in which Annuity held:
Annuity Number:
Date Annuity Taken Out:

When the grant of probate has been obtained, I shall send an official copy to you for your 
inspection. Please let me know what formalities (if any) will be involved in obtaining payment 
of any monies due to the estate.

I have enclosed a copy of the death certificate for your perusal and I would appreciate you 
returning this to me when you have completed your investigation.


Yours sincerely, 


Executors Name