Authorization Letter to Claim Money for Senior Citizen

Barbara Jensen
789 Pine Street
Greenville, 34567
Phone: (555) 678-1234
Email: barbara.jensen@example.com

January 3, 2025

Branch Manager
Community Savings Bank
1010 Maple Avenue
Greenville, 34567

Dear Branch Manager,

Subject: Authorization to Claim Money on Behalf of Senior Citizen

I, Barbara Jensen, a senior citizen residing at 789 Pine Street, Greenville, am writing to grant authorization to my daughter, Elizabeth Carter, to manage certain financial transactions on my behalf. Due to health considerations and mobility challenges, I am unable to visit the bank and handle these matters personally.

Details of the Authorized Representative:

• Name: Elizabeth Carter
• Relationship to Me: Daughter
• Identification Number: ID 3035559012

Elizabeth is authorized to withdraw funds, make deposits, and manage all necessary transactions related to my savings and checking accounts at Community Savings Bank. Specifically, she is permitted to claim funds from my accounts as needed for my care and any other expenses deemed necessary.

This authorization is effective immediately and shall remain in force until revoked in writing. I request that you provide Elizabeth with all the cooperation and access required to perform her duties under this authorization.

Attached are copies of my identification document and Elizabeth’s identification document for your reference and verification. Please contact me directly should you require any further information or clarification regarding this arrangement.

I appreciate your understanding and assistance in facilitating these financial transactions, ensuring my financial responsibilities are managed during this time.

Thank you for your attention to this matter.

Sincerely,

Barbara Jensen

Enclosures:

• Copy of Barbara Jensen’s Identification (Senior Citizen ID)
• Copy of Elizabeth Carter’s Identification (Driver’s License)