LETTER 15

Ownership / Registration Written Confirmation Request
PURPOSE / WHEN TO USE
Use after processing to obtain written evidence of the current ownership or registration.
SUBJECT
Written Confirmation of Current Ownership / Registration
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/registration following completion of [REQUEST]. The intended registration was [INTENDED RESULT]. Please include an updated statement, registration record, or other institution record showing the current registration when available.
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.