LETTER 30

Supervisor / Specialized Department Escalation Request
PURPOSE / WHEN TO USE
Use when ordinary follow-up has not resolved an administrative issue and escalation to an authorized department is appropriate.
SUBJECT
Escalation Request - [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.
Prior follow-up has not resolved the administrative issue involving [REQUEST], reference [NUMBER]. Please route this matter to a supervisor or the appropriate trust, estate, transfer, compliance, or formal resolution department authorized to address it. Please provide the new contact, case number, and next expected action.
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.