LETTER 22

Recorded Document Copy Request
PURPOSE / WHEN TO USE
Use to request or locate a copy of a recorded real-estate document and its recording information.
SUBJECT
Request for Recorded Document / Recording Information
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.
Please provide or advise how to obtain the recorded copy of [DOCUMENT TYPE] recorded on or about [DATE] concerning [PROPERTY]. Known recording / instrument number: [NUMBER]. Please include the recording date and instrument/reference number.
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.