The document serves as a model letter regarding overpayment withholding in San Jose, specifically intended for users such as attorneys, partners, owners, associates, paralegals, and legal assistants. It addresses the issue of overpayment to the State's Department of Finance and Administration, which may have occurred during filing an Annual Report. The letter template includes spaces for entering relevant details, such as the date, name, address, and payment information. Users should fill out the form by adapting it to their specific circumstances. Key features of the form include clear structure for personalization and an emphasis on professionalism. Filling instructions suggest careful attention to detail to ensure accuracy of provided information. The specific use cases include notifying a client about a refund, formal correspondence related to state payments, and administrative communication regarding financial matters. This document provides a straightforward approach for legal professionals to communicate effectively regarding payment issues.