From the category archives:

Finance Letters

Sample Stop Payment Check Finance Letter

by emily on January 24, 2012

1234, Main Street
Boston, MA 02123

04 April, 2005

<Recipient Address Goes Here>
Hello,

I wan to request a funds transfer between my two accounts with your Bank.

I authorize you to transfer [$ ??] from my [account type] [number] to my [account type] [number].

I would appreciate receiving a receipt for this funds transfer.
Thank you for your kind attention. Please feel free to contact me regarding this matter.
Regards,

Robert Anderson
encl: <List of enclosed items goes here>

Download Sample Stop Payment Check Finance Letter in Word

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Sample Request Remove Party Finance Letter

by emily on January 24, 2012

1234, Main Street
Boston, MA 02123

04 April, 2005

<Recipient Address Goes Here>

Hello,

Re: Account No. <account number>

I am writing to request a name removal from my account with your bank.

I am the primary account holder and, I want this secondary accountholder [name] to be removed from m account immediately.

Also, I request you to stop all the charging privileges for this secondary account holder. I want the debit card issued to this person cancelled too.

 

In the future, all the statements, correspondences and inquiries should be sent only to me at the address mentioned in this letter.

I would appreciate receiving a written confirmation that [name of secondary account holder] has been removed from my account.

Thank you for your immediate attention to my request. I look forward to receive a reply from you.
Regards,

Robert Anderson

encl: <List of enclosed items goes here>

Download Sample Request Remove Party Finance Letter in Word

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Sample Request Close Account Finance Letter

by emily on January 24, 2012

1234, Main Street
Boston, MA 02123

04 April, 2005

<Recipient Address Goes Here>

Hello,

Re: Request to Close Account
Account No. <account number>

Please be informed that I want to close the aforementioned account with your Bank.

According to my ledger book, the current balance on this account should be [$ ??].

I request you to close this account and send me the final statement at your earliest convenience.

I would appreciate written confirmation that this account has been closed and there are no charges are authorized anymore.
[You can describe account closing reason here, but it’s not mandatory]
Thank you for your kind attention to my request. You can contact me anytime regarding this mater, should you have any questions or need some information.

Regards,

Robert Anderson

encl: <List of enclosed items goes here>

Download Sample Request Close Account Finance Letter in Word

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Sample Add Additional Party Account Finance Letter

by emily on January 24, 2012

1234, Main Street
Boston, MA 02123

04 April, 2005

<Recipient Address Goes Here>

Hello,
Re: Account No. <account number>

I am writing to request an add-on with my above-mentioned card.

I request an additional card for the secondary cardholder. I authorize you to allow <him/her> all the privileges attached to the primary card.

In support of my request, I am providing the following information –
Full Name –   [ name ]
Address     –   [ address ]
Telephone No. – [phone number]
SSN                –     [number]

Drivers License No.          –  Number
You can verify the above information by contacting [secondary person’s name] at the address and phone provided above.

I thank you for your attention to this request. You can contact me for any kind of additional information you may need regarding this mater.

Regards,

Robert Anderson

encl: <List of enclosed items goes here>

Download Sample Add Additional Party Account Finance Letter in Word

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Sample Request Payment Plan Finance Letter

by emily on January 24, 2012

1234, Main Street
Boston, MA 02123

04 April, 2005

<Recipient Address Goes Here>

Hello,

Re: Account No. <account number>

I know that the above-mentioned account is under the delinquent status.

I want to say that I really intend to repay my debt, and I would appreciate if you could work out an easy payment plan for me in order to bring this account current.

You can contact me as per your convenience to further discuss this matter. I can be reached at – [phone number].
Thank you for your understanding and co-operation.
Regards,

Robert Anderson

encl: <List of enclosed items goes here>

Download Sample Request Payment Plan Finance Letter in Word

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Sample Request Information Finance Letter

by emily on January 24, 2012

1234, Main Street
Boston, MA 02123

04 April, 2005

<Recipient Address Goes Here>

Hello,
Re: New Loan

I want to apply for a [loan type] with your bank.

I am requesting the application kit, and any kind of brochures which you may have describing this particular type of loan. Also, please furnish me with the information about the interest rate currently being charged on this type of loan.

Thank you for your attention.

You can mail me this information at the address mentioned below, or you may fax it at – [number].

I look forward for your response.

Regards,

Robert Anderson
encl: <List of enclosed items goes here>

Download Sample Request Information Finance Letter in Word

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Sample Interest Rate Information Finance Letter

by emily on January 24, 2012

1234, Main Street
Boston, MA 02123

04 April, 2005

<Recipient Address Goes Here>

Hello,
Re: Interest Rates

I am writing in to request information regarding the current interest rates earned by your [account type].

Also, please furnish me with the information that whether a minimum balance requirement is attached to this account or not, and if there any time period requirements attached with this account.
Thank you for your attention.

You can mail your response to my address mentioned below, or you can also fax it at – [number].

I look forward to hear from you.

Regards,

Robert Anderson

encl: <List of enclosed items goes here>

Download Sample Request Increase Finance Letter in Word

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Sample Request Increase Finance Letter

by emily on January 24, 2012

1234, Main Street
Boston, MA 02123

04 April, 2005

<Recipient Address Goes Here>

Hello,

Re: Increase of Credit Limit
Account No. <account number>

I am writing in request an increase to the limit of my current credit line.

If you have a look at my past account history, you will find that I have always made my payments on time.

Thus, I am requesting you for raising my credit limit from [$ ??] to [$ ??].

I believe that your company has all the information about me for the evaluation of my account, but still if you require any additional information, please feel free to contact me anytime.
Regards,
Robert Anderson
encl: <List of enclosed items goes here>

Download Sample Request Increase Finance Letter in Word

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Sample After Denial Credit Finance Letter

by emily on January 24, 2012

1234, Main Street
Boston, MA 02123

04 April, 2005

<Recipient Address Goes Here>

Hello,

I was recently denied credit from a company because of my negative credit report provided by your company.

I am requesting a copy of my credit report.

My Details –

Full Name  –     [name]

Date of Birth –   [date here]

SSN             –   [number here]
Also, please find a fee of [$ ??] enclosed with letter for the report.

I look forward to receive my credit report.

Regards,

Robert Anderson

encl: <List of enclosed items goes here>

Download Sample After Denial Credit Finance Letter in Word

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Sample Redit Eport Finance Letter

by emily on January 24, 2012

1234, Main Street
Boston, MA 02123

04 April, 2005

<Recipient Address Goes Here>
Hello,
I am writing in to request a copy of my credit report.

Details-

Full Name – [name here]

Date f Birth – [date here]

SSN           –   [number here]

I have enclosed a fee of [$ ?] for this service, along with this letter.

I look forward to receive my report at the earliest.

Regards,

Robert Anderson

encl: <List of enclosed items goes here>

Download Sample Redit Eport Finance Letter in Word

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