LETTER 02

Current Account Ownership Confirmation Request
PURPOSE / WHEN TO USE
Use when you need written confirmation of how an account or asset is currently titled or registered.
SUBJECT
Request for Current Ownership / Registration Confirmation
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 written confirmation of the current ownership or registration shown on your records for this account or asset. If available, please include the exact owner/registration wording currently maintained by your institution.
This request is for confirmation of the existing record only. Please do not change ownership or registration based on this letter.
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.