Authorized Signatory Letter Format For Bank

These four templates for authorized signatory letters to a bank cater to a range of scenarios commonly encountered by account holders. Whether you need to add, remove, change, or temporarily authorize someone to manage your account, these professionally crafted templates offer a clear and formal framework for communicating your instructions to your bank. By using these templates, you can ensure that your requests are properly documented and processed in a timely manner while adhering to the necessary banking procedures. Please remember to customize the templates as per your specific requirements and contact your bank for any additional documentation or procedures they may require for authorized signatory changes.

Template Adding an Authorized Signatory

[Your Name] [Your Address] [City, State, ZIP Code] [Date]

[Bank Name] [Bank Address] [City, State, ZIP Code]

Dear Sir/Madam,

I am writing to request the addition of [Authorized Signatory's Name] as an authorized signatory on my [Account Type and Number] held at your bank. I trust [Authorized Signatory's Name] with full access to this account and authorize them to make transactions, sign checks, and manage the account on my behalf.

Please find enclosed the necessary documents for [Authorized Signatory's Name]'s identification, including a copy of their government-issued ID and a signed copy of this letter. I understand that the bank may require additional documentation for verification purposes.

I kindly request you to process this request promptly and confirm the addition of [Authorized Signatory's Name] to my account. If any further information is needed from my end, please do not hesitate to contact me at [Your Contact Information].

Thank you for your attention to this matter.

Sincerely,

[Your Name] [Your Signature]

Template Removing an Authorized Signatory

[Your Name] [Your Address] [City, State, ZIP Code] [Date]

[Bank Name] [Bank Address] [City, State, ZIP Code]

Dear Sir/Madam,

I am writing to request the removal of [Authorized Signatory's Name] as an authorized signatory on my [Account Type and Number] held at your bank. I no longer wish [Authorized Signatory's Name] to have access to this account, and I hereby revoke their authorization to make transactions, sign checks, and manage the account on my behalf.

Please find enclosed a copy of [Authorized Signatory's Name]'s government-issued ID and a signed copy of this letter as confirmation of this request. I understand that the bank may require additional documentation for verification purposes.

I kindly request you to process this request promptly and confirm the removal of [Authorized Signatory's Name] from my account. If any further information is needed from my end, please do not hesitate to contact me at [Your Contact Information].

Thank you for your attention to this matter.

Sincerely,

[Your Name] [Your Signature]

Template Changing an Authorized Signatory

[Your Name] [Your Address] [City, State, ZIP Code] [Date]

[Bank Name] [Bank Address] [City, State, ZIP Code]

Dear Sir/Madam,

I am writing to request a change in the authorized signatory for my [Account Type and Number] held at your bank. I would like to replace [Current Authorized Signatory's Name] with [New Authorized Signatory's Name] effective [Effective Date]. I authorize [New Authorized Signatory's Name] to make transactions, sign checks, and manage the account on my behalf from the specified date.

Please find enclosed the necessary documents for [New Authorized Signatory's Name]'s identification, including a copy of their government-issued ID and a signed copy of this letter. I understand that the bank may require additional documentation for verification purposes.

I kindly request you to process this request promptly and confirm the change in the authorized signatory. If any further information is needed from my end, please do not hesitate to contact me at [Your Contact Information].

Thank you for your attention to this matter.

Sincerely,

[Your Name] [Your Signature]

Template Request for Temporary Authorized Signatory

[Your Name] [Your Address] [City, State, ZIP Code] [Date]

[Bank Name] [Bank Address] [City, State, ZIP Code]

Dear Sir/Madam,

I am writing to request the temporary addition of [Temporary Authorized Signatory's Name] as an authorized signatory on my [Account Type and Number] held at your bank. This request is for the period from [Start Date] to [End Date]. I authorize [Temporary Authorized Signatory's Name] to make transactions, sign checks, and manage the account on my behalf during this time frame.

Please find enclosed the necessary documents for [Temporary Authorized Signatory's Name]'s identification, including a copy of their government-issued ID and a signed copy of this letter. I understand that the bank may require additional documentation for verification purposes.

I kindly request you to process this request promptly and confirm the addition of [Temporary Authorized Signatory's Name] as a temporary signatory for the specified period. If any further information is needed from my end, please do not hesitate to contact me at [Your Contact Information].

Thank you for your attention to this matter.

Sincerely,

[Your Name] [Your Signature]

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