Updated November 20, 2025

Wire Transfer Instructions PDF — Free Template

Clients, tenants, buyers, and agencies often ask for “wire instructions” before sending funds. A clear, printable PDF reduces errors and protects your account details from being lost in messy email threads. Use the steps below to share your routing information confidently.

Why people send wire instructions documents

• Businesses collecting invoice payments or retainers.
• Tenants wiring move-in funds or security deposits.
• Real estate buyers sending earnest money or closing funds.
• Freelancers and consultants receiving international payments.

What to include

A solid instruction sheet lists everything the sender needs to set up the transfer correctly:

• Beneficiary/recipient name and address.
• Contact phone/email in case the bank needs to verify.
• Bank name, account number, routing/ABA for US wires.
• IBAN and SWIFT/BIC for international payments.
• Any intermediary bank details for cross-border routes.
• Currency to send and the exact reference line to include.

Why a clean PDF looks more professional

Emails get forwarded and reformatted. A PDF keeps your bank details in one place with consistent spacing and clear labels, which reduces the risk of typos when the sender keys in the transfer.

How to use the CourtPDF wire instructions tool

1. Open the Wire Transfer Instructions PDF tool.
2. Enter the recipient name, contact info, and bank details.
3. Add routing/ABA, IBAN, SWIFT/BIC, and any intermediary bank notes.
4. Pick the currency, type the reference note, and choose whether to include a fee reminder.
5. Download and send the PDF to your client or payer.