LETTER 13

Trust Name / Date Correction Request
PURPOSE / WHEN TO USE
Use to request correction of an administrative error in the trust name or date shown on an institution record.
SUBJECT
Correction Request - Trust Name / Date
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 current record appears to show [INCORRECT TRUST NAME / DATE]. The correct information, as reflected in the supporting trust documentation, is [CORRECT INFORMATION]. Please advise the administrative procedure to correct this record and provide written confirmation when completed.
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.