You may need to shift your location from your current one to a new address for various reasons. Under such circumstances, one of the most important things you need to do is to transfer your bank account to a branch at your new address.
Although you can do all the normal transactions like making deposits, withdrawing money, etc., from any branch, you will have to visit the bank branch where you have opened the account for the locker facilities, availing loans, dormant account activations, etc.
Thus, transferring your bank account to a place nearer to your home/work makes it more convenient for you to complete any bank work that requires visiting your bank.
So, if you are shifting to a new location, filing a bank account transfer application is a must. Keep reading to learn more.
A bank account transfer application is a formal letter usually written to the bank branch manager to transfer your existing bank account to a new branch. There is a specific format you need to maintain while framing this application, along with providing the necessary documents.
You may need to file a bank account transfer application when you move to a new location for the following reasons:
A transfer bank account application format contains the following details:
The sample application for account transfer due to relocation is as follows:
95, Kavi, 20th Cross,
Basavanagudi, Bangalore - 560004
25th March 2024
The Branch Manager,
ICICI Bank,
Fateh Complex, S. Kariappa Rd,
Basavanagudi, Bangalore - 560004
Sub: Request to transfer my existing bank account to another branch
Respected Sir/ Madam,
I am Suhani Ajith, holding a salary account in your branch with an account number (mention bank account). I want to inform you that I have changed my job, thus, I am shifting from Basavanagudi to Rajajinagar, Bangalore. Thus, I request you to transfer my salary account from Basavanagudi to Rajajinagar Road Branch, Bangalore.
I am attaching the required documents for the bank account change along with this application for your reference. Kindly do the needful at the earliest.
Thank you for your assistance.
Contact number – 99005XXXXX
112, Apartment,
Bandra West, Mumbai - 400050
12th April 2024
The Branch Manager,
State Bank of India Bank,
Ground Floor, New Kantwadi Road,
Bandra West, Mumbai - 400050
Sub: Request for transferring my existing bank account to another branch
Respected Sir/ Madam,
I am Suhani Ajith, holding a current account in your branch with an account number (mention bank account). I want to inform you that I will be relocating to my hometown, Mangalore by next month. Thus, I am requesting you to transfer my current account from Bandra West Branch, Mumbai to the SBI Kadri Branch, Mangalore.
I am attaching the required documents for the bank account change along with this application for your reference. Kindly do the needful at the earliest.
Thank you for your assistance.
Contact number – 99005XXXXX
Here is how you write an application for transferring your bank account to another branch:
Address your application to the branch manager by using ‘To Whomsoever It May Concern’ or ‘Dear Sir/Madam’.
Provide your bank name, branch name, account type, account number, and present branch address. You also need to provide your personal details like name, residential address and contact number. Additionally, you must state any standing or ECS instructions currently active in your bank account.
Write in brief about why you are requesting a bank account transfer. Also, you need to provide the new branch’s name, address, transfer date and other details.
Request the bank to inform you of any associated fees with the transfer and if it can be deducted from your account. Furthermore, ask about the estimated time in which the whole process may be completed.
Close your letter by thanking the bank for their co-operation and signing your name.
Listed below are the documents you need to submit along with your bank account transfer application:
| Required Documents | Details |
| Identity Proof | Passport, Aadhaar card, Voter ID card, PAN card or driving licence |
| Address Proof | Aadhaar card, electricity bill or telephone bill |
| Account Details | Bank account statement or passbook containing the account type, account number and branch name |
| Chequebook and Passbook | Submit the chequebook and passbook issued from your home branch. |
Note – You may need to update or resubmit your KYC documents like identity proof, recent passport-sized photographs and address proof.
Here are the steps that you need to follow to transfer your bank account to another branch:
Step 1 – File a bank account transfer application
You need to submit a written bank branch transfer application to your home branch (the old one) or the new branch. It should contain your present branch name, account number, the new branch's name and the reason why you are requesting a branch transfer.
Step 2 – Surrender your cheque book and passbook
You must submit your cheque book, any unused cheque leaves and passbook to your home branch.
Step 3 – Submit the necessary documents
Submit all the necessary documents along with your bank branch transfer application. If there is a change in your mobile or landline number, it should be mentioned in the application as well.
Hereafter, the home branch processes your application and closes your account. A new account is opened under your name at the new branch, and the balance from your old account is transferred there.
After the account transfer is completed, you will receive your new account number, cheque book, and passbook. This whole process can take around 8 to 10 business days.
Now, there are a few things you need to remember in this regard:
Now that you know the steps to write a bank account transfer application, always remember to keep the tone formal, try not to add any unnecessary information and end the letter with a thanking note. Additionally, recheck your account number, the current and new branch addresses and whether you have attested all the required documents.
Can't get yourself started on taxes? Get a Cleartax expert to handle all your tax filing start-to-finishYes, you can transfer your bank account to another branch online by logging into your internet banking account. After this, go to ‘e-Services’ and click ‘Transfer of Savings Account’. Hereafter, enter the new branch’s IFSC code, tap on ‘Continue’ and submit your request.
How to transfer a bank account from one city to another?You can transfer your bank account from one city to another by writing an application to the bank manager stating to him/her the reason for doing so. Also, you need to provide the new branch’s address, along with the details of your present bank account in the letter.
How do I write a transfer letter from one branch to another?To write a transfer letter from one branch to another, you must start with a formal salutation, state the reason for the transfer, and mention your bank account number, the current branch’s details and the new branch’s details. Also, inquire if there are any applicable charges for the transfer.
How do I transfer a bank account to another bank?You can transfer your bank account to another bank by writing an application to the bank manager stating to him/her the reason for doing so. Also, you need to provide the new bank branch’s name and address, along with the details of your present bank account.
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When relocating, transferring bank account to a branch at a new address for facilities like locker access is essential. An application in a specific format, with documents, is sent to bank manager. Examples and application format provided.
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