Letter to confirm the request for an account certification

GUIDELINES

  1. You could request for fund transfer on a telephone call to the bank. But it further requires a letter to restate your request. This letter could be brief to include relevant information like required account number.
  2. Confirm the request that you made over the telephone call.
  3. Mention all the relevant instructions.
  4. End with a positive note.

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],

I would like to inquire about the request I sent in yesterday that the balance in my retirement account is given certification for six months of deposit. The account number is 212-4123 9800.

Rest assured that I have been informed of the stipulations for this change, mainly that my interest rate will be at 3.7%. I also understand that its maturation date will be after twelve months of the completion of the adjustment process.

I hope you can get back to me regarding this matter immediately. Thank you.

Sincerely,

[Senders Name]
[Senders Title] -Optional-

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