LETTER 35

Completion / File-Closing Confirmation
PURPOSE / WHEN TO USE
Use when you have obtained reasonable evidence and want a concise written record confirming the institution-side request and reference information for the file.
SUBJECT
File-Closing Confirmation - [Account/Asset]
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.
For file-closing purposes, please confirm the following regarding [ACCOUNT / ASSET]: request [REQUEST]; submitted [DATE]; completed/effective [DATE]; reference [NUMBER]; and current record/evidence [DESCRIPTION]. If this summary is inaccurate, please advise. No further change is requested by this letter.
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.