LETTER 18

Trust-as-Beneficiary Requirements Request
PURPOSE / WHEN TO USE
Use only after appropriate planning guidance establishes that a trust beneficiary designation is intended; this letter asks procedure, not whether it is advisable.
SUBJECT
Trust Beneficiary Designation - Administrative 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.
Appropriate planning guidance has established that a trust beneficiary designation is intended for this account or policy. Please provide only your administrative requirements for naming a trust as beneficiary, including exact trust-identification fields, supporting documents, forms, and confirmation process. No legal, tax, investment, or insurance advice is requested.
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.