LETTER 27

Second Follow-Up / Resolution Request
PURPOSE / WHEN TO USE
Use when an earlier follow-up did not resolve an administrative processing issue.
SUBJECT
Second Follow-Up / Resolution 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.
This is my second follow-up regarding [REQUEST], submitted [DATE], reference [NUMBER]. My prior follow-up occurred on [DATE]. Please provide a clear status, identify the reason the request remains unresolved, and state the specific action needed to bring the administrative request to resolution.
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.