If you have a bank account with a particular bank but have moved to a new city or location, it can be inconvenient to visit the same branch for your banking needs. Fortunately, most banks offer the option to transfer your account from one branch to another.
This process can save you time and energy, as well as make it easier to manage your finances. In this blog post, we will provide you with a step-by-step guide on how to write a bank account transfer application to transfer your account from one branch to another.
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.
How to Write Bank Account Transfer Application?
Sure, here is a step-by-step process for writing a bank account transfer application:
- Address the application to the appropriate person or department at your current bank. This could be a branch manager or a customer service representative.
- Begin the application by stating your intention to transfer your bank account from your current branch to a specific new branch.
- Include your account information, such as your account number, the type of account you have, and the current balance of the account.
- Provide the details of the new bank account where you want your funds transferred. This should include the name of the bank, the branch address, the account number, and the account type.
- Attach any required documentation, such as proof of identity, proof of address, and any forms required by your current or new bank.
- Request confirmation of the transfer and ask for any additional information or documentation that may be required to complete the process.
- Close the application with a polite and professional tone and include your contact information, such as your email address and phone number, so that the bank can contact you if necessary.
- Review the application carefully before submitting it to ensure that all the information is accurate and complete.
- Submit the application to your current bank through the appropriate channel, such as in-person at the bank branch, by mail, or online.
- Wait for confirmation of the transfer from your current bank and follow up with your new bank to ensure that the funds have been transferred successfully.
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Date: __/___/_____
To,
The Branch Manager
[Bank Name]
[Bank Address]
City, State ZIP Code]
Subject: Request for Bank Account Transfer
Dear Sir/Madam,
I am writing to request a transfer of my bank account from [Current Bank Branch] to [New Bank Branch]. My current account/saving account number is [Current/saving Account Number] and I would like to transfer it to [New Bank Branch].
I have attached a copy of my [Your Age]-year-old identity proof, proof of address and other required documents to support my request. Please let me know if you require any further information or documentation to process my request.
I request you kindly process my request at the earliest and inform me about the necessary steps that need to be taken to complete the process.
Thank you for your attention to this matter. I look forward to your prompt response.
Sincerely,
[Your Name]
[Contact Details]
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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.
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 BookApplication 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 me 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
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In the end, we can conclude that transferring your bank account from one branch to another can be a simple and straightforward process if you follow the correct steps. Writing a bank branch transfer application is the first and most important step in the process.
By using the step-by-step guide we provided, you can ensure that your application is complete, accurate, and professional. It’s important to remember to include all the necessary documentation, and to follow up with both your current and new bank to confirm that the transfer has been completed successfully
Further if you have any doubts, queries or feedback related to this blog post then let us know by commenting down below.
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.
Akash completed his B.Tech in Electronics and Communication Engineering. Now he is following his passion for “Writing” on FinTech through this Blog. In a meantime, he loves to listen to music on Spotify.