LETTER 26

First Status Follow-Up
PURPOSE / WHEN TO USE
Use when the expected processing period has passed or a scheduled follow-up date arrives.
SUBJECT
Status Follow-Up - [Request] Submitted [Date]
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.
I am following up on [REQUEST] submitted on [DATE], reference [NUMBER]. The expected processing period was [TIME]. Please provide the current status, identify anything further required from me, and advise the revised expected completion date.
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.