How do I write a letter to the bank for an nominee change?




Following is the format of writing a letter to the bank for a nominee change

Before, I proceed further
I want you to mention the following things in the letter:_

  • Has the nominee expired ?? Or You want to change for other reasons?
  • Mention the name of your bank You full name (as written in your bank)
  • Your account number
  • Mention the full name of the old nominee
  • Mention the full name of the new nominee with father’s name . If the nominee is woman, then mention her name with her husband’s name
  • Mention the reason for the change of nominee if he/she has expired, then say

I want to change the nominee on account of his death) (Here, you have to attach the death certificate)
or if there is any other reason,

(It can be any, You can simply say, “I want to change the nominee with immediate effect as per the changing scenario, which as a responsible and dutiful account holder, deem fit”




(Here you have to attach the documentary proof)

Nancy Sharma
J/29-C, Block R
Nancy Park, Lucknow 22****
17th April 2018

To
The Branch Manager
State Bank of India
Gomti Nagar, Lucknow

Sub: Request for changing nomination details on account of death of nominee

Dear Sir/Madam,

This is Arpita Shamra, and I am an account holder in your reputed bank. I have savings account with the number
Saving Account Number :- *************675

Till now, I nominated my mother Mrs. X Sharma as my nominee, but after her sudden demise on 17th March, 2018, I am changing my nominee to my son Mr. Y Sharma.




I am also enclosing the death certificate of my mother

So, my new nominee will be my son Mr. Y Sharma
His details are as follows:-
Name – Mr. Y Sharma
DOB – 3rd September 1998
Address – His address is same as mine

Thanking you
Yours truly
Mrs. Nancy Sharma
(Signature)

Attached : A copy of the death certificate of original nominee

Thanking You

 

Yours faithfully,

Arpit Sharma

 

Also Read:- How can I write a letter to the bank for updating bank details 

 

How to write a letter to the Principal, requesting for a Transfer Certificate




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