LETTER 33

Correction of Completed Record Request
PURPOSE / WHEN TO USE
Use when the processed result contains an administrative error and the intended result itself has not changed.
SUBJECT
Administrative Correction Request - [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 processed record appears to contain the following administrative error: [DESCRIBE ERROR]. The intended result previously submitted was [INTENDED RESULT]. Please advise the procedure to correct the administrative record without changing the underlying request, and provide updated evidence when corrected.
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.