The form provides a template for notifying an individual or organization about an overpayment issue related to annual reports in California. Under the overpayment rules in California, businesses may accidentally overpay fees when submitting annual reports to the Secretary of State. This model letter allows users to clearly communicate the details of the overpayment, including enclosing a payment voucher and applicable check number. Target audiences, such as attorneys, partners, owners, associates, paralegals, and legal assistants, can utilize this form to ensure professionalism in their correspondence regarding financial adjustments. Users should fill in the date and recipient's information accurately and include specific details regarding the overpayment. The form promotes clarity and directness, making it suitable for those with varying levels of legal knowledge. Properly adapting this letter to fit specific circumstances also fosters efficiency in addressing overpayment claims. By using this form, legal professionals can maintain transparency in financial interactions, which is beneficial for maintaining good relationships with clients and state agencies.