Letter to Bank to Remove My Account From Joint Account

Here is a sample letter you can use to remove your name from a joint bank account. Please let us know in the comments if you need a new or custom template for your needs.

Letter to Bank to Remove My Account From Joint Account

[Your Name] [Your Address] [Your City, State, Zip Code] [Your Phone Number] [Your Email]

[Date]

[Name of Bank Manager] [Title] [Name of Bank] [Address of Bank] [City, State, Zip Code of Bank]

Dear [Mr./Ms.] [Bank Manager’s Last Name],

I am writing to request that my name be removed from the joint bank account that I have with my father, [Your Father’s Name]. The account number is [Account Number].

I opened this account with my father when I was a student in order to obtain an educational loan. I have since graduated and paid off the loan in full. As a result, I no longer need to be a joint account holder.

I understand that I will need to provide you with a copy of my driver’s license or other government-issued identification, as well as a signed consent form from my father. I have enclosed these documents with this letter.

I would appreciate it if you could process my request as soon as possible. Thank you for your time and attention to this matter.

Sincerely, [Your Signature] [Your Printed Name]

Please note that this is just a sample letter, and you may need to modify it to fit your specific situation. You should also check with your bank to see if they have any specific requirements for removing a name from a joint account.

Request Letter to Remove me from Joint Account

Subject: Request to Remove My Account from Joint Account

Dear [Bank Name] Customer Service,

I am writing to request the removal of my account from the joint account [Account Number], which is currently held under my father’s name. I am the primary account holder and would like to separate my finances from this joint arrangement.

I initially converted my personal current account into a joint account to facilitate the disbursement of my educational loan. However, I am pleased to inform you that I have successfully completed the repayment of my educational loan, and I no longer require the joint account structure.

Therefore, I kindly request you to take the necessary steps to remove my name and personal details from the joint account. I would like to have my account reverted to a personal current account with the same account number, or alternatively, if it is more convenient, a new account can be opened for me. I understand that any outstanding balances or pending transactions will need to be settled before the account modification can be finalized.

Please let me know about any specific documentation or forms that I need to complete to initiate this process. I am available to visit the branch during business hours or provide any additional information required to facilitate the account modification. Furthermore, if there are any fees or charges associated with this request, kindly provide me with the details so that I may address them promptly.

I would appreciate it if you could confirm in writing that my account has been successfully removed from the joint account arrangement once the process is complete. Additionally, please ensure that any future communication, statements, and updates regarding my account are sent directly to my personal address as mentioned above.

Thank you for your prompt attention to this matter. I value my banking relationship with [Bank Name] and appreciate your assistance in resolving this request. Should you have any further questions or require any additional information, please do not hesitate to contact me.

Yours sincerely,

[Your Name]