Business matters
Questions about an invoice, account balance, agreement, vendor account, or disputed charge. Identify the organization, the relevant account or agreement, and the reference number.
Personal matters
Administrative support with correspondence about an individual account, household agreement, or payment arrangement. The individual involved remains the party to the matter.
Trusts and estates
Organized records and correspondence for trust and estate matters. The trustee or personal representative remains responsible for the trust or estate.
Collections
If you have received correspondence about a past-due balance, you may ask for supporting records or request consideration of a payment arrangement. Any arrangement or settlement requires written approval.