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Tips For Writing Effective Bank Authorization Letter

Here are some tips on how to write a bank authorization letter to guide you better.

  • Since it is a formal document so it should be set up in a business format.
  • It is a document with legal ramifications. Hence, you are advised to write clearly and get to the point.
  • You are required to keep the letter short and precise regarding your instructions to the bank.
  • It should also be concisely written with few sentences describing your wish.
  • It is a formal document, so keep the tone of the letter polite and professional.
  • Use salutation such as “To Whom It May Concern” and for known ones use “Miss/Mrs./Mr.”
  • In the opening paragraph you are required to include the name of the person who will be acting on your behalf.
  • Do not forget to mention in detail about the start and end dates for authorization.
  • Treat this letter as a business correspondence that dictates what you want to be done with your account.
  • Clearly state the duties authorized to perform by the authorized person.
  • Clearly state your authorized actions to your representative. For instance, he/she can deposit, withdraw and make other monetary decisions for you with your authorization.
  • Conclude the letter with “Sincerely,” your name and sign in the end.

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