Chicago, Illinois Sample Letter for Trust Account Check [Your Name] [Your Address] [City, State, ZIP Code] [Email Address] [Phone Number] [Date] [Recipient's Name] [Recipient's Address] [City, State, ZIP Code] Subject: Request for a Trust Account Check of [Client/Beneficiary Name] Dear [Recipient's Name], I hope this letter finds you well. As the trustee of [Client/Beneficiary Name]'s trust account, I am writing to request a trust account check to be issued to [Client/Beneficiary Name] in accordance with the terms and conditions of the trust agreement. I would like to provide you with the necessary information to process this request efficiently: 1. Trust Account Details: — Trust Account Name: [Trust Account Name] — Trust Account Number: [Trust Account Number] — Financial Institution: [Name of Financial Institution] — Branch Address: [Financial Institution's Address] 2. Check Details: — Payee Name: [Client/Beneficiary Name— - Check Amount: [Amount in Words (e.g., One Thousand Dollars)] — Check Amount Numeric: [$XX.XX— - Purpose/Description: [Provide a brief description of the purpose of the check, e.g., monthly distribution, education expenses, etc.] 3. Delivery Method: — Check Delivery Address: [Provide the address where the check should be sent] — Delivery Preference: [Choose from options like regular mail, certified mail, or, if applicable, mention if a personal pickup is preferred.] Please ensure the check is issued from the trust account mentioned above and signed by the authorized signatory as per the trust agreement. I kindly request you to process this request promptly, considering any relevant processing times between financial institutions or any specific guidelines set forth in the trust agreement. Should you require any additional documentation or information to complete this request, please do not hesitate to contact me. I will be readily available to provide any necessary assistance. Thank you for your attention to this matter. I appreciate your cooperation and look forward to a swift resolution. Please provide me with confirmation once the check has been issued and the expected delivery date. Yours sincerely, [Your Name] [Your Title (if applicable)] [Your Trustee Identification Number (if applicable)]