Need to add someone to your bank account? You’ll likely need a “Sample Letter To Add Signer To Bank Account”. This letter tells the bank you want to give someone else access. It’s common when adding a spouse, business partner, or caregiver.
Writing this letter doesn’t have to be hard. We’re here to help you simplify the process. Forget starting from scratch.
We’ll share ready-made templates and examples. These samples will make writing your letter easy. Get ready to clearly communicate with your bank!
Sample Letter To Add Signer To Bank Account
[Your Name]
[Your Address]
[Your City, State, Zip Code]
[Your Email Address]
[Your Phone Number]
[Date]
[Bank Name]
[Bank Address]
[Bank City, State, Zip Code]
Subject: Request to Add Signer to Account [Your Account Number]
Dear Sir/Madam,
I am writing to request the addition of a new authorized signer to bank account number [Your Account Number], currently held at your institution.
I wish to add [New Signer’s Full Name] as an authorized signer on this account. [He/She] is authorized to conduct all banking transactions on my behalf, including deposits, withdrawals, transfers, and any other actions related to the management of this account.
[New Signer’s Full Name]’s contact information is as follows:
Address: [New Signer’s Full Address]
Phone Number: [New Signer’s Phone Number]
Email Address: [New Signer’s Email Address]
I understand that [New Signer’s Full Name] will need to provide identification and complete any necessary forms required by the bank to finalize this request. Please inform me and the new signer about the required documentation and procedures.
Thank you for your prompt attention to this matter. Please contact me if you require any further information or clarification.
Sincerely,
[Your Signature]
How to Write Sample Letter To Add Signer To Bank Account
Subject Line: Concision is Key
- Craft a subject line that’s both succinct and informative. Think “Request to Add Signer to Account [Account Number]” or “Adding Authorized Signatory to Account.”
- Avoid ambiguity. The bank personnel should immediately understand the letter’s purpose.
Salutation: A Formal Overture
- Opt for a formal salutation. “Dear Bank Manager” or “To Whom It May Concern” are appropriate starting points.
- If you know the specific person to address, using their name lends a personal touch and conveys diligence.
Introduction: State Your Intentions Forthrightly
- Open with a clear and unambiguous declaration of your intent. For instance, “I am writing to formally request the addition of [New Signer’s Full Name] as an authorized signatory on account number [Account Number].”
- Briefly mention your relationship to the account (e.g., account holder, co-owner).
Body Paragraph 1: Providing Pertinent Details
- Furnish all necessary details about the new signatory. This includes their full legal name, current address, phone number, and date of birth.
- Include a statement confirming their authorization to transact on the account.
Body Paragraph 2: Affirming and Authorizing
- Reiterate your understanding that the new signatory will have full access to the account, including the ability to deposit, withdraw, and transfer funds.
- Explicitly state your authorization for the bank to grant these privileges to the new signatory.
Required Documentation: Due Diligence is Paramount
- Specify any documentation you are including with the letter. This might encompass a copy of the new signatory’s driver’s license, passport, or other forms of identification.
- Mention any forms the bank requires the new signatory to complete and confirm that these will be submitted promptly.
Closing: A Courteous Farewell
- Close with a polite and professional sign-off. “Sincerely,” “Respectfully,” or “Yours Truly” are all acceptable.
- Include your full name, account number, and contact information (phone number and email address). This ensures the bank can easily reach you with any questions or clarifications.
Frequently Asked Questions: Adding a Signer to a Bank Account
Adding a new signer to your bank account requires specific documentation and procedures. This FAQ section addresses common questions regarding the process of adding a signer through a formal written request.
1. What information should I include in the letter?
The letter should include the account holder’s name, account number, the name of the person being added, their date of birth, address, contact information, and a clear statement requesting their addition as an authorized signer.
2. Does the letter need to be notarized?
Whether the letter needs to be notarized depends on the bank’s specific requirements. It is advisable to check with the bank regarding their notarization policy for adding signers.
3. Who should sign the letter?
All current account holders must sign the letter requesting the addition of a new signer. This ensures that all parties with authority on the account are in agreement.
4. What other documents are required besides the letter?
Banks typically require a copy of the new signer’s government-issued photo identification, such as a driver’s license or passport, along with the signed letter.
5. How should I submit the letter and documents to the bank?
The letter and supporting documents can usually be submitted in person at a branch, via mail, or through a secure online portal, depending on the bank’s accepted methods of communication.
