Request Letter for Account Certificate

A request letter for the account certificate is written to the branch manager or any other authorized person of the bank or other institution, depending on who is authorized to issue or approve the certificate’s issuance.

The account certificate, also called an account maintenance certificate, aims to keep records related to the specific account. The purpose behind asking for the account certificate can be to keep it as a record or for other official or personal needs. Official needs include, for example, asking the employer to show the bank account details along with the certificate.

Some companies may ask for their account certificate to keep records or show them while making contracts. Some highly demanding companies also ask for the certificate from their new employees to get a complete hold of employee’s information.

You can also ask for the account certificate if the former has been lost or damaged. It can also happen if there has been a change in the account’s primary credentials. Any person who is the holder of the account can request the account certificate. The request is made very formally, providing all the credentials related to your accounts, like the title of the account and account number.

The following is a sample request letter for the issuance of the account certificate. You can modify the letter according to your necessities.

Sample Letter

George Adams
233 BCM Street Nicholas Parks
New York City, New York, USA 

20th April 20XX

Derrick Jab
The Manager
UNIX till Bank of Private Limited

Re. Requesting an account certificate issuance 

Dear Jab,

This is to say that I opened a savings account in your bank, branch number 212, on 12th December 20XX. My account number is [X], and the account title is [X]. I request that you approve the issuance of my account certificate.

I recently joined a new firm as a Senior Finance Manager. The company is interested in keeping all copies of my important documents as records, including the account certificate. I have been given four days to provide my manager with the account certificate.

Respecting all your preoccupations, I only request your approval for issuing the certificate through signature, assuring the issuance by the given date. I shall be available for any queries with a single phone call.

Thank you in anticipation 

Sincerely

(Signature)  


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