AUTHORIZATION LETTER TO BANK TO RELEASE ACCOUNT INFORMATION TO FINANCIAL ADVISOR
[DATE, ex. Thursday, July 28, 2011]
[NAME, BANK NAME AND ADDRESS DETAILS, ex.
City, State, Pin Code]
Dear [NAME, ex. Mr. Graham],
You are hereby requested to issue an authorization letter to [INDIVIDUAL’S Name OR Name of the COMPANY] of all banking information requested by [him / her / it] relating to their Account No. [ACCOUNT NO.,ex. 987654321].
This shall be your good and sufficient authority for so doing.
[YOUR NAME, ex. Tina Edward]