LETTER 24

Business Ownership Transfer Requirements Request
PURPOSE / WHEN TO USE
Use after REVIEW establishes that a business ownership record may require action and you need the record keeper's requirements.
SUBJECT
Business Ownership Record - Transfer / Update Requirements
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 business-record action has already been established through our review. Please provide the current administrative requirements to update or transfer the ownership record for [BUSINESS / INTEREST], including approvals, forms, governing-document requirements, signatures, and evidence issued after completion.
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.