Bank Account Transfer Letter Template Sample and Examples

November 20, 2020

We all must know how to write a bank account transfer letter. We all do transactions on a daily basis. Also, there are many cases in which we need to make some changes to our bank accounts. In this article, we have provided you with sample letters for some of the problems that we all have faced while dealing with bank accounts. By referring to these formats you can easily write a letter to the bank officials.

Account Transfer Request Letter Format

When we write a formal letter to the bank officials, we need to follow a specific pattern. Here is the format of an account transfer letter:

Date

Sender’s address

Receiver’s Address

Subject

Salutation

Body

Designation

Signature

How to write a Bank Account Transfer Letter?

Here are some tips to keep in mind while writing the bank account transfer letter.

Mention the branch name correctly
Mention your account number
Do mention all the details required by the bank
Keep the letter short
Write the reason for the request
Always do your signature at the end of the statement
Use only professional language
Keep your language simple

Sample Bank Account Transfer Letter with Examples

There are many instances in our life where we wish to change an account or transfer it. For this purpose, we need to write a letter to the bank officials. Some of them are provided in this article.

Sample Letter to Close Bank Account And Transfer Funds

From,
Akash Chopra
34 Green Colony
Delhi – 110016

Date: 15th July 2019

To,
The Bank Manager
The Indian Bank
Green Colony
Delhi - 110016

Subject: Application to close the account and funds transfer

Dear Sir/Madam,

I have a savings account in your branch with Account No - 543216599. I have moved to another city and will not be able to operate this account anymore. I request you to close my account and transfer the funds to my other savings account. The details of the second account are given below:

Name: Akash Chopra
Savings Account No: 568900077
Bank: Indian Bank
Address: Navi Mumbai, Maharashtra - 400050

I have also attached the documents of proof with this letter. I look forward to the early processing of my request. It was a pleasure banking with you.

Thanking You

Yours Sincerely,

Akash Chopra
(Signature)

Letter for Transfer of Bank Account to Another Person

From,
Anil Chopra
45 Green Avenue
Delhi - 110016

Date: 4 May 2020

To,
The Customer Support Manager,
Indian Bank,
Delhi - 110016

Subject: Application to transfer an account to another person

Respected Sir,

It to request that I want to change the account holder of my account to another person that is from Anil Chopra to Meera Chopra. Since I have relocated from the city, therefore, I will not be able to operate this account personally. I request you to transfer the account to my daughter’s name, whose details I have provided below. The details of my current account also have been provided below:

Account Name: Anil Chopra
Account No: 78900000
Bank Branch: Punjabi Bagh

New Account holder:
Name: Anil Chopra
Address: 45 Green Avenue, Delhi
Phone No: 56789-39000

My personal details have been provided below.

Thanking you.

Anil Chopra
Phone no: 87557-87654
(Signature)

Request Letter for Bank Account Transfer

From,
Anil Chopra
34 Gray Colony
Delhi - 110016

Date:4 May 2020

To,
Customer Support Manager,
Indian Bank,
Delhi – 110054

Subject: Request for transfer of bank account

Respected Sir,

Hope you are enjoying your best health. I have been using your bank services in the form of an account holder (Account No: 87654333). I wish to transfer my account to one of the branches near my house.

I request you to shift my account to the branch - Indian Bank, Gray Colony Delhi-110016. I will wait for your response.

The details have been provided below.

Thanking You

Yours Sincerely,

Anil Chopra
South Delhi
Phone no: 87557-87654
(Signature)

Request Letter for Bank Account Transfer to Another Branch

From,
Anil Chopra
34 Red Colony
Delhi

Date:4 May 2020

To
The Manager Bank
Indian Bank
Delhi

Subject: Transfer of bank account to another branch

Ref: Account no: 999558999

Dear Sir,
I am having a savings account in your bank branch. I have recently relocated to the other part of the city with my family.

I would be obliged if you can please transfer my account from your bank branch to your bank’s Punjabi Bagh Branch. It will be easy to maintain my account from that place. The concerned charges can be debited from my account.

Kindly do the needful.

Thanking you,

Yours Faithfully

Anil Chopra
(Signature)

Letter to the Company for Salary Transfer to the New Bank Account

From,
Suresh Chopra
28 Yellow Colony
Delhi

Date: 4 May 2020

To,
The Manager
ABX Bank
Delhi

Subject: Request for salary transfer to the new account

Dear Sir/Madam

I am writing this letter as a request to transfer my salary to my personal account. The details are as follows:

Account no: 76555888
Account name: Suresh Chopra
Bank Name: ABX Bank
Branch: South Delhi, 110016

Thank you in advance.

Best Regards,

Suresh Chopra
(Signature)

Sample Letter to Transfer Money to Another Bank Account

From,
Anil Chopra
26 Green Colony
Delhi - 110016

Date: 4 May 2020

To,
The Branch Manager
ABC Bank
Delhi - 110016

Subject: Request for transferring of funds

Dear Sir,

The purpose of writing this letter is to request you to transfer an amount of Rs 50,000 from my account to another account in South Delhi of your bank. I have mentioned all the details of the bank mentioned below:

Bank details of Transferor -

Account Name: Anil Chopra
Account No: 78900000
Bank Branch: Punjabi Bagh

Bank Details of the Transferee -

Account Name: Hi-Tech Officials
Account no: 78654433
Bank Branch: South Delhi

I hope that you will initiate the payment as soon as possible.

Thanking you in anticipation.

Yours Sincerely,

Anil Chopra

Sample Letter to Bank Manager to Transfer an Account

From,
Sachin Mishra
26, Across Colony

Date: 26th May 2019

To,
The Bank Manager
Bank of India
City Road, Delhi - 110015

Sub: Regarding the transfer of account

Dear Sir,

With due respect, I would like to request you for the transfer of my account from the current branch to your branch located in South Delhi. It will more convenient for me to handle my account operation from the South Delhi branch.

I have no pending liabilities. My account details are as under:

Account Holder Name: Sachin Mishra
Account No: 876433567
Account type: Current

Your speedy action in this regard will be highly appreciated.

Thanks,

Sachin Mishra

(Signature)

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