letter of instruction - content.capitaloneinvesting.com · 800.747.2537 capitaloneinvesting.com...

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Page 1: Letter of Instruction - content.capitaloneinvesting.com · 800.747.2537 capitaloneinvesting.com Capital One Investing PO Box 259008 Plano, TX 75025 Letter of Instruction . Date:_____

800.747.2537 capitaloneinvesting.com

Capital One Investing PO Box 259008 Plano, TX 75025

Letter of Instruction

Date:__________________

Capital One Investing, LLC Attn: Brokerage Ops Estate Processing PO Box 259008 Plano, TX 75025

Re: Account #:

Account Name:

Please liquidate the account listed above and issue a check made payable to:

_______________________________________________________.

The check should be mailed to the following address:

_____________________________________

_____________________________________

_____________________________________

_____________________________________

Sincerely,

Executor/Administrator Signature

Notary Signature: __________________ Date: ____________________________

(Notary Seal) State of __________________________ County of ________________________ Commission Expires: _______________

Investment products are offered by Capital One Investing, LLC, a registered broker-dealer and Member FINRA/SIPC. Investment advisory services are provided by Capital One Advisors, LLC, an SEC-registered investment advisor. Insurance products are offered through Capital One Agency, LLC.

All are subsidiaries of Capital One Financial Corporation.