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Get the free Letter of Transmittal and Election Form (Final).pdf

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YOU ARE STRONGLY URGED TO READ THE ACCOMPANYING JOINT MANAGEMENT INFORMATION CIRCULAR, INCLUDING THE APPENDICES ATTACHED THERETO AND THE DOCUMENTS INCORPORATED THEREIN BY REFERENCE, BEFORE COMPLETING THIS
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Point by point, here is how to fill out a letter of transmittal:

01
Start by including your contact information and the recipient's contact information at the top of the letter. This includes your name, title, organization, address, phone number, and email address, as well as the recipient's name, title, organization, and address.
02
Next, include a salutation, such as "Dear [Recipient's Name]," or "To Whom It May Concern," if you are unsure of the recipient's name.
03
Begin the letter with a brief introduction or purpose statement, stating why you are sending the document or package. For example, if you are submitting a report, mention the title and purpose of the report.
04
Provide a concise summary or overview of the document or package you are transmitting. This can include the purpose, key findings, or main points. Keep it brief and to the point.
05
Offer any additional information or details that may be necessary for the recipient to understand the contents being transmitted. For example, if there are specific sections or attachments included, mention them briefly.
06
Use a polite and professional tone throughout the letter. Avoid using technical jargon or complex language that may be difficult for the recipient to understand. Keep the language clear and concise.
07
Close the letter by expressing gratitude or appreciation for the recipient's time and attention. You can use phrases such as "Thank you for your consideration" or "Please let me know if you have any questions or require further information."
08
End the letter with a formal closing, such as "Sincerely," or "Best regards," followed by your name and title. Leave space for your handwritten signature if the letter is being sent as a hard copy.

Who needs a letter of transmittal?

01
Professionals submitting reports, proposals, or other formal documents often use letters of transmittal to provide an overview and context for the materials being submitted.
02
Businesses and organizations that need to send important documents or packages to clients, customers, or other stakeholders may also use letters of transmittal. These letters serve as a formal way of introducing and explaining the contents being transmitted.
03
Contractors or service providers may use letters of transmittal to accompany project deliverables, ensuring that the recipient understands what is being provided and any next steps that may be required.
In both cases, letters of transmittal help to convey professionalism, provide clarity, and establish a formal record of what is being transmitted.
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Letter of transmittal is a document that accompanies a formal report and is used to briefly summarize the content and purpose of the report.
The person or entity submitting the formal report is required to file the letter of transmittal.
To fill out a letter of transmittal, one should start by addressing the recipient, providing a brief overview of the report, and summarizing key points.
The purpose of a letter of transmittal is to introduce the formal report, explain its relevance, and provide any necessary context for the reader.
Information that must be reported on a letter of transmittal includes the title of the report, date of submission, name of the sender, and recipient.
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