LETTER 05

Written Procedure / Requirements Confirmation
PURPOSE / WHEN TO USE
Use after a call or conversation to confirm the institution's stated process, documents, and submission requirements in writing.
SUBJECT
Written Confirmation of Requirements - [Request Type]
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.
On [DATE], I spoke with [REPRESENTATIVE / DEPARTMENT] regarding [REQUEST]. My understanding of your current requirements is:
[INSERT REQUIREMENTS]
Submission method: [METHOD]
Expected processing time: [TIME]
Expected proof of completion: [PROOF]
Reference / case number: [NUMBER]
Please advise in writing if any part of this summary is incomplete or incorrect before I submit the requested materials.
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.