application letter to transfer bank account

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Bank Account Transfer Application

Post by Mita Maji

Do you want to transfer your bank account from one branch to another branch ? Or looking for some samples of bank account transfer application ? If your answer is YES , then you have come to the right place.

First of all, I would like to say that transferring a bank account is not a difficult process. It is very easy that can be completed in a few hours.

Nowadays there are some banks that offer the opportunity to transfer your bank account online. But most of the time we need to write a bank account transfer request letter to the branch manager to transfer our bank account to another present branch. You don’t need to write a long letter to convey the point.

Some banks have their own printed format for easier processing. Confirm this before writing a bank account transfer letter.

To make your letter-writing process easier and more accurate, we have written some of the best samples & bank account transfer application pdf that you can follow or copy to write your own account transfer letter without any problem. But make sure that you need to change those things like- bank name, branch name, branch address, account no, date, mobile number & your signature.

OR, you can see this if you want to close your bank account- Application For Closing Bank Account

What are the requirements to transfer the bank account to another branch?

• An application for bank account transfer.
• Identify proof.
• Old passbook.
• New Branch IFSC code & Address.
• Old ATM/Debit Card (If Issues).
• Old checkbook (If Issues).
• Two copy passport size photos.
• Contact Details (Phone Number, Email ID).

Some Tips for Writing An Application For Bank Account Transfer –

• Try to write the transfer application formally.
• Mention the title of Manager or Branch Director at the top of the application along with the name of the branch.
• Write the subject of the application clearly and concisely.
• Explain the application details in the main body section. Write your account number and new branch address.
• Properly state the reason for your bank account transfer.
• Close the application with the account holder’s signature.
• Mention your present address, phone number and email address if the banker further needs to contact you.

Application For Bank Account Transfer

To, The Branch Manager, [Bank Name], [Branch Name], [Branch Address],

Date- day/month/year.

Subject- Bank Account Transfer Application. Ref: Account Number –

Dear Sir/Mam,

I/We Kindly Request that I am an Account Holder of Your Bank. We have Shifted from [Your Old Address] to the [Your New Address]. For this reason, We are having Difficulty in our Bank Account Transactions. Therefore, We Want to Transfer Our Bank Account.

So, We Request You to Please Transfer Our Bank Account.

Yours Sincerely, [Your Name], [Father Name], [Account No], [New Branch Name], [Mobile No].

Sample Letter For Transfer Of Bank Account To Another Branch

To, The Manager, [Name of the Bank], [Name of the Branch], [Branch Address]. Date-

Subject: Transfer of my saving bank account. A/C NO- [XXXXXXXXXXX]

Dear Sir/Ma’am,

I have the honor to state that is have been maintaining a saving bank account bearing No-[XXXXXXXXXXX], Account holder name [Enter Your Name] with your branch. Due to my personal/business convenience, I like to request you to transfer the said account to your [Enter New Branch Address].

Your kind assistance in this regard is being solicited.

Thanking You

Application For Account Transfer In Bank

To, The Branch Manager, [Bank Name], [Branch Address]. [Date].

Subject- Application For Transfer Saving Bank Account.

Dear Sir/Madam,

With due respect, it is stated that I have a current account in your branch. My account number is [XXXXXXXXXXXXX] on the name of [Account Holder Name]. As I was living near your branch and now I shifted to [ Your New Location] and now it is not possible for me to operate my account here.

Therefore, kindly transfer my current account to the [New Branch Name] branch as I am living near to it. Your cooperation in this regard will be highly appreciated.

Thanking you in anticipation.

Sincerely, [Name], [Account No], [Signature], [Contact Details],

To The Bank Manager, [Name of the Bank], [Branch Name], [Present Branch], [Old Branch Address].

Subject – Requesting For Transfer Of Saving Bank Account From [Write Old Branch Name] To [Write New Branch Name].

Account Details:- Account Holder Name- Account No- Branch- Code No-

Sir/Madam, With due respect, I would like to inform you that, I am an account holder of the above-mentioned details. I have a saving account in your bank for the last few years. Sir/Madam I have recently moved from _____ [Old Address] to ____ [New Address] for my job purpose. For this, now I am facing a lot of problems in banking transactions.

I, therefore, request you to kindly transfer my account to the _____ [New Branch Address] branch, so that I get again the past opportunity. I am hopeful for your sympathetic consideration.

Thanking You.

Yours Faithfully, [Applicant Signature], [Mobile No].

Bank Account Transfer Letter In English

To The Manager, Bank… Date…

Subject- Transfer of S/B Account. A/C No-

Dear Sir, I have a savings account with you. As I have transferred to [Enter Your New Address], I request you to transfer the aforesaid account to your [Enter New Branch Address] Branch and I am sending herewith the passbook and the checkbook for your necessary action.

I will be thankful to you.

Yours sincerely [Applicant’s Name], [A/C NO], [Address], [Contact Details].

Read Also:  Application For Opening Bank Account

Letter To Bank Manager To Transfer An Account

To Bank Manager, [Bank Name], [Branch Address].

Subject:- Transfer of my Saving Account No- XXXXXXXXXXX

Dear Sir, I am having a Saving Bank Account in your bank branch A/c No [Write Your Account No] with your bank at [Write Old Branch Address] Branch and I have been operating this account for the past few years.

Now I would oblige if you can please transfer my account maintained with your bank to your bank’s branch at [Write Your New Branch Address] Branch.

An early action in this matter will highly be solicited.

Yours faithfully, [Name], [Account No], [Address], [Mobile No],

Bank Account Transfer Letter

To The Manager, [The Branch Name], [Address], Date-

Subject – Transfer Of Saving Bank Account Number To Another Branch.

Respected Sir/Madam, With due respect, I would like to bring to your kind notice that I am …. [Account Holder Name] I am holding a saving account in your bank. My account number is [Account Number]. Since I am Transferred to [Your New Address], I am not able to operate the account with your branch.

Therefore I request you to transfer my bank account to [New Branch Address] as early as possible.

Yours Truly, [Your Name], [Signature], [Address], [Mobile No].

Read Also:  Application For Unblock Atm Card

Bank Transfer Application

To The Bank Manager, [Bank Name], [Branch Name], [Branch Code], [Address].

Date:- DD/MM/YYYY

Subject:- Bank account transfer letter.

It is respectfully stated that I have a savings/ current account with your branch and my account number is _______ [Mention your account number]. I would like to inform you that for some personal reason I am shifting to another place with my family. So, for this reason, I can’t do any transactions from this branch now.

Therefore, I kindly request you to help me transfer my account from the old branch to the new branch. My new branch code & address is ______ [Mention your new branch code & address].

I hope you take this matter seriously and do the necessary work. I will always be grateful for your kindness.

Yours Obediently, [Your Name], [Your Address], [Contact Details].

Bank Account Transfer Application In English

To, Bank Manager, [Bank Name], [Branch Address], Date-

Subject: Bank Account Transfer Letter Ref: Savings Account No. – XXXXXXXXXXXX

Dear sir/Madam,

I am having a saving account with your branch, I have recently been relocated to [Your New Location] due to the transfer of my job.

I would be obliged if you can please transfer my account maintained with your bank to your bank’s branch at [Your New Location]. This would ease the maintenance of the account at my end. Appropriate charges may kindly be debited to my account in this regard for the transfer of the account.

I am enclosing herewith a copy of the leave & License Agreement of my current residence for your information and records. Kindly do the needful.

Thanking you

Yours Faithfully, [Name], [Contact Details], [Address].

SBI Account Transfer Application Format

To, Branch Manager, [Name Of The Branch], [Branch Code], Date-date/month/year.

Subject- Application For SBI Bank Account Transfer

I request you to transfer the bank account (Account Number) to another SBI branch. The reason is that the branch is more distant from the house. The problem arises in the transaction process and inquiry due to the greater distance. I want to transfer my account to the nearest state bank of India.

Therefore, it is a humble request that my bank-related works are not interrupted. So, please transfer my account as soon as possible.

Yours faithfully, [Applicant Name], [Account number], [Address], [Mobile number], [Signature].

Download One of the best Bank Account Transfer Letter In English PDF & Image Format.

[ Download Application For Bank Account Transfer Image Format ]

[ Download Bank Account Transfer Application PDF Format ]

FAQ’s On Bank Account Transfer Application

1) How do I write a bank account transfer letter? Dear Sir, With due respect, I would like to request you for the transfer of my account from the current branch to your branch located in (Address and area name) as I have relocated from (City Name to New City Name) and it will be more convenient for me to handle my account operation from the above-mentioned branch.

2) Can we transfer the bank account online? Yes, it is possible to transfer the bank account online. However, most of the banks in India do not have this facility. Only the big banks here have this facility. Such as SBI, HDFC or Kotak 811 .

3) What is the procedure of bank account transfer? Firstly, you need to submit KYC documents and a bank account transfer application to the bank. For this, you may need to submit a copy of your PAN CAD, proof of identity and proof of address to the bank. Also, the bank may ask you to fill up a form so that they can begin the process of transferring your account to the new branch.

4) How long does a bank account transfer take? It will not be possible for us to say this because it depends entirely on your bank. However, this process takes at least 12 to 16 days to complete.

5) What to Do After Transfer of Your SBI Bank Account to Another Branch? Once you receive confirmation from your present home branch either from the direct bank or through an SMS or Email then you need to visit your new bank’s branch. (nowadays confirmation is taking maximum of 3-5 days from SBI, HDFC, Kotak and PNB)

6) Can you open a bank account without going to the bank? Until a few years ago, there were not so many benefits of internet banking at home. But yes, you can easily open a bank account using some of your documents without going to the bank now.

However, only a few banks now offer such benefits, such as ICICI Bank, Axis Bank, Kotak 811, SBI, IDFC Bank and Bank of Baroda Bank . We hope that many more banks will start offering these benefits in the future.

In the new branch update your old bank passbook with the new address of the bank or get a new passbook and then enjoy your banking facility with your new home branch.

Read More Posts:

• Application For Change Mobile Number In Bank Account
• Bank Account Reopen Application Letter
• Leave Application For Government Employee
• Bank Account Close Application In Hindi

Application for Bank Account Transfer – 11+ Samples, Formatting Tips, and FAQs

Are you planning to transfer your bank account to another financial institution? Bank account transfer is a process that involves moving your funds and account details from one bank to another. This can happen due to various reasons, such as relocation, better interest rates, or poor customer service at your current bank. No matter the reason, it’s crucial to follow the correct process and write an application for bank account transfer to ensure a smooth transition.

In this article, we’ll guide you through the process of bank account transfer in India, the documents required, and provide samples and formats for writing an official transfer application . Whether you’re transferring to a national or international bank, this article will help you get started in the right direction.

By the end of this article, you’ll have a clear understanding of the formalities and process involved in transferring your bank account in India. Keep reading to learn more!

• 1 Sample Application for Bank Account Transfer
• 2 Sample Letter for Transfer of Bank Account to Another Branch Request Format
• 3 Example Application for Account Transfer in Bank
• 4 Simple Bank Account Transfer Application to Manager
• 5 Sample Bank Account Transfer Letter in English
• 6 Letter To Bank Manager to Transfer an Account Urgent
• 7 Bank Account Transfer Letter Sample to Manager
• 8 Simple Bank Transfer Application Example
• 9 Sample of Bank Account Transfer Application in English
• 10 SBI Account Transfer Application Format
• 11 Application for Bank Account Transfer in Hindi
• 12.1 Components of a proper application
• 12.2 Structuring the application
• 13.1 How do I transfer my bank account to another branch?
• 13.2 What documents do I need to transfer a bank account?
• 13.3 How long does it take to transfer a bank account?

Sample Application for Bank Account Transfer

To, The Branch Manager [Name of the Bank], [Address of the Bank]

Subject: Application for Bank Account Transfer

Dear Sir/Madam,

I am a [Current/ Savings] account holder in your bank with account number [Account Number]. I am writing this letter to request for a transfer of my account to [Name of the Bank] in [City/ State].

The reason for this transfer is that I have recently moved to [City/State] for my job and it is convenient for me to transfer my account to a branch near my location.

I have attached all the necessary documents and I request you to kindly process my request at the earliest. I thank you for your services and support so far.

Yours Sincerely, [Your Name]

Sample Letter for Transfer of Bank Account to Another Branch Request Format

The Branch Manager, [Current Bank Branch Name], [Current Bank Branch Address], [City], [State], [Pin Code]

Subject: Request for Transfer of Bank Account to Another Branch

Respected Sir/Madam,

I am writing to request the transfer of my bank account from [Current Bank Branch Name] to [New Bank Branch Name], located at [New Bank Branch Address], [City], [State], [Pin Code]. My account details are as follows:

• Account Name: [Your Name]
• Account Number: [Your Account Number]
• Current Bank Branch Name: [Current Bank Branch Name]
• Current Bank Branch Address: [Current Bank Branch Address]

I would like to transfer my account because of my recent relocation to a new area. I now reside in the vicinity of the [New Bank Branch Name] and it would be difficult for me to continue banking from the [Current Bank Branch Name] as it is quite far.

I kindly request you to process my request for transfer of my account at your earliest convenience. I assure you that all the necessary formalities and procedures will be completed promptly.

Thank you for your kind attention to this matter.

Yours sincerely,

[Your Name] [Date]

Example Application for Account Transfer in Bank

To, The Branch Manager [Name of the Bank] [Address]

Subject: Application for Account Transfer in Bank

I have been a customer of this esteemed bank from [insert duration] and hold a savings/current account in this branch. I wish to inform you that due to [insert reason] I have to move to [insert destination city] in the coming weeks/months. As a result, I would like to request an account transfer to the bank branch located in [insert destination city].

I kindly request you to guide me on the procedure to be followed to complete the transfer process smoothly. Please let me know the documents required and any applicable charges for the same.

I would appreciate your prompt assistance in this matter.

Thanking you,

[Your Name] [Your Account Number]

Simple Bank Account Transfer Application to Manager

To, The Branch Manager [Bank Name] [Branch Address]

I am writing this letter to request a transfer of my bank account from [current branch name and address] to [new branch name and address]. The account holder name is [Your Name] and my account number is [Your Account Number]. The reason for the transfer is [mention a valid reason for the transfer like job relocation, change in residence, etc.]

I have attached all required documents such as my ID proof, Address Proof and a copy of the bank passbook with this application. I kindly request you to process my request as soon as possible and provide me with information if any further information is needed.

I am grateful for all the services rendered by your bank, but It will be quite inconvenient for me to travel to the current branch due to the distance and hence request you to kindly consider my request.

Thank you for your time and consideration

Yours Sincerely,

[Your Name] [Your Signature] [Date]

Sample Bank Account Transfer Letter in English

To, The Branch Manager, ABC Bank, New Delhi.

Subject: Request for Transfer of Bank Account.

I am writing to request you to kindly transfer my savings account (Account Number: XXXXXXXX) from your XYZ branch to the ABC branch located at _ . My reason for transferring is that I have relocated to a new city for work purposes, and it would be more convenient for me to manage my account from the new branch.

I have attached the necessary documents that are required for the transfer process. Please let me know if there are any further requirements. I also kindly request you to let me know the time and date when the transfer will take place.

I would like to take this opportunity to express my gratitude for the excellent services that your bank has provided me during this time. Thank you in advance for your assistance and cooperation in this matter.

[Your Name]

Letter To Bank Manager to Transfer an Account Urgent

To, The Bank Manager, [Name of the Bank], [Branch Address], [City], [State], [Pin code]

Subject: Transfer of Account

I am writing this letter to request the transfer of my account from [Current Branch name] to [Target Branch name]. I have recently moved to [Target Branch address] and it is difficult for me to access my account from the current branch. Therefore, I kindly request you to transfer my account to the branch mentioned above.

I have attached all the necessary documents required for the transfer and request you to kindly look into the matter and complete the process at the earliest. I would be grateful to you if you could complete the process as soon as possible.

Bank Account Transfer Letter Sample to Manager

To, The Branch Manager, [Bank Name], [Branch Address], [City]

Subject: Request for Bank Account Transfer

I, [Your Name], hold a savings account in your bank, with account No. [Your Account Number], in [Branch Name]. I request you to kindly transfer my account to [Destination Branch Name], [Destination Branch Address], [City], due to my recent relocation to that area.

I assure you that all my dues have been cleared, and there are no pending transactions or issues. Also, I have submitted all necessary documents for the said account transfer. Hence, I kindly request your assistance in this regard and expedite the process of transfer.

Thank you for your cooperation.

Simple Bank Transfer Application Example

To, The Branch Manager, [Name of the Bank], [Branch Address], [City], [State], [Pin Code]

Subject: Bank Transfer Application

I am writing this application to request for a transfer of [Amount] from my [Saving/Current] account to [Beneficiary Account Holder Name], who has an account with your branch. The account details of the beneficiary are mentioned below for your kind attention.

Account Holder Name: [Beneficiary Account Holder Name] Account Number: [Beneficiary Account Number] Bank Name: [Bank Name] Branch Address: [Branch Address] City: [City] State: [State] Pin Code: [Pin Code]

The reason for this transfer is [Reason]. I kindly request you to initiate the process at the earliest so that the amount can be credited to the beneficiary’s account without any delay.

Thanking you in anticipation.

Yours faithfully, [Your Name]

Sample of Bank Account Transfer Application in English

To, The Branch Manager [Name of Bank] [Branch Address]

Subject: Request for Transfer of Bank Account

I am writing this letter to request the transfer of my bank account from [Current Branch] to [New Branch]. I have been maintaining my account number [Account Number] at [Current Branch] for the past [Duration of Time] years. I have recently shifted to [New City] due to [Reason for Shifting] and it is quite inconvenient for me to operate my account from the current branch.

I would like to request you to kindly transfer my account to [New Branch], which is closer to my residence. I have already submitted the required documents for address verification at [New Branch]. I kindly request you to make this transfer as soon as possible and inform me of the same.

I kindly request you to provide all the necessary assistance in transferring my account. Thank you for your time and support.

SBI Account Transfer Application Format

To The Branch Manager State Bank of India [Branch Name] [Branch Address]

Subject: Request for Transfer of SBI Account

I am writing this letter to request the transfer of my SBI account (account number: XXXXXXXXXX) from [current branch name] to [desired branch name]. I need to relocate to [new city/area name] due to a change in my job location. As a result, to manage my account efficiently, I kindly request you to transfer my account to [desired branch name].

I have enclosed a copy of my identity proof and address proof with this application for your reference. I request you to complete the transfer process as soon as possible.

Thanking You Yours Sincerely, [Your Name] [Your Signature] [Date]

Application for Bank Account Transfer in Hindi

विषय: बैंक खाते की ट्रांसफर के लिए आवेदन

प्रिय महोदय,

मैंने आपके बैंक में संख्या XXXXXXXXXXXX से नाम के साथ खाता खोलवाया था। मुझे अपनी आवश्यकताओं के कारण दूसरे शहर में निवास स्थान बदलने की आवश्यकता हुई है, इसलिए मैं उसी शहर में आपकी शाखा के खाते में एक ट्रांसफर के लिए आवेदन करना चाहता हूं।

मेरे न्यूनतम शेष राशि समेत उदाहरण के लिए मैंने मेरे हिंदूस्तान बैंक का खाता संख्या XXXXXXXXXXXX फार्म जमा करा दिया है। साथ ही मैंने उद्धरण के रूप में दो बैंक खातों के लिए फीस जमा की हैं।

मेरी इस ट्रांसफर के लिए मैं आपकी सहायता के लिए आभारी हो। कृपया निम्न विवरणों का ध्यान रखें जो मेरे खाते की जानकारी हैं:

• पूरा नाम: राधिका शर्मा
• पूर्व शाखा: XXX बैंक
• नई शाखा: XXX बैंक
• शाखा कोड: XXXXXXXXX
• पुराना खाता संख्या: XXXXXXXXXXXX
• नया खाता संख्या: XXXXXXXXXXXX

धन्यवाद, राधिका शर्मा

Application for Bank Account Transfer Format: Things to Consider

When it comes to bank account transfer, writing an application is crucial. An application serves as a formal request to your current bank to transfer your account to another bank. To ensure that your bank account transfer goes smoothly, it’s essential to know the components of a proper application and how to structure it correctly.

Components of a proper application

• Personal Details: Start the application with your personal details, including your name, address, contact number, and email ID.
• Banking Details: Mention your bank account number, type of account, and the name of the current bank.
• Reason for Transfer: Clearly, state the reason for the transfer, such as relocation or better interest rates.
• New Bank Details: Add the name of the bank where you want to transfer your account. Include the address, branch name, and IFSC code.
• Sign and Date: End the application with your signature and the current date.

Structuring the application

It’s essential to structure your application in a clear, concise, and professional format. Here are some tips to help you structure your application correctly:

• Use a formal tone.
• Address the application to the bank manager .
• Keep the language simple and easy to understand.
• Use bullet points instead of long paragraphs.
• Double-check for errors or any missing details.

By following these components and structuring tips, you’ll write a professional and effective application for bank account transfer. This will ensure that your request is processed without any delays or issues. Take your time to prepare a clear, concise and accurate application for a successful account transfer.

How do I transfer my bank account to another branch?

To transfer a bank account to a new branch, visit the new branch with the necessary documentation, including ID and proof of address. Fill out the account transfer form provided, and wait for processing.

What documents do I need to transfer a bank account?

You will need to provide valid proof of identity, proof of address, and other documents, such as your account passbook or checkbook. You may also need to fill out an account transfer form provided by the bank.

How long does it take to transfer a bank account?

The length of time it takes to transfer a bank account varies depending on the bank. Generally, it takes between 5-10 working days for the transfer to be processed, but the actual time may vary depending on the bank’s policies and procedures.

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Home » Letters » Bank Letters » Bank Account Transfer Request Letter From One Branch To Another

Bank Account Transfer Request Letter From One Branch To Another

Table of Contents:

• Sample Letter

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To, The Branch Manager, _____________ (Bank Name) _____________ (Branch Name)

Date: __/__/____ (Date)

Subject: Application to transfer Bank Account to _______ (Branch Address/different) branch

Respected Sir / madam,

I, _____________ (Account Holder’s Name) having savings account in your _______ (Branch address/name) branch bearing account number _______. I am writing this letter to request you to kindly transfer my Bank account to _________(Branch Address/ different) due to _________ (reason for account transfer- shifting to other location/service realted issue/any other).

Your earliest action on the same will be highly appreciated.

Yours truly,

__________(Signature) _________ (Name) _________ (Customer ID) _________ (Account number) _________ (Contact Number)

Note: For Bank account transfer, Bank may ask for additional documents like Bank Transfer request form, KYC, ID / Address proof, Bank customer request form (CRF) along with the request letter. For account transfer please contact your Bank Branch.

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The letter writing editor allows you to start with predefined templates for drafting your letters:

• Choose a Template: Click one of the template buttons ("Start with Sample Template 1", "Start with Sample Template 2", or "Start with Sample Template 3").
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Click the "Download Letter" button after composing your letter. This triggers a download of a file containing the content of your letter.

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Click the "Share via WhatsApp" button after you've composed your letter. Your default browser will open a new tab prompting you to send the letter as a message to a contact on WhatsApp.

If you want to copy the text of your letter to the clipboard:

• Copy to Clipboard: Click the "Copy to Clipboard" button after composing your letter.
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• Print Preview: A new browser window will open showing your letter formatted for printing.
• Print: Use the print dialog in the browser to complete printing.
• Documents such as a Bank Transfer request form, KYC, ID / Address proof, and Bank customer request form (CRF) may be required for the account transfer process.
• The processing time for a bank account transfer can vary depending on the bank's internal procedures and the completeness of the required documentation. It's advisable to check with your Bank Branch for an estimated timeline.
• Yes, you can specify the branch address or name to which you wish to transfer your bank account in your transfer request letter.
• Yes, it's advisable to mention the reason for the account transfer, such as relocation, service-related issues, or other reasons, in your request letter.
• If you have any questions or need assistance regarding your bank account transfer, you should contact your Bank Branch for further guidance and support.

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• Letter Writing
• Formal Letter Writing In English
• Bank Account Transfer Letter

Bank Account Transfer Letter in English | Format and Samples

You can request your bank to transfer your bank account from one branch to another. In order to do so, you will have to write an account transfer letter to the current branch manager, requesting them to transfer the bank account. While writing a transfer request letter from one branch to another, you will have to mention the reasons behind the same.

Table of Contents

How to write a bank account transfer letter in english, bank account transfer application format, account transfer letter due to job change, application for bank account transfer to another branch due to relocation, frequently asked questions on bank account transfer letter in english.

An application for the transfer of a bank account to another branch is a type of formal letter written to the branch manager. Applications written to the branch manager are very common. We may have to write an ATM card missing letter or a cheque book request letter to the bank manager. Similarly, a bank account transfer letter is written to the branch manager in a formal and humble tone requesting them to transfer your existing bank account from one branch to the other for your personal reasons. It is compulsory to provide relevant documents like the old passbook, ATM card, Aadhaar Card, etc.

You can refer to the format and sample letters provided below before you write a bank account transfer request letter.

The format of a bank account transfer application is similar to that of other letters written to the bank. The application will include information regarding the old bank account like the account number, branch name, etc., and also the information regarding the new branch where you want to transfer. The format shall include:

• From Address
• Bank’s Address
• Salutation addressing the Branch Manager
• Body explaining the details of old branch account as well as the new branch
• Complimentary Close
• Attachments

If you are not sure of the format, but want to write an application to the bank, then refer to the samples provided below.

Sample Letter for Transfer of Bank Account to Another Branch

A couple of sample letters have been given below for your reference. You can write the application in a similar manner explaining the reasons in your own words.

448, Saheed Nagar

Bhubaneswar – 751007

5th March, 2022

The Branch manager

Saheed Nagar Branch

Bhubaneswar – 751002

Sub: Request for transferring my existing bank account

Respected Sir,

I am Anjali Mohan, holding a salary account in your branch bearing account number (mention your bank account). I would like to inform you that I have changed my job, and the location of my new job is at Bannerghatta Road, Bangalore. For this reason, I need to transfer my current account from Saheed Nagar, Bhubaneswar to your branch at Bannerghatta Road, Bangalore.

I am attaching the relevant documents required for the bank account change for your reference. I shall be very much obliged to you. Kindly do the needful at the earliest.

Thank you in advance.

(Signature)

ANJALI MOHAN

Contact number – 99999

Attachments:

• Bank passbook
• Aadhaar Card
• Passport size photograph

75, Kamalam, B Narayanpura

Mahadevpura, Bangalore – 560048

4th March, 2022

Outer Ring Road, Mahadevpura

Bangalore – 560043

Sub: Request to transfer my existing bank account

I am Jaana Vijay, holding a current account in your branch with account number (mention your account number). I would like to inform you that I am relocating to my hometown. I was working at Smarty Pvt. Ltd. at Mahadevpura, but now I am relocating to Sector – 9, Satya Nagar, Bhubaneswar along with my family. So, I would like to transfer my current account from the Mahadevpura branch to Satya Nagar Branch, Bhubaneswar.

I am attaching the documents as stated for your reference. Kindly consider my request and do the needful.

JAANA VIJAY

Contact number – 9999999999

How do I write an account transfer letter to the bank?

You will have to write the letter in formal language mentioning the reasons behind the transfer of the account. I am ____ holding _____ account in your branch. I request you to kindly transfer the account from _____ location to _____ location because of ______ (reasons). I shall be very much obliged to you if it can be done at the earliest.

What are the documents needed for the transfer of a bank account?

You will have to provide the documents like Aadhaar card for residential proof, PAN card, the old passbook, and a passport size photograph.

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Bank Account Transfer Letter Template Sample and Examples

We all must know how to write a bank account transfer letter . We all do transactions on a daily basis. Also, there are many cases in which we need to make some changes to our bank accounts. In this article, we have provided you with sample letters for some of the problems that we all have faced while dealing with bank accounts. By referring to these formats you can easily write a letter to the bank officials.

Account Transfer Request Letter Format

When we write a formal letter to the bank officials, we need to follow a specific pattern. Here is the format of an account transfer letter:

Sender’s address

Receiver’s Address

Designation

How to write a Bank Account Transfer Letter?

Here are some tips to keep in mind while writing the bank account transfer letter.

• Mention the branch name correctly
• Mention your account number
• Do mention all the details required by the bank
• Keep the letter short
• Write the reason for the request
• Always do your signature at the end of the statement
• Use only professional language
• Keep your language simple

Sample Bank Account Transfer Letter with Examples

There are many instances in our life where we wish to change an account or transfer it. For this purpose, we need to write a letter to the bank officials. Some of them are provided in this article.

Sample Letter to Close Bank Account And Transfer Funds

From, Akash Chopra 34 Green Colony Delhi – 110016

Date: 15th July 2019

To, The Bank Manager The Indian Bank Green Colony Delhi - 110016

Subject: Application to close the account and funds transfer

Dear Sir/Madam,

I have a savings account in your branch with Account No - 543216599. I have moved to another city and will not be able to operate this account anymore. I request you to close my account and transfer the funds to my other savings account. The details of the second account are given below:

Name: Akash Chopra Savings Account No: 568900077 Bank: Indian Bank Address: Navi Mumbai, Maharashtra - 400050

I have also attached the documents of proof with this letter. I look forward to the early processing of my request. It was a pleasure banking with you.

Thanking You

Yours Sincerely,

Akash Chopra (Signature)

Letter for Transfer of Bank Account to Another Person

From, Anil Chopra 45 Green Avenue Delhi - 110016

Date: 4 May 2020

To, The Customer Support Manager, Indian Bank, Delhi - 110016

Subject: Application to transfer an account to another person

Respected Sir,

It to request that I want to change the account holder of my account to another person that is from Anil Chopra to Meera Chopra. Since I have relocated from the city, therefore, I will not be able to operate this account personally. I request you to transfer the account to my daughter’s name, whose details I have provided below. The details of my current account also have been provided below:

Account Name: Anil Chopra Account No: 78900000 Bank Branch: Punjabi Bagh

New Account holder: Name: Anil Chopra Address: 45 Green Avenue, Delhi Phone No: 56789-39000

My personal details have been provided below.

Thanking you.

Anil Chopra Phone no: 87557-87654 (Signature)

Request Letter for Bank Account Transfer

From, Anil Chopra 34 Gray Colony Delhi - 110016

Date:4 May 2020

To, Customer Support Manager, Indian Bank, Delhi – 110054

Subject: Request for transfer of bank account

Hope you are enjoying your best health. I have been using your bank services in the form of an account holder (Account No: 87654333). I wish to transfer my account to one of the branches near my house.

I request you to shift my account to the branch - Indian Bank, Gray Colony Delhi-110016. I will wait for your response.

The details have been provided below.

Anil Chopra South Delhi Phone no: 87557-87654 (Signature)

Request Letter for Bank Account Transfer to Another Branch

From, Anil Chopra 34 Red Colony Delhi

To The Manager Bank Indian Bank Delhi

Subject: Transfer of bank account to another branch

Ref: Account no: 999558999

Dear Sir, I am having a savings account in your bank branch. I have recently relocated to the other part of the city with my family.

I would be obliged if you can please transfer my account from your bank branch to your bank’s Punjabi Bagh Branch. It will be easy to maintain my account from that place. The concerned charges can be debited from my account.

Kindly do the needful.

Thanking you,

Yours Faithfully

Anil Chopra (Signature)

Letter to the Company for Salary Transfer to the New Bank Account

From, Suresh Chopra 28 Yellow Colony Delhi

To, The Manager ABX Bank Delhi

Subject: Request for salary transfer to the new account

Dear Sir/Madam

I am writing this letter as a request to transfer my salary to my personal account. The details are as follows:

Account no: 76555888 Account name: Suresh Chopra Bank Name: ABX Bank Branch: South Delhi, 110016

Thank you in advance.

Best Regards,

Suresh Chopra (Signature)

Sample Letter to Transfer Money to Another Bank Account

From, Anil Chopra 26 Green Colony Delhi - 110016

To, The Branch Manager ABC Bank Delhi - 110016

Subject: Request for transferring of funds

The purpose of writing this letter is to request you to transfer an amount of Rs 50,000 from my account to another account in South Delhi of your bank. I have mentioned all the details of the bank mentioned below:

Bank details of Transferor -

Bank Details of the Transferee -

Account Name: Hi-Tech Officials Account no: 78654433 Bank Branch: South Delhi

I hope that you will initiate the payment as soon as possible.

Thanking you in anticipation.

Anil Chopra

Sample Letter to Bank Manager to Transfer an Account

From, Sachin Mishra 26, Across Colony

Date: 26th May 2019

To, The Bank Manager Bank of India City Road, Delhi - 110015

Sub: Regarding the transfer of account

With due respect, I would like to request you for the transfer of my account from the current branch to your branch located in South Delhi. It will more convenient for me to handle my account operation from the South Delhi branch.

I have no pending liabilities. My account details are as under:

Account Holder Name: Sachin Mishra Account No: 876433567 Account type: Current

Your speedy action in this regard will be highly appreciated.

Sachin Mishra

(Signature)

Bank Account Transfer Letter Template in PDF and Word Format

Bank Account Transfer Letter Template in PDF Format

• PDF Template 1
• PDF Template 2
• PDF Template 3
• PDF Template 4
• PDF Template 5

Bank Account Transfer Letter Template in Word Format

• Word Template 1
• Word Template 2
• Word Template 3
• Word Template 4
• Word Template 5

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15+ Bank Account Transfer Letter Format – Wording Tips, Templates

• Sample Letters
• February 20, 2024
• Request Letters , Bank Letters , Transfer Letters

On this page, we are providing the information about Bank Account Transfer Letter . To close the bank account firstly, you have to create the account and then the reason why you want to close the account should also be covered. Write a letter to the bank manager requesting to transfer your account for SBI was also mentioned. The reason for the transfer of bank account type templates is also available below. 

Also See: 10+ LIC Policy Transfer To Another Branch Letter Format – Templates

Bank Account Transfer Letter Format – Template 

Content in this article

What is Bank Account Transfer Letter?

Bank Account Transfer Letter is a kind of formal letter transferring your account from one branch to another. Usually, an account transfer letter is typically completed within 24 hours. If the transfer occurs between different banks it will take up to 3 – 4 days for the money to go through. 

What is Bank Account Transfer Letter contain?

Bank Account Transfer Letter contains is an official document letter from your bank that provides important information about the business official bank account. But, a voided check can sometimes incur a small fee from the bank. 

Bank Account Transfer Letter contains:

• Customer name 
• Address 
• Account number 

Bank Account Transfer Letter Example

Here’s an example of Bank Account Transfer Letter:

Bank Manager _________________________

Bank Name __________________________

Branch Name _________________________

Address ______________________________

Subject: Bank Account Transfer Letter

Name _________________________

Address ________________________

Respected ________________________,

This is the letter of about to transfer of my account from the current branch to another branch which was located in ______________________ as I have relocated from to here. So, the transfer of account will be more convenient for me to handle my account operation from the above-mentioned branch. 

So please transfer my account accordingly on an urgent basis to avoid any inconveniences regarding my daily business transactions. Below are my account details.:

Account Type _________________________

Account Number _______________________

Your Speed action about this matter will be highly appreciated.

Name ____________________________

Signature _________________________

Bank Account Transfer Letter Sample Format

The letter seeks to transfer a bank account to a new bank, providing necessary details and requesting the bank manager’s assistance for a smooth transfer process.

[Your Name]

[Your Address]

[City, State, ZIP Code]

[Email Address]

[Phone Number]

[Current Bank’s Name]

[Branch Address]

Subject: Request for Bank Account Transfer

Dear [Bank Manager’s Name],

I trust this letter finds you well. I am writing to request the transfer of my [Savings/Current] account from [Current Bank’s Name] to [New Bank’s Name]. I have recently opened an account with [New Bank’s Name] and would like to consolidate my banking accounts for better management.

Below are the details of my current account:

• Account Holder’s Name: [Your Full Name]
• Account Number: [Your Account Number]
• Type of Account: [Savings/Current]

I kindly request you to initiate the necessary procedures for transferring my account to [New Bank’s Name]. If there are any forms or documents required from my end, please let me know, and I will promptly provide them.

I would appreciate it if you could confirm the successful completion of the account transfer, including the closure of my account with [Current Bank’s Name].

Thank you for your assistance, and I look forward to a smooth transfer process.

[Your Full Name]

[Your Signature – if sending a hard copy]

Application For Transfer Of Bank Account To Another Branch #1

Letter format Bank account Transfer from one Branch to another for transfer of his/her account from one branch to another. The account holder makes such requests in case they move to another location because of different reasons like shifting to a hometown. 

Subject: Bank Account Transfer Letter

My name is _______________________. I am presenting having a savings account in your bank. I would like to inform you that I have recently relocated to another place with my family due to my transfer of job. I would be obliged if you can please transfer my account maintained with your branch to your bank ____________________ branch.

Here, along with this letter I am enclosing all the required details with a copy of the xerox and License Agreement of my current residence and a self-attested copy of my PAN card for your records and verification purposes. 

Kindly do the needful.

Thanking You.

Yours Faithfully,

Name __________________

Signature ___________________

Letter For Transfer Of Bank Account To Another Person #2

This is the type of account that the candidates have to inform the manager about the transfer of the bank account to another person. And, also the reason why they are transferring the bank account to another person. 

Address  ______________________________

Subject: Letter for transfer of bank account to another person

It is stated to inform you that I want to change the branch of my account to another branch and the person that it is to inform is ____________________. As, due to my office has shifted from _____________ to ____________________.

So, my HR basically needs to transfer it. So, please do this soon as HR wants to transfer the payment for the last month. I would be grateful if you do this within this week and send me the details.

Hope you will do this soon.

Name ___________________

Signature __________________

How To Write A Bank Account Transfer Letter #3

Below is the Sample How to write a bank account transfer letter and have to mention the branch and the person as well. Along with this, you have to also mention the reason why you are transferring your bank account. 

Subject: How to write a bank account transfer letter

My name is _________________________. And, I am having a saving account in your branch. My account number is _____________________. This is to inform you that I am facing some issue with the __________________ bank. And, infact the branch is too far from my house. 

Below are the details of the bank account:

Bank Name ____________________

IFSC Code _______________________

I hope you will be considered it.

Yours Truly,

Name ____________________

Signature ____________________

Letter For Closure Of Bank Account And Transfer Fund – #4

You should also transfer the account balance also along with the bank account. Here is the purposes of the sample letter for closure of bank account and transfer fund is provided below for your ready references. 

Subject: Sample letter for closure of bank account and transfer fund

With the references of above-mentioned subject, I would like to inform you that I am having a current account on your bank at ________________ branch. And the account number is ___________________ which is the current balance of ____________________. I don’t want to continue with the above referred bank account and I would like to close my account.

Along with this letter, I am submitting the passbook and the credit card of my current bank account as well. The balance amount which I want to transfer to another saving account details are below mentioned:

Name of the account _____________________

Type of account __________________________

IFSC Code ____________________________

Address of the bank _____________________

For the verification of Identity here, I am enclosing some of the ID proofs like pan card, Voter id, etc…

I hereby request you to kindly close my above referred current account no ________________ and transfer the balance amount in my above-mentioned bank account.

Thanking You in advance.

Name __________________________

Bank account migration letter

The letter seeks to migrate a bank account to a new bank, providing necessary details and requesting the bank manager’s assistance for a seamless migration process.

[Your Name] [Your Address] [City, State, ZIP Code] [Email Address] [Phone Number] [Date]

[Current Bank’s Name] [Branch Address] [City, State, ZIP Code]

Subject: Request for Bank Account Migration

I trust this letter finds you well. I am writing to formally request the migration of my [Savings/Current] account from [Current Bank’s Name] to [New Bank’s Name]. After careful consideration, I have decided to continue my banking relationship with [New Bank’s Name] for various reasons.

I kindly request you to initiate the necessary procedures for migrating my account to [New Bank’s Name]. If there are any forms or documents required from my end, please let me know, and I will promptly provide them.

I would appreciate it if you could confirm the successful completion of the account migration and provide any relevant information about the process.

Thank you for your assistance, and I look forward to continuing my banking relationship with [New Bank’s Name].

[Your Full Name] [Your Signature – if sending a hard copy]

Bank Account Migration Letter

Account transfer request letter to bank manager

The letter is a formal request to transfer a bank account, including essential details and seeking the bank manager’s assistance for a seamless transfer process.

Subject: Request for Account Transfer

I hope this letter finds you well. I am writing to formally request the transfer of my [Savings/Current] account from [Current Bank’s Name] to [New Bank’s Name]. I have recently opened an account with [New Bank’s Name] and would like to consolidate my banking accounts for better management.

Thank you for your prompt attention to this matter.

Also Visit: 21+ Loan Closure Letter Format Sample PDF Download Examples

Account Transfer Request Letter to Bank Manager

Bank account relocation letter

The letter is a formal request to relocate a bank account, including essential details and seeking the bank manager’s assistance for a seamless relocation process.

Subject: Request for Bank Account Relocation

I trust this letter finds you well. I am writing to formally request the relocation of my [Savings/Current] account from [Current Bank’s Name] to [New Bank’s Name]. Due to personal reasons, I am relocating to a new city and would like to continue my banking services with [New Bank’s Name].

I kindly request you to assist me in initiating the necessary procedures for relocating my account to [New Bank’s Name]. If there are any forms or documents required from my end, please provide guidance, and I will promptly fulfill the requirements.

I would appreciate it if you could confirm the successful completion of the account relocation, including any relevant information about the process.

Thank you for your understanding and cooperation during this transition.

Bank Account Relocation Letter

Bank account switch letter

The letter is a formal request to switch a bank account, including essential details and seeking the bank manager’s assistance for a smooth transition to a new bank.

Subject: Request for Bank Account Switch

I trust this letter finds you well. I am writing to formally request the switch of my [Savings/Current] account from [Current Bank’s Name] to [New Bank’s Name]. I have recently opened an account with [New Bank’s Name] and would like to make it my primary banking relationship for various reasons.

I kindly request you to assist me in initiating the necessary procedures for switching my account to [New Bank’s Name]. If there are any forms or documents required from my end, please provide guidance, and I will promptly fulfill the requirements.

I would appreciate it if you could confirm the successful completion of the account switch, including any relevant information about the process.

Bank Account Switch Letter

Account closure and transfer letter to new bank

The letter notifies the current bank about the closure and transfer of the account to a new bank, including necessary details and seeking assistance for a seamless transition.

Subject: Account Closure and Transfer to New Bank

Dear [Current Bank Manager’s Name],

I hope this letter finds you well. I am writing to inform you about my decision to close my [Savings/Current] account with [Current Bank’s Name] and transfer it to [New Bank’s Name]. After careful consideration, I have decided to continue my banking relationship with [New Bank’s Name] for various reasons.

I kindly request you to initiate the necessary procedures for closing my account with [Current Bank’s Name] and transferring the remaining balance to my newly opened account with [New Bank’s Name]. If there are any forms or documents required from my end, please provide guidance, and I will promptly fulfill the requirements.

I would appreciate it if you could confirm the successful closure of my account with [Current Bank’s Name] and the transfer of the remaining balance to my account with [New Bank’s Name]. Additionally, please provide any relevant information about the process.

Thank you for your understanding and assistance during this transition.

Account Closure and Transfer Letter to New Bank

FAQS for Bank Account Transfer Letter Format – Wording Tips, Templates

What should be included in a bank account transfer letter.

Bank Account Transfer Letter include your name, account details, both the current and new bank’s names, and a clear request for the account transfer.

How do I inform the current bank about my decision to transfer accounts?

Draft a formal Bank Account Transfer Letter specifying your intention to close the account and transfer it to a new bank, providing relevant account details.

Is it necessary to mention the reason for transferring the account in the Bank Account Transfer Letter?

While not mandatory, a brief reason can be included for the bank’s records. However, it is optional.

Should I send the Bank Account Transfer Letter to the current bank or the new bank first?

Bank Account Transfer Letter advisable to inform the current bank first, as they will initiate the closure and transfer process. You can then provide the new bank with the necessary details.

Can I request assistance for the transfer process in the Bank Account Transfer Letter?

Yes, the Bank Account Transfer Letter should include a clear request for the bank manager’s assistance in facilitating the account closure and transfer to ensure a smooth transition.

We have clearly mentioned the overall information about Bank Account Transfer Letter Format . Read the complete information and if have any doubts mention them in the comments. And, also follow us on our Instagram page for all updates. 

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Sample Letters

Writing a Bank Transfer Request Letter (Free Templates)

In this guide, I’ll walk you through the essential steps to writing a compelling bank transfer request letter, share personal tips, and provide three unique templates for your use.

Key Takeaways

• Purpose of the Letter: Clearly state the reason for the transfer.
• Essential Information: Include account details, transfer amount, and beneficiary information.
• Professional Tone: Maintain a polite and formal tone throughout.
• Templates Provided: Three unique templates tailored for different situations.
• Real-Life Examples: Insights from my personal experience in writing effective letters.

Why a Well-Written Bank Transfer Request Letter Matters

A well-crafted bank transfer request letter ensures that all necessary information is communicated clearly, reducing the chances of errors or delays. In my experience, a precise and polite letter can expedite the process and build a positive relationship with your bank.

Essential Elements of a Bank Transfer Request Letter

Based on my extensive experience, here are the key components that every bank transfer request letter should include:

Your Contact Information:

• Phone Number
• Email Address
• The date when the letter is written.

Bank’s Contact Information:

• Bank Address

Subject Line:

• Clearly state the purpose of the letter, e.g., “Request for Bank Transfer.”

Salutation:

• Address the recipient formally, e.g., “Dear [Bank Manager’s Name],”

Body of the Letter:

• Introduction: Briefly introduce yourself and state the purpose of the letter.
• Details of the Request: Provide specific details such as account numbers, the amount to be transferred, and beneficiary details.
• Conclusion: Politely request prompt processing and express gratitude.
• Your handwritten signature (if submitting a hard copy) and your typed name.

Personal Tips for Writing an Effective Bank Transfer Request Letter

From my experience, here are some tips to make your bank transfer request letter more effective:

• Be Clear and Concise: Ensure your letter is straightforward and free of unnecessary information.
• Double-Check Details: Verify all account numbers and amounts to avoid errors.
• Professional Tone: Maintain a formal and polite tone throughout the letter.
• Follow Up: If you don’t receive a confirmation within a reasonable time, follow up with the bank.

Template 1: Domestic Bank Transfer Request

Subject: Request for Domestic Bank Transfer

Dear [Bank Manager’s Name],

I am writing to request a transfer of $[Amount] from my account [Your Account Number] to the account [Beneficiary Account Number] at [Beneficiary Bank Name].

Details of the transaction are as follows:

• Account Holder Name: [Your Name]
• Beneficiary Name: [Beneficiary Name]
• Amount: $[Amount]
• Beneficiary Bank Name: [Beneficiary Bank Name]
• Beneficiary Bank Address: [Beneficiary Bank Address]

Please process this transfer at your earliest convenience. Thank you for your assistance.

Sincerely, [Your Name]

Template 2: International Bank Transfer Request

Subject: Request for International Bank Transfer

I am writing to request an international transfer of $[Amount] from my account [Your Account Number] to the account [Beneficiary Account Number] at [Beneficiary Bank Name] in [Country].

• Beneficiary Account Number: [Beneficiary Account Number]
• SWIFT/BIC Code: [Beneficiary Bank SWIFT/BIC Code]

I appreciate your prompt attention to this matter. Please confirm once the transfer is completed.

Template 3: Business Account Bank Transfer Request

Subject: Business Account Transfer Request

I am writing to request a transfer of $[Amount] from our business account [Your Business Account Number] to the account [Beneficiary Account Number] at [Beneficiary Bank Name].

Transaction details:

• Account Holder Name: [Your Business Name]

Please process this transfer at your earliest convenience and confirm receipt of this request.

Thank you for your cooperation.

Sincerely, [Your Name] [Your Business Position]

Real-Life Example: How My Letter Avoided a Transfer Delay

A few months ago, I had to transfer a significant amount for a business deal. By meticulously including all necessary details and following up with a phone call, I ensured the transfer was completed without any delays. This experience reinforced the importance of clarity and thoroughness in these letters.

Common Mistakes to Avoid

• Incomplete Information: Always double-check that all required details are included.
• Informal Tone: Maintain professionalism to ensure your request is taken seriously.
• Failure to Follow Up: If you don’t receive confirmation, don’t hesitate to contact the bank.

Frequently Asked Questions (FAQs)

Q: what details should i include in a bank transfer request letter.

Answer: In my experience, it’s crucial to include the recipient’s bank details, your account information, and the exact amount to be transferred. Additionally, specifying the reason for the transfer and any relevant transaction references can help ensure a smooth process.

Q: How do I format a bank transfer request letter?

Answer: When I write a bank transfer request letter, I always start with my personal and account information, followed by the bank’s details, and then the specific transfer instructions. I make sure to end with my signature and a polite request for confirmation once the transfer is complete.

Q: Can I request a bank transfer online instead of writing a letter?

Answer: While online requests are convenient and I often use them for quick transfers, I sometimes prefer writing a formal letter for larger sums or international transactions. A written letter provides a documented trail and can be more reassuring in complex situations.

Q: How long does it typically take for a bank transfer to be processed after sending a request letter?

Answer: Based on my experience, domestic transfers usually take 1-3 business days, while international transfers can take up to a week or more. However, it’s always wise to confirm the expected timeline with your bank as processing times can vary.

Q: What should I do if there’s an error in my bank transfer request letter?

Answer: If I notice an error after sending the letter, I immediately contact my bank to correct the mistake before the transfer is processed. Prompt communication can help prevent any delays or complications with the transaction.

Q: Is there a fee for requesting a bank transfer via letter?

Answer: In my dealings, some banks may charge a fee for processing bank transfer requests, especially for international or large amounts. I always check with my bank beforehand to understand any potential costs involved.

Q: Can I cancel a bank transfer request after sending the letter?

Answer: Yes, cancellations are possible, but they need to be done quickly. From my experience, once the transfer is processed, it becomes more challenging to reverse, so I always act immediately if I need to cancel a request.

Q: Should I follow up after sending a bank transfer request letter?

Answer: I always follow up with a phone call or email to ensure my bank has received and is processing my request. This step provides peace of mind and allows me to address any issues promptly.

AI Summary to Minimize your effort

Bank Account Transfer Application: Format, Sample and How to Transfer Bank Account to Another Branch

Updated on : Jul 9th, 2024

You may need to shift your location from your current one to a new address for various reasons. Under such circumstances, one of the most important things you need to do is to transfer your bank account to a branch at your new address. 

Although you can do all the normal transactions like making deposits, withdrawing money, etc., from any branch, you will have to visit the bank branch where you have opened the account for the locker facilities, availing loans, dormant account activations, etc. 

Thus, transferring your bank account to a place nearer to your home/work makes it more convenient for you to complete any bank work that requires visiting your bank.

So, if you are shifting to a new location, filing a bank account transfer application is a must. Keep reading to learn more.

Bank Account Transfer Application

A  bank account transfer application is a  formal letter usually  written to the bank branch manager to  transfer your existing bank account to a new branch. There is a specific format you need to maintain while framing this application, along with providing the necessary documents. 

Reasons for Bank Account Transfer

You may need   to file a bank account transfer application when you move to a new location for the following reasons:

• Relocation of your/your spouse’s job location.
• Pursuing educational courses. 
• Personal or family-related reasons like marriage, childbirth, etc.  
• Medical reasons.    

Bank Account Transfer Application Format

A  transfer bank account application format contains the following details:

• Sender’s address
• Bank’s address
• Closure and signature
• Contact number
• Attachments 

Bank Account Transfer Application Sample

The sample application for account transfer due to relocation is as follows: 

Application for account transfer due to job change

Application for account transfer due to relocation, how to write an application for a bank account transfer.

Here is how you write an application for transferring your bank account to another branch:

• Begin with a formal salutation

Address your application to the branch manager by using ‘To Whomsoever It May Concern’ or ‘Dear Sir/Madam’. 

• Add your personal and bank account details

Provide your bank name, branch name, account type, account number, and present branch address. You also need to provide your personal details like name, residential address and contact number. Additionally, you must state any standing or ECS instructions currently active in your bank account. 

• State your reason for the transfer and its details

Write in brief about why you are requesting a bank account transfer. Also, you need to provide the new branch’s name, address, transfer date and other details.  

• Inquire about any related fees

Request the bank to inform you of any associated fees with the transfer and if it can be deducted from your account. Furthermore, ask about the estimated time in which the whole process may be completed.  

• Close your letter

Close your letter by thanking the bank for their co-operation and signing your name.

Documents Required for Transfer Bank Account to Another Branch

Listed below are the documents you need to submit along with your bank account transfer application:

Note –  You may need to update or resubmit your KYC documents like identity proof, recent passport-sized photographs and address proof.   

Step-By-Step Guide to Transfer a Bank Account to Another Branch

Here are the  steps that you need  to follow to transfer your bank account to another branch :

Step 1 – File a bank account transfer application 

You need to submit a written bank branch transfer application to your home branch (the old one) or the new branch. It should contain your present branch name, account number, the new branch's name and the reason why you are requesting a branch transfer.  

Step 2 – Surrender your cheque book and passbook 

You must submit your cheque book, any unused cheque leaves and passbook to your home branch.   

Step 3 – Submit the necessary documents

Submit all the necessary documents along with your bank branch transfer application. If there is a change in your mobile or landline number, it should be mentioned in the application as well. 

Hereafter, the home branch processes your application and closes your account. A new account is opened under your name at the new branch, and the balance from your old account is transferred there. 

After the account transfer is completed, you will receive your new account number, cheque book, and passbook. This whole process can take around 8 to 10 business days. 

Now, there are a few things you need to remember in this regard:

• Usually, there is no change in your customer ID. 
• As your account number will change, you need to update any existing standing or ECS instructions of your present bank account.

Now that you know the steps to write a bank account transfer application, always remember to keep the tone formal, try not to add any unnecessary information and end the letter with a thanking note. Additionally, recheck your account number, the current and new branch addresses and whether you have attested all the required documents.  

Frequently Asked Questions

Yes, you can transfer your bank account to another branch online by logging into your internet banking account. After this, go to ‘e-Services’ and click ‘Transfer of Savings Account’. Hereafter, enter the new branch’s IFSC code, tap on ‘Continue’ and submit your request.   

You can transfer your bank account from one city to another by writing an application to the bank manager stating to him/her the reason for doing so. Also, you need to provide the new branch’s address, along with the details of your present bank account in the letter.

To write a transfer letter from one branch to another, you must start with a formal salutation, state the reason for the transfer, and mention your bank account number, the current branch’s details and the new branch’s details. Also, inquire if there are any applicable charges for the transfer. 

You can transfer your bank account to another bank by writing an application to the bank manager stating to him/her the reason for doing so. Also, you need to provide the new bank branch’s name and address, along with the details of your present bank account.   

About the Author

Mayashree Acharya

I am an advocate by profession and have a keen interest in writing. I write articles in various categories, from legal, business, personal finance, and investments to government schemes. I put words in a simplified manner and write easy-to-understand articles. Read more

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Bank Account Transfer Request Letter Sample: Free & Simple

Through this article, I aim to share a step-by-step guide on how to write an effective bank account transfer request letter, drawing from my personal experience. 

Key Takeaways

• Understand the Purpose : Know why you’re requesting the bank account transfer.
• Gather Necessary Information : Account details, new branch details, and personal identification.
• Follow a Professional Format : Use a formal tone and structure.
• Be Clear and Concise : State your request straightforwardly.
• Provide Supporting Details : Explain your reasons for the transfer.
• Include Contact Information : Ensure the bank can reach you for any clarifications.
• Proofread and Edit : Check for errors to maintain professionalism.

Step-by-Step Guide to Writing a Bank Account Transfer Request Letter

Step 1: start with your details.

Begin your letter by writing your name, address, contact number, and email at the top left corner. Date your letter to provide a reference point for when the request was made.

Step 2: Add Bank Details

Address the letter to the manager of your current bank branch. Include the bank’s name and address below your details.

Step 3: Write a Clear Subject Line

A subject line is crucial as it immediately informs the recipient of the letter’s purpose. For instance, “Request for Bank Account Transfer.”

Step 4: Open with a Formal Greeting

Use a formal salutation such as “Dear [Bank Manager’s Name]” or “Dear Sir/Madam,” if you’re unsure of the manager’s name.

Step 5: State Your Request

In the opening paragraph, get straight to the point. Mention your account number and clearly state that you are requesting a transfer of your account to a different branch.

Step 6: Provide Your Reason

While keeping it brief, explain why you are requesting the transfer. Whether it’s due to relocation or better facilities at another branch, a clear rationale can aid in the processing of your request.

Step 7: Mention Any Attached Documents

If you need to attach any documents (like proof of address or identification), mention this in the letter.

Step 8: Close Formally

End with a formal closing, such as “Sincerely” or “Regards,” followed by your name and signature.

Template for Bank Account Transfer Request Letter

[Your Name] [Your Address] [City, State, Zip Code] [Contact Number] [Email Address] [Date]

[Bank Manager’s Name] [Bank’s Name] [Bank’s Address] [City, State, Zip Code]

Subject: Request for Transfer of Bank Account

Dear [Bank Manager’s Name],

I am writing to request the transfer of my bank account [insert your account number] from [current branch] to [new branch]. The reason for this transfer is [mention the reason, e.g., relocation, closer proximity to the new branch, etc.].

I have attached the necessary documents required for this transfer, including [list the documents].

I would appreciate your assistance in facilitating a smooth transfer. Please feel free to contact me at [your contact number] or [your email address] if you need any further information or clarification.

Thank you for your attention to this matter.

Sincerely, [Your Signature (if sending a hard copy)] [Your Printed Name]

Personal Tips from Experience

• Be Precise : Avoid unnecessary details. Stick to the essentials – who you are, what you want, and why.
• Follow Up : If you don’t hear back within a week or two, don’t hesitate to follow up with a polite phone call or email.
• Keep a Copy : Always keep a copy of the letter for your records.

Writing a bank account transfer request letter doesn’t have to be daunting. By following the steps outlined above and using the provided template, you can create a professional and effective request. From my experience, clarity and brevity are your best allies in ensuring a smooth transfer process.

I’d love to hear about your experiences or any additional tips you might have regarding bank account transfer requests. Feel free to share your thoughts and questions in the comments below!

Frequently Asked Questions (FAQs)

Q: how did i find the process of drafting a bank account transfer request letter .

Answer : I found the process quite straightforward once I understood the specific information needed, such as account details and the reason for the transfer. However, it took a bit of time to ensure all the details were accurate to prevent any delays.

Q: What surprised me the most when I submitted my bank account transfer request letter? 

Answer : I was surprised by the speed of the bank’s response; they processed my request much quicker than I anticipated. Initially, I thought it would take weeks, but it was completed in just a few days.

Q: How did I ensure my bank account transfer request letter was effective?

Answer : I double-checked all the necessary details and followed a clear, professional format. I also made sure to explicitly state my request and the reason behind it, which seemed to facilitate a smoother process.

Q: What challenge did I face when requesting a bank account transfer? 

Answer : The biggest challenge for me was gathering all the required information and ensuring there were no errors. I had to triple-check everything to avoid any potential issues that could delay the transfer.

Q: How did I feel after completing and submitting my bank account transfer request letter? 

Answer : I felt relieved and satisfied after submitting my request. It was a bit stressful gathering all the information and worrying about potential mistakes, but once it was submitted, I felt confident that I had done everything correctly.

Q: What advice would I give to someone writing a bank account transfer request letter for the first time? 

Answer : I would advise them to be clear and concise in their writing, provide all the necessary information, and double-check for accuracy. Also, don’t hesitate to ask the bank for help or clarification if you’re unsure about any part of the process

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