Sample Letters

Sample Letters » Financial Institutions » Banking

Letter for Request To Add New Person To Account

This letter informs a financial institution that you would like to add another party to an existing account.

1234, Main Street
Boston, MA 02123

04 April, 2005

<Recipient Address Goes Here>


Re: Account No. <number>

I would like to add my <nature of relationship>, <name>, to this account. <name>'s Social Security number is <Social Security number> and <his/her> date of birth is <insert date of birth>. If you need additional information, or if <name> must fill out an application, I would appreciate if you would provide one.

Thank you for your assistance. If you have any questions or need additional information, please do not hesitate to contact me.


Jim Karter

encl: <List of enclosed items goes here>

Copyright © 2005 | Our Partners