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DD×DSD×ADA003 Chapter 4 01×06/05 Appendix 41 Authorization FOR BALANCE Inquiry REQUEST NAME OF DEPOSITOR : OLD ERIC×PASSPORT×AUTHORITY CARD×REG. NO. NEW ERIC NO. Please cross (X) whichever
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How to fill out authorisation for balance enquiry

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How to fill out authorization for balance enquiry:

01
Obtain the authorization form: Contact your financial institution or visit their website to obtain the official authorization form for balance enquiries. This form may also be available in the bank branch.
02
Fill in personal details: Start by providing your personal information accurately in the designated fields. This typically includes your full name, address, contact information, and customer identification number.
03
Provide account details: Specify the account for which you are seeking balance information. This may include your account number, type of account (e.g., savings, checking), and any additional details requested by the form.
04
Specify duration: Indicate the timeframe for which you would like the balance information. This could be a specific date, a monthly or quarterly period, or any other relevant timeframe.
05
Sign and date the form: Read through the form carefully, ensuring that all the information provided is accurate. Once you have reviewed the form, sign and date it in the designated fields.
06
Submit the authorization form: You can submit the completed authorization form in person at your bank branch or follow the instructions provided on the form to submit it via mail, email, or online upload.

Who needs authorization for balance enquiry:

01
Account holders: Any individual who wishes to access their own account balance through a third party or a representative may need to obtain authorization for balance enquiries. This can apply to both personal and business accounts.
02
Legal representatives: In cases where the account holder is unable to perform the balance enquiry themselves, their legal representative, such as an attorney or power of attorney holder, may require authorization to access balance information.
03
Third parties: If someone other than the account holder or their legal representative wants to inquire about the account balance, they generally need written authorization from the account holder. This could include family members, friends, or business partners.
It's important to note that the specific requirements for obtaining authorization for balance enquiries may vary depending on the financial institution. It's recommended to check with your bank or consult the relevant documentation to ensure compliance with their policies and procedures.
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Authorization for balance enquiry is a process where an individual or entity gives permission to another person or organization to access and view the balance of their account.
Individuals or entities who wish to authorize someone else to check their account balance are required to file authorisation for balance enquiry.
To fill out authorisation for balance enquiry, the individual or entity needs to provide their personal information, the information of the authorized person or organization, and sign the form to give consent.
The purpose of authorisation for balance enquiry is to allow someone else to view the account balance on behalf of the account holder, for various reasons such as financial management or assistance.
The information that must be reported on authorisation for balance enquiry includes the account holder's name, account number, the authorized person or organization's details, and the date of authorization.
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