Application and Letter Format for Bank Account or Branch Transfer

Transferring a bank account or changing the branch of the bank is the same process. Just because the name is different, many times there is a situation of confusion, that arises among the bank’s customers.

The need of transferring a bank account arises whenever you change your office or house and then the branch of your bank becomes out of reach or far away from you.

In such a situation, the facility of changing the bank branch without changing the account number is provided by all the banks operating in the country. And for that, you just need to write an application to the branch manager by stating your problem.

The application samples or Format that will be required in this process are given below. Select and format or sample to write an application to your bank manager of any bank such as SBI, BOI, PNB, ICICI, HDFC and etc.

Key Points related to Bank Account/Branch Transfer

You must know these facts before transferring your bank account from one branch to another. The application or letter must be submitted to the bank when a Bank is Open.

  • You must include your subject line to the point.
  • Account transfer is only possible within the same Banking company. Like SBI Delhi Branch to SBI Lucknow Branch.
  • You can’t transfer your bank account between one bank branch of your banking company to another branch of a different banking company. Like SBI Delhi Branch to PNB Hyderabad Branch is not possible.
  • This Application/Request can be submitted to your Existing Old branch or you can also submit this to your new branch. But in most cases, the request submitted to the old branch is preferred.
  • There are some private banks and also public sector banks like SBI, which provides online account transfer features to their customer.
  • Depending upon Banks, after branch transfer, your Bank Account Number might get changed but your customer id will remain the same.
  • Your name, Account Number, and Signature must be the same as of the Bank Record.
  • If required then attach the required self-attested document asked by the Bank and don’t forget to mention the list of attached documents at the end of your Application/Letter.

Informative: How to Write a Self Cheque?

Application Format for Bank Account Transfer

Date: __/___/_____

To,

The Branch Manager

_____________________(Your Bank Name)

_____________________(Your Existing Branch Location)

_____________________(Branch Address with PIN Code)

Subject: Application to Transfer Bank Branch from your branch to other.

Sir/Ma’am, (Whichever Applicable)

I am ________________________ (Account Holder Name) and I am writing this application to inform you that, I have a Saving Account (Type of Account) in your branch having account number _________________ (Your A/C Number) which is operating since a long time here. But due to shifting to ____________________ (Your New Location), it makes us nearly impossible to operate this account from your branch.

With due respect we want you to allow us, to transfer our Bank Account from your branch to ________________ (Your New Branch Name). If there is any charge associated with the changing of the branch then debit it from my Bank Account.

Kindly do the needful, so that this will make it possible for us to operate our news account from my end.

Thanking You,

Your Trustworthy

_____________(Account Holder Name)

_____________(Contact Number)

_____________(Signature-As per your bank account)

Attached Document (If Required): Aaadhar Card, PAN Card.

Application Format for Bank Account Transfer
Application Format for Bank Account Transfer

Bank Account Transfer Sample Application for SBI

Date: 01/ February / 2022

To,

The Bank Manager

State Bank of India

Brach: Vasant Bihar

South West Delhi-110057

Subject: Application for Account Transfer to other Branch

Sir,

I am writing this application to inform you that, I am ___________________ (A/c Holder Name) and I have a Saving Account (Type of A/c) with your branch bearing Account Number _______________ (Your A/c Number). Which is operating for a while, but due to my Job Transfer, I will not be able to operate this account from your branch. For that’s reason I want to transfer this account to the nearest branch _________________ (New Branch Address) of my new locality. Which will make us easy to operate this account from there.

With due respect, we want to say that please allow us to transfer my bank account from your branch to the new branch. If there is any charge associated to transfer the bank account from one branch to other, then Debit the same amount from this account.

Kindly do the needful and make it possible for us to operate this account from our new locality.

Thanking You.

Your Trustworthy

Aman Sinha

98*** 98***

A/c Number: 5487988785489896

Your Signature (as per your bank record)

Attached Document (If required): PAN Card, Aadhar Card

Application Format for Transfer Current Account

Date: ___/____/_______

To,

The Bank Manager

_____________________(Your Bank Name)

_____________________(Your Existing Branch Location)

_____________________(Branch Address with PIN Code)

Subject: Application for Transfer my Current A/c to other Branch.

Sir,

I am writing this application to inform you that our Business/Company Office/Shop operated in location ___________________(Old address) is now shifted to new location _____________________ (New address). Due to this, it makes us impossible to operate our Current Account having Account Number _____________ (Current A/c Number) from this branch. That’s why We want to transfer our current account to the Branch _____________________ (New Branch Name) , which is available nearby my New Location.

Kindly grant us permission for the same and take necessary action. If there is any charge associated with this then debit it from the same account.

Thanking You,

Your Sincerely

_____________(Account Holder Company/Person Name)

_____________(Contact Number)

_____________(Signature-As per your bank record)

Attached Document (If Required): Aaadhar Card, PAN Card.

Similar Application: Application for Cheque Book

Application for Transfer HDFC Current Account

Date: 01 / January / 2023

To,

The Bank Manager

HDFC Bank

Bank More Branch

Dhanbad – 826001

Subject: Transferring my Current Account to another branch.

Respected Sir/Mam,

I am Akshat Kumar and I am writing this application to inform you that my business is now shifted to a new location that is Hirapur Dhanbad from Bank More. Since operating my business account from this branch is not a good option for us. Since we are operating our business from Hirapur that’s why for us it will be very convenient to operate our business account having account number 49586600001256 from HDFC HIrapur Branch.

Kindly grant us permission for transferring our Current Account from the HDFC Bank More branch to the HDFC HIrapr Branch. For this kind of help, we will always be thankful to you.

Thanking You

Your Valuable Customer

Akshat Kumar

Current A/c No: 49586600001256

Contact: +91 32675 25555

Application for PNB Bank Account Transfer

Date: 27/11/2022

To,

The Bank Manager

PNB, Bank More Branch

Dhanbad – 826001

Subject: Request letter to transfer my PNB Current Account.

Respected Sir/Mam,

I am Vineet Kumar and the purpose of writing this application is to say that, due to my job transfer I am shifting to Jamshedpur next week and leaving this city forever. Since it’s next to impossible for me to operate this Current Account having account number 78945000078852 from this branch. I just want you to do a favor for me and grant permission to transfer my Saving Account from this PNB Dhanbad Branch to PNB Jamshedpur Branch.

Kindly do the needful as soon as possible, so that I can operate this account from the new branch at the earliest. For this, I will always remain thankful to you.

Thanking You,

Your Trustworthy

Vineet Kumar

Current A/c No: 78945000078852

Contact: +91 75000 85000

Final Words

Through this article, you learned how you can write an application to the bank manager to transfer your bank account from one branch to other. Along with this, you also learned what you should be kept in mind before transferring a bank account.

FAQs

Q: Can I transfer my bank account online?

Ans: Some Banks like SBI allow its customer to transfer their account online from one branch to other using Online Banking.

Q: How much time does it take to transfer the account?

Ans: It took hardly one hour to transfer your account from one branch to another.

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