CORRESPONDENCE LIBRARY™
Discovery & Information
Letters 01–05
What are you trying to do?
Choose the situation that sounds most like what you need right now.
I need to know what the institution requires.
LETTER 01
General Institution Requirements Request
Use this when you're beginning an institution-specific funding or account-update process and need to know the institution's current requirements.
I need to confirm how my account or asset is currently owned.
LETTER 02
Current Account Ownership Confirmation Request
Use this when you need written confirmation of how an account or asset is currently titled or registered.
I need to confirm the beneficiaries currently on file.
LETTER 03
Current Beneficiary Confirmation Request
Use this when you need written confirmation of the beneficiary designation an institution currently has on record.
I need to reach the right person or department.
LETTER 04
Trust Department / Appropriate Representative Request
Use this when you need help identifying or reaching the department or representative who handles trust-related ownership, beneficiary, or account requests.
I spoke with someone and want their instructions confirmed in writing.
LETTER 05
Written Procedure / Requirements Confirmation
Use this after speaking with an institution when you want written confirmation of the procedures, requirements, documents, or next steps they provided.