How to Write Bank Letters

When it's time to contact your bank by mail, use proper business letter etiquette.

There are many instances in which you need to contact your bank with a letter, such as inquiring about your account status or requesting another set of check books. In any case, a letter you compose to a bank manager should follow a standard business letter format and should employ a formal tone. Because bank employees tend to be busy with dozens of customers daily, keep your letter short and to the point.

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Step 1

Create a header at the top of your letter with your name, address, phone number and email address, single-spaced. Right-justify the header so the bank manager or assistant can find your name and contact information easily after the letter has been filed.

Step 2

Double space and left-justify the text. Type the current date and double space again. Type the bank manager's (or recipient's) name and official title, the name of the bank and the bank's address as a single-spaced block.

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Step 3

Open with a formal salutation, greeting the bank manager by name, such as Dear Mr. Jones. Write a brief, two to three sentence introductory paragraph that explains your intentions, such as whether you are reporting a problem with your account or need to make a change.

Step 4

Type a three to four sentence second paragraph that explains your issue more thoroughly. Mention any specifics, such as relevant dates or figures if you have a question or concern with recent account activity, or include names and dates if you are making a customer service complaint.

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Step 5

End with a two to three sentence concluding paragraph that explains how you will next be in touch with the bank regarding your issue (if necessary). Thank the bank manager for his time and consideration, then type a formal closing such as "Sincerely." Double space and type your name, then sign above the name after printing.

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