application letter to transfer bank account

Application for Bank Account Branch Transfer (with Samples & PDFs)

I have listed sample templates to help you craft an effective and professional application for bank account branch transfer.

Also, I would like to point out that you can also download a PDF containing all the samples at the end of this post.

Application for Bank Account Branch Transfer Request

First, find the sample template for application for bank account branch transfer below.

Subject: Application for Bank Account Branch Transfer

Respected Sir/Madam,

I am [Your Name], a customer of [Current Bank Branch Name], holding savings account number [Current Account Number]. I am writing to request a transfer of my bank account to another branch of the same bank due to my relocation to a new area.

I kindly request your assistance in transferring my account to the [New Bank Branch Name] located at [New Bank Branch Address]. The new branch is closer to my current residence, which will make it more convenient for me to manage my banking needs.

I would appreciate it if you could process this request at your earliest convenience and provide me with any necessary guidance or forms required for the transfer. I assure you of my cooperation and prompt completion of any formalities needed for the smooth transfer of my account.

Thank you for your attention to this matter.

Sincerely, [Your Name] [Your Contact Information]

Below I have listed 5 different sample applications for “application for bank account branch transfer” that you will certainly find useful for specific scenarios:

Application for Bank Account Branch Transfer

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

I am writing this letter to request the transfer of my bank account from [Current Bank Name], [Current Bank Branch Address] to [New Bank Branch Address]. I have recently shifted to a new locality and find it inconvenient to visit the current branch for my banking needs.

My account details are as follows: Account Holder Name: [Your Name] Account Number: [Your Account Number] Current Branch: [Current Bank Branch Name] New Branch: [New Bank Branch Name]

I appreciate your assistance in this matter and look forward to a smooth transition to the new branch. Thank you for your attention to this request.

Yours sincerely,

[Your Name]

Application for Bank Account Name Correction

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

Subject: Application for Bank Account Name Correction

I am writing this letter to inform you that there is an error in my bank account details. I recently noticed that my account name is misspelled as [Incorrect Name] instead of my correct name [Correct Name].

I kindly request you to make the necessary correction in your records to reflect my correct name. I have attached a copy of my identity proof (Aadhar Card/Driving License) for your reference.

Thank you for your cooperation.

[Your Name] [Your Account Number] [Your Contact Number]

Application for Bank Account Joint Holder Addition

I, [Your Name], a proud account holder of Savings Account No. XXXXXXXX at your esteemed [Bank Name] branch, kindly request you to add [Name of the Person to be Added] as a joint holder to my existing bank account.

I have enclosed all the necessary documents for the addition of [Name of the Person] as a joint holder. I kindly request you to process this request at the earliest convenience.

Yours faithfully,

Application for Bank Account Closure

Subject: Application for Bank Account Closure

I am writing to inform you that I would like to close my bank account with your branch. My account details are as follows: Account Holder’s Name: [Your Name] Account Number: [Your Account Number]

I request you to kindly process the closure of my account at the earliest. Please transfer the remaining balance, if any, to my new bank account provided below: Bank Name: [New Bank Name] Account Number: [New Account Number] IFSC Code: [IFSC Code]

Application for Bank Account Upgrade

Subject: Application for Bank Account Upgrade

I am writing to request an upgrade for my bank account. My current account number is [Your Account Number]. I have been a loyal customer of [Bank Name] for [Number of Years] years and have always valued the services provided by your esteemed bank.

I would like to upgrade my account to a [Type of Account] account as it offers additional benefits and features that would be beneficial to me. I believe that this upgrade will help me manage my finances better and make banking easier for me.

Thank you for considering my application. I look forward to continuing my banking relationship with [Bank Name] and experiencing the enhanced services that come with the upgraded account.

How to Write Application for Bank Account Branch Transfer

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I am sure you will get some insights from here on how to write “application for bank account branch transfer”. And to help further, you can also download all the above application samples as PDFs by clicking here .

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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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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.

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

Trending now: find out why.

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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Bank Account Transfer Letter

If you are deciding to move to a new city for a change, or if you are in a government job, then you have to learn to write a bank account transfer letter as you may need to write one when you shift to a new city or town. It has to be done so that you have ease of bank visits in the future. As you have to visit the branch in which you have opened the account for any issues or other bank work. But with the help of a bank account transfer letter, you can easily request the branch manager to transfer your bank account to another branch of your bank in another city.

Read the complete article to get a gist of how to write a bank account transfer letter.

How to Write a Bank Account Transfer Letter

A bank account transfer letter is written to the branch manager of your bank to transfer your existing bank account from a certain branch of that bank to another branch in some other city. A bank account transfer letter has to be written in formal letter format and the tone used while writing the letter should be very polite and respectful. State the reason for the transfer of your account to another branch.

You have to mention all the details regarding your bank account, like your account number, type of account, etc. You also have to attach relevant documents which will be required to transfer your account to another branch and self-attest the documents. If that bank has more than one branch, you can specify which branch you want your account to be opened in.

The Format of a Bank Account Transfer Letter

• The letter starts with the ‘From’ address, which is the sender’s address.
• The date should be mentioned on which the letter was written.
• Next is the ‘To’ address, which is the receiver’s address.
• The subject of the letter is the most important part of the letter as it states the reason for which it is written.
• A salutation is done, e.g. Dear Sir/Ma’am, Respected Sir/Ma’am.
• Then the main body of the letter is written, which includes the topic already mentioned in the subject of the letter.
• End the letter with Yours faithfully, Yours sincerely, or Yours Truly.
• The signature of the person sending the letter and his name in block letters.
• The contact number of the person should be mentioned.
• All the necessary documents required for account transfer should be attached with the letter.
• Have a look at the sample letters given below to get an idea of how the bank account transfer letter is written.

Sample Letter 1. Bank Account Transfer Letter Due to City Change

Sudha Mishra

121 Red Garden Avenue

Chowk Blue Lagoon

Jamnagar-400012

Date – 15 January 2022

Branch Manager

Ratanlal Chowk

Bihar-561411

Sub: Bank account transfer due to change of city

I am Sudha Mishra, an account holder of HDCC bank for the last seven years. I would like to inform you that I have recently got married and have shifted to Jamnagar, Gujarat.

My account number is 45671234×××× in your bank. I would request you to please transfer my savings bank account from your Bihar branch to the Jamnagar branch.

I have attached a passbook copy, a pan card, and a new address proof for verification. You can deduct the transfer charges from my account itself. I hope you will do the needful at the earliest.

Thank you for your cooperation.

Yours faithfully,

(Signature)

SUDHA MISHRA

Contact number – 0000000000

Attachments-

Passbook copy

Proof of new address

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Sample Letter 2. Bank Account Transfer Due to Change of City

Rameshwar Pande

412 Police Block.

Falcon Street

Baroda-300015

Date- 14 June 2022

Holy Spirit Bank

Baroda-300016

I am Rameshwar Pande, deputy chief of police. I have a salary bank account with your bank, with the account number being 51762617.

I would like to inform you that I have been transferred to Punjab by my department as they feel my presence is needed there. I would request you to please transfer my salary bank account to your Punjab branch.

I am ready to pay any charges that are charged by the bank for account transfer. You can deduct the charges from the above-mentioned account itself. I have attached my salary account passbook copy, a self-attested copy of my pan card, and my transfer letter to Punjab.

I would be quite happy if you transferred my account to the Punjab branch as soon as possible.

Thank you in advance.

Yours truly,

RAMESHWAR PANDE

Deputy Chief of Police

Contact Number – 8989××××××

Copy of a salary account passbook

Pan Card self-attested copy

Transfer letter to Punjab

Frequently Asked Questions on the Bank Account Transfer Letter

Question 1. What should I do if my bank does not have a branch in the city I am shifting to?

Answer. In that case, you have no other option but to close the existing bank account with your current bank and open a new account with some other bank that is available in the city you are shifting to. There is no such compulsion to close your old account.

Question 2. What happens if I don’t transfer my bank account to another branch where I am shifting?

Answer. You can still operate your bank account without shifting it to another branch of the city to which you have shifted, but in any case, if you have to visit the bank, then you won’t be able to visit another branch as your account was neither opened by them nor have you transferred your account there. To avoid such issues, it is preferable to transfer your account to a new branch whenever you relocate.

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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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Application for Bank Account Transfer (10+ Examples)

Transferring a bank account from one branch to another is a common requirement for many account holders. You may need to transfer your account due to relocation, dissatisfaction with current branch services, closure of the existing branch, or other personal reasons.

Banks require account holders to submit a formal application letter or fill out a specified form to initiate the transfer process. This application needs to contain certain key details and meet the bank’s requirements to successfully transfer the account.

In this comprehensive guide, we will look at:

• The procedure for transferring a bank account
• Documents required for account transfer
• How to write an application for a bank account transfer in English
• 10+ application letter examples for transferring your account to another branch

Important Points for Writing a Bank Account Transfer Application:

When writing an application for transferring your bank account, keep these important points in mind:

• Address the letter to the branch manager or account officer of your existing bank branch
• Include your name, account number, type of account, and date of opening the account
• Specify the reason for transferring your account
• Mention the branch you wish to transfer the account to
• Request the bank to transfer your account and associated services like Internet banking, locker facility, etc.
• Attach necessary documents as required by the bank
• Sign the letter and mention your contact information
• Request prompt action on the transfer application
• Thank the bank for their assistance and cooperation

Following these guidelines will ensure your application is processed smoothly by the bank.

How to Write an Application for Bank Account Transfer in English?

Here are step-by-step tips on writing an application letter to transfer your bank account from one branch to another:

1. Add the Date

Begin the letter by mentioning the date on the top left corner. For example:

August 12, 2023

2. Add Bank Address

Next, add the name and complete address of the existing bank branch where you hold the account. For example:

The Branch Manager,

Main Branch,

Address Line 1,

City, State – Zip Code

3. Add Your Address

After bank’s address, mention your residential address below it. For example:

Your Address Line 1,

Your City, State – Zip Code

4. Write a Formal Salutation

Start the body of the letter with a respectful salutation to the branch manager or account officer. For example:

Dear Sir/Madam,

5. Introduce Yourself

In the next line, introduce yourself by providing your name and account details. For example:

I, (your name), holding Current Account/Savings Account Number (account number) at your (branch name) branch since (opening date).

6. State the Purpose

Explain the purpose of your letter – which is to transfer your account to another branch. For example:

I want to transfer my above-referred account to your (new branch name & location) branch with immediate effect.

7. Give Reasons

Provide valid reasons for submitting the transfer request. For example:

I am relocating to (new city) next month due to personal reasons OR I wish to bank closer to home/workplace for convenience OR Your (new branch) offers better facilities and services compared to the existing branch.

8. Request Account Transfer

Make a formal request to the bank for transferring your account. For example:

Therefore, I request you to please initiate the necessary procedure to transfer my account and associated services to the (new branch) with immediate effect.

9. Request to Transfer Additional Services

Specify any additional banking services associated with your account that also need to be transferred such as locker facility, internet banking, overdraft facility etc. For example:

I also request you to transfer the locker facility linked to my account to the new branch.

10. Request for Necessary Documents

Ask the bank to provide documents that may be required at the new branch after the transfer. For example:

Kindly provide me with the necessary documents like account transfer advice, introductory letters, etc. that may be required at the time of reporting to the new branch.

11. Thank the Bank

Conclude the letter by thanking the bank manager for their assistance in transferring your account. For example:

I thank you for the excellent service provided during my relationship with your branch. Please initiate the transfer process at the earliest.

12. Add Your Name & Signature

End the letter by typing your full name and then adding your signature below it.

13. Add Contact Information

Include your phone number and email address in the letter so that the bank can contact you if needed.

By following these steps, you can write a formal application letter to transfer your bank account from one branch to another. Make sure to proofread the letter before submitting to the bank.

Documents Required to Transfer the Bank Account to Another Branch

When applying for a bank account transfer, you may need to submit certain documents for the bank to process your request. Here are some common documents banks may require:

• Account Transfer Application Form – This is a standard request form provided by the bank that you need to fill in with your account details, transfer reason, and signature.
• Identity & Address Proof – You may have to furnish a copy of identity proof like an Aadhaar, PAN Card, Voter ID, Driving License, etc. along with a residence proof like an electricity bill, rental agreement, etc.
• Original Account Statement – Submit a copy of your latest account statement with transaction details of the existing branch.
• Account Balance Certificate – Banks may ask for a certificate stating your current account balance from the existing branch.
• Account Closure Letter – If you are closing the account at the old branch, you may need to provide an account closure request letter.
• Signature Verification Letter – Some banks require signature verification from the old branch to validate your new account opening.
• Introductory Letter – You may need to submit the account transfer advice or introductory letter provided by the old branch when visiting the new branch.

Make sure to check the bank’s documentation requirements before applying for the transfer to avoid delays. Keep photocopies of all documents submitted.

10 Samples of Bank Account Transfer Application Letter

Here are 10 sample application letters in different formats to request a bank for transferring your account from one branch to another:

1. Application for Transfer of Bank Account

<add date>

City, State – 123456

Your Address Line 1

I, (your name), holding Savings Account Number xxxxxxx at your ABC bank, Main Branch branch since dd/mm/yyyy.

I want to transfer my above referred account to your ABC bank, Sector 2 branch, City with immediate effect as I am relocating there next month.

Therefore, I request you to please initiate the necessary procedure to transfer my account and associated locker facility number xxxxx to the new branch at the earliest. Kindly provide me the account transfer advice and introductory letter required at the time of reporting to the new branch.

I thank you for the excellent service provided during my long relationship with your branch. Please initiate the transfer process and oblige.

Phone: xxxxxxx

Email ID: [email protected]

2. Bank Account Transfer Application in English

<Date>

The Manager

Branch name

Subject: Application for transfer of bank account no. XXXXXXXX to new branch

I, (your name), have a savings account (account number) with your (branch name) branch since (date).

I wish to transfer my account to your (new branch name & location) branch due to personal reasons.

I request you to kindly initiate the process of transferring my account and associated Internet banking facilities to the new branch at the earliest. Please provide me with all the necessary documents required for the smooth transfer of my account.

Looking forward to quick action on my request.

Yours faithfully,

(Your name)

3. Application for Bank Account Transfer

The Branch Manager

Branch Name

City, State

I am (your name) holding a current account (account no.) with your branch since (date).

I have now relocated to (new city) and wish to transfer my account to your nearest XYZ bank branch in the city.

I request you to please transfer my account along with locker facility no. XXXX to your (new branch name & address) branch. Please provide the necessary account transfer advice and documents at the earliest to enable a smooth transition.

Looking forward to your assistance in this matter.

(Your signature)

4. Bank Account Transfer Application

City, State – Pincode

Subject: Request for bank account transfer from existing branch

This is to inform you that I maintain a savings bank account no. XXXXX with your branch since dd/mm/yyyy.

I wish to transfer my account to your ABC bank, new city branch due to relocation.

I request you to please initiate the process of bank account transfer along with Internet banking facility enabled in the account. Please provide the necessary documents at the earliest to complete the transfer process smoothly.

Looking forward to your prompt assistance.

(Your name) Account no.: Address: Phone no.: Email ID:

5. Bank Branch Transfer Application

Subject: Request for transfer of account no. XXXXXXXX to new branch

I wish to inform you that I hold a current account no. XXXXXXX with your (branch name) branch since dd/mm/yyyy.

Due to relocation, I request you to please transfer my account along with internet banking facility to your (new branch name & address) branch.

Kindly provide me with account closure documents and a certificate showing the account balance to enable a smooth transition of my account to the new branch.

I thank you for the service provided by your branch so far and look forward to continued banking with XYZ Bank.

6. Transfer Bank Account Letter

Branch Name,

I am (your name) holding a savings account no. XXXXX with your branch since dd/mm/yyyy.

I wish to inform you that I am relocating to (new city) next month due to personal reasons. Therefore, I request you to please transfer my above-referred account to your nearest XYZ bank branch in (new city).

I would highly appreciate if you could facilitate the transfer process and provide me with the necessary account transfer documents at the earliest for a smooth transition.

Looking forward to your assistance.

7. Bank Account Transfer Letter in English

The Manager,

Subject: Request for transfer of account from one branch to another

I, (your name), have a current account (account number) with your (branch name) branch since (date).

I am planning to relocate to (new city) by the end of this month due to personal reasons. Therefore, I request you to kindly transfer my above-mentioned bank account to your nearest branch in (new city).

I would request you facilitate the account transfer process and arrange to provide me with all the requisite documents at the earliest. This will enable a smooth transition of my account to the new branch.

Looking forward to quick action on the same.

(Your name & signature)

8. Letter to Bank for Transfer of Account

Address of existing branch

Subject: Request for transfer of savings account XXXX to new branch

I wish to inform you that I have a savings account no. XXXXX with your (branch name) branch since dd/mm/yyyy.

Due to a change in residence, I wish to transfer my account to your (name of new branch) branch located at (address).

I request you to kindly initiate the account transfer process along with Internet banking and mobile banking facilities associated with it. Please arrange to provide me with the account transfer advice at the earliest.

I thank you for your excellent service over the years with your branch. Looking forward to continued banking with ABC Bank.

Yours sincerely,

9. Bank Account Transfer Letter in English

I, (your name), have a savings account no. XXXXXXX with your (name of the existing branch) branch.

I wish to inform you that I am shifting to (new city) by the end of this month due to personal reasons.

Therefore, I request you to kindly transfer my above-referred savings bank account to your nearest XYZ bank branch in (new city).

I would highly appreciate if you could expedite the transfer process and provide me with the necessary account transfer documents to enable a smooth transition to the new branch.

Thanks and regards,

10. Application for Account Transfer to Another Branch

Existing Branch,

Subject: Request for transfer of account XXXX to new branch

I am (your name) holding a current account no. XXXXX with your (existing branch name) branch since dd/mm/yyyy.

Due to relocation, I wish to transfer my account to your (new branch name & address) branch.

I request you to please initiate the transfer of my account and the associated overdraft facility enabled in it. Kindly arrange to provide me with the account closure documents and account transfer advice at the earliest.

I thank you for your excellent service and look forward to continued banking with ABC Bank.

I hope these sample application letters have given you a clear idea of how to write an application for bank account transfer from one branch to another. Make sure to customize the letter as per your specific requirements. Attach necessary documents and proof as specified by your bank. A well-written application letter increases the chances of swift processing by the bank.

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Letters , Request Letters

Fund Transfer Request Letter: Format & Sample Letters

Funds transfer is a critical function in modern banking that allows individuals and businesses to move money efficiently from one account to another. To initiate this process, a formal fund transfer request letter must be submitted to the bank or financial institution where the account is held. This document serves as a formal authorization and instruction for the bank to process the transfer in accordance with the account holder’s wishes.

Writing a fund transfer request letter requires precision and attention to detail, as it typically includes specific information about the accounts involved, the amount to be transferred, and the date of the transfer. For many account holders, crafting such a letter can seem complex due to the financial and legal implications involved.

This article aims to demystify the process of writing a fund transfer request letter. It will outline the necessary steps to construct the letter effectively, ensuring that all the essential details are communicated clearly to facilitate a smooth transaction. Additionally, the article will include templates and sample letters to serve as a reference point, providing a practical framework that can be adapted to various fund transfer scenarios.

Fund Transfer Request Letter Templates

Fund Transfer Request Letter

A Fund Transfer Request Letter is a formal document submitted to a bank or financial institution to request the movement of funds from one account to another, either within the same institution or across different ones. The provided format covers all pertinent details needed for such a transaction, including sender's and beneficiary's account information, transfer amount, date, and purpose. With sample data included in brackets, it serves as an easy-to-fill guideline, ensuring users convey all essential information accurately, facilitating a smooth transaction process.

Sample Letter to Bank Requesting Transfer of Funds

A Sample Letter to Bank Requesting Transfer of Funds is a formal written document that a bank customer uses to request the bank to move a specific amount of money from one account to another, either within the same bank or to a different bank. The sample provided earlier offers a structured format, complete with fillable fields and sample data, to make the process of drafting such a letter straightforward for the user. By using this sample, users can efficiently communicate all necessary details to their bank, ensuring a smooth transaction.

How to Write a Fund Transfer Request Letter

A fund transfer request letter is a formal way of requesting the transfer of funds from one account to another, either within the same financial institution or across different banks. This document is important for the proper management of your finances and is necessary for record-keeping and legal compliance.

• Start with Bank Details: Begin the letter with your name, address, and contact information on the top left corner, followed by the date, and then the bank’s details. Address the letter to the specific person or department that handles transfers.
• Add a Subject Line: A clear subject line that states the purpose of the letter – “Request for Fund Transfer” – can help in the quick identification and processing of your request.
• Introduction: Start the body of the letter with a polite introduction, stating your account details and the reason for the transfer request.
• Specify the Transfer Details: Clearly mention the amount to be transferred, the account number and name of the recipient, and their bank details including the bank name, branch, and the recipient’s address if necessary. For international transfers, include the SWIFT or IBAN codes.
• Provide Additional Instructions: If the transfer has any special instructions, such as a recurring transfer or a deadline by which the transfer needs to be completed, specify them here.
• Justification for the Transfer (if applicable): Sometimes, especially for large amounts, a justification may be needed. Provide a brief explanation for the transfer.
• Attach Necessary Documents: Mention any documents you are attaching with your request that are necessary to process the transfer, such as transaction forms, identification proof, etc.
• Conclusion: Conclude the letter with a polite request to process the transfer at the earliest, thanking the recipient for their service.
• Signature: Sign off with your name and signature. If it is a company request, use the company’s official stamp and the authorized signature.

Letter Format

[Your Full Name] [Your Street Address] [City, State, Zip Code] [Email Address] [Optional] [Phone Number]

[Bank Manager’s Full Name] [Bank Manager’s Title] [Name of Bank] [Bank Branch Address] [City, State, Zip Code]

Subject: Request for Fund Transfer from Account No. 0000000 to Account No. 00000

Dear [Bank Manager’s Name],

I am writing to request a transfer of funds in the amount of USD 1,000 (One Thousand Dollars) from my current account with the account name “[Your Current Account Name]” and account number [Your Current Account Number], to my savings account with the account name “[Your Savings Account Name]” and account number [Your Savings Account Number].

Please find enclosed the completed and signed fund transfer forms required for this transaction. I have taken care to ensure that all the details are correct to facilitate a smooth transfer. These forms were downloaded from your official website and filled out in accordance with the bank’s guidelines.

Should there be any issues or if additional information is needed to process this request, please do not hesitate to contact me at [Your Phone Number]. I am available for any clarifications and hope to see the transfer completed by [desired date for transfer, if applicable].

I appreciate your prompt attention to this matter and trust that the bank will handle my request with the usual efficiency and confidentiality.

Thank you for your cooperation and assistance.

Yours sincerely,

[Signature (if submitting a hard copy)] [Your Printed Name]

Fund transfer letter to bank manager

Ava Emerson 123 Maple Street Gardentown, NY, 10001 [email protected] 555-010-1234

April 10, 2044

Mr. Ethan Montgomery Branch Manager Garden City Bank 456 Oak Avenue Gardentown, NY, 10002

Subject: Request for Account Closure and Fund Transfer

Dear Mr. Montgomery,

I am writing to request the closure of my current account with Garden City Bank under the name Ava Emerson, account number 987654321. Following the closure, I would like to have the remaining balance transferred to my savings account.

Please transfer the funds totaling USD 5,000 (Five Thousand Dollars) from the current account to my savings account held at the same institution, with the account number 123456789, registered under my name, Ava Emerson.

Enclosed, you will find all necessary documents, including the account closure form and the fund transfer request form, all signed and dated for your reference. I have also included a copy of my identification to facilitate the verification process.

For any questions or additional information, please do not hesitate to contact me via email at [email protected] or by phone at 555-010-1234. I am looking forward to a swift and smooth handling of this process.

Thank you for your cooperation and for providing me with your banking services. I expect that my request will be processed with the customary efficiency of Garden City Bank.

Warm regards,

[Ava Emerson] Ava Emerson

Fund transfer letter from one account to another

Maxwell Harper 789 Birch Lane Summerville, CA, 90210 [email protected] (555) 321-4321

November 18, 2044

Ms. Lila Kingston Branch Manager Summerville Banking Corp 1010 Willow Bend Drive Summerville, CA, 90211

Subject: Fund Transfer from Current to Savings Account

Dear Ms. Kingston,

I am writing to request a transfer of funds in the amount of USD 2,000 (Two Thousand Dollars) from my current account to my savings account. Details of both accounts are as follows:

From Current Account:

• Account Name: Maxwell Harper
• Account Number: 11223344

To Savings Account:

• Account Number: 55667788

Please process this transfer at your earliest convenience. Should you require any further information to complete this request, feel free to contact me at (555) 321-4321.

Enclosed with this letter are the duly signed fund transfer request forms as per your bank’s requirements.

Thank you for your prompt attention to this matter. I appreciate the banking services provided by Summerville Banking Corp and trust that this transaction will be handled with the usual efficiency.

Yours sincerely, Maxwell Harper

Letter of transfer of money to another person

Sophia Martins 2358 River Road Hillside, OR, 97123 [email protected] (503) 555-6789

Dear Sir/Madam,

I, Sophia Martins, with the savings account number 432156789 at Hillside Bank, would like to request a transfer of USD 1,000 (One Thousand Dollars) to Mr. Jonah Bennett, who holds the account number 987654321 at the same institution.

Please process this transfer with priority, and do not hesitate to contact me at (503) 555-6789 should you require further information or clarification regarding this transaction.

I kindly ask for this transfer to be completed by November 25, 2044. I will make a point to follow up on this request by that date if necessary.

Yours sincerely, Sophia Martins

Sample letter of direction to transfer funds

Elijah Thompson 1122 Cedar Avenue Springfield, IL, 62704 [email protected] (217) 555-0136

To whom it may concern,

I am writing to authorize a transfer of funds in the amount of Five Thousand Dollars (USD $5,000) from my savings account to another beneficiary. Please find the transfer details below:

• Account Holder: Elijah Thompson
• Savings Account Number: 75839402
• Beneficiary Name: Mrs. Nora K. Clarkson
• Account Number: 29405817
• Bank Name: Prairie State Banking & Trust

Your prompt attention and assistance in this matter are highly appreciated.

Yours sincerely, Elijah Thompson

While it’s not always required, including a brief reason for the transfer can be helpful, especially if the transfer is for a significant amount or if it’s going out of the ordinary transaction patterns in your account. This can prevent potential fraud alerts and delays.

If you don’t receive confirmation within the time frame specified by your bank, you should contact the bank directly. Keep the details of your request and any correspondence handy for reference.

If you need to cancel or change the request, contact the bank as soon as possible. You may need to follow up with a written notice or complete additional forms to authorize the cancellation or change.

Yes, international fund transfers typically require additional information, such as SWIFT codes, IBAN numbers, and recipient bank details. It’s important to include all the necessary international banking details to ensure the funds are properly routed.

A fund transfer request letter typically covers a single transaction. For recurring transfers, you may need to submit a separate form or set up the arrangement through your bank’s online banking platform, if available.

Wait times can vary depending on the bank’s processing time and the type of transfer. It’s reasonable to follow up if you haven’t received any acknowledgment or the funds have not been transferred within the bank’s stated time frame.

In summing up the essentials of drafting a fund transfer request letter, it is imperative to be succinct yet thorough in detailing the specifics of the transaction—identifying the accounts and parties involved, the exact sum, and any pertinent dates or conditions. Such letters serve as formal records of the request, hence accuracy is paramount. Additionally, providing contact details and attaching necessary documentation can expedite the process, ensuring the request is processed efficiently by the financial institution. Always retain a copy for personal records, underscoring the significance of meticulous financial documentation and communication.

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Bank Account Transfer Letter

[Your Name]

[Your Address]

[City, State, Zip Code]

[Email Address]

[Phone Number]

[Bank Name]

[Bank Address]

Subject: Request for Bank Account Transfer

Dear Sir/Madam,

I hope this letter finds you well. I am writing to request a bank account transfer from my current account to a new account with your esteemed bank. I have been a satisfied customer with your bank for several years and have experienced excellent service during this time.

Below are the details of both my current and new bank accounts:

Current Account Details:

Account Holder's Name: [Your Current Account Holder's Name]

Account Number: [Your Current Account Number]

Bank Name: [Current Bank Name]

Bank Address: [Current Bank Address]

Branch: [Current Bank Branch Name]

Swift Code (if applicable): [Swift Code, if available]

New Account Details:

Account Holder's Name: [Your New Account Holder's Name]

Account Number: [Your New Account Number]

Bank Name: [New Bank Name]

Bank Address: [New Bank Address]

Branch: [New Bank Branch Name]

I kindly request you to transfer the entire balance available in my current account [Your Current Account Number] to my new account [Your New Account Number]. I have already opened the new account and completed all the necessary formalities.

Please ensure that the transfer is done securely and efficiently to avoid any delays or discrepancies. Additionally, I would appreciate it if you could confirm the successful completion of the transfer via email or a written notification sent to my address mentioned above.

If there are any charges or fees associated with this transfer, please deduct them from my current account or inform me of the charges beforehand.

If you require any further information or documentation from my end to facilitate this transfer, please do not hesitate to contact me at [Your Phone Number] or [Your Email Address].

I am grateful for your prompt attention to this matter and look forward to continuing my banking relationship with your esteemed institution.

Thank you for your assistance.

Leave Application

Leave Application for School, College and Office

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.

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Home » Letters » Bank Letters » Request Letter to Bank for Fund Transfer to Other Account – Sample Letter to Bank Manager Requesting Money Transfer to Another Account

Request Letter to Bank for Fund Transfer to Other Account – Sample Letter to Bank Manager Requesting Money Transfer to Another Account

Table of Contents:

• Sample Letter

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How to use live assistant, additional template options, download options, share via email, share via whatsapp, copy to clipboard, print letter, sample letter to bank for fund transfer to other account.

To, The Branch Manager, ______________ (Name of the bank) ______________ (Address of the branch)

Date: __/__/_____ (Date)

Subject: Request letter for funds transfer

Respected Sir/Madam,

This is to most humbly inform you that my name is ___________ (name) and I hold a __________ (mention account type) bearing account no __________ (mention account number) in your ___________ branch.

I hereby write this letter to request you to transfer ___________ (mention the amount) from my account number ___________ (your account number) to account bearing account number __________ (account number) in the name of ___________(name of the account holder).

As per the requirements, I have already attached the ___________ (money transfer form/cheque/application form/transfer receipt/other) along with this letter for the smooth process of my application. I request you to do the needful and I shall be highly obliged to you.

Thank you for your time and consideration.

Yours faithfully

____________ (Name), ____________ (Account number), ____________ (Contact details)

Live Preview

The Live Assistant feature is represented by a real-time preview functionality. Here’s how to use it:

• Start Typing: Enter your letter content in the "Letter Input" textarea.
• Live Preview: As you type, the content of your letter will be displayed in the "Live Preview" section below the textarea. This feature converts newline characters in the textarea into <br> tags in HTML for better readability.

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").
• Auto-Fill Textarea: The chosen template's content will automatically fill the textarea, which you can then modify or use as is.

Click the "Download Letter" button after composing your letter. This triggers a download of a file containing the content of your letter.

Click the "Share via Email" button after composing your letter. Your default email client will open a new message window with the subject "Sharing My Draft Letter" and the content of your letter in the body.

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.
• Paste Anywhere: You can then paste the copied text anywhere you need, such as into another application or document.

For printing the letter directly from the browser:

• Print Letter: Click the "Print Letter" button after composing your letter.
• 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.
• Generally, you need to submit a money transfer form, application form, or a cheque for the amount to be transferred.
• The processing time can vary depending on the bank's policies and procedures, but it usually takes a few business days.
• Banks may impose limits on the amount that can be transferred in a single transaction for security reasons. It's advisable to check with your bank for specific limits.
• Yes, you can request a fund transfer to an account held at another bank. However, additional details such as the recipient's bank account details may be required.
• If there are errors in the fund transfer request, promptly inform the bank and provide corrected information to ensure the transfer is processed accurately.

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Very helpful and thanks a lot

It's very nice info

How to sahakari bank money transfer

its very useful to us. thanks for the format

its very useful

Thanks for the format. It's very nice

thx but i cannot copy this

Thank you so much... 😊

thanku so much

Thanks for information

Very useful

Thanks a lot

Thanks a lot Bro

Quite helpful.thanks

Very helpful and useful thanks alot....

Oh man that is very helpful to me

Very Useful Format , Thanks

very helpful and useful format thank

this is a very formt,s in sbi bank

Very nice format

Really help full...

Thank you much

Please give pdf type....that is very usefull

Thank you so much

NYC use full

Very helpful, thank you!

surprisingly very helpful that i didn't even think of rephrasing a word!

Thank you for this help

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11 Samples Of Bank Account Transfer Application

Do you want to transfer your bank account from one branch to another branch? If yes then you need to write a bank account transfer application. if you don’t know how to write a bank account transfer application then here we are going to give samples of bank account transfer applications. See these below…

Table of Contents

Tips For Writing Bank Account Transfer Application:

• 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.

11 Samples Of Bank Account Transfer Application:

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. Here see below 12 samples of bank account transfer applications.

To The Branch Manager [Name Of The Bank] [Name Of The Branch] [Name Of The City]

(Sub: Application For Bank Account Transfer)

With reference to the above, I want to transfer my bank A/c no [Mention Account No.] . As I have been moved out to [Name of the City] city or transferred, I am not able to operate the account with your branch.

So, I request you to please transfer my a/c to your [Name of the City] branch [Branch Code XXXXX] .

Thanking you

Yours Faithfully

[Your Name] [Your A/c No] [Your Address] [Your Signature]

Download Application Leave For Two Days In MS Word File

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 [Your Name], [Your A/C NO], [Your Address], [Contact Details].

To The Branch Manager [Name Of The Bank] [Name Of The Branch] [Name Of The City] [Date]

Respected Sir/Madam,

With due respect, I would like to bring to your kind notice that I am [Your Name] I am holding a savings 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 another branch [ New Branch Address] as early as possible.

Thanking You.

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

To, The Branch Manager [Name Of The Bank] [Name Of The Branch] [Name Of The City] [Date]

Dear Sir/Madam,

With due respect, it is stated that I have a current account in your branch. My account number is ……………………….. 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 it. Your cooperation in this regard will be highly appreciated.

Thanking you in anticipation.

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

(Sub: Transfer of Savings Bank Account)

I am having a Saving Bank Account in your bank branch A/c No [Your Account No] with your bank at [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 saving bank account maintained with your bank to your bank’s branch at [New Branch Address] Branch.

An early action in this matter will highly be solicited.

Yours faithfully,

[Your Name], [Your Account No], [Your Address], [Mobile No],

Ref: Account Number:

Dear Sir/Mam,

I Kindly Request that I am an Account Holder of Your Bank. We have Shifted from [Your Old Address] to [Your New Address] . For this reason, We are having difficulty in our Bank Account Transactions. Therefore, I want to transfer my bank account.

So, I request you to please transfer our bank account.

Yours Sincerely,

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

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

Account Details: ……………………….. Account Holder Name: ……………………….. Account No: ……………………….. Branch: ……………………….. Code No.: ………………………..

With due respect, I would like to inform you that, I am an account holder of the above-mentioned details. I have had a savings 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.

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

(Sub: Transfer of Bank Account No)

I kindly request that I be an account holder of your bank I have shifted from our city [Name of the City] to the [Name of the City] . For this reason, I can’t operate my bank account in your branch. therefore, I want to transfer my bank account.

So, I request you to please transfer my Bank account.

Bank Account Details are:

A/c No.: ……………………….. Name of A/c Holder:……………………….. Transfer to Branch name ……………………….. and IFSC Code ………………………..

Dear Sir/Ma’am,

I have the honor to state that is have been maintaining a savings bank account bearing No ……………………….., Account holder name [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

Yours Faithfully,

[Your Name], [Account No], [Present Address], [Mobile No], [Signature].

With reference to the above, I want to transfer my bank account number ……………………….. as I have been moved out to [Name of the City] , or I have been transferred and I am not able to operate the account with your branch.

Saving Account transfer detail is there:

My A/c No: ……………………….. Name of A/c Holder: ……………………….. Address: ……………………….. A/c Transfer to Branch name ……………………….. IFSC Code ………………………..

Please transfer my above-mentioned saving account to your BRANCH_NAME branch.

[Your Signature] [Your Contact No.] [Your Address]

I have a Savings Bank account No ……………………….. with your Bank and I have been operating this account for the past two years. I have been transferred from [Name of the City] to [Name of the City] .

So kindly transfer my account to the branch of your bank at [Name of the City] Branch.

Account transfer detail is there

A/c No: ……………………….. Name of A/c Holder: ……………………….. Address: ……………………….. Transfer to Branch name ……………………….. IFSC Code ………………………..

Yours Thankfully

[Your Name] [Date]

Q. How do I write a bank account transfer letter?

A. Dear Sir, With due respect, I would like to request the transfer of my account from the current bank account 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.

Q. Can we transfer the bank account online?

A. Yes, it is possible to transfer the bank account online. However, most banks in India do not have this facility. Only the big banks here have this facility.

Q. How long does a bank account transfer take?

A. 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.

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Bank Account Transfer Application: How to Transfer Bank Account to Another Branch?

Updated on : Jun 7th, 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.    

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.

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.   

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 

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. 

Bank Account Transfer Application Sample

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

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 to another branch 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 name and address, along with the details of your present bank account.   

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. 

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 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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Application for Bank Account Transfer (9+ Examples)

Are you looking for samples of applications for bank account transfers from one branch to another branch? If yes, and searching the format of the application for transfer of bank account then don’t worry because you are at the right place.

In this blog post, I will provide types of formats about how to write applications for bank account transfers and also share some samples of bank account transfer applications.

You can copy these below samples or take ideas from them for your application. Also, make sure to change the required details as per your requirements.

• Important Points
• Applicants have to visit the respective branch along with the application. However, there are some banks that do this entire process online.
• Applicants have to write the required details about his/her bank account in the application.
• Applicants must also attach a Xerox copy of their Bank Passbook, Aadhaar Card/ PAN Card/ Voter Card/Driving License in their application.
• Applicants must carry 4 passport-size photographs or attach them to the application.
• Applicants should also carry a ballpoint pen in case the process is offline.
• How to Write an Application for Bank Account Transfer in English
• Step 1:- Write the name of the profession of the person for whom you are writing the application i.e. Branch Manager.
• Step 2:- After that also write the name of the bank and the address of the bank branch.
• Step 3:- Write the date of that day on the next line.
• Step 4:- Write a short topic for which you are writing the application.
• Step 5:- After that write the main content of the application in which you describe your problem and also request to solve it.
• Step 6:- Provide all the details required to transfer your bank account from one branch to another.
• Step 7:- Close the application by saying thank you and provide your signature.

Documents Required to Transfer the Bank Account to Another Branch

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To The Branch Manager, State Bank of India, ABC City, Noida.

Date:- DD/MM/YYYY

Subject:- SBI account transfer application.

Dear Sir/Madam, My self “Your Name” and I am an account holder in your branch. My account number is XXXXXXXX. I have recently shifted my address from A (Old Address) to B (New Address). Due to this, I am facing problems in doing transactions from my new address. I am unable to do many bank operations with the new address.

Therefore, I humbly request you to please transfer my bank account from the “Old Branch” (IFSC Code) to the “New Branch” (IFSC Code).

Thanking You Yours Faithfully Signature

To The Branch Bank Manager, Bank of Baroda, ABC City, Gurgaon.

Subject:- Bank Account Transfer Application.

Dear Sir/Madam, I request through this application that I want to transfer my bank account from A branch to B branch. My account number is XXXXXXXX and its current branch IFSC code is BARB0GURGAO.

Hence, kindly please transfer my bank account branch to “New Branch” (IFSC Code).

To The Bank Manager, Punjab National Bank, ABC City, Amaravati.

Subject:- Application for Transfer of Bank Account.

Dear Sir/Madam, I would like to inform you that I have a savings account with your branch and I am leaving this city. Due to this, I will not be able to do any transactions from this branch now. My account number is XXXXXXXX.

Therefore, I would request you transfer my bank account to Punjab National Bank, Branch Name whose IFSC code is PUNB012****.

Thanking You Your Obedient Signature

To The Branch Manager, Bank of India, ABC Road Near XY, City, Gandhinagar.

Subject:- Transfer of Bank Account.

Requested Sir/Madam, I have a savings/current bank account with your branch for the last 4 years. I have done many transactions from your branch but recently I have not been comfortable doing transactions from your branch because recently my job is shifted to another district. That’s why I am not able to do a lot of operations from your branch. The details of my account are as follows:

Account Holder Name:- Your Name Account Number:- Your Account Number Old Branch:- Your Branch Name/ Complete Address Aadhaar Number:- Your Number Mobile Number:- Your Mobile Number

Hence, I humbly request you to please transfer my bank account to this CD (IFSC Code) branch. If you complete this process in less time then I will be forever grateful to you.

To The Branch Manager, Bank of Maharashtra, ABC Road Near XY, City, Mumbai.

Subject:- Bank Branch Transfer Application.

Requested Sir/Madam, With due respect, I would like to notify you that my family along with me shifted to a new home in another state (State Name). I am telling you this because I have an account in your branch whose number is XXXXXXXX. Now that I have shifted to another state, I am facing a lot of difficulties in doing bank-related operations.

Therefore, I would request you please transfer my bank account from your branch to this XY (IFSC Code) branch. I have also attached the necessary documentation to this application.

Thanking You Regards Signature

To The Branch Manager, Canara Bank, ABC Road Near XZ, City, Bengaluru.

Subject:- Letter for Transfer of Bank Account.

Requested Sir/Madam, My name is “Your Name” and I have been maintaining a savings/current bank account with your branch for the last 6 years. Recently I have been facing a problem in operating from this bank branch due to shifting my job to another city.

So, I request you to please transfer my bank account to this branch (IFSC Code). The details of my account are as follows:

Account Holder Name:- Account Number:- Old Branch:- Aadhaar Number:- Mobile Number:-

To The Bank Manager, Central Bank of India, ABC Road Near XZ, City, Kohima.

Subject:- Transfer Letter of Bank Account.

Requested Sir/Madam, With due respect, I want to transfer my bank account from your branch to this branch (IFSC Code). Currently, I am living at “your address” and it is very difficult for me to do many transactions from your branch from here. My account number is XXXXXXXX.

Therefore, kindly transfer my bank account to this branch (IFSC Code).

To The Bank Manager, UCO Bank, ABC Road Near XZ, City, Bhubaneswar.

Subject:- Letter to Bank for Transfer of Bank Account.

Dear Sir/Madam, Through this letter, I would like to inform you that I have a savings/current bank account in your branch. Now I will not be able to do more transactions from your branch in future as I have shifted to another state and staying here is very difficult to do any bank-related work. My bank account details are as follows:

Account Holder Name:- Account Number:- Old Branch:- New Branch:- Aadhaar Number:- Mobile Number:-

So, most humbly I request you to please transfer my account to this branch (IFSC Code).

To The Bank Branch Manager, Kotak Mahindra Bank, ABC Road Near XZ, City, Chandigarh.

Subject:-Bank Account Transfer Letter.

Dear Sir/Madam, Due to the inconvenience in transacting from your branch, I would like to transfer my bank account which is currently registered with your branch to another branch of the same bank. My bank account number is XXXXXXXX.

Hence, kindly transfer my account to this branch whose IFSC Code is UCBA00*****.

To The Bank Manager, HDFC Bank, ABC Road Near XZ, City, Lucknow.

Subject:- Application for Bank Account Transfer to Another Branch.

Dear Sir/Madam, My name is “Your Name” and I am an account holder in your branch. Since your bank is far away from my home, I face a lot of difficulties in doing bank-related operations. My account number is XXXXXXXX.

Therefore, I request to transfer my account to this branch (IFSC Code).

Related Read

• Mobile Number Change Application in Bank
• Bank Statement Application Letter
• Bank Account Closure Letter
• Application for Bank Account Reopen

Frequently Asked Questions (FAQs)

How do i transfer my bank account from one branch to another.

First of all, you have to visit your current branch and give reasons to the concerned bank person as to why you are transferring your account to another branch. Also, you need to submit all the necessary documents required and a request letter to the branch manager.

What is required for account transfer?

A request letter, your aadhar card, PAN card, bank passbook, debit card, address proof, passport-size photographs, and reason proof for the transfer of your bank account.

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Bank Account Transfer Application

Published by My Tech Manual Team on November 19, 2021 November 19, 2021

A person usually relocates for a variety of personal or professional reasons, such as lateral job transfer, education, changing residence, returning to hometown, or settling in a different location after job retirement, and so on.

Almost everyone prefers to transfer their bank account to the nearest branch of their present residence for ease of operation of their revenue in account. Any bank account holder can request a balance statement, account closure, FD/RD closure, bank account transfer from one branch to another, and other services from their bank by simply writing a prior application with the necessary documents, and banks are happy to assist you.

However, writing a bank application might be challenging at times, we’ve created a distinct format of saving and current bank account transfer letter or application for you.

In this application we are assuming bank as “ABC Bank” and branch as “Kolkata Branch” and the transfering bank branch location as “Ranchi Branch”

Bank Account Transfer Application in English

The Branch Manager,

Kolkata Branch, 

Date: 

Sub: Regarding Transfer of Bank Account No . 0123456789  

Respected Sir/Madam, I Amit Misra a savings account holder of ABC Bank Kolkata Branch. I am writing this application through ABC Bank Ranchi Branch, Jharkhand. I have shifted to my local address and now I want to transfer my account to the nearest ABC Branch. My Saving account details are as follows: Name:       Amit Misra A/c No.:     0123456789 IFSC:        1234ABCD Branch:    Kolkata, West Bengal 

Kindly accept my request and transfer my account to ABC Bank Ranchi Branch with IFSC- 1234DEFG, Branch code – 0000. Hoping for favorable assistance from your side. 

Yours faithfully: 

(AMIT MISRA)

Application for Bank Account Transfer Format

[Name of the Bank],

[Bank Branch], 

Sub: Regarding Transfer of Bank Account No . 6543210  

Respected Sir/Madam, 

I…… [Your Name] …… a current account holder of ……[ Bank Name and Branch] …,  Branch. I am relocating to my hometown and now I would like to manage my account from the nearest branch of your bank from my location.

So, I request you to transfer my account to ….. [New Branch Name] …. With IFSC …………… My account details are as follows,

Name:       

A/c No.:     

IFSC:        

Branch:    

Hope you will assist me at the earliest and transfer my bank account to your different branch provided above.

Your Faithfully:

[Signature]

[YOUR NAME IN UPPER CASE]

[Contact Details]

Bank Account Transfer Application PDF

Bank account transfer letter sample.

XYZ Bank [Name of the Bank],

Bangalore Branch [Bank Branch], 

Sub: Transfer of Bank Account No . 01234567  

Respected Sir/Madam, I Ronit Singh, a savings/current account holder of your bank. Currently, I am shifting to a different location due to my lateral transfer of Job.  Now that I’ve moved, I’d like to use the nearest branch of your bank to manage my savings/current account from my new location. So you are requested to kindly transfer my account to the XYZ Bank, Pune Branch with IFSC- A0000BCDE. My Saving account details are as follows: Name:       Ronit Singh

A/c No.:     01234567

IFSC:        A0000XY

Branch:    Kolkata , West Bengal 

I hope you understand my situation and will assist me at the earliest and transfer my account conveniently. Required documents are attached with this application.

Thanking you,

Yours sincerely

Bank account transfer from one branch to another format

The Bank Manager,

[Bank Name],

[Branch Name],

Subject: Transfer of Bank Account  XXXXXXX

Respected Sir/Madam,

I would like to transfer my savings account no – XXXXXXXX to a different branch of your bank with IFSC B00001234 due to some personal reasons with immediate effect. I requested you to transfer my account so that I can manage my account easily from the new location. 

Please proceed with my request as soon as possible and I would appreciate it if you can Transfer it at the earliest. Supporting documents are attached.

Yours Faithfully,

[Your Name]

[Your Address]

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ApplicationForAll

Application for Bank Account Transfer, 10+ Letter Samples

March 8, 2023 by admin Leave a Comment

Bank Account transfer is a straightforward process. All you need is a sample application for bank account transfer to another branch and essential documents for verification.

Here you can get samples of bank account transfer applications in English, and we provide the exact format for some popular banks, including Bank of Baroda, SBI, JK, and Union Bank.

You can copy the samples and change the Name, Branch Name, Address Account Number based on your requirement.Okay, let’s scroll down to see your bank account transfer letter samples.

• 1 Application for Bank Account Transfer to Another Branch
• 2 Bank Account Transfer Application Format
• 3 How to write Bank Account Transfer Application
• 4 Bank Account Transfer Application in English
• 5 Bank Account Transfer Letter
• 6 Bank Account Transfer to another Branch letter format
• 7 Letter to Bank Manager to Transfer an Account
• 8 SBI Bank Account transfer application
• 9 Bank of Baroda Account transfer application
• 10 Application to Bank manager for transfer of account
• 11 JK Bank Account transfer application
• 12 Union Bank Account transfer application
• 13.1 How to write a letter for a bank account transfer?
• 13.2 How to transfer my bank account to another branch?
• 13.3 How long it takes to transfer a bank account?
• 13.4 What to do after transferring the bank account to another branch?

Application for Bank Account Transfer to Another Branch

To The Bank Manager, HDFC Bank (Bank Name) Dombivli East (Branch Address) Mumbai

Date: DD/MM/YYYY

Subject – Application for Bank Account Transfer

Dear Sir/ Madam,

I have been a savings/ current account holder in your branch for the past 6 years. I have done various transactions, including educational loans, cleared all the loans, and maintained the account with the right amount.

Recently I got a promotion in my company and moved to another district. Due to the distance, continuing the banking operations in this branch can be challenging. My Account details are as follows.

Name of Account Holder: Account Number: Old Branch Name & Address: Contact Details:

Therefore I request you transfer my bank account to this branch (Branch Name & IFSC Code). Thanks for taking the time for me and transfer the application as soon as possible.

Yours Faithfully, (Signature) Name

Bank Account Transfer Application Format

Follow the below steps to change your bank account quickly. Before visiting the branch, you should take a Xerox copy of your bank passbook along with your Aadhar Card/ PAN Card/ Voter ID/ Driving License.

1. First, copy any suitable samples and rewrite your required details in the application.

2. Now visit your branch along with the bank account transfer application.

3. Attach the Xerox copy of the bank passbook along with your ID proof.

4. Bring 2 copies of a passport-size recent photograph with the application. Some banks ask the old ATM Card and Cheque book. If you have then bring it with you.

Note: It is optional for all banks.

Essential Documents for Bank Account Transfer to another Branch

• Old Passbook
• Old ATM Card
• Old Cheque Book
• Identity Proof (Aadhar Card/ PAN Card/ Voter ID/ Driving License)
• 2 Passport Size Photograph
• New Branch IFSC Code and Address

How to write Bank Account Transfer Application

1. Start to write the application by mentioning the designation for whom you are writing. Refer to the Branch Manager or Director at the top of the application.

2. Followed by write the bank’s name and address of the branch. After that mention the date of that day.

3. Write the subject very short and accurately. i.e. What you need to convey to the bank manager.

4. Now, you can write the main content by pointing out why you need to change the branch.

5. Mention the bank details clearly (Your bank account, IFSC, new branch address, and IFSC code).

6. At the end of the letter, greet the bank manager to Thank You.

7. Close the Application with your signature.

Also Read: Application for Bank Statement

Bank Account Transfer Application in English

To The Bank Manager, State Bank of India (Bank Name) Mogappair West (Branch Address) Chennai – 600029

Subject – Bank Account Transfer Application

I would like to inform you that I am an Account holder of this branch. I have shifted my home to a new location for personal reasons. I am not able to continue the bank operations in this branch. My Account Number is XXXXXXXXXXXXX.

So kindly request you to transfer my bank account from Your Branch to the “New branch” (Branch Name & IFSC Code).

Thanking You

Yours Faithfully, (Signature) (Contact Details)

Read: Application for Joint Account to Single Account

Bank Account Transfer Letter

To The Bank Manager, Canara Bank (Bank Name) Brigade Road (Branch Address) Bangalore

Subject – Bank Account Transfer Letter

My name is “Your Name,” and I have a Savings Account in your branch for the past 10 years. I recently retired from my teaching job and moved my family to my hometown. 

So I kindly request you transfer my bank Account to this branch (IFSC Code). My Account details are listed below.

  Name of Account Holder: _____________

Account Number: _______________

Old Branch Name & Address: ____________

Contact Details: _____________

Bank Account Transfer to another Branch letter format

To The Bank Manager, Indian Bank (Bank Name) Udyog Bhavan (Branch Address) Gandhinagar

Subject – Bank Account Transfer to another branch Letter

Through this letter, I inform you that I am maintaining a savings bank account in this branch. My Account Number is 2756***** (Mention Account Number). Recently I got a government job, and I moved to another district. That’s why it is difficult for me to continue the transaction from this branch.

With due respect, I request you transfer the branch to this branch (IFSC Code).

Yours Sincerely, (Signature) (Contact Details)

Related: Change of Address Letter to Bank

Letter to Bank Manager to Transfer an Account

To The Bank Manager, Punjab National Bank (Bank Name) RK Puram (Branch Address) Delhi

Subject – Letter to bank manager to transfer an account

My Name is (Your Name), and I have an Account in your branch. My Account Number is 6921*****. I got a promotion one week before, so we shifted to the new place. It is challenging to continue the transactions and bank visits.

I humbly request you to transfer my account to this branch (IFSC Code & Branch Name).

SBI Bank Account transfer application

To The Bank Manager, State Bank Of India Railway Colony (Branch Address) Egmore

I request to let you know that I got placed in an MNC company in Mumbai. My Account Number is 2489*****. So I would like to transfer my bank account to this State Bank of India branch (SBI IFSC Code). Please consider my request and complete this process as soon as possible.

Bank of Baroda Account transfer application

To The Bank Manager, bank of Baroda 17th Ganapathi Street Colony (Branch Address) Telangana

With due respect, I have a current account at this branch for the last 10 years and have successfully done huge business transactions from this branch. I have recently shifted my business to a new location, so making transactions from this branch takes time. My Account details are as follows.

Name of Account Holder: Account Number: Old Branch Name & Address: Aadhaar Number: Contact Details:

I kindly request you transfer my Bank of Baroda Account to this branch BARB0 (Bank of Baroda New Branch IFSC Code).

Application to Bank manager for transfer of account

To The Bank Manager, Axis Bank Thiru nagar (Branch Address) Ambattur

I am “Your Name,” and I have a savings/ current Account in your branch. I got a new job and shifted to a new address (Mention the address). It is difficult for me to continue the transactions in this branch. My Account details are as follows.

Therefore, I request you to transfer my bank account to the “New branch” (Mention IFSC Code).

JK Bank Account transfer application

To The Bank Manager, JK Bank 144, New Road (Branch Address) Ernakulam

I am an Account holder in your branch, and My Account Number is 5279*****. I got admission to “Mention University Name & Location” for PG studies. I am not able to continue the banking service in this branch.

So my humble request is to transfer my JK Bank branch location to “New Location” (Mention IFSC Code).

Union Bank Account transfer application

To The Bank Manager, Union Bank of India Main Road (Branch Address) Kollam

Subject – Request to Bank Account Transfer

I have a savings account in this branch and do many transactions. I am grateful for the support from you and the working staff.

My father got promoted, so we shifted our home to a new location (mention the location). It is uneasy about doing transactions from this branch. My Account details are as follows.

Name of Account Holder: _____________

Aadhaar Number: __________

Please transfer the current branch location (IFSC Code) to New Branch (Mention IFSC Code). 

FAQ – Application for Bank Account Transfer

How to write a letter for a bank account transfer.

Dear Sir, I am requesting you transfer my bank account from the current branch (mention branch) to this branch (mention branch). Due to my promotion, I have relocated to Bangalore. It is convenient for me to hold my account from the above-preferred branch.

How to transfer my bank account to another branch?

You must submit the Application for Bank Account Transfer and KYC documents. Also, submit any copy of your PAN Card and Address Proof.

They ask you to fill up the bank transfer application form to confirm the process of transferring your account.

How long it takes to transfer a bank account?

It may vary depending upon each bank. Usually, it takes almost 2 to 3 weeks to complete the process.

What to do after transferring the bank account to another branch?

After receiving confirmation from the current branch via SMS, Email, or directly from the bank, you need to visit the new branch for further processing.

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How to Transfer Money to Another Bank

Kailey Hagen has been writing about small businesses and finance for almost 10 years, with her work appearing on USA Today, CNN Money, Fox Business, and MSN Money. She specializes in personal and business bank accounts and software for small to medium-size businesses. She lives on what's almost a farm in northern Wisconsin with her husband and three dogs.

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Our Banking Expert

There's a lot to think about when opening a new bank account, like what features it offers and how you're going to access your cash. But just as important is knowing how to transfer money to another bank. There are a few ways you can go about this, and we'll talk about each of them below.

How a bank transfer works

There are several ways to transfer your money from one bank account to another, whether the new account is at the same bank or a different one. Usually, all you have to do is tell the bank that currently has your money where you'd like it sent and it will move it for you. But to do this, you need to know two things: your routing number and your account number.

Routing number

Your routing number corresponds to the institution that's holding your money. You can often find your routing number by:

• Searching for it online
• Contacting the bank
• Finding it on your checks

Account number

Your account number identifies your personal account within that bank. This can be 10 or more digits long, depending on the bank.

You can find yours as the second number written on the bottom of your checks or you can contact your bank to ask. You may need to answer some personal questions to verify your identity before the bank will give you this information.

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Types of bank-to-bank transfer

There are four ways you can transfer funds between banks . Here's a closer look at the pros and cons of each.

• Electronic transfers

Electronic transfers are the simplest option for most people and they're free. All you need is:

• An online account with your current bank
• The routing and account numbers for your new bank account

When you do an electronic transfer to another account at the same bank, it's often instant. But when you transfer funds to another bank , it can take up to three business days.

Plus, many banks limit how much their customers can transfer per day or per month. Oftentimes, these limits are several thousand dollars, so they should be enough for most people. But those looking to transfer large sums at once may have to explore some other options.

Pros of electronic transfers

• Safe to use

Cons of electronic transfers

• May take a couple of days to transfer
• Not great for large single-day transfers

How to transfer money to another bank electronically

If you want to electronically transfer funds to another bank, follow these steps:

• Log into your online banking account at your current bank.
• Select the Transfer option. If you can't find this, reach out to your bank for assistance.
• Enter the routing and account number for your new bank account.
• Select how much you'd like to transfer.
• Confirm the transfer and wait for the funds to show up in your new account.

Wire transfers

Wire transfers are an alternative if you need to access your funds quickly or if you need to transfer large sums at once. These are similar to electronic transfers, but they happen much faster. Most domestic transfers can be processed on the same day.

Many banks charge fees for outgoing wire transfers and some charge for incoming wire transfers as well. Wire transfers can also be difficult to stop if you change your mind after you've initiated them.

Wire transfer pros

• Can transfer large sums at once

Wire transfer cons

• Can be difficult to cancel

How to transfer money to another bank with a wire transfer

If you want to move funds via wire transfer, take these steps:

• Log in to your online banking account or mobile banking app.
• Choose Wire Transfer.
• Enter the routing number and account number for your new bank.
• Enter the amount you want to transfer.
• Confirm the transfer.

Zelle is a popular money transfer app used by many U.S. banks and credit unions. It doesn't have fees, and transfers between banks are often instant.

Learn more: Full Zelle Review

Check transfer

If you're not comfortable banking online, you may decide to move your funds via a check transfer. This is where you write a check from your current bank account and deposit that check into your new bank account. You need a checkbook to do this and your current account must offer check-writing capabilities.

Security is also a little more of a concern here because if you lose your check, there's a possibility that someone else could find it and use it to steal your money. Another issue for those depositing large checks is that you may only get access to a portion of your funds right away. It can take a few days for your bank to release all the funds to you.

Check transfer pros

• Can transfer larger sums

Check transfer cons

• Security risk if you lose your check
• May not have access to all your funds right away
• Not available if your current account doesn't offer check-writing capabilities

How to transfer money to another bank with a check transfer

Here are the steps to transfer your money to another bank with a check:

• Fill out your check with your name and the amount you'd like to transfer.
• Sign and date the check.
• Take a photo of your check and remote deposit it using your new bank's mobile banking app.
• Or you can take it to your new bank's branch, fill out a deposit slip for your account number, and give this to a bank teller.
• Wait for the funds to show up in your new bank account.

Things to keep in mind when transferring money between banks

Here are a couple things to keep in mind when moving money between banks.

Always verify that you've entered your information correctly

Before you send money using any of the methods above, make sure you've entered all of your information correctly, especially your account number. If you accidentally transfer your funds to someone else, you may not be able to get them back.

If you do inadvertently send money to the wrong place, reach out to the bank to see if you can stop the transfer before it completes.

Watch out for excess withdrawal fees from savings accounts

When moving your money out of a savings account , you could face excess withdrawal fees if you make more than six withdrawals in a month. This is because of a federal law known as Regulation D that required this limitation on savings accounts.

It's worth noting that not all withdrawals are created equal. The six monthly withdrawal rule usually only applies to "convenient" withdrawals, such as:

• Check withdrawals
• Automatic bill pay

But withdrawing money at a bank branch or taking cash out at an ATM doesn't count toward these limits.

If you have any questions about transaction limits or what kind of fees you could face for moving money out of your savings account, reach out to your bank to ask.

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The best way to transfer your money depends on your needs and goals. For most people, electronic transfers are the way to go because they are safe and free.

Wire transfers can move your money quickly, but you'll usually pay a fee for this convenience. Some money transfer apps also allow for instant transfers, again at a cost.

Transferring your money electronically is usually pretty safe, assuming you've got the routing and account numbers correct.

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