Financial Letters

• Authorization to Perform Work Letter

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  This form is designed to assist you in drafting a letter giving a certain person permission to authorize work, o...

• Balance Transfer Request

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  This Balance Transfer Request is a written request to transfer money from one bank to another. This request set...

• Bill Dispute Letter

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  This Bill Dispute Letter is for use by a customer when disputing the balance on a bill. This letter sets out th...

• Billing Error Complaint Letter

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  This Billing Error Complaint Letter is used when you have received a bill or invoice which contains errors. Thi...

• Buy-Sell Instructions to Broker

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  These Buy-Sell Instructions to Broker will effectively give instructions to your broker to purchase a certain nu...

• Check is in the Mail Letter

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  Check is in the Mail Letter which confirms that a check was sent as payment on an account. This letter sets out...

• Credit Card Statement Error Letter

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  This Credit Card Statement Error letter will effectively inform a company about an error on your billing stateme...

• Hardship Letter to Stop Foreclosure

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  This Hardship Letter To Stop Foreclosure details the reasons why your home payments have fallen behind and reque...

• Inquiry to Bank about Status of Loan or Credit Application

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  This Inquiry to Bank About Status of Loan or Credit Application effectively requests the status of a loan. This...

• Lost Credit Card Confirmation Letter

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  This form is designed to assist you in drafting a letter to a credit card company, confirming that a credit card...

• Notification of Bankruptcy to Creditors

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  This Notification of Bankruptcy to Creditors will inform your creditors of a bankruptcy filing. This letter can...

• Partial Payment to Creditor Letter

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  This Partial Payment to Creditor Letter will inform a creditor that a partial payment will be made on an account...

• Payment Plan Proposal Letter

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  This Payment Plan Proposal Letter will assist an individual in setting up a payment plan with a creditor. This ...

• Personal Loan Repayment Request

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  This Personal Loan Repayment Request is to an individual to whom you have personally loaned money and who has no...

• Proposal Approval Letter

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  This Proposal Approval Letter is sent to an individual or company who has submitted a written proposal and gives...

• Request Copy of Credit Report (after denial)

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  This Request Copy of Credit Report after Denial Letter is used to request your credit report after you have been...

• Request Copy of Your Credit Report

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  This Request Copy of Your Credit Report Letter contains all the necessary information to request a copy of your ...

• Request Portfolio Value from Broker

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  This Request Portfolio Value from Broker is a formal request for a summary of your investment portfolio. This l...

• Request for Personal Credit Line

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  This Request for Personal Credit Line is used when requesting a credit line from a company or financial institut...

• Request to add a Party to your Account

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  This Request to Add Party to Your Account will serve as a written request that another party should be added to ...

• Stopped Check Letter

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  This Stopped Check Letter is formal notice to a company or individual that payment on a check was stopped. This...

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