1001 Letters For All Occasions: The Best Models for Every Business and Personal Need by Corey Sandler & Janice Keefe

Author:Corey Sandler & Janice Keefe [Sandler, Corey]
Language: eng
Format: azw3
Tags: ebook, book
Publisher: Adams Media
Published: 2004-01-01T05:00:00+00:00

30 Banking and Credit Cards

Request information on banking services

Asking for student line of credit

Asking for payment of CD on maturity

Asking for rollover of CD on maturity

Asking for information on savings bank life insurance

Closing account

Requesting copy of appraisal for mortgage

Contesting bank charge

Changing name on account

Setting up custodial account

Requesting copy of statement

Requesting copy of credit report

Asking for analysis of mortgage

Asking for comparison of mortgage refinance options

Granting authority to accountant to disclose information

Change of address for credit card

Change of name for credit card

Cancel credit card

Contesting a credit card service charge

Contesting a credit card purchase

Submitting a claim under credit card purchase protection plan

Requesting annual report of public company

Requesting issuance of credit card to wife

Requesting issuance of credit card to child

Dear Reader:

Money makes the world go around, although sometimes it may seem that it places us on a treadmill: We have to keep track of savings accounts, checking accounts, mortgages, credit cards, debit cards, and the various credit reports that bring them all together.

Many of the interactions you have with banks and financial institutions must be in writing. This is for your protection and the institution’s; you don’t want someone else transferring funds or changing the name on your records.

You also should establish a filing system to keep copies of all written communication regarding your finances.

Letters concerning accounts should include essential details such as account numbers, the name that appears on the account, and clear and direct instructions. Letters should not include passwords and blank checks.

Sincerely,

The Authors

Request information on banking services

Henry F. Potter, Manager

Smalltown Savings Bank

Smalltown, OH

Dear Mr. Potter:

I am an incoming freshman at Smalltown University. Please send me information and a list of fees and charges on the various checking account options you have available, including the SU debit card offered to students.

Sincerely,

Heather Diamond

Asking for student line of credit

Henry F. Potter, Manager

Smalltown Savings Bank

Smalltown, OH

Dear Mr. Potter:

Thank you for the information about the various types of checking accounts available at your bank. I have applied for the SU debit card, linked to a checking account.

Is it possible to add a line of credit to the checking account so that I have a cushion in case I overdraw my available funds? My parents, John and Laura Diamond, are customers of the bank and are willing to cosign the application for the line of credit.

Sincerely,

Heather Diamond

Asking for payment of CD on maturity

Customer Service

Smalltown Savings Bank

Smalltown, OH

Concerning: CD #xxx-xxx-xxxx

Dear Customer Service:

Please send me a check for the proceeds of the certificate of deposit listed above when it matures on July 6, 20xx. Thank you.

Joshua Diamond

Asking for rollover of CD on maturity

Customer Service

Smalltown Savings Bank

Smalltown, OH

Concerning: CD #xxx-xxx-xxxx

Dear Customer Service:

The certificate of deposit listed above will mature on July 6, 20xx. I would like the proceeds to be rolled over into a short-term six-month CD.

Please mail confirmation of the rollover.

Thank you.

Joshua Diamond

Asking for information on savings bank life insurance

Life Insurance Department

Smalltown Savings Bank

Smalltown, OH

Dear People:

Please send me information and application forms for savings bank life insurance for myself (age fifty-six) and my wife (age fifty-two).

We are interested in comparing your rates to those for a ten-year level term policy from a commercial insurance company.

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