CORRESPONDENCE LIBRARY™
Trust & Ownership
Letters 11–20
What are you trying to do?
Choose the situation that sounds most like what you need right now.
Then use these five sections:
I need to know how to change a beneficiary designation.
LETTER 11
Trust Registration / Retitling Procedure Request
Use this letter when you have already determined that an account or asset should be registered or retitled in your trust and need the institution’s instructions for doing it.
I need the institution's current beneficiary designation form.
LETTER 12
Trustee Information Update Request
Use this letter when an account is already held in your trust, but the trustee information on the institution’s record needs to be updated.
I want to name my trust as a beneficiary and need to know the institution's requirements.
LETTER 13
Trust Name / Date Correction Request
Use this letter when the institution’s record shows an error in your trust’s name or date and you need to ask how to correct it.
I already submitted a beneficiary change and need to know its status.
LETTER 14
Ownership Change Status Request
Use this letter when you have submitted an ownership change and want to know its status or whether the institution needs anything else.
I need written confirmation that my beneficiary information was updated.
LETTER 15
Ownership / Registration Written Confirmation Request
Use this letter after an ownership change has been processed to request written confirmation of how the account or asset is now registered.