LETTER 09

Signature / Notary / Medallion Requirements Request
PURPOSE / WHEN TO USE
Use to confirm execution requirements before signing an institution form.
SUBJECT
Confirmation of Signature and Authentication Requirements
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 confirm all execution requirements for [FORM / REQUEST], including required signatures, notarization, witnesses, Medallion Signature Guarantee, spousal/co-owner consent, or other authentication.
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.