How to write a confidential letter

Author: Carl Weaver
Date Of Creation: 24 February 2021
Update Date: 27 June 2024
Anonim
What is a Confidential Letter?
Video: What is a Confidential Letter?

Content

A letter of trust, or power of attorney, gives a third party the right to act on your behalf, especially in situations where your presence is impossible. You probably need someone to help you with financial, legal, or health related issues. A well-written confidentiality letter will enable you to do this.

Steps

Method 1 of 4: Preparation

  1. 1 Understand the essence of a confidential letter. A power of attorney gives another person the right to act on your behalf under certain circumstances. Usually these are situations in which the presence of the author is impossible. Here are some examples of such situations:
    • A parent or guardian can authorize caregivers or teachers to make immediate decisions about emergency medical care for a child.
    • It is recommended to write letters of confidence for children if they are traveling without parents or guardians. This will protect them from child trafficking and custody issues.
    • If you have money in a regional bank account but cannot travel there, you can write a confidential letter to the person who can represent you at the bank.
    • The confidential letter may allow the disclosure of personal information - for example, medical history.
    • You may also need the help of a third party with urgent financial transactions. Not all deals can wait. If you are temporarily disabled, write a confidential letter and transfer the decision-making rights to another person.
  2. 2 Determine who will participate in the power of attorney. Three persons are associated with the power of attorney. This is the copyright holder (for example, the parent of the child or the owner of the bank account), the second party (a person or organization that may have some kind of relationship with the copyright holder, for example, a financial institution or a healthcare organization) and a third party (intermediary) ... The letter must be addressed to the second party.
    • The letter will describe what rights are transferred to the intermediary who will act on your behalf.
    • If the other party is unknown (especially if you are transferring emergency rights), the exact person is not indicated.
  3. 3 It is better to type the letter on a computer rather than handwritten. A handwritten letter is more difficult to read and does not look as professional as a printed letter. A letter of trust is an important document that gives another person the right to act on your behalf in the field of law and finance. It must be carefully thought out. If someone tries to challenge the legality of any action, this document will serve as evidence in court.

Method 2 of 4: Header text

  1. 1 On the top left of the sheet, write your name and address. Follow the guidelines for writing a business letter. The first line should contain your name, the second - the country, city, zip code, the third - the street and house number. Lines should not be separated by blank lines.
  2. 2 Write the date. Skip the line and add the date on the next line.
  3. 3 Then write down the name and address of the recipient. Step back one line after the date and write all the addressee's details in the same form as yours.
    • Remember that the recipient and the person to whom you are transferring your rights are not the same thing. You authorize the intermediary (third party) to act on your behalf, but the letter should be addressed to the second person.
    • You can leave this field blank if the second person is unknown. If you let the provider make decisions about your child's health in an emergency, you may not know which hospital you will have to deal with.

Method 3 of 4: Body Text

  1. 1 Write an appeal. You can start with "Dear".More official is the address "Mister" or "Mistress".
    • Then write the full name of the addressee.
    • If you do not know the full name, skip this step.
  2. 2 Keep your letter short and clear. The long letter will contain more details that can be interpreted in different ways. Keeping the letter short and to the point will have fewer nuances that could cause disagreement in interpretation.
  3. 3 Write down what rights you are transferring to a third party. The letter should be consistent and clear. Mention specific rights. For example, you can authorize a third party to consent to a medical procedure, sign documents, or withdraw money from your account. Start your letter like this:
    • I, (last name, first name, patronymic), authorize (last name, first name, patronymic) to disclose (name of the organization that will have access to your medical history) the following information regarding my health: (list).
    • Describe the rights in detail. When it comes to your medical history, mention your insurance number. If you need help with a lawsuit, please include the case number. For financial matters, please include account details.
  4. 4 Indicate the validity period of the power of attorney. Write at what moment the power of attorney comes into force, and indicate the expiration date. You can write this: "The trustee has the right to make decisions regarding medical procedures when the child is at the address (address), from September 1, 2015 to September 15, 2015.
    • Sometimes the exact dates are not known, such as in the case of emergencies. In such cases, you need to indicate time intervals - for example, 30 days.
  5. 5 Explain the reason for issuing the power of attorney. Write why you need an intermediary. The reasons may be your illness, the inability to be present in the desired city, or your unavailability at certain periods of time.
  6. 6 Indicate possible restrictions. You can also list situations in which you prevent the mediator from making decisions on your behalf. For example, write that you do not allow a third party to use your medical history for any other purpose. You can write that the intermediary cannot make certain financial decisions without your agreement.
  7. 7 Complete the letter. Write your name under the letter.

Method 4 of 4: Final touches

  1. 1 Pay attention to the design. A power of attorney is a business letter and must be written in business language. Typically, letters use paragraph division. Each paragraph is separated by a line gap, and all paragraphs are justified. Also skip the line after the address at the beginning of the letter.
  2. 2 Bring in a witness or notary. A witness is a person in whose presence you sign the paper. This will confirm that you were conscious when you signed the paper and that you actually agree to these terms. In some cases, you should contact a notary. A notary is a person authorized by the state who can sign and seal various documents.
    • This person should not be mentioned in the body of the letter.
  3. 3 Sign the letter. Print your document and sign with a black or blue ink pen. You can also put a date next to the signature - this is the date the document was signed.
    • Ask a witness to sign and date, or contact a notary and he will put his seal and signature.
  4. 4 Pass the letter to the intermediary. Usually, the mediator keeps this letter so that he can act in resolved situations. The mediator may be required to present this document, for example, when crossing the border with your child.
  5. 5 Make a copy of the document and keep it with you. Keep a copy in case you have any questions about the transfer of rights to the reseller.

Tips

  • If you need to make changes to the text of the letter, it is better to draw up a new letter and certify it with a notary or a witness.