Bank Letter Format | Samples and How to write a Bank Letter?

Bank letter format: Bank plays a very important role in maintaining the living standards of people by managing daily money basis transactions like net banking, using ATMs, loans, etc. Everyone has one or many bank accounts that need to be maintained by a specific format provided by the bank. Nowadays, many of the bank operations can be done online but still some of the basic actions must be done only by visiting the bank. From opening a bank account to closing a bank account there are many procedures are followed in a specific format.

Issuing bank statements, re-issuing ATM cards, issuing checkbooks, or any mistake in your address and name, etc are some operations that need a bank visit with a formal letter. We have to write an application addressing mainly the bank manager for any of the actions that we need to be done and not possible online. Most of the processes are done by a bank formal letter since it a totally official so there is a particular format to write an application. Sometimes depending on the bank, the bank letters can be submitted online but in most cases, it is done by visiting the bank and in both cases, the letter should be officially written as it is totally office work.

Get Other Types of Letter Writing like Formal, Informal and Different Types of Letter Writing Samples.

What is a Bank Letter? How the Bank Letter is written? Bank Letter Format, Samples

A bank letter is an official letter that is to be written in a particular official format such as banks addresses, the addressee, subject (to the exact point), explanation of the matter, bank account number, account holder name, contact information, and signature. This is the format of the Bank letter which should contain all these elements and must not be avoided. The main component of the bank letter is to provide confirmation from the bank that you operate a business account in the bank. A bank letter must also include information about your business like bank letterhead, account number, routing number, business name.

• How to Write a Bank Letter?
• Bank Letter Format
• Formal Bank Letter Format/Samples
• Bank Account and Transferring Funds
• Bank Reference Letter
• FAQ’s on Bank Letter Format

The following are various needs to write a letter to the bank is or give an application are:

• Issuing bank statement
• Issuing checkbook
• Re-issuing ATM cards
• Issuing loan
• Want correction in the bank account name and address
• Submitting documents such as a home address, etc
• Request to transfer bank account from one branch to another branch
• Bank reference

To write a bank letter is necessary guidelines must be followed. Let us have an overview of the bank letter format.

How to Write a Bank Letter?

Different types of letters are written mostly to the Bank manager in a particular format. Here are a few points with proper guidelines that must be remembered while writing a letter to the Bank Manager:

• Firstly write the name of the bank and branch name with the address
• Write a subject line that must be highlighted
• The customer’s name must be according to bank records
• The unnecessary matter must be avoided
• Account number and account name must be included
• Write in a professional way with proper grammar and punctuation
• All the necessary documents should be attached with signature

The above-given steps are the basic format to write any bank letter. We have to write it professionally and try to avoid unnecessary writing.

Bank Letter Format

The following given Template/ Format is a commonly used format for writing an application to Bank Manager for any condition or operation

Formal Bank Letter Format/Samples

The following is the sample bank letter for requesting issuing cheque book.

The above was the example of a bank letter addressed to the bank manager for issuing cheque book, as it can be seen the subject and the body was written to the point and not unnecessarily exaggerated.

Here is an example of closing a bank account and transferring funds with the above given same format

Bank Account and Transferring Funds

Now let us see an example of a bank letter written for getting a Bank Reference. This type of letter is written by bankers which are in a different format. This letter must be typed on bank letterhead only. This is for customers’ reference by the bank.

Bank Reference Letter

There are many types of bank letters which are written in the format given above. The main elements are given in format accordingly we have to maintain the official letter. The basic format must always be followed with all the Grammarly requirements and the letter must be to the point.

FAQ’s on Bank Letter Format

Question 1.
How to write a Bank Letter? What type of format must be followed?

Answer:
There are a few steps that must be folwed to write a formal Bank request Letter that is:

• Address to Bank manager with branch name and address
• Subject must be to the point and clear
• Body of the letter should clear with proper explanation
• Bank details such as account number and account holder name should be added
• All the documents must be attached accordingly
• Letter should be ended with gratitude and closing

Question 2.
How to write bank letter for reference?

Answer:
A bank letter is an official letter that is to be written in a particular official format such as banks addresses, the addressee(to whom may concern), reference account holder name, explanation of the matter, bank account number, account holder name, contact information, and signature. On request, this is provided by the bank and only written on the letterhead or bank stationery.

Question 3.
How to write a bank letter asking for a bank statement?

Answer:
To know the bank statement account holder has to write an application addressing to branch manager of the bank to get a copy of the bank statement of the account in the bank.

In the below-given format, we can request for issuing bank statement