LETTER 34

Final Verification Follow-Up
PURPOSE / WHEN TO USE
Use when processing was reported complete but reasonable verification has not yet been received.
SUBJECT
Final Verification Follow-Up - [Request / Reference Number]
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.
Your institution has reported [REQUEST] as completed, but I have not yet received reasonable written evidence of the current record. Please provide an updated statement, registration record, beneficiary confirmation, recorded copy, secure-message confirmation, or other reliable institution record showing the result.
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.