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.Section 4: Briefly state your request. Provide the instructions on handling the account, including how to disburse the funds. A bank letter is an official document from your bank that provides important information about your business' official bank account. How to Write a Letter of Instruction: Step-by-Step Guide. Start with a Formal Salutation: Address the executor directly. Information and instructions, including forms for Uniform Commercial Code (UCC) filings with the Utah Division of Corporations and Commercial Code. Individual Account with no designated POD beneficiaries. 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.