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Get the free Letter of Instruction Form 800-432-2504

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Account Service Form When complete please return to Clipper Fund, PO Box 219167, Kansas City, MO 641219167. For overnight mail: Clipper Fund, 430 W 7th Street, Suite 219167, Kansas City, MO 641051407. For
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How to fill out letter of instruction form

01
Start by writing your full name, address, and contact information at the top of the form.
02
Address the letter to the recipient or institution that you are providing instructions to.
03
Clearly state the purpose of the letter and what specific instructions you are providing.
04
Be detailed and specific in your instructions, using bullet points or numbered lists if necessary.
05
Sign and date the letter at the bottom to make it official.

Who needs letter of instruction form?

01
Anyone who wants to provide clear and specific instructions to another party or institution.
02
Individuals who want to ensure that their wishes are carried out accurately and efficiently.
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A letter of instruction form is a document that provides specific guidance or instructions regarding the management or distribution of an individual's assets, typically after their death.
Typically, the executor or personal representative of an estate is required to file a letter of instruction form, as it aids in the administration of the estate.
To fill out a letter of instruction form, provide details about your assets, debts, funeral wishes, guardianship for dependents, and any other specific instructions regarding your estate.
The purpose of a letter of instruction form is to guide the executor or loved ones in managing an individual's estate according to their wishes, ensuring that important information is not overlooked.
Information that should be reported includes a list of assets, liabilities, contact information for professionals (like lawyers and accountants), wishes for funeral arrangements, and any specific directives for the distribution of personal property.
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