LETTER 28

Missing Document / Additional Requirement Response
PURPOSE / WHEN TO USE
Use when the institution says something is missing and you are supplying or clarifying the requested item.
SUBJECT
Response to Additional Requirement - [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.
Thank you for advising that additional information is required for [REQUEST], reference [NUMBER]. Enclosed / attached is [DOCUMENT / INFORMATION]. Please confirm receipt, advise whether this satisfies the stated requirement, and provide the updated expected completion date.
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.