Confirmation Letter Examples & Templates for Financial Transactions
Letter #1: Stolen Credit Card Cancellation and Replacement Confirmation
This letter confirms my telephone report on [date] regarding the theft of my credit card (#[card number]). The last transaction on the card was on [date] for $[amount] at [merchant name] in [location].
I understand this card will be canceled, a new account opened, and a replacement card sent to my address.
Letter #2: Stop Payment Confirmation on Lost Checks
This letter confirms our telephone conversation on [date] about lost checks from my joint account (#[account number]).
I understand that none of the lost checks (numbers [check numbers]) have been processed and payment will be stopped on all of them. We can continue using this account for future transactions.
Letter #3: IRA Transfer to Certificate of Deposit Confirmation
This confirms my telephone request on [date] to transfer the balance of my Individual Retirement Account (#[account number]) to a 12-month Certificate of Deposit (CD).
I understand the CD earns [interest rate]% interest compounded daily and matures on [maturity date].
Letter #4: Check Payment Stop Confirmation
This confirms my telephone request on [date] to stop payment on check #[check number] for $[amount], drawn on account #[account number].
Please provide written confirmation that this request has been processed.
Letter #5: Wire Transfer Confirmation
This letter confirms my telephone request on [date] to initiate a wire transfer of $[amount] from my account #[account number] to [recipient name]'s account #[recipient account number] at [bank name].
Please verify that the transfer has been successfully completed and provide a reference number for my records.
Letter #6: Debit Card Dispute Confirmation
This letter confirms my telephone conversation on [date] regarding a disputed transaction on my debit card (#[card number]) for $[amount] at [merchant name] on [date].
I understand that you have initiated an investigation into this matter and will notify me of the outcome.
Letter #7: Automatic Payment Cancellation Confirmation
This confirms my telephone request on [date] to cancel the automatic payment of $[amount] to [payee name] from my account #[account number], effective immediately.
Please confirm that this automatic payment has been successfully canceled.
Letter #8: Increase in Credit Limit Confirmation
This letter confirms my telephone request on [date] to increase my credit limit on credit card #[card number] from $[current limit] to $[new limit].
I understand that this change may be subject to a credit review and that I will be notified of the final decision.
Letter #9: Loan Repayment Modification Confirmation
This letter confirms our telephone discussion on [date] regarding the modification of my loan repayment terms for loan #[loan number].
I understand that my new monthly payment will be $[new payment amount], starting on [date]. I have also received a revised loan amortization schedule.
Letter #10: Account Closure Confirmation
This letter confirms my telephone request on [date] to close my checking account #[account number] at [bank name].
I have withdrawn the remaining balance, and any outstanding checks or transactions should be returned unpaid. Please confirm in writing that my account has been closed.
Expert Tips
- Clearly state the reason for the letter (confirming a telephone request).
- Specify the date of the telephone conversation.
- Include relevant details such as account numbers, transaction amounts, dates, and names.
- Request written confirmation of the action taken, if applicable.
- Keep the tone professional and concise.
- Highlight the Security Aspect: Emphasize the importance of confirmation letters for ensuring the security of financial transactions. Use phrases like "Secure Your Finances" or "Protect Your Money."
Write Unique and Personalized Letters: A Step-by-Step Guide
Follow these simple steps to write your own confirmation letter effectively:
Sample Sentences
- Yesterday on the phone I requested that you transfer $200 from my savings account (#54321) to my checking account (#12345). This letter is the written confirmation that you requested.
- As we discussed yesterday, my Doe credit card (#5555) was stolen on June 11. This letter confirms my request to cancel my lost card immediately. Also, please issue me a new card as soon as possible.
- This letter confirms my telephone request to stop payment on check #123 from my checking account #12345. I have reason to believe this check was stolen.
- This letter is to confirm my request to transfer $10,000 from my and my husband's joint savings account (#1234) into our money market account.
- This letter is to confirm my telephone request that a money order of $3,000 be sent to the address above. Please take the funds for this money order from my checking account (#12345). I understand that there will be a $2 fee for this transaction.
- I wish to confirm my telephone request to transfer $1,000 from my savings account (#1234) at your Springfield First National Bank branch to Jane Doe's account (#4321) at the Springfield Second National Bank. I understand that since you are not affiliated with Jane's bank, I will be charged a $5 transaction fee.
- This letter is to confirm my telephone request to close our account (#12345) and have all of our funds sent to us in the form of a cashier's check to the address below.
Key Phrases
- as we discussed yesterday
- as soon as possible
- asked me to confirm that
- called to report that
- called you yesterday at
- in the form of a
- need to make sure that
- needed confirmation of
- please send me a new statement
- please take the funds from
- post any charges to
- reflecting these changes
- showing this transaction
- this letter is to confirm
- to inform you that
- to request that you
- to confirm my telephone request
- transfer of funds
- will charge a transaction fee
- written confirmation of that request
- yesterday on the phone
Sample Sentences
- Please make this transaction only if the interest rate is still above 8% at the time of the transaction.
- I understand that I will not be responsible for any charges that appear on my card after 3:00 p.m. yesterday, May 15, when I called to report it missing.
- Please send us a letter of confirmation stating that you have received this request.
- Please send a letter confirming receipt of this request.
- This transaction must be completed before 5:00 p.m. on Friday, March 22.
- Please send us our money order as soon as possible. On March 22 our address will change.
- Since I won't receive another statement until next quarter, please inform me immediately when this transaction is complete.
- For your information in processing this request, my address and social security number appear below.
- You may fax, phone, or e-mail me using the numbers listed below.
- For my records, please send me written confirmation that this request has been processed.
Key Phrases
- as soon as possible
- as soon as this request has been processed
- at the time of the transaction
- before the deadline of
- can reach me at
- for your information
- for my records
- if you have any questions
- in accordance with the rules governing
- must be completed before
- my address and social security number
- please inform me immediately
- please note the following
- please send us confirmation
- reflecting these changes
- send a new statement
- trust that this is sufficient
- will not be responsible for
- written confirmation that
Sample Sentences
- It is always a pleasure doing business with your bank.
- I will appreciate your quick response.
- Thank you for your prompt attention to this matter.
- Thank you again for your assistance.
- Our banking experiences with Springfield Federal have always been positive. If there were a branch in Centerville, we would open an account there.
Key Phrases
- appreciate the convenience of
- appreciate your prompt reply
- can contact me at
- doing business with you
- enjoy doing business
- for approving my request
- for your prompt attention to
- for your assistance
- have always enjoyed
- in case you need to
- is always a pleasure to
- look forward to
- our banking experiences with
- please let me know if
- really appreciate the way
- servicing our accounts
- thank you again for
- thanks for letting me know about
- would be happy to
- your quick response
- your prompt attention to
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