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An account holder’s formal approval to allow their business partners, friends, and family to execute transactions in the account is known as a bank authorization letter. Use our sample bank authorization letters as a starting point for your own letter.
Sample 1 - Bank Authorization Letter For Checking Account
Drew Williams
426 Mystic View Turn
Camden NJ, 12345
August 04, 2022
John Dean
ABC Bank
123 Carson Drive
Camden NJ, 12345
Dear [Mr. Dean]:
This letter is a formal authorization for [Eric Williams] to access my checking account [123456] at [ABC Bank] to make my mortgage and car loan payments while I am on vacation between [DATE] and [DATE].
If you have any questions, I can be reached at [555-1212] or at [drew@email.com] at any time, even while I am on vacation.
I appreciate your help in this matter.
Sincerely,
Signature
Drew William
Sample 2 - Bank Authorization Letter For Signing Authority
Linda Smith
130 Stewart Rd.
Jackson, Ohio 45640
August 04, 2022
Oak Hill Banks
12567 St. Rt. 327
Wellston, Ohio 45692
Dear Ms. Jones:
I am writing regarding my account number [345610] that I have with your institution. I have had this account for several years and have enjoyed being a member of this fine bank.
I am having some health issues and will have to undergo a major medical procedure. I need to ask that [Lisa Smith], my daughter, be appointed representative over my account during my medical down time.
Please allow Lisa to make deposits, withdraw cash, purchase money orders or cashier’s checks and to have full access to my account. I also have 2 safety deposit boxes with your bank, but she doesn’t need access to those at this time.
Should I not make it through the surgical procedures, my will allows her access to these boxes. This authorization should be granted from today, August 04, 2022 until December 1st, 2022 unless otherwise notified.
I appoint [Lisa Smith] at [9090 David Ave. Jackson, Ohio 45640] to handle my banking. You can reach me on my cell phone at [555-890-7845] if you have any questions. I look forward to continuing my services with you banking institution.
Sincerely,
Linda Smith
Sample 3 - Bank Authorization Letter For Cash Withdrawal
Larry Holmes
426 Mystic View Turn
New Brunswick NJ, 12345
August 04, 2022
Janet Jackson
New Bank
123 Money Drive
New Brunswick NJ, 12345
Dear [Ms. Jackson]:
This letter gives [Celeste Holmes] formal permission to withdraw [$2,000] from my [New Bank] savings account [123456].
I’m having serious health problems and won’t be able to get to the bank to withdraw the funds.
I may be reached at [555-1212] or [drew@email.com] at any time, including while on vacation, if you have any questions.
I appreciate your help in this matter.
Sincerely,