GUIDELINES

  1. State that the letter is an authorization letter for a bank account.
  2. Be clear and concise and write down exactly what your instructions are.
  3. Review the terms and end on a positive tone.

SAMPLE LETTER

[Senders Name]
[Address line]
[State, ZIP Code]

[Letter Date]

[Recipients Name]
[Address line]
[State, ZIP Code]

[Subject: Normally bold, summarizes the intention of the letter] -Optional-


Dear [Recipients Name],

This letter is to authorize my brother, William D. Stafford, to open my bank account and peruse its various details. I am currently out of town, and I am not able to accompany him in this matter.

Please also allow him to check my personal safety deposit box as well, and get any items he deems fit. Please just make a record of it.

(remember that the signature is critical in this type of letter)

Sincerely,

[Senders Name]
[Senders Title] -Optional-

[Enclosures: number] - Optional -
cc: [Name of copy recipient] - Optional -

Authorization letter example for a bank account.

Further things to consider when writing authorization letters to banks

Further things to consider when writing authorization letters to banks

Authorization Letters

Authorization letters are letters meant to give someone permission to do something or officially take control of a situation. An authorization letter is usually considered as a written confirmation to allow someone to take a specific action, enter into a legal contract, delegate his/her duties, spend a specified sum of money, etc. Authorization letters can be written for quite a number of reasons, but the most common ones include authorization of power of attorney, confirmation to proceed with a project, authorization to collect documents, parental authorization for a child to travel, and authorization to act on behalf of someone.

When writing authorization letters, there are a few things you need to keep in mind. Write clearly and concisely and remember to mention that it is an authorization letter. Clearly state that the person is authorized to perform the task and the reason for it. State the arrangements you have made to help the authorized person carry out the specified task. Make sure to state the start date and the duration of the authorization. Maintain a professional tone even if you know the other person on a personal level. Close the letter on a positive tone and your signature.

Letters to Banks

Letters to banks are letters sent specifically to the banks by their customers. The letters can be addressed to bank managers or any other relevant bank official, based on the situation at hand. There are various reasons why you may want to write a letter to the bank. The most common ones include to request for a new ATM card, to ask for funds transfer from one account to another, or to open or close an account. You can also write to inform the bank about a phone number or postal address change. In all these situations, letters to the bank must remain formal and professional.

Before writing letters to banks, you need to make sure that you have all the information the bank may need regarding your account. Use the standard business greetings. If you know the recipient's name, write to him/her by name. Mention the purpose of the letter. Provide all the necessary information such as account number, name, postal and email address, contact number, etc. as registered with the bank. Be specific and avoid writing the same thing twice. Keep the letter simple and concise. Wrap the letter up by calling the recipient to appropriate action.

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