Application for Nominee Addition in Bank Account (with Samples & PDFs)
I have listed sample templates to help you craft an effective and professional application for nominee addition in bank account.
Also, I would like to point out that you can also download a PDF containing all the samples at the end of this post.
Application for the Inclusion of a New Nominee in Existing Bank Account
First, find the sample template for application for nominee addition in bank account below.
To,
The Branch Manager,
[Bank Name],
[Branch Address],
[City],
[State],
[Pin Code],
Subject: Application for Nominee Addition in Bank Account
Dear Sir/Madam,
I, [Your Full Name], holding a savings/current account in your esteemed bank, with account number [Account Number], would like to request for the addition of a nominee to my account.
I wish to add [Nominee’s Full Name], who is my [Relation with Nominee], as the nominee for the aforementioned bank account. The nominee’s date of birth is [Nominee’s Date of Birth], and the address is [Nominee’s Full Address]. I kindly request you to update the same in your records.
In case of my unfortunate demise, I want all the rights of the money deposited in my account to be handed over to the nominee mentioned above. I assure you that this information is correct to the best of my knowledge and I will be responsible if anything stated is found to be incorrect.
I am enclosing the necessary documents including the proof of relationship with the nominee and the nominee’s identity proof for your perusal and action.
I would be grateful if you could process my request at the earliest and acknowledge the same.
Thank you in advance for your prompt service and attention to this matter.
Yours Faithfully,
[Your Full Name]
[Your Full Address]
[City]
[State]
[Pin Code]
[Your Contact Number]
[Your Email ID]
Date: [Date of Application]
Enclosures: [List of Documents Enclosed]
Below I have listed 5 different sample applications for “application for nominee addition in bank account” that you will certainly find useful for specific scenarios:
Application for Adding a Minor as Nominee in Bank Account
To,
The Branch Manager,
[Bank Name],
[Bank Branch],
[City, State, Pincode]
Subject: Application for Adding a Minor as Nominee in Bank Account
Dear Sir/Madam,
I, [Your Full Name], am a loyal customer of your esteemed bank and hold a savings account with the account number [Your Account Number]. I am writing this letter to request the addition of a nominee to my aforementioned bank account.
I wish to nominate my minor [Son/Daughter], [Child’s Full Name], who is currently [Child’s Age] years old, as the nominee for my account. I understand that being a minor, he/she will not be able to operate the account directly in case of my unfortunate demise, and will need a guardian to do so. Hence, I appoint [Guardian’s Full Name], who is my [Relationship with Guardian], as the guardian until [Child’s Full Name] reaches the age of maturity.
Please find attached all the necessary documents including the nominee’s birth certificate, my ID proof, and the guardian’s ID proof for your reference and further processing.
I kindly request you to update my account records with this information at the earliest and send me a confirmation once the process is completed.
Thank you for your prompt attention to this matter. I trust that my request will be handled with the usual diligence and efficiency that your bank has always demonstrated.
Yours faithfully,
[Your Full Name]
[Your Address]
[City, State, Pincode]
[Your Contact Number]
[Your Email ID]
Application for Nominee Addition in Bank Account due to Marriage
To,
The Branch Manager,
[Bank’s Name],
[Branch’s Address],
Sub: Application for Addition of Nominee in Bank Account due to Marriage
Dear Sir/Madam,
I, [Your Name], a long-standing customer of your esteemed bank, am writing this letter to request a minor modification in my bank account with number [Your Account Number].
Recently, I tied the knot and I would now like to add my spouse, [Spouse’s Name], as a nominee in my existing bank account. I believe this is a prudent step as it ensures the smooth transfer of funds in case of any unforeseen circumstance.
Enclosed herewith are the necessary documents, including [Spouse’s Name]’s identification proof, marriage certificate, and other relevant paperwork for your perusal and necessary action.
I kindly request you to process this change at the earliest and update me on the status. I am confident that my request will be handled promptly and effectively.
Thank you in advance for your kind consideration and assistance in this matter. I am looking forward to your positive response.
Yours faithfully,
[Your Full Name]
[Your Contact Number]
[Your Email ID]
Date: [Date]
Place: [Place]
Application for Changing Nominee in Bank Account after Death of Original Nominee
To,
The Branch Manager,
{Bank_Name},
{Branch_Address},
Subject: Application for Changing Nominee in Bank Account
Dear Sir/Madam,
I, {Your_Name}, hold a savings/current account (Account Number: {Account_Number}) with your esteemed banking institution. I humbly bring to your attention that the present nominee of my said account, {Old_Nominee_Name}, is no more. Their sudden demise has led me to request a change in the nominee for my bank account.
I kindly request you to remove the name of {Old_Nominee_Name} from the nominee details of my account. I wish to nominate {New_Nominee_Name}, {relation_with_new_nominee}, as the new nominee for my bank account. Their personal details are as follows:
1. Full Name: {New_Nominee_Name}
2. Date of Birth: {DOB_of_Nominee}
3. Address: {Address_of_Nominee}
4. Relationship with the account holder: {Relationship_with_Account_Holder}
I am enclosing herewith the necessary identity and address proofs of the new nominee for the verification and record purposes. I understand that this request will be processed as per your bank’s policy and timelines, and I am ready to complete any formalities, if required.
I request you to kindly update the nominee details at the earliest for the smooth functioning of my account. I trust that my request will be processed promptly.
Thank you for your understanding and cooperation.
Yours sincerely,
{Your_Name}
Account Number: {Account_Number}
Address: {Your_Address}
Mobile Number: {Your_Mobile_Number}
Email id: {Your_Email_id}
Attachments: Identity and Address proof of the new nominee
Application for Nominee Addition in Joint Bank Account
To,
The Branch Manager,
[Bank Name],
[Branch Address],
[City, State, Pin Code]
Subject: Application for Nominee Addition in Joint Bank Account
Respected Sir/Madam,
I, [Your Full Name], along with my joint account holder [Second Account Holder’s Full Name], hold a joint savings account in your esteemed bank. Our account number is [Account Number].
We wish to bring to your kind notice that we would like to add a nominee for our said joint account. The nominee we wish to add is [Nominee’s Full Name], who is our [Relation with Nominee], residing at [Nominee’s Full Address].
We would be grateful if you kindly update our joint account with the nominee details and provide us with an acknowledgment for the same. All necessary legal and identity documents of the nominee are enclosed with this letter for your perusal.
We sincerely hope that you will assist us in this matter at the earliest. We trust that our request will be processed promptly.
Thank you for your understanding and cooperation.
Yours sincerely,
[Your Full Name]
[Your Contact Number]
[Your Email Address]
[Second Account Holder’s Full Name]
[Second Account Holder’s Contact Number]
[Second Account Holder’s Email Address]
Enclosures: [List of enclosed documents]
Date: [Date]
Place: [City, State]
Application for Adding Spouse as Nominee in Existing Bank Account
To,
The Branch Manager,
[Bank Name],
[Branch Address],
Subject: Application for Adding Spouse as Nominee in Existing Bank Account
Dear Sir/Madam,
I, [Your Full Name], an account holder of your esteemed bank, bearing the account number [Account Number], wish to make a change in my account nomination details.
I request you to kindly add my spouse, [Spouse’s Name], as the nominee for my aforementioned bank account. I understand that this nomination will enable my spouse to have the right to receive the amount standing to my credit in the event of my unfortunate demise.
For your reference, I am enclosing the required details and documents of my spouse, including a duly filled nomination form, her identity proof, and address proof.
I kindly request you to process this change at the earliest. I would appreciate your prompt attention to this matter and your assistance in ensuring the seamless transition of these changes.
Thank you for your immediate attention to this matter. Please feel free to contact me at my registered mobile number or email address if any further information or documentation is required.
Yours faithfully,
[Your Full Name]
[Your Contact Number]
[Your Email Address]
Enclosures:
1. Duly filled nomination form
2. Spouse’s ID Proof
3. Spouse’s Address Proof
How to Write Application for Nominee Addition in Bank Account
Some writing tips to help you craft a better application:
- Start with your name, account number, and contact details.
- Write the subject as ‘Application for Nominee Addition in Bank Account’.
- Mention the date and address it to the Bank Manager.
- State your request to add a nominee to your account.
- Provide nominee’s full name, relationship with you, and contact details.
- Include nominee’s date of birth and address.
- Request for necessary forms if any.
- Thank the bank manager in advance for their cooperation.
- Finish with your signature and date.
- Attach necessary documents like nominee’s ID proof.
Related Topics:
- Application for Entry of New Name in Ration Card
- Application for Addition of Name in Ration Card
- Application for Updating Service Book with Higher Qualification
That’s it.
I am sure you will get some insights from here on how to write “application for nominee addition in bank account”. And to help further, you can also download all the above application samples as PDFs by clicking here.
And if you have any related queries, kindly feel free to let me know in the comments below.
