Writing a letter to the bank

How can you ask your bank to transfer funds from one account to another?

Firstly, plan what to write before you start writing so you know you have included all the relevant information. For example, make sure you have all the account information the bank needs.

Secondly, keep it simple and concise. Don’t write the same thing twice, and edit out any unnecessary information.

Finally, add the standard business greetings and endings. If you know your bank manager, you can write to him / her by name. (Dear Mr / Ms XX and end Yours sincerely). If you don’t know the name, write “Dear Sir / Madam” and end “Yours faithfully”.

Sample letter to the bank

Dear Sir / Madam

I would like to make an urgent transfer of XXXX from my current account (put in your number here) to my joint account (put in account number here). Please let me know your fee for arranging this transfer.

Account details

Current account: Number
Name of account holder: (Write the name of who has the account)
Branch address and code: (Write the bank address and any codes)

Joint account: number
Names of account holder:
Branch address and code:

Please contact me if you require any further information. My telephone number is XXXX.

Yours faithfully

Your name

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4 thoughts on “Writing a letter to the bank”

  1. Plz help me for writing a letter to a bank asking for change the accout holders name.

    Thank you,

  2. Dear Customer Services Manager
    I’m writing to ask you to change the account holder’s name on my bank account. Here are the details:
    Bank account number:
    Original account holder name:
    New account holder name:
    If you would like any further information, please contact me.
    Yours sincerely
    (Your name)

  3. Afolabi adedamola ridwan

    Please help me write a letter to my bank telling them to reverse my money back to my account, someone send me money and I was place on hold because the money is too much than what I have been receiving there thanks

  4. You could ask your bank to clear the money deposit for you so that you can access your funds. “Please would you clear the deposit (of “amount” sent by “name”) so that I can access my funds.”

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