15+ Bank Account Transfer Letter Format – Wording Tips, Templates
On this page, we are providing the information about Bank Account Transfer Letter. To close the bank account firstly, you have to create the account and then the reason why you want to close the account should also be covered. Write a letter to the bank manager requesting to transfer your account for SBI was also mentioned. The reason for the transfer of bank account type templates is also available below.
Also See: 10+ LIC Policy Transfer To Another Branch Letter Format – Templates
Bank Account Transfer Letter Format – Template
Content in this article
| Letter Name | Bank Account Transfer Letter |
| Category Name | Request Letter |
| Purpose / Subject |
Bank Account Transfer Letter |
| Important Points |
|
| Where to add “To” | Top[Format Type Letter] |
| Where to add “From” | Either[Top or Bottom] |
| Sample Letter | Word Document |
What is Bank Account Transfer Letter?
Bank Account Transfer Letter is a kind of formal letter transferring your account from one branch to another. Usually, an account transfer letter is typically completed within 24 hours. If the transfer occurs between different banks it will take up to 3 – 4 days for the money to go through.
What is Bank Account Transfer Letter contain?
Bank Account Transfer Letter contains is an official document letter from your bank that provides important information about the business official bank account. But, a voided check can sometimes incur a small fee from the bank.
Bank Account Transfer Letter contains:
- Customer name
- Address
- Account number
Bank Account Transfer Letter Example
Here’s an example of Bank Account Transfer Letter:
Date:
To,
Bank Manager _________________________
Bank Name __________________________
Branch Name _________________________
Address ______________________________
Subject: Bank Account Transfer Letter
From,
Name _________________________
Address ________________________
Respected ________________________,
This is the letter of about to transfer of my account from the current branch to another branch which was located in ______________________ as I have relocated from to here. So, the transfer of account will be more convenient for me to handle my account operation from the above-mentioned branch.
So please transfer my account accordingly on an urgent basis to avoid any inconveniences regarding my daily business transactions. Below are my account details.:
Account Type _________________________
Account Number _______________________
Your Speed action about this matter will be highly appreciated.
Thanks,
Name ____________________________
Signature _________________________
Bank Account Transfer Letter Sample Format
The letter seeks to transfer a bank account to a new bank, providing necessary details and requesting the bank manager’s assistance for a smooth transfer process.
[Your Name]
[Your Address]
[City, State, ZIP Code]
[Email Address]
[Phone Number]
[Date]
[Current Bank’s Name]
[Branch Address]
[City, State, ZIP Code]
Subject: Request for Bank Account Transfer
Dear [Bank Manager’s Name],
I trust this letter finds you well. I am writing to request the transfer of my [Savings/Current] account from [Current Bank’s Name] to [New Bank’s Name]. I have recently opened an account with [New Bank’s Name] and would like to consolidate my banking accounts for better management.
Below are the details of my current account:
- Account Holder’s Name: [Your Full Name]
- Account Number: [Your Account Number]
- Type of Account: [Savings/Current]
I kindly request you to initiate the necessary procedures for transferring my account to [New Bank’s Name]. If there are any forms or documents required from my end, please let me know, and I will promptly provide them.
I would appreciate it if you could confirm the successful completion of the account transfer, including the closure of my account with [Current Bank’s Name].
Thank you for your assistance, and I look forward to a smooth transfer process.
Sincerely,
[Your Full Name]
[Your Signature – if sending a hard copy]
Bank Account Transfer Letter Sample Format
Application For Transfer Of Bank Account To Another Branch #1
Letter format Bank account Transfer from one Branch to another for transfer of his/her account from one branch to another. The account holder makes such requests in case they move to another location because of different reasons like shifting to a hometown.
Date:
To,
Bank Manager _________________________
Bank Name __________________________
Branch Name _________________________
Address ______________________________
Subject: Bank Account Transfer Letter
From,
Name _________________________
Address ________________________
Respected ________________________,
My name is _______________________. I am presenting having a savings account in your bank. I would like to inform you that I have recently relocated to another place with my family due to my transfer of job. I would be obliged if you can please transfer my account maintained with your branch to your bank ____________________ branch.
Here, along with this letter I am enclosing all the required details with a copy of the xerox and License Agreement of my current residence and a self-attested copy of my PAN card for your records and verification purposes.
Kindly do the needful.
Thanking You.
Yours Faithfully,
Name __________________
Signature ___________________
Application For Transfer Of Bank Account To Another Branch #1
Letter For Transfer Of Bank Account To Another Person #2
This is the type of account that the candidates have to inform the manager about the transfer of the bank account to another person. And, also the reason why they are transferring the bank account to another person.
Date:
To,
Bank Manager _________________________
Bank Name __________________________
Branch Name _________________________
Address ______________________________
Subject: Letter for transfer of bank account to another person
From,
Name _________________________
Address ________________________
Respected ________________________,
It is stated to inform you that I want to change the branch of my account to another branch and the person that it is to inform is ____________________. As, due to my office has shifted from _____________ to ____________________.
So, my HR basically needs to transfer it. So, please do this soon as HR wants to transfer the payment for the last month. I would be grateful if you do this within this week and send me the details.
Hope you will do this soon.
Thanks,
Name ___________________
Signature __________________
Letter For Transfer Of Bank Account To Another Person #2
How To Write A Bank Account Transfer Letter #3
Below is the Sample How to write a bank account transfer letter and have to mention the branch and the person as well. Along with this, you have to also mention the reason why you are transferring your bank account.
Date:
To,
Bank Manager _________________________
Bank Name __________________________
Branch Name _________________________
Address ______________________________
Subject: How to write a bank account transfer letter
From,
Name _________________________
Address ________________________
Respected ________________________,
My name is _________________________. And, I am having a saving account in your branch. My account number is _____________________. This is to inform you that I am facing some issue with the __________________ bank. And, infact the branch is too far from my house.
Below are the details of the bank account:
Bank Name ____________________
IFSC Code _______________________
I hope you will be considered it.
Thanking You.
Yours Truly,
Name ____________________
Signature ____________________
How To Write A Bank Account Transfer Letter #3
Letter For Closure Of Bank Account And Transfer Fund – #4
You should also transfer the account balance also along with the bank account. Here is the purposes of the sample letter for closure of bank account and transfer fund is provided below for your ready references.
Date:
To,
Bank Manager _________________________
Bank Name __________________________
Branch Name _________________________
Address ______________________________
Subject: Sample letter for closure of bank account and transfer fund
From,
Name _________________________
Address ________________________
Respected ________________________,
With the references of above-mentioned subject, I would like to inform you that I am having a current account on your bank at ________________ branch. And the account number is ___________________ which is the current balance of ____________________. I don’t want to continue with the above referred bank account and I would like to close my account.
Along with this letter, I am submitting the passbook and the credit card of my current bank account as well. The balance amount which I want to transfer to another saving account details are below mentioned:
Name of the account _____________________
Type of account __________________________
IFSC Code ____________________________
Address of the bank _____________________
For the verification of Identity here, I am enclosing some of the ID proofs like pan card, Voter id, etc…
I hereby request you to kindly close my above referred current account no ________________ and transfer the balance amount in my above-mentioned bank account.
Thanking You in advance.
Name __________________________
Signature _________________________
Letter For Closure Of Bank Account And Transfer Fund – #4
Bank account migration letter
The letter seeks to migrate a bank account to a new bank, providing necessary details and requesting the bank manager’s assistance for a seamless migration process.
[Your Name] [Your Address] [City, State, ZIP Code] [Email Address] [Phone Number] [Date]
[Current Bank’s Name] [Branch Address] [City, State, ZIP Code]
Subject: Request for Bank Account Migration
Dear [Bank Manager’s Name],
I trust this letter finds you well. I am writing to formally request the migration of my [Savings/Current] account from [Current Bank’s Name] to [New Bank’s Name]. After careful consideration, I have decided to continue my banking relationship with [New Bank’s Name] for various reasons.
Below are the details of my current account:
- Account Holder’s Name: [Your Full Name]
- Account Number: [Your Account Number]
- Type of Account: [Savings/Current]
I kindly request you to initiate the necessary procedures for migrating my account to [New Bank’s Name]. If there are any forms or documents required from my end, please let me know, and I will promptly provide them.
I would appreciate it if you could confirm the successful completion of the account migration and provide any relevant information about the process.
Thank you for your assistance, and I look forward to continuing my banking relationship with [New Bank’s Name].
Sincerely,
[Your Full Name] [Your Signature – if sending a hard copy]
Bank Account Migration Letter
Account transfer request letter to bank manager
The letter is a formal request to transfer a bank account, including essential details and seeking the bank manager’s assistance for a seamless transfer process.
[Your Name] [Your Address] [City, State, ZIP Code] [Email Address] [Phone Number] [Date]
[Current Bank’s Name] [Branch Address] [City, State, ZIP Code]
Subject: Request for Account Transfer
Dear [Bank Manager’s Name],
I hope this letter finds you well. I am writing to formally request the transfer of my [Savings/Current] account from [Current Bank’s Name] to [New Bank’s Name]. I have recently opened an account with [New Bank’s Name] and would like to consolidate my banking accounts for better management.
Below are the details of my current account:
- Account Holder’s Name: [Your Full Name]
- Account Number: [Your Account Number]
- Type of Account: [Savings/Current]
I kindly request you to initiate the necessary procedures for transferring my account to [New Bank’s Name]. If there are any forms or documents required from my end, please let me know, and I will promptly provide them.
I would appreciate it if you could confirm the successful completion of the account transfer, including the closure of my account with [Current Bank’s Name].
Thank you for your prompt attention to this matter.
Sincerely,
[Your Full Name] [Your Signature – if sending a hard copy]
Also Visit: 21+ Loan Closure Letter Format Sample PDF Download Examples
Account Transfer Request Letter to Bank Manager
Bank account relocation letter
The letter is a formal request to relocate a bank account, including essential details and seeking the bank manager’s assistance for a seamless relocation process.
[Your Name] [Your Address] [City, State, ZIP Code] [Email Address] [Phone Number] [Date]
[Current Bank’s Name] [Branch Address] [City, State, ZIP Code]
Subject: Request for Bank Account Relocation
Dear [Bank Manager’s Name],
I trust this letter finds you well. I am writing to formally request the relocation of my [Savings/Current] account from [Current Bank’s Name] to [New Bank’s Name]. Due to personal reasons, I am relocating to a new city and would like to continue my banking services with [New Bank’s Name].
Below are the details of my current account:
- Account Holder’s Name: [Your Full Name]
- Account Number: [Your Account Number]
- Type of Account: [Savings/Current]
I kindly request you to assist me in initiating the necessary procedures for relocating my account to [New Bank’s Name]. If there are any forms or documents required from my end, please provide guidance, and I will promptly fulfill the requirements.
I would appreciate it if you could confirm the successful completion of the account relocation, including any relevant information about the process.
Thank you for your understanding and cooperation during this transition.
Sincerely,
[Your Full Name] [Your Signature – if sending a hard copy]
Bank Account Relocation Letter
Bank account switch letter
The letter is a formal request to switch a bank account, including essential details and seeking the bank manager’s assistance for a smooth transition to a new bank.
[Your Name] [Your Address] [City, State, ZIP Code] [Email Address] [Phone Number] [Date]
[Current Bank’s Name] [Branch Address] [City, State, ZIP Code]
Subject: Request for Bank Account Switch
Dear [Bank Manager’s Name],
I trust this letter finds you well. I am writing to formally request the switch of my [Savings/Current] account from [Current Bank’s Name] to [New Bank’s Name]. I have recently opened an account with [New Bank’s Name] and would like to make it my primary banking relationship for various reasons.
Below are the details of my current account:
- Account Holder’s Name: [Your Full Name]
- Account Number: [Your Account Number]
- Type of Account: [Savings/Current]
I kindly request you to assist me in initiating the necessary procedures for switching my account to [New Bank’s Name]. If there are any forms or documents required from my end, please provide guidance, and I will promptly fulfill the requirements.
I would appreciate it if you could confirm the successful completion of the account switch, including any relevant information about the process.
Thank you for your understanding and cooperation during this transition.
Sincerely,
[Your Full Name] [Your Signature – if sending a hard copy]
Bank Account Switch Letter
Account closure and transfer letter to new bank
The letter notifies the current bank about the closure and transfer of the account to a new bank, including necessary details and seeking assistance for a seamless transition.
[Your Name] [Your Address] [City, State, ZIP Code] [Email Address] [Phone Number] [Date]
[Current Bank’s Name] [Branch Address] [City, State, ZIP Code]
Subject: Account Closure and Transfer to New Bank
Dear [Current Bank Manager’s Name],
I hope this letter finds you well. I am writing to inform you about my decision to close my [Savings/Current] account with [Current Bank’s Name] and transfer it to [New Bank’s Name]. After careful consideration, I have decided to continue my banking relationship with [New Bank’s Name] for various reasons.
Below are the details of my current account:
- Account Holder’s Name: [Your Full Name]
- Account Number: [Your Account Number]
- Type of Account: [Savings/Current]
I kindly request you to initiate the necessary procedures for closing my account with [Current Bank’s Name] and transferring the remaining balance to my newly opened account with [New Bank’s Name]. If there are any forms or documents required from my end, please provide guidance, and I will promptly fulfill the requirements.
I would appreciate it if you could confirm the successful closure of my account with [Current Bank’s Name] and the transfer of the remaining balance to my account with [New Bank’s Name]. Additionally, please provide any relevant information about the process.
Thank you for your understanding and assistance during this transition.
Sincerely,
[Your Full Name] [Your Signature – if sending a hard copy]
Account Closure and Transfer Letter to New Bank
FAQS for Bank Account Transfer Letter Format – Wording Tips, Templates
What should be included in a bank account transfer letter?
Bank Account Transfer Letter include your name, account details, both the current and new bank’s names, and a clear request for the account transfer.
How do I inform the current bank about my decision to transfer accounts?
Draft a formal Bank Account Transfer Letter specifying your intention to close the account and transfer it to a new bank, providing relevant account details.
Is it necessary to mention the reason for transferring the account in the Bank Account Transfer Letter?
While not mandatory, a brief reason can be included for the bank’s records. However, it is optional.
Should I send the Bank Account Transfer Letter to the current bank or the new bank first?
Bank Account Transfer Letter advisable to inform the current bank first, as they will initiate the closure and transfer process. You can then provide the new bank with the necessary details.
Can I request assistance for the transfer process in the Bank Account Transfer Letter?
Yes, the Bank Account Transfer Letter should include a clear request for the bank manager’s assistance in facilitating the account closure and transfer to ensure a smooth transition.
We have clearly mentioned the overall information about Bank Account Transfer Letter Format. Read the complete information and if have any doubts mention them in the comments. And, also follow us on our Instagram page for all updates.
Related Posts
24+ Car Parking Letter Format – How to Write, Email Templates
11+ Authorized Signatory Letter Format – Templates, Writing Tips
Write 1 Hour Permission Letter Format for Office – 14+Templates
20+ Warranty Letter Format – How to Write, Examples, Email Ideas
15+ Vigilance Complaint Letter Format, Key Tips, Templates
