Step 1 Fill out the attached Letter of Instruction. •If you are an Individual making the request, please complete Sections 1, 2, and 4 on the next page.Quickly learn what a Letter of Instruction is and how to write one (2024 updated). Plus, grab the free template so you can take action! A letter of instruction can complement an estate plan and provide your loved ones with additional details about your assets and wishes after death. You may obtain a Medallion. Signature Guarantee or Signature Validation Program stamp from a participating bank or brokerage firm where you hold an account. A bank letter is an official document from your bank that provides important information about your business' official bank account. Use this form to request account actions in which a signature verification is required. • Beneficiary bank routing instructions.