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Instruction to your Please fill in the whole form using a ball point pen and send it to: Bank or Building Society Platform Funding Limited PO Box 3462 Cheaply Road Leek ST13 9BG to pay by Direct Debit
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How to fill out instruction to your bank

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How to fill out instructions to your bank:

01
Start by heading the document: Begin by writing "Instruction to [Bank Name]" at the top of the page. This makes it clear to the bank that the document is an instruction and specifies which bank it is intended for.
02
Provide your personal details: In the next section, include your full name, address, phone number, and any other relevant contact information. This is important so that the bank can easily identify and reach out to you if necessary.
03
Write the purpose of the instruction: Clearly state the purpose of your instruction. For example, if you want to change your address, mention it explicitly. Be specific and concise in describing what you need from the bank.
04
Include specific account information: List the account numbers and types of accounts relevant to your instruction. This helps the bank identify the correct accounts that need to be addressed.
05
Provide detailed instructions: Clearly outline the actions you want the bank to take. Whether it's updating personal information, transferring funds, closing an account, or any other banking request, be specific and provide all necessary details. Include relevant dates if applicable.
06
Sign and date the document: At the end of the instruction, leave space for your signature and date. This ensures authenticity and accountability. A signed instruction carries more weight and validity.

Who needs instruction to your bank?

01
Individuals: Any individual who holds a bank account may require instructions for various reasons, such as updating personal details, making a complaint, or requesting a specific transaction.
02
Businesses: Companies and organizations may need to provide instructions to their banks for activities like opening new accounts, authorizing payment transfers, or managing bulk transactions.
03
Joint account holders: In the case of joint bank accounts, both account holders may need to jointly provide instructions to the bank for actions that require mutual consent, such as changing account signatories or closing the account.
Remember, always check with your specific bank for any specific requirements or documentation they may need for instructions to be processed smoothly.
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Instruction to your bank is a formal request or directive given by an account holder to the bank regarding specific financial transactions or actions to be taken.
Any account holder who wishes to request a specific action or transaction from the bank is required to file an instruction.
To fill out an instruction to the bank, the account holder must provide clear and detailed information about the desired transaction or action, along with any supporting documentation.
The purpose of an instruction to the bank is to ensure that the bank carries out the account holder's requested transactions or actions accurately and in a timely manner.
The instruction must include details such as the account holder's name, account number, specific transaction details, and any special instructions or preferences.
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