Friday, January 29, 2016

Various Sample Letters related to Bank

How to write a Letter requesting changing the beneficiary of an existing policy


Re: Policy No. <policy number>

This is to state that with regard to the above-referenced policy of insurance, I would like to change the beneficiary information. Instead of <current beneficiary>, I would like to name <desired beneficiary> as the <sole/co->beneficiary of this policy.

I shall be grateful to your kind attention to this request. In case you have any queries regarding this matter, please do not hesitate to contact me.

<Your Name>

How to write to the bank Requesting a copy of your bank Statement


Re: Request for Copy of Statement
Account No. <Number>

While searching through my files, I can not locate my <month, year> statement on the above-referenced account. I would appreciate if you would kindly send a copy of this statement to the address herein.

I shall be highly obliged for your prompt attention to my request. In case you have any queries, you may kindly contact me. I shall look forward to your reply.

<Your Name>

How to rite a Letter to the Bank expressing your displeasure at the continually long lines at its teller counter


This is to state that during the past several occasions that I have been into this bank to conduct business, I have been dismayed at the unending lines at the teller windows. It was indeed sheer wastage of time for me to stand in queue and wait for <time you've waited>. Since this is a service industry, I am sure you would agree that making your customers wait over <tolerable time> is not the best way to meet their needs.

I would suggest that you look into the matter and see what can be done about shortening the wait time in the teller line. I am sure your customers would appreciate any efforts on your part to improve the service at <name of bank>.

Thanking you

<Your Name>

How to write a Letter to the bank Requesting Information on Account Interest rates on Savings and Loans


Re: Interest Rates

I want to have information regarding the interest rates currently being earned by the <type of account> in your bank. I also want to know whether or not a minimum balance must be kept in order to qualify for that particular interest rate, as well as if there are any time period requirements on how long my money must stay in the account for it to earn interest at that rate. I shall appreciate it highly if you send me the required information.

I shall be grateful for your prompt attention to my request. You may kindly mail the information to the address herein, or fax it to me at <fax number>. I shall look forward to hearing from you at the soonest.

<Your Name>

How to write a Letter to the Regional Manager of Bank requesting for a loan for further studies


Recently I came to know that your esteemed bank gives loan to deserving students for further studies.Therefore, I would like to put my case before you for the grant of an educational loan so that I can pursue my further studies.I would like to inform you that I have completed my graduation from Jaipur University this year and secured second position in the list of successful candidates. I intend to complete M.Com but my circumstances do not permit me to continue my studies further.

Therefore, kindly sanction me a loan for further studies and let me know the terms and conditions under which such a loan is granted.I assure you that I shall abide by these terms and conditions. I hope for a positive reply from your end.

Thanking you,
(Your Name and Sign)

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