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How To Write A Letter To Bank Manager For Changing Saving Account To Joint Account?

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Rooster Cogburn Profile
Rooster Cogburn , Rooster Cogburn, answered

I don't think I would write a letter. It's better to go in your bank and talk to a teller about it. They will get things set up the way you want them. They might not get enough information from just a letter.

Kathryn Amis Profile
Kathryn Amis answered

It should go without saying that if you’re planning to open a joint account with someone - you trust them enough to share financial matters!

You can write a letter (see below) but if I was you I’d make an appointment with your Bank Manager and get it done in person - the bank will almost certainly want two signatures on any forms.  It takes about 20-30 minutes.

But.....if for some reason you can’t get to the bank - here is a letter to the bank that you could adapt.


Your Name

Your Address

day/month/ year

Your Savings Acount Number

Bank Manager’s Name

Bank Manager’s Address

Dear Sir/Madam (or name if known)

With reference to the above savings account (number here), I am writing to request that from (date/month/year) this account be changed to a joint account with Name of Person whose details are as follows:-

Name of Prospective Joint Account Holder

Date of Birth

Address

His/Her current account details - Bank, Sort Code, Account Number

I hope these details will suffice, if not, and if you need further information please contact me at my address at the top of this page.

Yours sincerely

Your name


I still think you'll be called in to the bank - but Good Luck! 


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