LETTER 04

Trust Department / Appropriate Representative Request
PURPOSE / WHEN TO USE
Use when the first-line representative cannot address a trust, estate, ownership, transfer, or beneficiary question.
SUBJECT
Request for Appropriate Trust / Estate Representative
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 route this inquiry to the department or representative authorized to address [TRUST / ESTATE / OWNERSHIP / TRANSFER / BENEFICIARY] administrative procedures. If possible, please provide the department name, direct contact information, and any case or reference number assigned to this inquiry.
No change is requested by 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.