Preservation letter

A preservation letter tells a company that specific records are relevant to a claim and must be kept. Once that notice arrives, the duty to preserve can attach even when a federal minimum retention period has already run.

Download the template (text)

Who receives it

Use the carrier lookup for the legal name, address, and the insurer on the federal filing. Use the evidence table to name the records in the letter. This template is general information, not a form for your particular case.