Here are the first steps to get started on after you are appointed personal representative: 1. Log in to your account through Online Banking.The body of the complaint should clearly and concisely state the reason you are bringing suit. Include the dates on which transactions occurred. 3. A bank letter is an official document from your bank that provides important information about your business' official bank account. A letter of instruction is a document that lists all relevant financial information that your family members or executor need if something happens to you. A letter of instruction is a document that guides a designated individual or entity on how to carry out specific actions or wishes after the author's demise. Form 8802 is used to request Form 6166, a letter of US residency certification for purposes of claiming benefits under an income tax treaty or VAT exemption. A letter of instruction is a cheat sheet for anyone involved in settling your affairs. Unlike a will, this letter has no legal authority.