LETTER 25

Business Ownership Update Confirmation Request
PURPOSE / WHEN TO USE
Use after an approved business-record update to obtain written evidence of the current ownership record.
SUBJECT
Written Confirmation of Business Ownership Record
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.
Please provide written confirmation of the current ownership record for [BUSINESS / INTEREST] following the update submitted on [DATE]. Please include the official record, ledger, certificate, membership record, or comparable evidence maintained by the appropriate record keeper.
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.