Writing an effective letter to request a change in your bank account scheme requires clarity and politeness. Clearly state your name, account number, and current scheme details. Explain the reason for the scheme change and provide authorization to the bank for the change. Enclose necessary documents such as the customer request form and KYC documents. Request prompt action and express gratitude.
Sample Request Letter for Bank Account Scheme Change - Request Letter for Change in Bank Account Scheme
To,
The Branch Manager,
_________________ (Bank Name),
_________________ (Branch),
_________________ ( Branch Address)
Date: __/__/____(Date)
Subject: Application to change scheme for ______ (savings) account no. _________ (account number)
Sir/Madam,
I would inform that I am holding a __________ (Saving) bank account with your branch bearing account number _____________ (Account number).
Respectfully, I am ____________ (Name) and I live in _____________ (Address). I would like to state that the scheme code for my bank account is ___________ (Scheme Code). I used to have an average minimum monthly balance in my bank account of Rs.__________ (Amount) but now I have an average monthly balance in my bank account of Rs.__________ (Amount).
I would like to state that I want to get it ______________ (Upgrade/Downgrade) the scheme to ____________ (New scheme) due to the ______ (charges/ benefits / advantages) of the scheme. I hereby give authorization to the bank to change the scheme for my account.
I request you to kindly proceed with the same. I shall be thankful.
Kindly find the enclosed __________ (customer request form, KYC documents, scheme change form, and all other required documents by the Bank) along with this application.
Yours truly,
_________________ (Signature)
_________________ (Name),
_________________ (Account number),
_________________ (Branch Address),
_________________ (IFSC Code)
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Sandeep Bhandari