When a customer applies to change or upgrade his current account with the bank, they may be eligible for extra benefits. These include being able to choose from different types of accounts that are available including premium-level services!
The bank’s application process can be completed by using their provided templates. Otherwise, you should write your own letter with all of the necessary information in order to apply for the upgrade.
Submitting an application letter is a simple process that can be done online. We have attached a few sample formats below. If you want more information on how to do this, please consult with your bank officials or check their website for instructions.”
(Letter from a Company/Organisation)
The Branch Manager
(Name of Bank)
Sub: To Change/Upgrade Our Regular Current Account to Premium Current Account.
Our (Company Name)_______________ Limited has an regular current account bearing number________________ with your branch located at (Address). To serve the best interests of the Company We are interested in Our Company upgrading our regular current account to the premium current account that is offered from your Bank. We have been informed that the Board of Directors of our Company has approved the upgrade of our regular present account into the current premium account of the account with no.____________________. Their meeting was arranged with a resolution adopted on this (date)_______________ evening at (Address)___________________.
We ask you kindly complete the required action to comply with the requirements mentioned above. The necessary charges can be added to the account. We have enclosed an official copy of the resolution adopted by the board for your records and information. We would like to acknowledge receipt.
Encl.: As Above
(Letter from an INDIVIDUAL viz. Professionals, Sole Proprietors, etc.)
The Branch Manager
Sub.: Change of Regular Current Account to Premium Current Account
I am having a current account in the name of my proprietorship (Name of the Shop/Business) at (Full Address) with bearing no. _________. I would like to upgrade my account to the “premium” current account as I was approached with an offer of upgrading my normal current account to Premium one by your bank. I am very impressed with the benefits offered within the “Premium” current account, they look very beneficial to me as displayed on your website and explained by your representative.
So here I am allowing your bank and authorising to do the mandatory changes to my regular current account bearing no._____________ for upgrading it to “Premium” current account. If any necessary charges are applicable, it can be charged to the same account mentioned.
I am also attaching and enclosing herewith a self attested copy of my PAN Card for verification purpose only.
Please do the needful required and provide me with an acknowledge receipt.
(Name of the Account Holder)
Encl.: As above