How To Use
If you are a Trustee or Executor making this request, simply rewrite the language to reflect that fact and include a copy of your official authorization to act in that capacity. Keep a copy of the transaction so you can send in a second notice.
We recommend you make a phone call, if possible, to the proper location first to find out whether you need to have a bank check instead of a credit card, the correct amount of the total charge, and the proper department to send it to. On the other hand, if you have time and are not in a hurry, it can be less frustrating and just as effective in the long term, to send out an initial letter and let the bureaucracy grind slowly and respond at its pace.