Free Securities Transfer Request Letter Template
Securities Transfer Request Letter
[Your Name]
[Your Company Name]
[Your Company Email]
[Your Company Phone]
February 8, 2050
Jennifer Johnson
Financial Manager
XYZ Company
456 East 7th Street,
New York City, NY 12345
Dear Ms. Johnson,
This letter serves as a formal request for the transfer of specific securities from my current account to another. The securities in question are the stocks, bonds, and mutual funds currently held in my [Your Current Account Number].
The details of the securities I wish to transfer are as follows: [Insert detailed information about the securities – for instance, name of the security, type of security, number of units or shares to be transferred, etc.]
I would like these securities to be transferred to my other account, details of which are as follows: [Your New Account Number].
Please note that I am requesting this transaction to be processed as promptly as possible, given the time-sensitive nature of the securities industry. I understand that there may be certain fees associated with this transfer. I ask that you please advise me of these charges at your earliest convenience so I can arrange for payment.
As a valued client of [Your Company's Name], I trust that you will handle this request with the high degree of professionalism and efficiency for which you are known. I appreciate your attention to this matter and look forward to doing further business with you in future dealings.
Sincerely,
[Your Name]
