LETTER 31

Processed Request Confirmation
PURPOSE / WHEN TO USE
Use when the institution says a request is complete but you still need written processing confirmation or evidence.
SUBJECT
Written Confirmation of Processed 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.
Please confirm in writing whether [REQUEST], reference [NUMBER], has been fully processed by your institution, the effective/completion date, and the current record that resulted from processing. Please identify any remaining institution-side action.
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.