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A Letter of Transmittal requires the securityholder to make representations about its ownership of the shares and, depending on the nature of the offer, its compliance with securities laws. It also requires the securityholder to acknowledge that it has read the accompanying prospectus or offering memorandum.
How to write a letter of transmittal Include a heading with the date and recipients address. Include a heading with your full name and company address, located in the top left corner of the page. Greet the recipient appropriately. Write the letter body. Include a short closing paragraph.
Transmittal letters are usually brief. The first paragraph describes what is being sent and the purpose for sending it. A longer transmittal letter may summarize key elements of the proposal in one or two sentences and provide the recipient with other useful information.
Be concise. The purpose of a transmittal letter is to simply provide important information about the accompanying document. Keep your letter to less than a page with sentences briefly outlining only the specific details the recipient needs to know before opening your document. Be friendly.
How to Create a Transmittal Template The Recipients Information (Company, Name, Contact Info) The Senders Information (Company Branding, Name, Title, Contact Info, Address) Transmittal Information (Transmittal Number, Date, Purpose) Document List and Information (Filename/Description, Rev #, Rev Status)
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The transmittal letter provides the recipient with a specific context in which to place the larger document and simultaneously gives the sender a permanent record of having sent the material. Transmittal letters are usually brief.

sample transmittal form for documents submission