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Request Letter to Bank Manager to Change the Account Type

A customer may apply to his bank to change or upgrade the type of your current account maintained with the bank to gain extra benefits. It may be changed from regular current account to premium current account or any other type of current account that the bank is offering.

how to write a letter to bank manager for change of account typeYou may make an application to the bank by using their application forms. Otherwise, you can write an application letter in your own words with all the necessary details.

Please consult with your bank officials or check their website to submit application forms. Here are some samples of such application letters .

TEMPLATE #1
(Letter from a COMPANY / ORGANIZATION)

Ref: _________
Date: ________

To
The Branch Manager
(Name of Bank)
(Branch's Name)
(Address)

Sub.: Change of Regular Current Account to Premium Current Account.

Dear Sir/Madam,

Our Company - __________ Limited is maintaining a regular current account bearing no. Date: ________ with your branch at (Address). In the best interest of the Company, we are interested in upgrading our regular current account to the premium current account offered by your Bank.

The Board of Directors of our Company has approved the change of regular current account to the premium current account of the said account bearing no. __________ by a resolution passed in their meeting dated ________ at (Address).

Hence, we request you to kindly do the needful in this regard as mentioned above. Necessary charges may kindly be charged to the said account.

We are enclosing herewith a certified copy of the board resolution for your information and records.

Kindly acknowledge the receipt.

Thanking you,
Yours faithfully,
For __________ Limited

    (Signature)
Authorised Signatory

Encl.: As above

letter to bank for change of account type


TEMPLATE #2
(Letter from an INDIVIDUAL viz. Professionals, Sole Proprietors, etc.)

Date: ________
Ref: _________

To
The Branch Manager
__________ Bank
_________ Branch
(Address)

Sub: Change of Regular Current Account to Premium Current Account

Dear Sir,

I have a "regular" current account bearing no. ________ with your bank in the name of my proprietorship concern i.e. (Name of the Shop/Business) at (Full Address). I would like to upgrade the said account to the "premium" current account offered by your bank. The change will benefit me in some ways as shown in your website and explained by your officials.

I am hereby authorizing your bank to change my regular current account bearing no. ___________ to premium current account. Necessary charges may kindly be charged to the said account.

I am enclosing herewith a self attested copy of my PAN card for verification purposes.

Kindly do the needful and acknowledge the receipt.

Thanking you,
Yours faithfully,

    (Signature)
(Name of the Account Holder)

Encl.: As above


Comments

  1. Birendra Pratap SinghJune 20, 2018 at 10:31 AM

    Thank you sir for the format. I have used it to write to my bank along with their application form. Hoping they will take immediate action on my request.

    ReplyDelete
  2. The second format was useful for me. Thanks for making it available in your site.

    ReplyDelete
  3. Very good format. Thanks!

    ReplyDelete
  4. REARRY HELPFULL SUBJECT PROVIDED

    ReplyDelete

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