Sample Authorization to Bank to Release Account Information to Financial Adviser Letter

Authorization to Bank to Release Account Information to Financial Adviser [DATE, ex. Wednesday, June 11, 1998] [NAME, BANK AND ADDRESS, ex. John Smith XYZ Bank 1234 First Street Suite 567 Anycity, Anystate  85245] Dear [NAME, ex. John Smith], You are hereby authorized to release to [NAME OF INDIVIDUAL OR COMPANY] all banking information requested by […]
Continue reading…