A customer may apply to his bank to change or upgrade the type of your current account maintained with the bank to gain extra benefits. It may be changed from regular current account to premium current account or any other type of current account that the bank is offering.
You may make an application to the bank by using their application forms. Otherwise, you can write an application letter in your own words with all the necessary details.
Please consult with your bank officials or check their website to submit application forms. Here are some samples of such application letters .
TEMPLATE #1
(Letter from a COMPANY / ORGANIZATION)
Ref: _________
Date: ________
To
The Branch Manager
(Name of Bank)
(Branch's Name)
(Address)
Sub.: Change of Regular Current Account to Premium Current Account.
Dear Sir/Madam,
Our Company - __________ Limited is maintaining a regular current account bearing no. ________ with your branch at (Address). In the best interest of the Company, we are interested in upgrading our regular current account to the premium current account offered by your Bank.
The Board of Directors of our Company has approved the change of regular current account to the premium current account of the said account bearing no. __________ by a resolution passed in their meeting dated ________ at (Address).
Hence, we request you to kindly do the needful in this regard as mentioned above. Necessary charges may kindly be charged to the said account.
We are enclosing herewith a certified copy of the board resolution for your information and records.
Kindly acknowledge the receipt.
Thanking you,
Yours faithfully,
For __________ Limited
(Signature)
Authorised Signatory
Encl.: As above
TEMPLATE #2
(Letter from an INDIVIDUAL viz. Professionals, Sole Proprietors, etc.)
Date: ________
To
The Branch Manager
__________ Bank
_________ Branch
(Address)
Sub.: Change of Regular Current Account to Premium Current Account
Dear Sir/Madam,
I have a "regular" current account bearing no. ________ with your bank in the name of my proprietorship concern i.e. (Name of the Shop/Business) at (Full Address). I would like to upgrade the said account to the "premium" current account offered by your bank. The change will benefit me in some ways as mentioned in your website and as explained by your representative.
I am hereby authorizing your bank to change my regular current account bearing no. ___________ to premium current account. Necessary charges, if applicable, may kindly be charged to the said account.
I am enclosing herewith a self attested copy of my PAN card for verification purposes.
Kindly do the needful and acknowledge the receipt.
Thanking you,
Yours faithfully,
(Signature)
(Name of the Account Holder)
Encl.: As above
Thank you sir for the format. I have used it to write to my bank along with their application form. Hoping they will take immediate action on my request.
ReplyDeleteThe second format was useful for me. Thanks for making it available in your site.
ReplyDeleteVery good format. Thanks!
ReplyDeleteVery helpful, Thanks.
ReplyDeleteREARRY HELPFULL SUBJECT PROVIDED
ReplyDeleteIt would have good to allow copy of the template.
ReplyDeleteExcellent format..very helpful
ReplyDelete