How to Make an Authorization Letter to Claim Money (Free Sample and Template) (2024)

Do you want to claim your money at a remittance center but you’re personally unable to do so? What you can do is to make an authorization letter so that your authorized representative can claim the money for you. Writing an authorization letter is fairly easy and you don’t even have to hire a lawyer to do it.

An authorization letter to claim money is a letter that grants another person (also known as your authorized representative) the right to claim your money on your behalf. It gives that person the legal authority to claim or withdraw your money at a bank, remittance company or any financial institution, subject to the terms and conditions specified in the letter. In most cases, the authorized representative is required to furnish his identity card or any proof of identification, as well as the identity card of the authorizing person.

An authorization letter is useful in circ*mstances where an individual is not physically present or able to claim the money himself. For example, an ill or sick person can write a letter allowing his parent, relative, guardian or even a trusted friend to claim the money on his behalf. The authorized representative will then furnish the letter to the bank or remittance center when claiming the money.

Ideally, the authorization letter must include all the relevant information needed to support it, such as the name and contact number of the authorizing person, the name of the representative, the amount of money to be claimed, and so on. The more information you can provide to support your authorization letter, the more likely it is for your letter to be accepted by the bank or financial institution.

Table of Contents

  • How to Write an Authorization Letter to Claim Money
  • Does an Authorization Letter Need to be Notarized?
  • Sample Authorization Letter to Claim Money
  • Download a Free Sample of an Authorization Letter to Claim Money
  • How to Edit the Sample Authorization Letter
  • In Summary

How to Write an Authorization Letter to Claim Money

You don’t need to be a lawyer (or hire one) to write an authorization letter to claim money. As long as you know the basic parts of the authorization letter, then you can write one yourself and save money on legal fees.

The authorization letter to claim money involves three parties:

  1. First party: The authorizing person who is the original owner or claimant of the money.
  2. Second party: The bank, remittance company or financial institution where the money will be claimed (e.g. Palawan Express Pera Padala, Cebuana Lhuillier, M. Lhuillier, Western Union, GCash Padala, LBC).
  3. Third party: The authorized representative or the individual who will claim the money on behalf of the first party.

Now that you know the parties that are involved in an authorization letter, you can start crafting it yourself. You may follow this format in writing an authorization letter to claim money:

  1. Write your name and address.
  2. Write the date the letter was made.
  3. Write the name and address of the second party (bank or remittance center).
  4. Include a salutation (e.g. “Dear Manager”). If the second party is unknown, you may write “To Whom It May Concern.”
  5. In the first paragraph, introduce yourself and write a statement that you are authorizing your representative to claim the money on your behalf. You may include the following details:
    • Name of the first party or authorizing person
    • Name of the third party or authorized representative
    • Your relationship to the representative (e.g. “Wife”)
    • Total amount of money to be claimed
    • The date when the money will be claimed
    • Name of the second party (e.g. “Palawan Express Pera Padala”)
    • The reason why you can’t claim the money
  6. In the second paragraph, mention that your authorized representative will have to present his identification card as well as the identification card of the first party or authorizing person.
  7. In the third paragraph, state that you are willing to be contacted to verify the identity of your representative. Include your phone or mobile number for this purpose.
  8. In the last paragraph, write a short sentence thanking the recipient of the letter and that you’re hoping for their cooperation and understanding.
  9. Write the complimentary close (e.g. “Truly yours”).
  10. Finally, write your name along with your signature.

Feel free to write your own authorization letter in a way that suits you. The important thing is to include all the necessary information to support your claim, such as the names of all parties involved, the amount of money to be claimed, and your contact information.

If writing your own letter is too hard for you, you can use a free template and edit it to suit your needs. A sample authorization letter to claim money is available later in this article.

Does an Authorization Letter Need to be Notarized?

In most cases, no, an authorization letter doesn’t have to be notarized. It is still considered valid without notarization.

However, an authorization letter to claim money may be notarized as an additional security measure to prevent fraud and forgery. When the letter is notarized, the notary public verifies the identity of the signatory and records the entry in the notary journal as proof of the existence of the document. Having an authorization letter notarized is a good way to prevent any attempts to forge your signature and thus gain authority without your knowledge and permission.

So while an authorization letter is still considered valid even if it’s not notarized, having your letter notarized will increase its credibility and gives the second party the assurance that the document is legitimate.

Sample Authorization Letter to Claim Money

Here’s a sample authorization letter that you can copy and paste to your Word document. Simply replace the words inside brackets [ ] with your own information.

[Your Name]
[Street Address]
[City, Province, ZIP Code]

[Date]

[Name of Bank/Remittance Center]
[Street Address]
[City, Province, ZIP Code]

To Whom It May Concern,

I, [Your Name], hereby authorize [Name of Authorized Representative], who is my [Relationship], to claim my money on my behalf. [Name of Authorized Representative] is allowed to claim the total amount of [Amount of Money] from [Name of Bank/Remittance Center] located at [Location of Bank/Remittance Center] on [Date]. I am personally unable to claim the money myself because of [Reason].

To support my claim, [Name of Authorized Representative] shall be presenting [his/her] identification card for your verification. I have also included my identity card to serve as proof that my representative has the authority to claim the money on my behalf.

Should you have any questions about this letter and the identity of my representative, you may contact me at [Your Phone/Mobile Number].

Thank you and I’m hoping for your consideration regarding this matter.

Very truly yours,

[Your Signature]
[Your Name]

Download a Free Sample of an Authorization Letter to Claim Money

Click any of the buttons below to download a free sample or template of an authorization letter. Feel free to edit it with your favorite word processing software (Microsoft Word or Google Docs) and replace the information inside with your own.

Download Word Document

How to Edit the Sample Authorization Letter

Follow these steps to edit and customize the sample authorization letter using Microsoft Word:

  1. Download the Microsoft Word document by clicking this link.
  2. Open the document in Microsoft Word (Ctrl + O).
  3. Click the “Enable Editing” button.
  4. Replace the words inside the brackets [ ] with your own information.
  5. Save the document by clicking File > Save or pressing Ctrl + S.
  6. Print the authorization letter by clicking File > Print or pressing Ctrl + P.
  7. Sign the letter.

In Summary

The next time you’re personally unable to claim money from Palawan Express Pera Padala or any bank or remittance center, you can write an authorization letter to claim money and have a family member or friend claim the money on your behalf. Don’t forget to give your authorized representative your ID card as a supporting document.

We hope that you enjoyed our guide on how to make an authorization letter to claim money. As always, you can download the free template and edit it in Microsoft Word or Google Docs, and then print and sign your letter before giving it to your representative.

Disclaimer: This article is for educational purposes only and should not be considered as legal advice.

How to Make an Authorization Letter to Claim Money (Free Sample and Template) (2024)

FAQs

How to write an authorization letter to allow someone to collect money? ›

Being unable to present myself in person due to inevitable reasons, I, (Name, address, phone number), hereby authorize Mr/Ms (Name, address, phone number) to claim and receive, for and on my behalf, all the money due to me from you. You should probably use some of the other very well-put answers above, or below.

What is the format of authorization letter to claim money? ›

The format of an authorization letter should include the date, the name of the person to whom it is addressed, details about the person who has been authorized (such as name and identity proof), the reason for his absence, the duration of the authorized letter, and the action to be performed by another person.

How do I write a letter to claim money? ›

How to Write an Effective Claim Letter?
  1. #1 Use Clear Language. State clearly what you are claiming and why. ...
  2. #2 Present facts, but don't be too precise. It is important to add facts to back up your claim. ...
  3. #3 Do not threaten or show anger. ...
  4. #4 State the solution clearly.
Sep 6, 2021

What is an example of an authorization letter to claim something? ›

Dear [Recipient's Name], I, [Your Full Name], hereby authorize [Authorized Person's Full Name] to act on my behalf to collect [Specify the Document] from [Location or office where the document is held]. This authorization is valid from [Starting Date] until [Ending Date], unless otherwise revoked by me.

How do I write a simple authorization letter to claim? ›

I, [Your Name], hereby authorize [Authorized Person's Name], to claim [Specify the item or document, e.g., passport, package, diploma] on my behalf. Due to [reason for your inability to claim personally, e.g., conflicting commitments, travel, health reasons], I am unable to collect it in person.

How do I write a simple letter of authorization? ›

Answer. The format of an authorization letter should include the date, the name of the person to whom it is addressed, details about the person who has been authorized (such as name and identity proof), the reason for his absence, the duration of the authorized letter, and the action to be performed by another person.

How do I write a behalf authorization letter? ›

I am writing to formally authorize you to act on my behalf in [Specify the task or action], effective from [Start Date] to [End Date]. I understand that this authorization grants you the power to make decisions, sign documents, and perform any other necessary tasks to carry out the specified action.

What is a financial authorization letter? ›

An Authorization Letter allows you as an account holder to grant another trusted individual to perform banking transactions on your behalf. This letter, addressed to an institutional representative, allows the bank to know that the person holding the letter is operating with your permission.

What makes a good claim letter? ›

Each type has unique elements, but all good claim letters share some common qualities as well. They should be written clearly, get to the point quickly, use a firm but not antagonistic tone, explicitly state your demand, and be free of mistakes and typos.

What is an authorized claim? ›

Authorized health claims in food labeling are claims that have been reviewed by FDA and are allowed on food products or dietary supplements to show that a food or food component may reduce the risk of a disease or a health-related condition.

What is a letter of claim? ›

A Letter of Claim is sent to a debtor as a final warning, requesting that payment of a debt is made otherwise legal action will commence. Ordinarily it is enough to obtain payment, or to re-establish negotiation if there has been a disagreement that has not been resolved.

What is the spacing for authorization letter? ›

A letter of authorization is a business letter and should be formal in tone and format. Standard business letters use a block format. The body should be single-spaced, and there should be no indentation of the paragraphs.

How do I write a letter to authorize someone on my behalf? ›

I, [Your Name], hereby authorize [Recipient's Name] to act on my behalf in [Specify the task or action], effective from [Start Date] to [End Date]. [Receiver's Name] is authorized to carry out all essential tasks and make all choices related to [Name the activity or action].

How do you write a letter to authorize someone to pick up a check? ›

I am writing to give permission for my (wife/husband/close friend), ________________, to pick up my pay check from work if I am unavailable to do and will be unavailable for over 48 hours. Thank you in advance for your assistance in this matter.

How do you write an authorization letter to collect a Cheque on my behalf? ›

Dear Sir / Madam, I authorize Mr./Ms. _____________________________________________(relation)______________, bearer of this letter to collect the payout cheque under the above mentioned Policy on my behalf. Below is his / her signature that he/she has signed in my presence.

How do you write a letter on behalf of someone? ›

Using “p.p.” before your signature

Signing a letter with “p.p.” before your signature is a common method when acting on behalf of someone else. This abbreviation stands for “per procurationem,” which means “through the agency of.”

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