Composing an effective letter to request a change in your current account scheme requires clarity and courtesy. Clearly state your name, account number, and current scheme details. Explain the reason for the scheme change and provide authorization to the bank on behalf of your company. Enclose necessary documents such as the scheme change form or KYC documents. Request prompt action and express gratitude.
Sample Application for Current Bank Account Scheme Change
To,
The Branch Manager,
_________________ (Bank Name),
_________________ (Branch),
_________________ ( Branch Address)
Date: __/__/____(Date)
Subject: Application to change account scheme for current account no. __________ (account number)
Respected Sir/Madam,
I would inform you that I/We hold a Current account with your branch having account number _____________ (Account number).
I would like to inform that, I am ____________ (Name), ______________ (Proprietor/Partner/Director/Authorized Signatory) of the account. I am writing this letter to you to request you kindly change my account scheme to ____________ (Scheme code). Current scheme code for our bank account is ___________ (Scheme Code). Reason being, _______________ (Minimum balance/ Services/ Benefits- Mention your reason).
I would like to state that we want to get it ______________ (Upgraded/Downgraded) as early as possible so that I can avail the benefits and advantages of the above-mentioned scheme. Also, I hereby give authorization on the behalf of the company to the bank to change the scheme for the bank account.
I shall be thankful. Kindly help me out by getting it done as soon as possible.
You may look at the enclosed __________ (Scheme Change Form/ KYC documents/ Customer request form/ any 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