Free help with financial matters
Complaint about an incorrectly recorded payment
Prepare a complaint where a payment is missing from the account or has been allocated incorrectly. Provide its date, amount and transfer reference. Specify the requested correction to the balance and any charges resulting from the error.
How to complete the document
- Compare the payment confirmation with the required account number and agreement reference. Establish whether the issue is a missing payment, its date or allocation.
- Attach a copy of the payment confirmation. Redact unrelated transactions where they are not needed.
- Describe the correction requested; do not insert an unverified refund amount. Ask for an explanation if the allocation is unclear.
- Keep proof of submission. A complaint does not automatically suspend contractual obligations.
This template must be adapted to your circumstances. Before signing or sending it, remove uncompleted fields and check all amounts, dates and party details.
Prepare your document
Complete your details and the bracketed fields in the sections below, then download the completed Word document. You can edit individual paragraphs; the file retains the template layout, headings, tables and signature spaces. Check all wording and any remaining placeholders before use.
Download the blank template as DOC and the document completed in the generator as DOCX.
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Replace the bracketed fields with your informationFURTHER OPTIONS
Need help with the wording?
After exhausting the complaint procedure, check whether the Financial Ombudsman can intervene. Free advice services can also help you prepare documents and understand your situation.