LETTER 11

Trust Registration / Retitling Procedure Request
PURPOSE / WHEN TO USE
Use when REVIEW has established that trust registration or retitling is the intended action and you need the institution's procedure.
SUBJECT
Trust Registration / Retitling Procedure - [Account/Asset]
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.
The intended administrative action has already been established through our review. Please provide your current procedure and required documents to register or retitle [ACCOUNT / ASSET] as [INTENDED REGISTRATION]. Please do not provide planning advice; I am requesting your institution's implementation procedure.
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.