Adjustment Letters

Account Adjustment Letter

Write this type of letter when you are notifying the letter recipient about an adjustment on an account, such as an adjustment on a mortgage account due to refinancing. Include in your letter any pertinent details, such as the amount of the adjustment, the date it will take place, and the reason for it. Also, mention whether the adjustment will appear on a particular billing statement and whether the recipient needs to do anything else in order for the adjustment to take effect.

[Your letterhead, if desired; if not, your return address]

[Date of letter—month, day, and year]

[Recipient's first and last names]
[Company name]
[Street or P.O. box address]
[City, State ZIP code]

Dear [recipient's name]:

Thank you for contacting us recently regarding your mortgage refinancing needs. Per our agreement with you, your mortgage account will be adjusted as of September 1, 2010 to reflect the refinanced loan. Your new monthly mortgage amount due will be $959.12, which will be effective as of the September 15th payment. You will receive a more detailed statement regarding this refinancing arrangement in the mail within the next 14 business days. Please review that paperwork and sign where indicated. Follow the instructions that come with the paperwork regarding mailing the papers back to us.

If you need additional assistance with your mortgage adjustment or have any other questions, please do not hesitate to contact us. Thank you for selecting us as your mortgage loan provider.