Looking for bank account transfer letter format? This article is aimed to help people to get a clear idea about the format they need to follow when writing a letter for transferring their present bank account from one branch to another
This type of transfer is not made only between branches of the same bank but also between different banks. Shifting from one bank to another is naturally a lengthy process and requires more formal paperwork. But in the mean time let’s see what a general format for an account transfer letter looks like.
The letter starts by notifying who you are writing to, that means the authorized figure for the bank. Normally it is the branch manager. Then you have to provide information about your account and the reason for the transfer. The letter ends with your name and signature.
The main body of the letter should be kept as short as possible with only what is actually necessary for the manager to know. There is no reason to tell him/her how many family members you have.
Even though there is no formal rule against it but try to keep the main body limited to 2 or 3 paragraphs. Given below is a simple format for bank account transfer letter that you can use.
How To Write A Bank Account Transfer Letter Format
ABC Senior Engineer,
76D Main Street,
Manchester – 30500.
(Bank Street Address)
(City, State, Zip Code)
Subject: Request for account transfer to branch (name)
This letter is written to make a transfer of account from your branch to (name of the branch where you want to transfer). I am a (account type) account holder and my account number is (account number).
Recently I have (reason for the transfer like shifting residential place) and need to shift my account to (branch name) which will be more convenience for me.
I therefore hope you shall grant my request for the mentioned transfer.
Don’t forget to mention since when you are an account holder there and enclose your passbook and unused cheque.
Mention what you are enclosing as well. Also the letter must be written in left alignment.
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