LETTER 32

Updated Record / Statement Request
PURPOSE / WHEN TO USE
Use to obtain a current statement, registration record, beneficiary confirmation, or comparable evidence after processing.
SUBJECT
Request for Updated Record Following Completed Request
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.
Following completion of [REQUEST], please provide an updated [STATEMENT / REGISTRATION RECORD / BENEFICIARY CONFIRMATION / OTHER RECORD] showing the current record for [ACCOUNT / ASSET / POLICY].
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.