FREE Letter Requesting a Balance Transfer

By | November 10, 2011

[Your Name]
[Street Address]
[City, State ZIP Code]
[phone number – optional]
[email address – optional]

August 19, 2009
[Name of Recipient]
[Company Name]
[Street Address]
[City, State ZIP Code]

Dear [Name of Recipient]:

Re: [Account No., Recipient Bank’s Name]

I am writing to request a balance transfer, as follows:

Transfer from: My account at: [Other Bank Name] [Account No. at Other Bank].

Transfer to: My above-referenced account at [Recipient Bank’s Name].

As of this date, the balance in question is [$ ______].

Contact information for [Other Bank] is [Other Bank’s Customer Service Phone No.].

If you have any questions, please call me on my cell phone: [Cell Phone No.].

Please execute this transfer immediately, and provide me with written confirmation upon completion of the transaction.

Thank you very much for your prompt assistance in this matter.


[Your Name]