Trust Funding Assistance System™

REQUEST LETTER 03

You are requesting Letter 03: Current Beneficiary Confirmation Request

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I understand that this Claim My Legacy correspondence template is provided for my personal use in completing my Trust Funding Assistance System™. I will not sell, publish, share, redistribute, or use the template for commercial purposes.

For your security: Please do not enter account numbers, Social Security numbers, passwords, PINs, private keys, recovery phrases, or other sensitive financial information on this form.