Which Letter Do I Use?™

You don't need to know the name of the letter you need. 

Start with what you're trying to accomplish. Choose the situation below that sounds most like yours, and we'll help you find the appropriate correspondence template.

I'M TRYING TO FIND OUT WHAT AN INSTITUTION REQUIRES
Discovery & Information | Letters 01–05

Use this section when you're gathering information, confirming what's currently on file, or trying to reach the right person or department.

I NEED A FORM OR NEED TO KNOW WHAT DOCUMENTS ARE REQUIRED
Forms & Documents | Letters 06–10

Use this section when you need an institution's current form or need to know its document, signature, notary, Medallion, original, or certified-copy requirements.

I'M WORKING WITH TRUST OWNERSHIP OR REGISTRATION
Trust & Ownership | Letters 11–15

Use this section when you're carrying out or verifying an established trust ownership or registration action.

I'M WORKING WITH A BENEFICIARY DESIGNATION
Beneficiary Requests | Letters 16–20

Use this section when you need procedures, forms, status, requirements, or confirmation involving a beneficiary designation.

I'M WORKING WITH REAL ESTATE OR A BUSINESS
Real Estate & Business | Letters 21–25

Use this section for recording requirements, recorded documents, mortgage or HELOC procedures, or business ownership records.

SOMETHING IS STALLED, MISSING, OR WAS REJECTED
Follow-Up & Problem Resolution | Letters 26–30

Use this section when you've already submitted something and need to follow up, respond to a missing requirement, understand a rejection, or escalate the request.

I NEED TO VERIFY THAT IT'S REALLY DONE
Verification & Completion | Letters 31–35

Use this section when you need written confirmation, updated records, a correction, final verification, or documentation for your file.

Not sure where to start?