Account Transfer - Request File Information

Business Letter

Dear …

RE: Transfer of File Information - __(Name of Customer)__

Please allow this letter to serve as notification that as of __(date)__, __(Name of Customer/Patient/etc.)__ has transferred __(his/her/their)__ __(type of account)__ to __(Name of Organization)__.

As authorized by the __(client’s/patient’s)__ signature below, we ask you to kindly forward all their __(type of file info.)__ file information to our office at:

Name of Company




In keeping with the __(client’s/patient’s)__ best interest, we thank you for your quick response to this request. If you have any questions or concerns, please don’t hesitate to contact us at __(phone #)__. We look forward to hearing from you soon.

Yours truly,