Samples of Letters
AUTHORIZATION TO DEBIT ACCOUNT
[DATE, ex. Wednesday, June 11, 1998]
[NAME, Bank AND ADDRESS, ex.
John Smith
XYZ Bank
1234 First Street
Suite 567
Anycity, Anystate 85245]
Dear [NAME, ex. John Smith],
You are hereby authorized and directed to debit our account no. [ACCOUNT NUMBER, ex. 12345678] in the amount of [AMOUNT OF DEBIT, ex. $8,236.09] in payment of [NATURE OF DEBIT, ex. your loan commitment fee].
This shall be your good and sufficient authority for so doing.
[NOTE: IF MORE THAN ON SIGNATURE IS REQUIRED ON ACCOUNT, MAKE SURE BOTH BANK SIGNING OFFICERS SIGN LETTER]
Sincerely,
[YOUR NAME, ex. Jill Jones]
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AUTHORIZATION TO BANK TO RELEASE ACCOUNT INFORMATION TO FINANCIAL ADVISER
[DATE, ex. Wednesday, June 11, 1998]
[NAME, BANK AND ADDRESS, ex.
John Smith
XYZ Bank
1234 First Street
Suite 567
Anycity, Anystate 85245]
Dear [NAME, ex. John Smith],
You are hereby authorized to release to [NAME OF INDIVIDUAL OR COMPANY] all banking information requested by [him / her / it] relating to our Account No. [ACCOUNT NO., ex. 12345678].
This shall be your good and sufficient authority for so doing.
Sincerely,
[YOUR NAME, ex. Jill Jones]
=============================================================
REQUEST BANK TO CLOSE ACCOUNT
[DATE, ex. Wednesday, June 11, 1998]
[NAME, COMPANY AND ADDRESS, ex.
John Smith
XYZ Bank
1234 First Street
Suite 567
Anycity, Anystate 85245]
Dear [NAME, ex. John Smith],
I request that you close the following accounts I have at your branch:
TYPE ACCOUNT #
[LIST ACCOUNT TYPES AND NUMBERS, ex.
Savings 2342342-234
Checking 2343433-432]
[MENTION WHAT SHOULD BE DONE WITH BALANCES, ex. Kindly prepare a money order in the amount of the balance outstanding for me to pick up on Monday, June 16, 1998.] Allow me to thank you in advance for your consideration.
Sincerely,
[YOUR NAME, ex. Jill Jones]
=============================================================
REQUEST BANK FOR COPY OF CREDIT RATING REPORT
[DATE, ex. Wednesday, June 11, 1998]
[NAME, COMPANY AND ADDRESS, ex.
John Smith
XYZ Bank
1234 First Street
Suite 567
Anycity, Anystate 85245]
Dear [NAME, ex. John Smith],
We have recently applied for credit at [FIRM, ex. ABC Supplies] and have listed your bank as a reference. I kindly request that a copy of all documents you plan to send to [FIRM, ex. ABC Supplies] in their investigation of my credit rating be forwarded to me at:
[ADDRESS, ex.
Jill Jones
PowerAccount Software
4321 Second Street
Suite 545
Anycity, Anystate 85254]
Allow me to thank you in advance. Please me at XXX-XXXX if there are any concerns.
Sincerely,
[YOUR NAME, ex. Jill Jones]
==========================================================
REQUEST BANK TO SEND DEPOSIT RATES
[DATE, ex. Wednesday, June 11, 1998]
[NAME, COMPANY AND ADDRESS, ex.
John Smith
XYZ Bank
1234 First Street
Suite 567
Anycity, Anystate 85245]
Dear [NAME, ex. John Smith],
At your earliest convenience, please forward your current rates on your savings and checking accounts to me at:
[ADDRESS, ex.
Attention: Jill Jones
PowerAccount Industries
4312 Third Street
Anycity, Anystate 85245]
Allow me to thank you in advance for your consideration.
Sincerely,
[YOUR NAME, ex. Jill Jones]
============================================================
INQUIRE BANK REGARDING FOREIGN CURRENCY ACCOUNTS
[DATE, ex. Wednesday, June 11, 1998]
[NAME, COMPANY AND ADDRESS, ex.
John Smith
XYZ Bank
1234 First Street
Suite 567
Anycity, Anystate 85245]
Dear [NAME, ex. John Smith],
We are interested in whether your bank offers interest-bearing [CURRENCY, ex. Sterling Pound] accounts. Please forward any information regarding the availability of such accounts, as well as the current rates paid thereon, to me at:
[ADDRESS, ex.
Attention: Jill Jones
PowerAccount Industries
4312 Third Street
Anycity, Anystate 85245]
Allow me to thank you in advance for your consideration.
Sincerely,
[YOUR NAME, ex. Jill Jones]