Authorization Letter to Claim
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Adequate communication is essential to ensure truthful, accurate information exchange and enables to do the rationally-correct decision making. If you are in a situation that you need to claim money or the person you need to pay wants to ask somebody else to claim the money on his or her behalf. If someone other than the payee is to collect the money, the payee needs to draft a letter that is authorizing a designated representative. It is always important to connect with the person or representative of a business dispensing the money to ask if there are any special requirements, but in general, the Authorization letter should contain the following information:
Adequate communication is essential to ensure truthful, accurate information exchange and enables to do the rationally-correct decision making. If you are in a situation that you need to claim money or the person you need to pay wants to ask somebody else to claim the money on his or her behalf. If someone other than the payee is to collect the money, the payee needs to draft a letter that is authorizing a designated representative. It is always important to connect with the person or representative of a business dispensing the money to ask if there are any special requirements, but in general, the Authorization letter should contain the following information:
- Date: Make sure to place a date directly on top of the authorization letter, and this date should not be more than a couple of days from date of collection.
- Letter-recipient information: Recipient information begins below the date. Make sure that you use the formal name of the person, if possible. Include the persons’ title. Follow this with the formal company name (full name) when applicable, and then place the exact (and most relevant) address.
- Subject: ‘Authorization to claim money on behalf’, ‘Authorization letter to claim money’, etc.
- Salutation: Preferably use a simple salutation (Dear Sir NAME, Dear Madam NAME, etc) directly under the recipient information. You may also use “Whomever it May Concern” if there is no individual name or title available.
- Reason: The reason why you are not able to collect the money yourself and the way it is best to collect.
- Beneficiary information: Make sure to write clearly the payee’s name and address in the letter, and preferably at the beginning of the letter. Use the beneficiary/payee’s formal or passport name. Do not use any other short names or nicknames.
- Authorization amount and currency: Come right to the point in the first sentence in the body of the letter. Name the representative using the name which appears on the representative’s primary ID and/or company ID, again avoiding nicknames. State that the representative is being authorized to claim the money for the payee. Aim to provide at least 2 ways to identify the person. Specific the following: the amount of money and the currency.
- Period of authorization: Provide a date or specific period during which the authorization to collect the amount applies.
- Date of collection: a preferred date for collection of the money;
- Any further information: Be sure to mention any additional instructions or information needed. If the representative should show Identification Documents or should present the payee’s ID, including these instructions. A request for a phone call or email to the payee, immediately after pick-up, can also be added.
- Contact information: Include the beneficiary contact details, such as the email address or phone numbers, should the recipient wish to make contact.
- Closing: Use a simple closing like “Thank you for smooth cooperation.”
- Beneficiary passport name: Skip three or four lines to leave enough space for a signature and type the name of the payee below the closing.
- Signature: Always sign the letter in blue or black ink
This sample authorization letter can be useful to make your own letter, suitable to use in your own personal situation. Think of example situations where you need the following letter format:
This Authorization letter to Claim template can be easily modified according to such situations. Try out our online Free and Premium Professional templates, forms and contracts today. Save, fill-In the blanks, print …and done!
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Nothing on this site shall be considered legal advice and no attorney-client relationship is established.
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