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This section provides guidance to accountants for issuing letters for underwriters and other requesting parties in connection with financial statements filed with the SEC under the Securities Act
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How to fill out letters for underwriters
How to fill out Letters for Underwriters
01
Start with the correct letterhead or title for your letter.
02
Include the date at the top of the letter.
03
Address the letter to the underwriter, including their name and title.
04
Briefly introduce yourself and your relationship to the property or loan.
05
Clearly state the purpose of the letter and provide any necessary context.
06
Include relevant details such as loan amount, property address, and any special considerations.
07
Attach any supporting documents that may help the underwriter's decision.
08
Use a professional tone and concise language throughout.
09
Close the letter with a thank you and your contact information.
10
Proofread and sign the letter before sending it.
Who needs Letters for Underwriters?
01
Individuals applying for a mortgage loan.
02
Real estate agents facilitating property transactions.
03
Lenders processing mortgage applications.
04
Mortgage brokers assisting clients.
05
Various stakeholders in real estate transactions requiring underwriting.
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People Also Ask about
What is the issue of a comfort letter?
A comfort letter confirms that a business's CRA program accounts are in good standing. It is most commonly requested by financial institutions (lending institutions) and lawyers. For example, a bank could request a comfort letter from the CRA for a business before granting a loan.
What is the main purpose of a comfort letter?
A letter of comfort is a written document that provides a level of assurance that an obligation will ultimately be met. A letter of comfort is often couched in vague wording, in order to prevent the issuer from being saddled with a legally enforceable obligation.
What should be included in a comfort letter?
The comfort letter lists procedures performed by the auditor on the basis of (1) PCAOB standards and (2) specific requests by underwriters. These procedures typically include: Assertion of the auditor's independence.
What is a bringdown comfort letter?
A bring-down comfort letter is a document provided by an auditor or accountant to confirm that the financial statements or other information disclosed in a prior report are still accurate and up-to-date as of a specific date. The letter is typically used in the context of securities offerings, mergers, or acquisitions.
What is the difference between a comfort letter and a bring-down letter?
The comfort letter is dated and delivered as of the date of the pricing of the offering, while the bring-down comfort letter is dated and issued as of the closing date.
What is the 135 day rule for comfort letter?
Mind the 135-day Rule and the Dates for Delivery of the Comfort Letter. Accountants may provide negative assurance as to subsequent changes in specified financial statement items as of a date less than 135 days from the end of the most recent period for which the accountants have performed an audit or a review.
What is a bring down comfort letter?
Definition and Citations: A comfort letter is a statement indicating that, while a full audit has not been done, a review of the issue's prospectus has revealed nothing inaccurate or misleading. The bring-down comfort letter indicates the previous comfort letter is still valid.
What is a comfort letter in insurance?
Comfort letters are statements from an issuer's auditor , who could be a Certified Public Accountant (CPA) , that the auditor reviewed the issuer's financial information and assures its accuracy, showing that no false or misleading information exists.
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What is Letters for Underwriters?
Letters for Underwriters are documents provided to underwriters during the insurance application process, detailing specific information about the applicant's risk profile and eligibility.
Who is required to file Letters for Underwriters?
Typically, applicants for certain types of insurance, especially those with higher risks or unique coverage needs, are required to file Letters for Underwriters.
How to fill out Letters for Underwriters?
To fill out Letters for Underwriters, provide accurate and complete information about the insured, including personal details, risk factors, and any relevant underwriting questions specified by the insurer.
What is the purpose of Letters for Underwriters?
The purpose of Letters for Underwriters is to assist underwriters in assessing the risk associated with the insurance application and to determine appropriate coverage and premiums.
What information must be reported on Letters for Underwriters?
Information that must be reported on Letters for Underwriters includes the applicant's name, address, type of coverage requested, details about the insured property or person, and any claims history or risk factors.
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