A bank request letter may be written for a variety of reasons. It could be used to close an account, ask for a bank statement, or request a bank account transfer. In general, writing this letter is not difficult. Use our sample bank request letters as a template for your own letters.
Sample 1 - Request Letter to close bank account
Lisa Charmin
9876 St. Rt. 139
Darby dale, Ohio 43123
DATE
XYZ Banking Company
1298 Hunts Club Drive
Columbus, Ohio 43123
Attn: Marvin Wells-Account Manager
Dear Marvin:
I wish to close my bank account that I have with your institution. My bank account number is 036410-09.
I have had this account for close to ten years, but due to my relocation for my company, I am now forced to switch banks.
I have made sure that all checks have cleared and there are no pending debits to the account.
Currently, there is about $105 in the account. I understand that you will need to take out the monthly processing fees and also need to zero out the account.
Could you please send me the money via check to my new address? My address is 708 Erwin. Drive, Reynoldsburg, Ohio 43068. I also have a new phone number you can contact with me; it is 614-290-0987.
I would also like to take a moment and let you know that although I had my account for so many years, I am not completely happy with my services.
When the bank was taken over by the new company in 2015, I found that the service lines were always long and I became more like a number than a customer.
I liked the old hometown feel bank used to have. Please contact me should you have any questions.
Sincerely,
Lisa Charmin
Sample 2 - request letter for Bank Statement
[Full Name]
[Address]
[City, State, Zip Code]
[DATE]
[Name of Manager]
[Name of Bank]
[Address of Company]
[City, State, Zip Code]
RE: Request for bank statements
Dear [Name of Manager]:
This letter is a formal request for you to send me the previous statements for my account [#123456] from [DATE] to [DATE] to the above address.
Enclosed with this letter are the forms I downloaded from the [Name of Bank] website for the formal statements request.
I appreciate your timely attention to this request. If you have any questions, I can be reached at 555-123-4567 or at name@email.com
Sincerely,
[Signature]
[Full Name]
List of enclosures: Signed bank forms
Sample 3 - Request Letter for Bank account transfer
[Full Name]
[Address]
[City, State, Zip Code]
[DATE]
[Name of Manager]
[Name of Bank]
[Address of Company]
[City, State, Zip Code]
RE: Request for bank transfer
Dear [Name of Manager]:
This letter is a formal request for you to transfer $1,000 from my savings account to the account of NAME in your branch in CITY.
The number of the account to receive the money is NUMBER and the name of the account holder is NAME. Any fee for this transfer can be deducted from my savings account.&
<pserif;”>Enclosed with this letter is the forms I downloaded and printed from the Name of Bank website for the transfer of funds.</pserif;”>
I appreciate your timely attention to this transfer. If you have any questions, I can be reached at 555-123-4567 or at Name@email.com.
[Signature]
[Full Name]
List of enclosures: Signed bank forms