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.As you can see, the bank letter example above has all of the required components (date, name of bank, account name, account number, routing number). Information and instructions, including forms for Uniform Commercial Code (UCC) filings with the Utah Division of Corporations and Commercial Code. Informal probate is the process for asking the court to appoint a personal representative for a decedent's estate without a hearing. Fill out all sections of the form and ensure two (2) authorized individuals have signed it. • Mark if it is a checking or savings account. Letters of instruction are a simple and free way to help your family take care of your personal and financial affairs the way you want after you have died. If the judge grants the motion, the guardian or conservator would present the court order to the bank. Explain your wishes and reasons for or against an autopsy.