Bank Authorization Letter Template

Use this sheet when you need to give a bank or utility company written permission to speak with someone else about your account. It includes your name and address, the date, the bank or utility name and address, a reference to the account using the last 4 digits only, and a statement authorizing a named person to discuss the account, request statements, or arrange a meter reading for a set date range. It also includes a clear note that the authorization does not allow withdrawals, transfers, or changes to account ownership.