LETTER 29

Rejected Request - Written Explanation Request
PURPOSE / WHEN TO USE
Use when a request is rejected and you need the reason and available administrative correction path in writing.
SUBJECT
Request for Written Explanation of Rejected Request
EDITABLE TEMPLATE
To Whom It May Concern:
I am writing regarding [ACCOUNT / ASSET / POLICY], ending in [LAST FOUR], held or administered by [INSTITUTION]. I am working through an estate-plan implementation review and am requesting administrative information about your current process.
I was advised that [REQUEST], reference [NUMBER], was rejected or could not be processed. Please provide the reason in writing, identify the specific requirement that was not satisfied, and describe any available administrative correction or resubmission process. If the issue changes the underlying planning decision, I will return to the appropriate professional for guidance.
Thank you for your assistance.
Sincerely,
[CLIENT / AUTHORIZED REQUESTOR NAME]
[MAILING ADDRESS]
[PHONE]
[SECURE EMAIL, IF APPROPRIATE]
Attachments: [LIST OR NONE]
BOUNDARY / FILE NOTE
Administrative correspondence only. Do not use this template to make or imply a legal, tax, insurance, investment, or financial recommendation. Save the personalized working copy and retain an exact copy of what was submitted.