CORRESPONDENCE LIBRARY™
Forms & Documents
Letters 06–10
What are you trying to do?
Choose the situation that sounds most like what you need right now.
I need the institution's current form.
LETTER 06
Current Form Request
Use this when an institution requires its own form and you need the current version.
I need to know whether the institution will accept a Certificate of Trust.
LETTER 07
Certificate of Trust Acceptance Requirements
Use this when you need to determine whether an institution accepts a Certificate of Trust and what additional trust information, if any, it requires.
I need to know what supporting documents the institution requires.
LETTER 08
Supporting Document Requirements Request
Use this when you need a complete list of supporting documents before putting together your submission.
I need to know how the institution requires documents to be signed.
LETTER 09
Signature / Notary / Medallion Requirements Request
Use this when you need to confirm signature, notarization, witness, or Medallion Signature Guarantee requirements before signing an institution's form.
I need to know whether the institution requires originals or certified copies.
LETTER 10
Original / Certified Copy Requirements Request
Use this when you need to determine whether an institution requires original documents, certified copies, or a specific type of document certification.