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.
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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.
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.
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.