Bank Authorization Letter: 6 Free Templates

Do you find it difficult to create a letter 📃of authorization for a bank? Are you having difficulty figuring out the layout of the bank authorization letter? 🧐

Well, Here is an overview of how to write an adequate letter of authorization for a bank.

Write a designated letter that represents your voice with integrity and professionalism to avoid leaving a bad impression. 😉

What Should be Included in a Bank Authorization Letter?🤔

A letter of authorization is one that is written to give permission or delegate responsibility for executing an action while you are away.

An authorized letter’s content is short, but there are a few requirements until it may be marked as approved.

All of these components must be present for the purpose of your authorized letter to be effective and diligent.😌

• Your specific details: Include your entire name, address, phone number, and email address at the opening of the letter.
• Bank Details: Include the name, address🏡, and any other pertinent contact information for the bank in the bank details section.
• Subject: Write “Authorization Letter” or “Letter of Authorization” as the subject to make it clear what the letter is for.
• Salutation: The letter should be addressed to the relevant bank employee, such as the branch manager or the customer service division.
• Preamble🪧: Initiate the letter’s intro by mentioning that you are writing to give someone permission to conduct financial💸 activities on your behalf.
• Details of the authorization: Clearly explain who is authorized and how long they have the authority. The authorization’s validity period might be specified in detail with dates or in broad terms.
• List the precise banking transactions that the authorized person is allowed to carry out on your behalf. Requesting information about your account balance, 🏛️making deposits and withdrawals, moving money, starting or deleting accounts, and carrying out any other necessary actions are all examples of this.
• Evidence of identification: When making transactions on your behalf, make sure the authorized individual☝🏻 possesses valid identification, such as a driver’s license or passport.
• Encouragement from the bank: Request the bank’s support in supplying the authorized individual with any essential assistance within the authorized term as a thank-you🙇🏻 for their support.
• Contact information: Restate your contact information and ask the bank to get in touch with you if more proof of your identity is needed.
• Finishing: Use a formal closure like “Yours sincerely” or “Thank you,” and sign the correspondence with your full name.

How to Write an Authorised Letter for a Bank? (Tips)💁🏻

Here are a few tips to write authorized letter to a bank. 

Maintain a professional tone

 The entire letter should be written in a formal, polite tone. Use the recipient’s entire name and designation to address them effectively.

Add a distinct subject line💡

Start the letter with a subject line that makes it obvious what it is for, like “Authorization Letter for [Specific Purpose].”

Give your contact📱 details 

At the start of the letter, include your full name, address, phone number, and any other pertinent information.

Describe the goal

In the very first paragraph, make it clear what the authorization letter is for. Describe in detail the actions or transactions you want the bank to carry out on your behalf.

Confirm your identity🆔

To prove your identity and connection to the bank, give the bank your full name, account number (if applicable), and any other pertinent identification information.

If needed, have the letter notarized

 You could be obliged to have the letter notarized by a licensed 🪪notary public, depending on the requirements of the bank or the specifics of the authorization.

Retain a copy 

Before delivering the authorization letter to the bank, make a copy for your records. This can be used as evidence🧾 of your authorization and as a resource in the future.

Template: 1

Bank Authorization Letter

[Your Name]

[Your Address]

[Your contact information]

[Date]

[Bank Manager Name]

[Bank Name]

[Address of Bank]

Re: Letter of Authorization for Bank

Dear [Bank Manager Name],

I, [Your name], hereby authorize [Appointed Representative] to act on my behalf in transactions related to my bank account number [Account no] with [Bank name] including [withdrawals, deposits, loan settlements, etc.] but excluding [fixed deposits, etc.] .

[Appointed Representative] may sign all necessary documents and perform corresponding actions within the scope described in this letter.

The authorized person’s identity proof details and signature are provided below for your reference and verification purposes:

Authorized Person: [Authorized person’s name]

Identity Document:[Passport]

Identity Document No: [ID no]

Authorized person’s signature:[Authorized person’s signature]

Authorized transactions: [withdrawals, deposits, loan settlement, etc.]

Unauthorized transactions: [fixed deposits, etc.]

This letter of authorization will be valid from [Mention start date], to [Mention end date]. If you have any queries or concerns, you can contact me at [Mention your contact no] or drop a line at [Mention your mail id].

Sincerely,

[Handwritten signature]

[Date]

[Notary or witness if required]

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Template: 2

If you want to authorize any person to collect your bank statement from the bank then you have to write a letter of authorization to the authority of the bank.

Here while writing your letter you have to mention the name of this person, his relation with you, and how long this authorization is valid. Now while writing this letter you have to include some proper points with some relevant words. Now follow our below letters and complete your letter.

Bank Statement Authorization Letter

[Your Name]

[Your Address]

[Your contact information]

[Date]

[Bank Manager Name]

[Bank Name]

[Bank Address]

Re: Letter of authorization for duplicate bank statement

Dear [Recipient Name],

I, [Mention Your Name], maintain a savings account with your esteemed bank [Bank name] with the account number [Mention your Bank account number]. I wish to collect my account statement for the duration of [Mention the time duration from which you want the bank statement] for submitting it [Mention the reason why you want/need the bank statement’s duplicate copy].

But I cannot visit the bank personally to collect it as [Mention the reason why you cannot take the bank statement on your own] and therefore I hereby authorize [Mention the Authorized person’s name and the relation with that person] to collect the same on my behalf. I authorize her/his to sign the documents from my side in my absence.

This letter of authorization will be valid from [Mention the time duration of validation of this authorization]. If you have any concerns regarding this, please feel free to contact me at my contact number [Mention your contact no] or drop queries at my mail id [Mention your mail id].

Thanking you for your cooperation.

Sincerely,

[Handwritten signature]

[Date]

[Notary or witness if required]

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Template: 3

Bank Statement Authorization Letter

[Name of the sender]

[Address of the sender]

[Contact details of the sender]

To,

[Name of the Bank Manager]

[Name of the Bank]

[Address of the Bank]

Re: Letter of authorization for duplicate bank statement

Dear [write the name of the recipient],

I, [write Your Name], am a savings account holder at your esteemed bank [write bank’s name] with the account number [write your Bank account number] from the year [write the details]. I wish to collect the statement of my account for the duration of [write the time duration from which you want the bank statement] for completing the process of [write the reason why you need the bank statement’s duplicate copy].

But I am unable to visit the bank personally to collect the statement as [write the reason why you cannot take the bank statement on your own] and for this reason, I want to authorize my relative [write the Authorized person’s name and the relation with that person] to do the needful in collecting the same on my behalf. I authorize her/his to sign the important documents regarding my account in my absence.

This authorization letter will be valid from [write the time duration of validation of this authorization] till further information. If you have any queries regarding this, you are always welcome to contact me through my contact number [write your contact no] or send queries at my mail id [write your mail id].

Thank you for your understanding and cooperation.

With regards,

[Handwritten signature]

[Date]

[Notary or witness if required]

Template: 4

Authorization Letter For Bank Statement

[Name of the sender]

[Address of the sender]

[Contact details of the sender]

To,

[Name of the Bank Manager]

 [Name of the Bank]

[Address of the Bank]

Re: Letter of authorization for duplicate bank statement

Dear [write recipient Name],

I, [write Your Name], am a savings account holder at your esteemed bank [write Bank name] from the year [write the details] with the account number [write your Bank account number]. For completing the process of [write the reason why you need the bank statement’s duplicate copy], I wish to collect the statement of my account for the duration of [write the time duration from which to which you want the bank statement].

But as I have encountered some problems regarding [write the reason why you cannot take the bank statement on your own], I am unable to visit the bank personally to collect the statement.

Due to this reason, I want to give authorization to my relative [write the Authorized person’s name and the relation with that person] to do all the important works while collecting the same on my behalf. I do hereby authorize her/his to sign the official documents related to my account in my absence.

This letter of authorization will come to effect from [write the time duration of validation of this authorization] till further information is provided. I have already enclosed some of my bank documents with this letter for your help.

If you have any other questions or need any information regarding this, please feel free to contact me through my contact number [write your contact no] or through my mail id [write your mail id].

Hope you will consider my request and oblige me.

Thank you very much.

With regards,

[Handwritten signature]

[Date]

[Notary or witness if required]

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Template: 5

If you know that you shall be unable to access your account for a given number of days then you should inform the same to the concerned authorities about the same well in advance.

You should also assign the responsibility to a trusted individual to operate and access your account in your absence. You shall inform the authority of such authorization by means of a letter. This letter must be written in a very formal tone. Here you shall find the required samples.

Bank Account Access Authorization Letter

[Your Name]

[Your Address]

[Your contact information]

[Date]

[Bank Manager Name]

[Bank Name]

[Address of Bank]

Re: Letter of Authorization for Account Access

Dear [Bank Manager Name],

I [Your name], hereby appoint [Appointment Representative] at [Appointed Representative Address], to have access to my savings account only.

This authorization letter to operate bank account number, [Account no], is to authorize [Appointed Representative] to handle banking deposits and withdrawals from this account in my name.

[Account no] is the only account I authorize. I will be out of town for an extended business.

The authorized person’s identity proof details and signature are provided below for your reference and verification purposes:

Authorized Person: [Authorized person’s name]

Identity Document:[Passport]

Identity Document No: [ID no]

Authorized person’s signature:[Authorized person’s signature]

This letter of authorization will be effective from  [Mention starting date], to [Mention ending date]. If you have any questions or concerns, don’t hesitate, please feel free to contact me at [Mention your contact no] or drop a line at [Mention your mail id].

Sincerely,

[Handwritten signature]

[Date]

[Notary or witness if required]

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Letter Template: 6

Bank Account Access Authorization Letter

[Your contact information]

[Date]

[Bank Manager Name]

[Bank Name]

[Address of Bank]

Re: Letter of Authorization for Bank

Dear [Bank Manager Name],

I [ YOUR NAME ] am authorizing the employee of  [ bank name ] t perform on behalf of me to perform the necessary transactions in concern with the account that I have with the bank. I do have the account number as [ mention account number ] and that includes withdrawals, settlements, loan settlements and even fixed deposits.

I had opened the account with the bank on [ mention date] in the premises of my workplace.

I had been working in [ workplace ] for a period of [ period ] for [ time span] years.

 I am a certified technician.

I have completed my graduation from [ university name ] and scored above [ percent ]%.

I had been a topper all throughout my educational period.

I had started working at the age of [ age] years.

For your verification, I am currently residing at [ address details]. 

 I have my social security number as [ mention details of social security number]

I do have my passport number as { number ]. It is valid till [ date].

I have attached the documents in concern with my identification and address along with this letter.

You can surely refer to them.

I have appointed [ name of the representative ] of [ company name ] to perform the necessary transactions in concerning with the bank. 

The reasons of selecting [ name of representative ] to perform the bank transactions using my account are because of following reasons

1. He/She is working in the position of [ position ] in the bank.
2. He is valid citizen of US.
3. He has assisting me with the bank transactions for over a period of [ time span ] years.

For the validity of the authorization, I have attached the necessary documents with this letter. 

Kindly call me or send me an email for further clarification].

Thank you very much,

With regards,

    [Name of the sender],

[Designation],

Letter Template: 6

Bank Account Access Authorization Letter

[Your contact information]

[Date]

[Bank Manager Name]

[Bank Name]

[Address of Bank]

Re: Letter of Authorization for Bank

Dear [Bank Manager Name],

This is to inform you I [ your name] have savings account with [ name of bank ]. The account number of the Savings Account is [ mention account number].

I also have another account that is salary account with the bank. I have salary account with the bank that goes as [ mention account number]

In concern with both the accounts , I am assigning [ name of the person ] to handle the specific transactions from effective date which is [ effective date]. 

I will be responsible for handling out the transactions which are withdrawals, deposits and loan settlements.

 The reason of authorizing [ name of person ] for conducting necessary transactions are because he/she is the employee of the bank. He/She is  [ designation ] of the [ department name ] in the bank.

As per my instruction and legal authorization, he /she is expected to attend to following duties in regards to both of my account numbers.

[ mention the duties] 

Within the limit of the instructions mentioned in this letter, he/.she is not expected to do anything else.

As a matter for the verification purpose, he/she is a citizen of US and residing at [address].

In order to prove the validity of his identity and his/her residential address, he/she has submitted the necessary documents and these social security number and passport details. 

He/she has submitted the documents with self attestation. In regards to my account information for both of my account numbers [ saving account number] and [ salary account number ].

I am submitting my documents in concerning with proving my employment status, citizenship status and  address details.

I have self attested all the required documents for the verification and these are the documents of passport, social security number and employment id. 

This notice will be valid till the next date effective from [ date].

Thank you very much,

With regards,

    [Name of the sender],

[Designation],

Letter Template: 7

Bank Account Access Authorization Letter

[Your Name]

[Your Address]

[Your contact information]

[Date]

[Bank Manager Name]

[Bank Name]

[Address of Bank]

Re: Letter of Authorization for Bank

Dear [Bank Manager Name],

It is necessary to inform you that that I [your name] wishes to authorize [name of individual] to take charge of the functionaries of my account number existing in the bank in an authentic way from the date effective as [effective date].

This is very important to inform you that I had opened the savings account and current account with [bank name] on the establishment day of my company. 

It is to be noted that [company name] was opened on [opening date].

I have attached the account details of the bank with this authorization letter.

It is important for me to disclose the details of my accounts for the purpose of authorization for [name of person].

I have account number with [name of bank [] at its headquarters located at [mention address details]. 

Savings Account number with [bank name] is [account number].

Current Account number with [bank name] is [account number].

Residential Address as given to the bank : [ mention address details]

Employment status :

Official Address : [ mention official address]  

Initials by the owner of the account number:

Date of initials: 

Initials by the authorized person:

Date of initials:

It will act as a proof of evidence for [name of person] that will be performing following responsibilities:

[Mention the responsibilities assigned to the authorized candidate]. 

I am also sharing the information related to my validity of my citizenship status with US:

These documents are the copies of passport and social security number:

I have my passport number as ………………………..

My name mentioned on the first page of my passport …………………..

Date of issue of my passport ………………………..

Validity of my passport will be till [ mention validity date]. 

Initials as exist on the pages of my passport : ……………….

I have also received the documents from [ name of person] who will be functioning the as authorized person till [ ending date ].

I have the information of social security number and also the passport. The documents submitted by him include :

Social Security number:

Employee id of the authorized person:

Address of the employee :

Signature provided by [ name of person]:

As per the discussion with the authorized person for managing accounts who is [ name of person ], he/she has agreed with the terms and conditions. 

Sincerely,

[Hand written signature]

[Date]

[Notary or witness if required]

Letter Template: 8

Bank Account Access Authorization Letter

[Your Name]

[Your Address]

[Your contact information]

[Date]

[Bank Manager Name]

[Bank Name]

[Address of Bank]

Re: Letter of Authorization for Bank

Dear [Bank Manager Name],

The purpose of writing this letter to you is to let you know that I [ your name] have legally taken decision to appoint [ name of person ] in the position of [ position ] as an authorized candidate for [ your company name].

I know [ name of person] professionally for last [ time span] years. 

I have my salaried account with this particular bank. 

In fact, I had opened the account on [ date of opening ]  in [ name of bank ] .

The account number that I have with [ bank name ] is [ account number].

To give you further details of my salaried account number, I hav made [ mention nominee name ] who is [ mention relation] in relationship with me. 

I am managing necessary transactions with my salaried account for last [ time span] years.

I am paying EMI amount of $[ amount ] every month for my credit bills. It will continue till next 6months.

I am responsible for paying the utility bills of my residence existing at  

[ mention address details].

I have the information of my residential address on my passport as well as in my pass book of [ name of bank ]

It is my rented accommodation. I am staying since [ starting date]. 

I have my passport number as ———————- and it is valid till ————–and with my initials ————————

I am also stating my social security number which is —————

I would not be present in this country to access the account. I trust [ name of person ] who is the employee of [ name of bank ] . 

He/She has submitted necessary information for the purpose of qualifying as authorized signatory to carry on the necessary functions till [ ending date].

The copies of the documents related to his authenticity and validity as a citizen of US and employee of this bank do exist in all the documents. 

The notice will remain active till [ ending date].

Sincerely,

[Hand written signature]

[Date]

[Notary or witness if required]

Letter Template: 9

Bank Account Access Authorization Letter

TEMP ADD 3

[Your Name]

[Your Address]

[Your contact information]

[Date]

[Bank Manager Name]

[Bank Name]

[Address of Bank]

Re: Letter of Authorization for Bank

Dear [Bank Manager Name],

I would like to inform you that i [ your name] would be going for an official tour from [ starting date ] and will be coming back by [ ending date].

I will be sent by my company where I am working in the position as a [ position]. 

I am currently working at [ company name].

I am receiving salary in my saving account opened by [ company name] on [ date of opening].

I have savings account as [ mention account number]. 

I have my name mentioned for the account number with [ name of bank]

For the purpose of fulfillment of my verification,  I am sharing my information for the validity of my citizenship and employment through the copies of my passport and social security number.

In fact my passport number is ———————

It is valid till ——————–

I am staying at [ residential address details ].

During the period of my official tour from [starting date ] till [ ending date] , [ name of person ] will remain authorized to execute  necessary functions with my savings account whose details I have mentioned above.

He/She has been working in the position of [ position ] in [ company name].

I have shared the necessary details for accessing my bank account in concerning with managing fixed deposit and EMI for my loan.

I am authorizing [ name of person] as I consider him/her highly trustworthy.

He/She is my official colleague .

He/She has submitted the necessary documents for the purpose of agreeing to function as the Authorized person of my account. 

I have his/her bank details with his/her account number as  [ mention account number ] with [ name of bank].

He/She is residing at [ mention address details ].

To prove the truthfulness of all the information, [ name of person] has provided his/her signature as …………….

He/She has agreed with the terms and conditions for accessing my account on my behalf till [ ending date] .

Sincerely,

[Hand written signature]

[Date]

[Notary or witness if required]

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