Broker Confirmation Letter

If someone close to you has passed away and may have had investments, a Broker Confirmation Letter can help you figure this out. If you need to confirm that the deceased had stocks, bonds, or other investments, a Broker Confirmation Letter can help you quickly get that information.

Use the Broker Confirmation Letter document if:

You need to confirm a decedent's ownership of stocks, bonds, or other investments.
You want to obtain the values of the investments in the account as of the decedent's date of death.

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