bank statement application letter format

• Letter Writing
• Formal Letter Writing In English
• Application for Bank Statement

Application for Bank Statement - Format and Sample Letters

In today’s world, where money has become the factor that decides the fate of anything and everything, it is very vital that individuals equip themselves with financial independence and financial literacy. Having a lot of money and not knowing what to do with it or stashing it away in your cupboard lockers is of no use. On the other hand, if individuals know how to invest and save the money they earn, they could live a much more financially secure life. This article will give you a glimpse of how banking promotes the effective use of money, the ways to choose the right bank and the means to invest in, and sample application letters requesting bank statements.

Table of Contents

Who can have a bank account – things you need to know before you start your bank account, choosing your banking partner, sample 1 – bank statement request letter for it returns, sample 2 – application for account statement for loan application, sample 3 – letter requesting bank statement for scholarship.

• FAQs on Bank Statement Request Letter Format

Anyone is allowed to have a bank account. The Reserve Bank of India has given provisions for children and adults to have bank accounts. Children below the age of ten are eligible to have joint accounts, which can be changed into independent accounts once they complete eighteen years of age.

Should I have money to open a bank account? To this question, the answer is no. Not all banks insist on depositing money into your bank account the moment you start it. Many banks provide the option of a zero balance account. There are a few documents, however, that you should keep handy when you are at a bank to open your account. Most banks demand an address proof and identity proof for verification. The Aadhaar card is one compulsory proof demanded by all banks owing to the country’s rules and regulations. Other documents include ration card, voter’s identity card, passport, driving license, pan card, etc., for identification proof; and electricity bill, telephone bill, gas bill, etc., for address proof. The most important thing you need to take care of when starting a bank account is that you fill in all the right details in a legible manner.

To choose a bank, you should first decide what kind of account you want. Once you know the type of account you want to open, you can identify the bank by filtering out a few factors. Check for banks which do not charge much; check if there are any hidden fees, annual fees or transfer fees; check for cashing limits, digital banking policies, interest rates and also your convenience. If you are able to find a bank that offers you the best options and suits your financial needs, you can go forward with that one.

Sample Letters of Request for Bank Statement

Here are some sample letters of request for bank statements for your better understanding and reference.

The Branch Manager

State Bank of India

Chennai – 600045

Subject: Request for bank statement for IT return filing

As I have to file my income tax returns for the financial year 2020-2021, I request you to provide me with the bank statement from the 1st of April, 2020 to the 31st of March, 2021 for the savings bank account. I have enclosed herewith the account number and a copy of the passbook for your reference. Kindly do the needful.

Account number:

Thanking you

Yours faithfully,

Soumia Thomas

The Bank Manager

Union Bank of India

Uttar Pradesh

Pin Code – 110096

Subject: Request for bank account statement for personal loan application

I hold an account with the account number (mention your account number) at your bank, and I require a bank statement for the past six months (13/11/2020 to 13/05/2021) to provide as proof to apply for a personal loan. Kindly do the needful and provide me with my bank account statement at the earliest.

Thank you in advance.

Yours sincerely,

Shankar Nethran

Central Bank of India

New Washermanpet Extension

Chennai – 600054

Subject: Request for bank account statement for scholarship

I am Stephen Ruben, and I hold an account with the account number (mention your account number) at your bank. I require the bank statement for the last six months in order to apply for a scholarship abroad.

It would be of great help if you could kindly do the needful and issue me my bank statement at the earliest. You can mail it to [email protected].

Stephen Ruben

Frequently Asked Questions on Bank Statement Request Letter Format

For what reasons can you request for a bank statement.

People request for a bank statement for purposes such as loan application, scholarship, IT return filing, visa application, for higher education and to provide proof for various transactions.

How do I write a request for a bank statement to the branch manager?

I hold an account with the account number (provide your account number correctly) at your bank, and I require a bank statement for the past six months (the dates for which you require the bank statement) to provide as proof (state reason for request of bank statement). Kindly do the needful and provide me with my bank account statement at the earliest.

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• Application for Bank Statement - Format and Sample Letter

How to Write Application for Bank Statement?

When you need to obtain a bank statement for personal or official use, writing a formal application is essential. A bank statement is a document that outlines your financial transactions over a specific period. This document can be crucial for various purposes, including applying for loans, verifying income, or managing personal finances.

To request a bank statement, you should write a clear and concise application letter. This letter should include your account details, the period for which you need the statement and your contact information. In this article, we'll explore a straightforward format and provide a sample letter to help you draft an effective request. By following these simple steps, you can ensure your application is processed smoothly and promptly.

Who Can Open a Bank Account: Key Information to Consider Before Getting Started

Opening a bank account is accessible to everybody, including both children and adults. The Reserve Bank of India allows children to have joint accounts with an adult, which can be converted to individual accounts once they reach eighteen.

You don’t need to deposit money initially to open an account, as many banks offer zero-balance accounts. However, you will need to provide certain documents. Most banks require proof of identity and proof of address. The Aadhaar card is essential for all accounts due to national regulations. Other acceptable documents include a ration card, voter ID, passport, driver’s license, and PAN card for identity verification, and utility bills like electricity, phone, or gas bills for address proof. Ensure you complete all forms correctly and legibly to facilitate a smooth account setup.

Selecting Your Banking Partner

Selecting your banking partner is an important decision that can impact your financial well-being. Start by considering what services you need, such as savings accounts, loans, or online banking. Look for a bank that offers these services with favourable terms. Compare fees, interest rates, and customer service quality. It's also helpful to choose a bank with convenient branch locations or easy online access. Read reviews and ask for recommendations from friends or family to find a reliable bank. Making an informed choice ensures you have the right support for managing your money effectively.

How to Write Application for Bank Statement

Writing an application for a bank statement is straightforward. Follow these steps to ensure your request is clear and complete:

Start with Your Information : Begin by writing your name, address, email, and phone number at the top of the letter.

Date the Letter : Include the date on which you are writing the application.

Address the Letter : Write the branch manager's name and the bank’s branch address.

Write the Subject : Clearly state the purpose of the letter, such as "Application for Bank Statement."

Greeting : Use a formal salutation like "Dear (Branch Manager's Name),".

State Your Request : Mention that you are requesting a bank statement and provide your account details, including your name and account number.

Specify the Period : Indicate the period for which you need the statement, such as "from (Start Date) to (End Date)."

Preferred Format : Specify whether you need the statement in electronic format or a physical copy.

Mention Any Fees : If applicable, ask about any charges associated with obtaining the statement.

Closing : Thank the bank for their assistance and include a formal closing such as "Yours sincerely," followed by your name.

Format for Bank Statement Application

(Your Name) (Your Address) (City, State, ZIP Code) (Email Address) (Phone Number)

Date: (DD/MM/YYYY)

Branch Manager (Bank Name) (Branch Address) (City, State, ZIP Code)

Subject: Application for Bank Statement

Dear (Branch Manager's Name),

I am writing to request a copy of my bank statement for my account with your bank. My account details are as follows: Account Holder Name - (Your Name), Account Number - (Your Account Number). I would like the statement for the period from (Start Date) to (End Date). Please provide the statement in (desired format: e.g., electronic PDF or physical copy). If there are any charges associated with this request, kindly let me know.

Thank you for your assistance in this matter.

Yours sincerely, (Your Signature) (Your Name)

Sample Letters of Request for Bank Statement

Here are a few sample letters requesting bank statements to help you understand and use as a reference.

Application for Bank Statement for IT returns

Rakshita XYZ Villa 7th Cross Road, Bangalore [email protected] Phone no: xxxxxxxxxxx

Date: 16/09/2023

Branch Manager ABC Bank New Branch Bangalore

Subject: Request for Bank Statement for Income Tax Returns

I am writing to request a copy of my bank statement to complete my income tax returns. Please provide the statement for my account with your bank for the period from 1 April 2022 to 31 March 2023. My account details are as follows: Rakshita and Account Number - 33445566698768. I would prefer to receive the statement as a physical copy. If there are any charges associated with this request, kindly inform me.

Thank you for your assistance.

Yours sincerely, Rakshita

Application for Bank Statement for Loan Application

Mary WTY House Kochi, Kerala [email protected] Ph. No. 1234567890

Date: 30/06/2024

Branch Manager XYZ Bank City Branch Kochi, Kerala

Subject: Request for Bank Statement for Loan Application

I am writing to request a copy of my bank statement for the purpose of applying for a loan. Please provide the statement for my account with your bank for the period from 15/03/2024 to 30/06/2024. My account details are as follows: Account Holder Name - Mary and Account Number - 858564231759. I would appreciate it if you could provide the statement in electronic PDF to [email protected]. If there are any fees for this request, please let me know.

Yours sincerely, Mary

Application for Bank Statement for Scholarship

Mounika CGBH Bungalow 7th Cross Road, Chennai [email protected] Ph. No. 89875434689

Date: 08/08/2024

Branch Manager Yuwa Bank Chennai Branch Chennai, Tamil Nadu

I am writing to request a copy of my bank statement to support my scholarship application. Please provide the statement for my account with your bank covering the period from 08/08/2023 to 08/08/2024. My account details are as follows: Account Holder Name - Mounika and Account Number - 786546790098. I would prefer to receive the statement in physical copy. If there are any charges for this request, please inform me.

Yours sincerely, Mounika

Test Your Knowledge of Application for Bank Statement

To test your understanding of the Application For Bank Statement and the application process, complete the following tasks:

Task 1: Draft a formal application letter requesting a bank statement for visa application.

Find Out if You Got them All Right from the Answers Below:

Jeevan Phase 2, RT Block Mangalore [email protected] 8765490876

Branch Manager City Bank Ground Branch Mangalore

Subject: Request for Bank Statement for Visa Application

I am writing to request a copy of my bank statement to support my visa application. I need the statement for my account with your bank for the period from 30/06/2023 to 30/06/2024. My account details are as follows: Account Holder Name - Jeevan and Account Number - 567876549076. I would appreciate it if you could provide the statement in physical copy. If there are any charges for this request, please let me know.

Yours sincerely, Jeevan

Takeaways from This Page

When applying for a bank statement, it’s important to clearly state the purpose, such as for a visa, loan, or scholarship. Include your account details, like your name and account number, and specify the statement period you need. Indicate how you’d like to receive the statement, whether electronically or as a physical copy. Be aware of potential fees for this service and ask about them if needed. Provide accurate information to avoid delays and follow up if you don’t hear back in a reasonable time. Remember, banks require identification for security reasons and have strict privacy policies.

FAQs on Application for Bank Statement - Format and Sample Letter

1. What is a bank statement?

A bank statement is a document that summarises all transactions in your bank account over a specific period, including deposits, withdrawals, and account balances.

2. Why might I need to request a bank statement?

You might need a bank statement for various purposes, such as applying for a loan, visa, scholarship, or for personal financial management.

3. How do I request a bank statement?

To request a bank statement, write a formal application letter to your bank, including your account details, the period for which you need the statement, and your preferred format (electronic or physical).

4. Do I need to pay for a bank statement?

Some banks charge fees for issuing bank statements, especially if they are requested in physical form or for past periods. Check with your bank for details on any applicable fees.

5. What documents do I need to provide?

Typically, you will need to provide proof of identity and address. The Aadhaar card is often required in India, along with other documents like a passport or utility bills.

6. How long does it take to receive a bank statement?

Processing times can vary. Electronic statements are usually faster, often delivered within a few hours to a day, while physical statements might take several days to arrive.

7. Can I request a bank statement online?

Yes, many banks offer online banking services that allow you to request and download bank statements directly through their website or mobile app.

8. What should I do if there’s an error in my bank statement?

Contact your bank immediately to report any errors or discrepancies. Provide details of the issue and follow their instructions for correcting the mistake.

• Application for Bank Statement

Some people need to follow their bank activity by requesting bank statements. A bank statement is a crucial document that is required to obtain information about previous transactions, obtain loans, track vendor payments, and so on. Every month, the bank sends it to the account holder. Let us have a look at this article to understand how to draft an application for bank statement, as well as the guidelines to follow and several sample letters.

Bank Statement

A bank statement is a formal document that contains information about all transactions that occurred over a specific time period. A bank account statement usually summarizes the following:

• Every deposit, withdrawal, and transfer
• During the period, interest was earned.
• Charges for services or penalties
• Balances at the beginning and end

It assists account holders in keeping track of their costs, income, bank fees, interest gained, suspicious activities, and so on. Every month, banks typically email the monthly bank statement to their customers’ registered email addresses. Customers can also pick up their monthly bank statements from the branch. The consumer must submit an application for bank statement to the bank manager in order to do so.

Guidelines to Write an Application for Bank Statement

Formal letter writing is used to seek a bank statement letter. It should be written in a professional tone and in a business structure. The following guidelines will help you create a suitable application for bank statement requests.

• Appreciate the bank for its customer service help.
• Explain why you’re obtaining the bank statement.
• Mention and emphasize the account holder’s identification and account number information.
• Mention the needed bank statement’s beginning and closing dates.
• Indicate whether your problem requires immediate attention and why.
• Enter your postal or email address if you require an original copy.
• Keep things simple and to the point.
• Use polite, professional words and tone.

Format for an Application for Bank Statement

The Branch Manager

Bank Address

Subject: Request for bank account statement from period ______ to _______

Body of the Letter: The body should include information such as the bank account number, account details, the reason for obtaining the statement, the period for which the statement is required, and so on.

Complimentary Closing

Name and Address

Enclosures, if any

Application for Bank Statement Samples

Sample 1 – application for bank statement for it returns.

Bank of India

25 th July 2022

Subject: Request for Bank Account Statement for IT Return Filing

Respected Sir/Madam,

My name is Ramesh Patel, and I have a savings bank account at your branch. I am writing this letter requesting you to provide me with the Bank Statement from 1 st January 2022 to 31 st March 2022, as I have to file my IT returns for FY 2021-22. My account number is ___________ and I have also attached a copy of my passbook for your reference.

I respectfully request that you send me my bank account statement for the aforementioned period as soon as possible. Please perform the necessary and obey.

Thanking you,

Yours Sincerely,

Ramesh Patel

(Attach a copy of the Passbook)

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Sample 2 – Application for Bank Statement for Credit Card

State Bank of India

5 th April 2022

Subject: Requesting letter for Bank Statement

Dear Sir/Madam,

I’d like to advise you that I have an account in your branch under the name (account holder name.) I need my account statement for the last six months (mention dates) because I am applying for a credit card that requires a six-month account statement. My account information is as follows:

Account Holder’s Name:

Account number: XXXXXXXXXX

Aadhar Number:

Phone number: 9742XXXXXX

It would be extremely kind of you if you could do the necessary as soon as possible. I would want to thank you for your cooperation.

Sample 3 – Application for Bank Statement for Loan

Janalakshmi Sahakari Bank

Liberty Garden Branch

15 th August 2022

Subject: Requesting letter for Bank Statement for loan approval

I would like to bring to your kind notice that, I am (Mention your name) maintaining a savings account. I have an account with your bank with the account number XXXXXXXXXXX5673, and I need a bank statement for the last six months (1/12/2021 to 1/05/2022). I’m looking for a car loan and need to provide my most recent 6-month bank account statement.

Here are my bank account details –

Account Holder:

Account Number:

Account Type:

Linked Mobile No:

As a result, I ask that you please send me the bank account statement as soon as feasible. I will appreciate your prompt response on this matter.

Thanking You

Frequently Asked Questions

Q1. What are the reasons for requesting a bank statement?

Answer. Account holders require a bank statement. People require bank statements for a variety of reasons, including loan applications, scholarship applications, IT return filing, visa applications, higher education, and to offer verification for various transactions.

Q2. What documents are needed for a bank statement?

Answer. A bank statement requires some general financial documents. The account holder’s name, account number, account type, a mobile number linked to the account, and email address are all necessary. You are also aware that you will require a bank statement application in conjunction with these documents.

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Exclusive Application Letter for Bank Statement Template

Whether you’re applying for a loan, verifying your financial status, or simply keeping track of your transactions, a well-crafted application letter for a bank statement can make all the difference. 

In this guide, I’ll walk you through how to write an effective application letter for a bank statement, complete with three unique templates to suit different situations. I’ll also share some tips from my personal experience that have proven successful time and again.

Bank Statement Request Letter Generator

Disclaimer: This tool is provided for general information purposes only. Always double-check the letter before sending it to the bank.

Key Takeaways:

• Purpose of Request: Clearly state why you need the bank statement.
• Essential Details: Include necessary account details and the specific period for which you need the statement.
• Professional Tone: Maintain a formal, polite tone throughout the letter.
• Customization: Tailor the letter to your specific situation using one of the provided templates.
• Follow-Up: Know when and how to follow up if you don’t receive a prompt response.

Why Write an Application Letter for a Bank Statement?

A formal application letter is often required by banks when customers need to access past bank statements. While online banking has made it easier to retrieve statements, there are occasions when an official request is necessary.

For example, if you need a certified copy of your bank statement for legal or tax purposes, or if the statement period you require is not available online, a formal request becomes essential.

My Experience

Trending now: find out why.

In my experience, I’ve found that a concise and well-structured letter not only expedites the process but also ensures that you get exactly what you need without unnecessary back-and-forth communication. It’s all about anticipating what the bank needs from you and providing that information upfront.

Step-by-Step Guide to Writing Your Application Letter

Here’s how you can craft an effective application letter for a bank statement:

• Start with the Basics: Begin with your name, address, and contact information at the top of the letter. This makes it easy for the bank to identify you and reach out if they need further information.
• Address the Letter Properly: Use the correct title and address for the bank. If you’re unsure, a quick call or visit to the bank’s website can provide you with the necessary details.
• State the Purpose Clearly: The first paragraph should state why you need the bank statement. Whether it’s for auditing, legal purposes, or personal records, be clear and concise.
• Include Necessary Details: Mention your account number, the specific period for which you need the statement, and whether you need a certified copy. This information helps the bank process your request faster.
• Maintain a Formal Tone: Use polite and professional language throughout the letter. Even though it’s a straightforward request, maintaining a formal tone ensures that your request is taken seriously.
• Close with a Request for Prompt Action: Politely ask for a prompt response and provide your contact information again, making it easy for the bank to reach you if needed.
• Proofread Before Sending: Always double-check your letter for any spelling or grammatical errors. A well-polished letter reflects professionalism.

Table: Essential Components of the Application Letter

Template 1: Basic Request for Personal Use

Subject: Request for Bank Statement

[Your Name] [Your Address] [City, State, Zip Code] [Email Address] [Phone Number] [Date]

The Manager [Bank Name] [Bank Branch] [City, State, Zip Code]

Dear Sir/Madam,

I am writing to request a bank statement for my account [Account Number] for the period of [Start Date] to [End Date]. This statement is required for my personal records, and I would appreciate it if you could provide it at your earliest convenience.

If there is any fee associated with this request, please let me know. I am happy to cover any costs involved. Please send the statement to my address or email it to the above-mentioned email address.

Thank you for your prompt attention to this matter.

Sincerely, [Your Name]

Template 2: Request for Legal Purposes

Subject: Urgent Request for Certified Bank Statement

Dear [Manager’s Name],

I am in need of a certified bank statement for my account [Account Number] for the period of [Start Date] to [End Date]. This statement is required for legal purposes related to [briefly explain the reason, e.g., court proceedings, tax filing].

Due to the urgency of this matter, I would appreciate it if you could expedite this request. Please let me know if there are any fees associated, and I will ensure they are covered promptly.

Thank you for your assistance.

Template 3: Request for Audit

Subject: Request for Bank Statement for Audit Purposes

I am writing to request a bank statement for my account [Account Number] covering the period from [Start Date] to [End Date]. This statement is necessary for an upcoming audit.

Please ensure that the statement is detailed and includes all transactions during the specified period. If a certified copy is required, please inform me of any additional steps I need to take.

I would appreciate your prompt response to this request.

Best regards, [Your Name]

Tips from Personal Experience

In my experience, the success of your application letter largely depends on how clearly and politely you communicate your needs. I’ve seen requests delayed or denied simply because the applicant didn’t include all necessary details or used an overly informal tone. Here are some additional tips:

• Follow Up if Necessary: If you haven’t received a response within a reasonable time frame (usually one week), don’t hesitate to follow up. A polite phone call or email can make all the difference.
• Be Specific: The more specific you are about your needs, the less likely there will be delays. For instance, if you need the statement for a visa application, mention this to emphasize the urgency.
• Use Email if Possible: In today’s digital age, sending your request via email can expedite the process. However, if you need a certified copy, visiting the bank in person may be necessary.

Table: Common Reasons for Requesting a Bank Statement

Final Thoughts

Writing an application letter for a bank statement doesn’t have to be complicated, but it does require attention to detail and a professional approach. By following the steps and using the templates provided, you can ensure your request is processed smoothly and efficiently.

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Frequently Asked Questions (FAQs)

Q: what is the best way to format an application letter for a bank statement.

Answer: In my experience, the best way to format an application letter for a bank statement is to start with your personal details, followed by the bank’s details, and then clearly state the purpose of your request. Make sure to use a formal tone, include your account number, and specify the period for which you need the statement.

Q: How long does it typically take to receive a bank statement after submitting an application letter?

Answer: Based on my experience, it usually takes about 3-5 business days to receive a bank statement after submitting an application letter, though this can vary depending on the bank and the method of delivery. To speed up the process, I always recommend following up with the bank if you haven’t received a response within a week.

Q: Can I request a bank statement for a period that is not available online?

Answer: Yes, you can request a bank statement for periods that are not available online, and I’ve done this successfully by submitting a formal application letter to the bank. It’s important to specify the exact dates you need and mention that the period is not accessible through online banking.

Q: Is it necessary to request a certified bank statement in my application letter?

Answer: Whether you need a certified bank statement depends on the purpose of your request. In my experience, when dealing with legal matters or official documentation, a certified statement is often required, so I always make sure to mention this in the letter if needed.

Q: What should I do if I don’t receive a response to my application letter for a bank statement?

Answer: If you don’t receive a response, I’ve found that a polite follow-up call or email to the bank can make all the difference. Persistence is key, and it’s important to remind the bank of your request while maintaining a professional tone.

Q: Can I send an application letter for a bank statement via email?

Answer: Yes, sending an application letter via email is often more efficient, and I’ve used this method successfully many times. Just ensure that your email is professional, includes all necessary details, and if you require a certified copy, be prepared to visit the bank in person if needed.

Q: How do I write a bank statement request letter for my current account?

Answer : I recently drafted a bank statement request letter for my current account by clearly mentioning my account details and the specific period for which I needed the statement. It was straightforward; I just ensured my contact information was up-to-date and politely requested the document.

Q: What should I include in my bank statement request letter to ensure it gets processed quickly?

Answer : In my experience, including my account number, the dates for the statement I needed, and a brief reason for the request in the letter made the process smoother. I also mentioned my contact information for any follow-ups, which seemed to expedite the process.

Q: Is it necessary to visit the bank in person to submit a bank statement request letter for my current account?

Answer : When I needed my bank statement, I discovered it wasn’t mandatory to visit the bank in person; I could simply mail the letter or submit it through the bank’s online portal, which was incredibly convenient.

Q: Can I request a bank statement for a specific transaction period instead of the usual monthly or quarterly statements?

Answer : Absolutely, I once needed a statement for a custom date range to track specific transactions, and I just specified those dates in my request letter. The bank provided the statement for the exact period I requested without any hassle.

Q: How quickly can I expect to receive my bank statement after submitting a request letter?

Answer : Based on my experience, the response time can vary, but I received my bank statement via email within a few days after my request. However, it might take longer if you request a physical copy by mail.

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Request Letter for a Bank Statement

Last Updated On March 18, 2020 By Letter Writing Leave a Comment

A bank statement is important to keep track of bank transactions. It is also essential to request bank statements from time to time for record-keeping and to prepare financial statements.

In business operations, bank statements are requested to prepare ledgers and ensure the accounts are balanced. To avoid misunderstandings in the bank transactions, the bank statements give clear information on credits and debits. Bank statements can also be used to identify any irregularities in business transactions.

Tips for writing a request letter for a bank statement

• Express gratitude towards the bank’s customer services
• Describe the reason for the request of the bank statement
• Highlight relevant details like bank account number and account name
• Keep it simple and direct to the point
• Include your signature at the end of the letter
• Mention if your issue is to be dealt with urgency and why
• If you need an original copy, include your postal address or email
• Use polite and professional language

Request Letter for a Bank Statement Templates

Do you want to have a look at your bank transactions? Here is a request letter for a bank statement template and sample letters that you can use to customize a request letter to your bank manager.

_____________

Date (date on which letter is written)

________________

Sub:_________________________________________

Dear _________________,

My name is ____________ a customer to your bank ____________. I hold an account under the name ____________ and account number ____________. I wish to request for a detailed bank statement for my business account. The government is offering funding to small business and micro enterprises and I would like to apply for this funding. The bank statements will help me make an informed decision on the amount of money I will borrow for my business.

I request for a detailed back statement of my transactions from ____________ to ____________. I highly appreciate your outstanding banking services, customer care, and security of bank details that your bank provides.

Kindly send the original copy to my postal address ____________ and I herewith attach a cheque to cover the service charges. Please address my request at your earliest so that I can proceed with the application for financial help. Thank you for considering this request and kindly address it with urgency.

Kindly get back to me regarding this matter as soon as possible.

Your Sincerely,

(__________________)

_____________ _____________

________________ ________________

I am ____________ holding a __________ account in your bank under the name of _____________. My account number is _______________. I would be very grateful to you if you could provide us the bank statement for the month of ___________ to _______. The same is needed by my accounts department for the tax purpose.

It would be very kind of you if you could do the needful at the earliest and mail us across the bank statements for the smooth functioning of our account transactions. Your promptness in this regard will be highly appreciated.

Thanking you,

Yours sincerely,

Request Letter for a Bank Statement Samples

To keep track of your bank transactions, it is important to request a bank statement from time to time. Have a look at our sample of a free request letter for a bank statement that you can use to tailor the letter.

Brigitte Mendoza,

73 Arlington Avenue

Onalaska, WI 54650

United States

Date:____________ (Date on which letter is written)

The Manager,

The Indian Bank

576 Vale Dr.

Menasha, WI 54952

Sub; Request for a bank statement

Dear Sir/Madam,

I write this regard to my business bank account under the account name Rosters Investors and account number AK39472. I wish to request for a bank statement for this account from 1 st January 2019 to 31 st December 2019.

My request is to follow my application for government funding aimed at promoting small businesses and micro-enterprises.  I wish to use this statement to know how much I will borrow to boost my business.

I am grateful for the exceptional customer service that your bank offers to your clients. I hope that you will do the needful and send the bank statement. Please send the original document to 73 Arlington Avenue, Onalaska, WI 54650 so that I can proceed with the financial application. Kindly receive the cheque enclosed in this letter  for the service charge.

Please consider my request with promptness. In case of any clarifications or confirmation, kindly contact me through 251-344-4271.

Thank you in advance.

Yours Faithfully,

Brigitte Mendoza

Mr. Johnson Kennedy Manager Yes Bank Berlin

Peter Louis, 3451 JFK Boulevard Account Holder

Sub; Requesting for a bank statement for the month of July – September

Dear Mr. Kennedy,

This is to bring to your kind consideration that I am holding a current account in your bank. The account number is 09865444 and it is in the name of “Ascent Technologies”.  Our accountant requires the bank statement for the above mentioned months with regards to income tax filing.

Your bank has always given us exceptional customer service as and when required, therefore I would request you to kindly do the needful at the earliest. I will be truly obliged to you for this.

You can either sent the statement through mail or fax. Our fax no. is 234765 and my email id is [email protected] .  Your promptness in this regard will be highly appreciated.

Peter Louis

Ascent Technologies

Request Letter for a Bank Statement Email Formats

Emails are more convenient to make private communications with your bank. Check out our request letter for a bank statement in an email format that you can customize to write such a request.

My name is Bo Maddox and I hold an account with your bank I&M under account number 37282036BM. I hereby write to request for a bank statement because I have noticed unauthorized transactions taking place in my account. I wish to use this statement to keep track of my bank transactions from 1 st January to 30 th June 2019.

I am grateful for the exceptional customer services and security that your bank provides to its clients. Kindly send the bank statement to my email [email protected] . Please grant my request at your earliest and if possible in the next three business. I wish to know the transactions done in this period to clarify the financial statements.

This is a matter of urgency and I hope that you will address it promptly. This will help me make an informed decision on this issue and respond accordingly.

Kindly consider my request for a detailed bank statement for my bank account mentioned above. Contact me through my mobile 372-420-9048 if you have any further questions or need clarifications.

Thank you, I look forward to your response soon.

Best regards,

Dear sir/madam,

I am Mary Baker, the general manager of the “Technological solutions LTD” and the holder of the account numbered 258963852. The type of my account is current. I would like to ask you to send me the statement of the account for the past 3 months.

I need to present this statement to the tax authorities next week. The matter is urgent. Therefore, kindly ask you to handle this request as soon as you can.

In reference to the above, I would like to point out that I need the statement from 01.05.10 until 01.08.10. Kindly ask you to forward it as soon as possible via fax or e-mail.

I will appreciate your prompt reply.

Thanking in advance,

(General Manager)

“Technological solutions LTD”

A/C258963852

To keep track of your bank transactions and ensuring the account is balanced, a bank statement is a document that gives a bank’s customer with the necessary information. Banks prefer requests for bank a statement in written format rather than the word of mouth to ensure that bank information gets to the right person.

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Application to Request Bank Statement (with Samples & PDFs)

I have listed sample templates to help you craft an effective and professional application to request bank statement.

Also, I would like to point out that you can also download a PDF containing all the samples at the end of this post.

Application for Requesting Bank Statement

First, find the sample template for application to request bank statement below.

Subject: Application to Request Bank Statement

Respected Sir/Madam,

I, [Your Name], am writing this letter to formally request a bank statement for my account. I am a loyal customer of your bank and have a savings/current account here. My account number is [Your Account Number].

I require the bank statement from [Start Date] to [End Date] for my personal record keeping and financial management. I would appreciate if you could issue the bank statement at the earliest possible convenience.

Also, I kindly request you to send the statement to my registered email address, which is [Your Email Address]. If that is not possible, I will be happy to collect the statement personally from the branch.

I understand that there might be charges associated with this service and I am willing to pay the necessary fees. I would be grateful if you could let me know the procedure and how to proceed further.

Thank you for your attention to this matter. I look forward to your prompt response.

Yours sincerely, [Your Full Name] [Your Contact Number] [Your Email Address] [Today’s Date]

Application to Access Bank Statement for Home Loan Verification

To, The Branch Manager, [Bank Name], [Branch Name], [Branch Address],

I, [Your Name], holding a savings account with your esteemed bank, account number [your account number], would like to request access to my bank statement for the last six months. I need this statement for the verification of a home loan application that I have initiated with [Home Loan Provider’s Name].

As per the requirement of the loan provider, I need to submit my bank statement reflecting my financial transactions to assess my eligibility and repayment capacity for the home loan.

I would be grateful for your prompt assistance in this matter.

Thanking you,

[Your Name] [Your Address] [Your Mobile Number] [Your Email ID] [Date]

Application for Bank Statement SBI for Account Reconciliation

Subject: Application for Bank Statement for Account Reconciliation

My registered email address linked with the account is [Your Email Address], and the registered mobile number is [Your Mobile Number]. Kindly send the bank statement to my registered email address in PDF format. Alternatively, you can also send the statement through postal mail to my mailing address registered with the bank.

Thanking you in anticipation.

Yours faithfully, [Your Name] [Your Account Number] [Your Email Address] [Your Phone Number] [Date]

Application for 6 Month Bank Statement to Review Financial Health

Subject: Application for 6 Month Bank Statement to Review Financial Health

I would be grateful if you could provide the bank statement at the earliest. If possible, kindly send the statement to my registered email address [Your Email Address] or let me know when I can collect it from the branch personally.

Yours faithfully,

[Your Name] [Your Contact Number] [Your Email Address] [Your Address]

Application for Bank Statement of Current Account for Business Audit

Subject: Application for Bank Statement of Current Account for Business Audit

I am writing to request a bank statement of our current account (Account Number: [Account No.]) for the period of [starting date] to [ending date] as required for the purpose of a business audit that our company is undergoing. Our company, [Company Name], holds the aforementioned account in your esteemed bank.

The said statement is crucial for us to comply with the auditing requirements, and we need it at the earliest to facilitate a smooth audit process. Kindly arrange to provide the bank statement either through postal mail to our registered address or via email at [your email address].

We appreciate your prompt attention to this matter and look forward to your cooperation in providing the requested bank statement as soon as possible.

[Your Name] [Designation] [Company Name] [Company Address] [Phone Number] [Email Address]

Bank Statement for Visa Application to Prove Financial Capability

To, The Branch Manager, [Bank Name], [Bank Branch], [Address]

Subject: Request for Bank Statement for Visa Application to Prove Financial Capability

I, [Your Name], holding a Savings Account (A/C No: XXXXXXXX) at your esteemed branch since [Date of Account Opening], would like to request a bank statement for my account for the past 6 months, starting from [Starting Date] to [Ending Date].

Thank you for your attention to my request. I look forward to receiving the bank statement soon.

How to Write Application to Request Bank Statement

Some writing tips to help you craft a better application:

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And if you have any related queries, kindly feel free to let me know in the comments below.

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Word & Excel Templates

Printable word and excel templates.

Bank Statement Request Letter

A bank statement is a document that provides information regarding the transactions carried out by a particular account. Every account has its bank statement. This statement also provides information regarding withdrawals from an account, tax imposed on withdrawal, connected ATM, etc.  It also depicts the balance at the starting and ending period of time encompassed by the bank statement.

It is important to note that this statement is only issued by the bank to only the account holder. Even if the account holder needs it, he will have to write the bank statement request letter. A bank finds it very important to use this statement because it keeps its position clear by giving accurate information on credits and debits.

When to write a bank statement request letter?

We come across many situations in our life when we have to show our financial condition. For this purpose, we use the bank statement of our accounts. Below are some scenarios in which using a bank statement is a must:

• When you want to apply for a loan, you are required to prove that you have sufficient funds to pay off the loan and you are getting a particular amount of money every month to pay the interest, you will be required to show your bank statement.
• When you apply for a visa and you have to show that you hold a particular amount to support yourself when you are in a foreign country, you will ask the bank to provide you with it by writing a request letter.
• When you have to prove that the money you have in your account has been earned from legitimate means, your statement of account will tell everything.

Basic guidelines to follow while writing a bank statement request letter:

To write a request letter that communicates your message to people in an appropriate way, you should follow the tips given below:

Use a formal format:

The request letter written to the bank requires you to write it in a proper format. The format should be professional so that the bank can understand what you are trying to say. A formal letter generally includes all the details regarding the bank such as bank name, branch name, branch number, address and contact details of the bank, date of writing the letter, and a suitable salutation. This letter should also not miss the details of the person who needs to have an account statement. In most cases, this person is usually the bank account holder. 

State the purpose:

It is the main responsibility of the account holder to know that why he needs the statement of his account. In general, banks allow the account holders to take the statement document once a month. In that case, they don’t ask for the reason. However, when the bank has a policy of not stating without specifying the reason, then you will have to provide the reason.

Give account details:

It is quite understood that the bank will not be able to issue the statement of account unless it obtains enough information regarding that account. Additionally, it is also required by the bank to verify and validate that you are the right person to ask for the statement.

The letter should be concise:

When you write to a bank, you cannot add unnecessary details. Some people don’t give unnecessary details but still, they fail to write this letter concisely. If you are also one of them, you will have to struggle to learn how you can stay concise as well as informative at the same time. It is also important to remember that your letter should be clear without any ambiguity.

Mention the period of bank statement:

The bank statement needed for a variety of purposes needs to be of different periods depending on the purpose. For example, a statement needed for a visa application should be for 6 months whereas, the statement needed to get loan approval can be for one year. So, the bank does not know about the period you need the bank statement of. State the period by specifying starting and ending dates.

Sample Letter

Subject: Bank statement request letter

Dear Manager,

I still appreciate the kind cooperation and guidance you showed during the process of my account opening. Now I am seeking your assistance to obtain my bank statement. My name is Anderson, and I am a saving account holder in your bank. I started building my home last month. Unfortunately, I fell short of money and was forced to apply for a personal loan from the bank. Moreover, I am to file an income tax return for the current year. I need my bank statement for these purposes.

To resolve the above-mentioned matters, I am in dire need of a bank account statement. Therefore, I want you to issue me the required documentation so that all the formalities could be fulfilled on time. I appreciate it if you could dispatch it within 24 hours or at your earliest.

I would appreciate it if you could send my bank statement directly to my address registered with you. Amount in lieu of bank account statement may be deducted from my account if required. Please let me know anything else that I am supposed to do in this regard. I am waiting for your nice cooperation.

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Application For Bank Statement | Bank Statement Request Letter Format & Samples

Post by Mita Maji

Hey, are you looking for some of the Best samples of the Application For Bank Statement ? Or, Request Letter For Bank Statement? If YES, then you’ve come to the right place & here you will get more than 15+ samples.

Generally, most banks issue your account statement on a monthly basis to keep a record of your income and expenses. Our bank account statements are very important to us and they are needed in many places. For example, in the case of taking a credit card , in case of taking a personal loan , home loan, car loan, in case of knowing our past transactions, for any kind of bank account verification, or filing income tax , there can be many more reasons.

We hope you can easily write your bank statement request letter using the samples given below. If you use the samples given below, then you must change some things like bank name, your name, your account no, address , mobile no, date, bank account details.

If you want to know more details about the bank statement applications, you can see the FAQ section at the end of this post.

Simple Bank Statement Request Letter Format

To, The Bank/Branch Manager, [Name of the Bank], [Home Branch Name], [Date].

Subject- Request for bank statement.

Respected Sir/Madam,

I have a saving account in your bank for the last few years and the account number is ________ [Write Your Account Number]. I would like to inform you that I need my last year’s bank statement. [You can mention your Reason for taking this bank statement]

I humbly request you to issue me my last year’s bank statement at the earliest. Kindly do the needful and oblige.

Thanking you!

Your trusty, [Your Name], [Account Details]. [Address], [Contact Details].

Application For Bank Statement

To, The Bank Manager, [Bank Name], [Bank Address], [Date].

Subject: Request letter for bank account statement.

Dear Sir/Madam,

With due respect, I am stating that I am holding a savings bank account in your bank. My account number is ____________ [Write Your Bann Account Number]. I would be very grateful to you if you could provide me the statement of my bank account for the last six months. [Specify the number of months you want]

The details of my bank account are given below – Account Holder: Account No: Debit/Credit Card No:

It would be very kind of you if you could do the needful at the earliest. I would like to appreciate your cooperation.

Thanking You.

Yours Sincerely, [Name], [Address], [Contact Details].

Read ALso:   Application For Lost Bank Passbook

Bank Statement Request Letter Format

To, The Bank/Branch Manager, [Bank Name], [Branch Address], [Date].

Subject: Bank statement application letter.

I am writing this application letter to inform you that, I am having a savings account in your bank branch. My account no is ____________ [Write Your Account Number]. I need a statement of the last 6 months of my bank account to file income tax. [Here you can specify your exact reason]

Therefore, kindly provide me my last 6 month’s bank account statement. So that I can file my income tax very easily.

Your cooperation in this matter will be highly appreciated.

Thanking you.

Yours sincerely [Your Name], [Bank Account Details], [Your Address], [Mobile No], [Email Address].

Request Letter For Bank Statement

To, The Branch Manager, [Bank Name], [Branch Name], [Date].

Subject: Application for bank statement.

I would like to draw your attention to the fact that, I have been maintaining a savings account in your branch. My bank account number is __________ [Mention Your Bank Account].

I urgently need the bank statement from ______ [Start Date] to _____ [End Date]. I will appreciate it if you can give me my bank statement within the next few days because it’s very urgent. I will be truly obliged to you for this.

Thank you in advance.

Yours Faithfully, [Your Name], [Your Address], [Your Mobile Number].

Read Also:  Application For New/Update Passbook

Letter Requesting For Bank Statement For Loan

From, [Account Holder Name], [Address], [Contact Details].

To, The Bank Manager, [Bank Name], [Branch Name], [Branch Address], [Date].

Subject: Letter requesting for bank statement Due to loan.

I would like to bring to your kind notice that, I am ________ [Mention Your Name] Maintaining a Savings account at your _______ [Mention Your Branch Name] branch. I am applying for a car loan for which I have to submit my last 6-month bank account statement.

Here are my bank account details – Account Holder: Account Number: Account Type: Linked Mobile No:

Therefore, I request you to kindly provide me the bank account statement as early as possible. I will be grateful for your quick response regarding this issue.

Yours Faithfully, [Your Name].

Application For Bank Statement Letter

To The Branch Manager, [Bank Name], [Branch Address], [Date – Date on which letter is written].

Subject- Request letter for bank statement.

I am _______ [Mention Your Name] and I have savings bank account in your bank for the past few years. My account no is _________ [Mention Your Account No]. I am writing this letter to make a request to you for providing me the last 2 years bank statement.

If you want you can send the bank statement through the mail. My email id is ________ [Mention your Email Address]. Your promptness in this regard will be highly appreciated. Also, If you need any more information regarding this matter you can contact me at this email or my mobile number __________ [Mention Your Moblie No].

I will be very grateful to your bank account for considering my request. Thank you very much in advance.

Yours Truly, [Your Name], [Address], [Contact Details].

Read Also:  Application For Address Change Request Letter To Bank

Letter To Bank Manager For Bank Statement

To, The Bank Manager [Bank Name], [Branch Name] [Branch Address]

Date: Day/Month/Year

Subject: Bank Statement Request Letter.

Respected sir/madam,

I am ______ [Mention Your Name], holding a saving account in your branch for the last few years & my account number is________ [Mention Your Account No]. I need my bank statement from the last 1 year to provide as proof for applying for a personal loan.

Therefore, I request you to kindly provide me the bank statement as soon as possible. Please do the needful then I will be forever grateful to you.

Thanking you in advance.

Yours Faithfully, [Name], [Account number], [IFSC Code], [Email ID], [Phone number].

Request For Statement Of Account Sample Letter

To The Manager, [Bank Name], [Bank Address], [Full Date].

Subject- Request letter for statement of account for audit/business purposes.

It is to state with due respect and honor that I am _______ [Write Your Name]. I am writing this application to inform you that I am one of your old customers and I have a savings account in your bank. My account no is _________ [Mention Your Account Number]. I need my bank statement for business purposes. So give me my last 1-year bank statement.

Therefore, it is my request to you give me my bank statement as soon as possible. I will be very grateful to you if you do the needful.

Yours Truly, [Your Name], [Your Bank Account Details], [Full Address], [Contact Details/Mobile No].

Authorization Letter For Bank Statement

To The Head Manager, [Bank Name], [Branch Address], [Date].

Subject- Application letter for bank statement.

With due respect, I would like to inform you that, I have a savings bank account in your _______ [Mention Your Branch Name] branch. My account number is __________ [Write Your A/c No] on the name of [Write Account Holder/Your Name].

Due to some personal reasons/authorization process, I need my bank account statement. It would have been great if it had been given to me sooner.

I hope you take it seriously and give me my bank statement as soon as possible. I shall be very thankful to you.

Yours sincerely, [Your Name], [Account Details], [Email/Mobile No].

Read Also: Application For Changing Mobile Number In Bank Account

Bank Statement Application In English

To, The Branch Manager, [Name of the Bank], [Branch Name & Address], [Date].

Subject: Bank statement request letter

Respected Sir,

I am _______ [Write Your Name], writing this letter to request you to provide me the bank account statement from _____ [Start Date] to _____ [End Date]. I am maintaining a saving bank account in the name of ______ [Write Account Holder Name] at your __________ [Write Your Branch Name] branch. My account number is _______ [Mention Your Bank Account Number].

This matter is very important because I have to submit a statement to the tax authorities in the next few days. So, I need the bank statement of my said account as soon as possible.

Yours Truly, [Your Name], [Your Address with Pincode], [Your Contact Information].

Application For Bank Statement SBI

To, The Branch Manager State Bank of India, [Branch Name], [Branch Address]. [Date].

Subject: Request for bank statement.

I am writing this application to inform you that my name is ________ [Your Name] and I have a bank account ______ [Mention your account number] in your reputable SBI branch. For some of my personal work, my last 6 month’s bank statement is very much needed at this moment.

I humbly request you to issue me my last 6 month’s bank statement at the earliest.

If you wish, you can send me my bank account statement to my Email ID below as soon as possible.

Yours Sincerely, [Your Authorised Signature], [Account Number], [Email Address], [Moblie Number].

Download Bank Statement Letter & Request Letter For Bank Statement Format Sample In Word – [ Click Here ]

SBI Bank Statement Request Letter PDF Download – Click Here

Many people in India have SBI bank accounts and they can easily download their bank statements using SBI’s yono app . So we have a youtube video below, and it shows you how to download your SBI Bank account statement without any problem using this yono app.

FAQs On Application For Bank Statement

How do I write application for bank statement? To, The manager, subject: request letter for bank statement. sir, I have a savings account in your bank. Due to some personal problems, I need my last 4 years’ bank statement. I hope you will provide me as soon as possible. Thank you.

What fees are on a bank statement? It totally depends on your bank. However, if you want to take your bank statement on a physical paper, you may have to pay some amount of money. Or if you want to get your bank statement in pdf format using your net banking or mobile banking, then almost all banks offer it free of cost.

Can I create a bank statement? At present no account holder in India can create his own bank statement. There is no benefit in making it yourself, as a bank statement shows all the financial activities in your account. However, he can download his own bank statement online through net banking.

Which documents are required for bank statement? Some general financial documents are required for a bank statement. Such as account holder name, account number, type of account, mobile number linked to the account and email id are required. Also, you already know that you will need a bank statement application with these documents.

Can we get bank statement from any branch? Yes, it is possible, you can get your bank statement from any branch of that bank. But if your account is a savings account, you may be charged for it.

Is it illegal to edit a bank statement? According to government instructions, you can never edit or change anything in your bank statement. If you do something like this then it is completely illegal. So, if you are trying to falsify the bank statement as proof of tax evasion, loan application, scholarship application or anything like that, let me tell you it is illegal.

Can I get bank statements from 10 years ago? It depends on your bank. However, most banks usually keep a record of your account for the last 7 years. You can contact your bank manager to inquire about this.

Read Also:-

• Application For Reopen Bank Account
• Bank Account Band Karne Ki Application In Hindi
• Application For Bank Account Transfer

RECENTLY PUBLISHED

Bank statement application- sample letter format.

Updated on : Dec 20th, 2021

A bank statement is an important document required to get details of past transactions, get loans, track vendor payments, etc. A business can obtain a bank statement by writing a bank account statement application letter to its respective bank.

What is a bank statement?

A bank statement is a formal document containing details of all transactions in a particular time frame. It is sent by the bank to its account holder every month. A bank account statement typically summarises the below:

• All deposits, withdrawals and transfers
• Interest earned during the period
• Services charges or penalties charged 
• Opening and closing balances

It helps the account holders keep track of their expenses, income, bank charges, interest earned, suspicious transactions, etc.

Need of bank statement for business

A bank statement is helpful in a business in many ways. Some of them are explained below:

• Bank reconciliation: A bank statement summarises all deposits, withdrawals and charges. A business can compare these transactions with its books of account to identify transactions not recorded in books or vice versa. It helps the business to manage their accounts easily and avoid errors. 
• Budgeting and planning: Bank statements help businesses to categorise their spendings. This enables the business to track its expenses and plan for future expenditures. 
• Tracking vendor payments: Bank statements serve as proof of payment made. It helps maintain vendor accounts by updating the payment made and calculating the closing account balance due. 
• Identify bank charges and interest earned: A business can record the bank charges and interest earned during the period by studying the bank statement. It can also reach out to the bank in case of additional charges booked. 
• Required for obtaining loans: Many financial institutions ask for bank statements of the last 2-5 years before granting loans . It helps to analyse the creditworthiness of a business.

Process to apply for bank statement

A bank statement can be obtained either by online mode or offline mode. For offline mode, one has to send a bank statement request letter asking for the account statement by specifying the time frame. The contents and a sample format of the bank statement request letter are explained in detail in the below topic.

For accessing the bank statements online, follow the below steps:

• Login to your account via net banking or mobile banking application.
• Click on the “Bank Statement” tab.
• Select the account statement period and click ‘OK’.

The bank will send the account statement on the registered email ID for the selected period. Some banks also provide an option to download the bank statement as a PDF via its net banking or mobile banking application. 

Automated Teller Machine : ATMs also give an option to print the summarised account statement. One can use this option as well to get its transaction history.

Banks usually charge nominal fees for providing printed bank statements. However, e-statements are not charged. So, it is a better option to track your account via net banking. One can take a printout of the e-statement and get it attested by the bank.

Contents and format of bank statement application or bank statement request letter

Write the bank statement application letter/request letter in professional yet straightforward language. Below are some of the important things which should be mentioned in a bank statement request letter:

• Recipient bank name and address
• Subject line for requesting a bank statement
• The body should include bank account number, bank account details, the reason for requesting the statement, the period for which the statement is required, etc.
• A complimentary closure line
• Your signature 
• Your name and address
• Mobile number
• Enclosures, if any

Below is a sample format of a bank statement application letter:

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Bank Statement Request Letter Format & Samples | How to Write & What to Include in the Letter?

Bank Statement Request Letter:  In some cases, people require to track their bank transactions by requesting the bank statements. Requesting the bank statements can be possible by writing a letter or email to the bank branch manager where you opened your savings or current account. Basically, it is a formal document where you will request the bank statement for particular dates & make them utilize for many reasons like submitting the salary bank statement before joining the new job, for visa processing, for applying the government or bank exams, etc.

So, take a look at the below modules and learn how to write a request letter for Bank Statement and what should be included in it? Along with that, we have curated the Bank statement request letter formats, samples for your reference & draft a perfect letter on your own. Also, Learn Tips for Writing Requesting Letters for Bank Statement. Avail Letter Writing Topics for both formal and informal topics all in one place to have an idea of what and what not to include in your letter writings.

Writing Tips for a Bank Statement Request Letter

The type of request for a bank statement letter is formal letter writing. It should be written using a business format and a professional tone. The following tips are some advice to assist you to write an appropriate bank statement request letter.

• Express gratitude towards the bank’s customer services
• Explain the reason for requesting the bank statement
• Highlight important information such as bank account number and account name
• Keep it simple and direct to the point
• Add your signature at the end of the letter
• State if your issue is to be dealt with urgency and why
• If you require an original copy, enter your postal address or email
• Utilize polite and professional language and tone

Format of Request Letter for Bank Statement | Bank Statement Request Letter Structure

The following format text & image will help you to understand how the bank statement request letter should be written in a formal & professional tone. So, check out this Bank Statement Request Letter Format before you draft.

Bank Statement Request Letter Email Format Example

Request Letter for Bank Statement Samples

People who want to keep track of their bank transactions should request a bank statement letter & submit it to their branch manager. To help you with this situation, we have furnished useful bank statement request letter samples which are free of cost.

Letter for Requesting Bank Statement Sample

Sample Letter to Issue the Bank Statement

FAQs on Requesting a Bank Statement Letter Writing

1. What to Include in Bank Statement Request Letter Format?

Several ways to write a request letter for a bank statement. But the standard format of the basic bank statement request letter includes the following heads:

• Recipient Address
• Sender Address

2. Can I request a bank statement by mail?

You can request a bank statement by addressing an email to the bank manager. The subject line must be clearly mentioned the intent of your letter. Also, define the duration for which you require the bank statement.

3. May I request old bank statements?

Yes, you may request old bank statements from the bank. But based on the situation, you have to consult bank officials about the issue.

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Application for Bank Statement: Format & 9+ Samples

Are you confused about how to write an application for a bank statement or don’t know the format of application writing for requesting a bank statement? If yes, and browsing the format of the bank statement application, then don’t worry because, In this post, I will share the complete format and also provide 10+ sample letters for requesting bank account statements.

There are mainly two ways through which the customer gets their bank account statement. One is offline mode and the other is online mode. Generally, the bank sends the statement of the bank account every month to the registered email of its account holder.

Also, customers can download or view their bank account statements using the facility of Internet Banking. Most banks provide Internet banking facilities to their customers.

To get the bank account statement in physical form i.e. Hardcopy, customers can visit their branch and ask for the statement from the employer concerned. Sometimes bank officials may ask to provide an application requesting a bank statement if that happens then customers have to write a request letter for a bank statement and give it to their respective officers.

1. Bank Statement Application

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• Applicants have to visit the branch with the application.
• Applicants have to mention all the details about the account in the application.
• The date should be mentioned in the application.
• Write a short topic/subject for your discussion.
• Give a brief description of your application in which you request for account statement.
• Make sure to write the application very clearly and simply.
• At the end write “Thank You” to the branch manager for accepting the application.

To The Branch Manager, Central Bank of India, XYZ Road City, Chennai.

Date:- DD/MM/YYYY

Subject:- Request for bank account statement.

Dear Sir/Madam, My name is “Mention your name” and I am having a savings bank account at your branch. My account number is “your account number”. For some job-related work, I need my account statement for the last 2 months which I have to submit in my office.

Therefore, I request you please provide my account statement from the 1st of February to the 31st of March.

Thanking You, Yours Faithfully Signature

To The Branch Manager, State Bank of India, XYZ Road City, Amaravati.

Date:- Date/Month/Year

Subject:- Request letter for bank statement.

Sir/Madam, I would like to inform you that I am an account holder in your branch in the name of “account holder name”. I need my account statement for the last 6 months as I am applying for a credit card which requires an account statement of 6 months. The details of my account are as follows:

Account Holder Name:- _____________ Account Number:- _____________ Registered Email:- _____________ Aadhaar Number:- _____________ Mobile Number:- _____________

So, I humbly request you to please accept my letter and issue the last 6 months of my bank account statement.

Thanking You, Yours Sincerely Signature

To The Bank Manager, State Bank of India, XYZ Road A Block, Itanagar.

Subject:- Request for bank statement.

Requested Sir/Madam, I request through this application that I want a 1-year statement of my bank account which is currently running in your branch. The name holder of the account is “mention the name” and the account number is “mention the number”. I have also attached the hard copy of the required documents.

Hence, kindly please provide my account statement as soon as possible.

Thanking You, Your Trusty Signature

To The Bank Branch Manager, Bank of Baroda, XYZ Road B Block City, Dispur.

Subject:- Bank statement request.

Requested Sir/Madam, My self “your name” and I have maintained a current account in your branch for the last 3 years. Due to some finance-related work, I need my account statement from last March month to July month. My account number is XXXXXXXX.

So I request you to kindly provide me with the bank statement as soon as possible for which I will be grateful to you. You can also send the statement to my email “mention your email”.

Thanking You, Yours Truly Signature

To The Branch Manager, Canara Bank, XYZ Road C Block City, Patna.

Subject:- Letter to bank manager for statement.

Requested Sir/Madam, With due respect, I want to tell you that I urgently need my bank account statement for the last 10 months because I am applying for a car loan from a finance company and the company needs my statement to approve my loan. My account number is “mentioned here”.

Therefore, kindly please give my statement as soon as possible.

Thanking You, Regards Signature

To The Bank Manager, Union Bank of India, XYZ Road D Block City, Raipur.

Subject:- Bank request letter for statement.

Requested Sir/Madam, I am applying for a home loan for which I need my account statement for the previous year. I have a savings bank account in the name of “mention your name” and my account number is XXXXXXXX.

Therefore, please provide my statement at your earliest.

To The Branch Manager, Bank of India, XYZ Road City, Gandhinagar.

Subject:- Application for statement of bank account.

Requested Sir/Madam, My name is “Mention your name” and I am a current account holder in your branch. Recently I applied for an education loan in _______ company. Now, the company want my account statement for the last six months. Therefore, I humbly request you to provide my statement. The details of my bank account are as follows:

To The Branch Manager, Central Bank of India, XYZ Road E Block City, Chandigarh.

Subject:- Request letter to bank manager for bank statement.

Requested Sir/Madam, Due to some official work, I want my account statement for the last two months. I am an account holder in your branch and my account number is ________. My registered email is _________ and my mobile number is ________.

Please print out my account statement or send it to my email.

To The Branch Manager, UCO Bank, XYZ Road F Block City, Shimla.

Subject:- Letter to bank statement request.

Requested Sir/Madam, I would like to inform you that my name is ________ and I have a current account (mention your account number) in your branch. Through this letter, I request you please provide me with a statement of my account for the last 3 months because I want to make my income certificate and to generate the certificate I will need the statement.

So, please generate my statement. If you do this in less time, then I will be forever grateful to you.

To The Branch Manager, Punjab and Sindh Bank, XYZ Road G Block City, Mumbai.

Subject:- Account statement application.

Requested Sir/Madam, Most humbly please provide my bank statement for the last 6 months. My name is _________ and I am holding a savings bank account in your branch for the last few years. My account number is _______. I am requesting for statement because “mention your reason”.

Related Read

• Account Opening Letter
• Phone Number Change in Bank Account Application
• Application for Reactivate Bank Account
• Bank Account Closing Letter
• Bank Account Transfer Letter

Frequently Asked Questions (FAQs)

Where can i request for bank statement.

You can request your bank statement both online and offline. You can get your bank statements online through net banking or through the bank’s official app. Otherwise, you can get your bank account statement offline physically directly at your bank branch.

How do I write a letter of bank statement?

Like a formal letter, you have to write your letter in the same format. Mention the reason for which you want your bank statement and also the time period of the bank statement. The letter should be short and simple.

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ApplicationForAll

Application for Bank Statement: Format, Request Letter

March 9, 2023 by admin Leave a Comment

Application for Bank Statement : To get a bank statement in a hard copy, you can request through an application for bank statement in the respective account holding branches.

If you don’t know how to write an application for a bank statement, here is the 9 sample application you can use immediately by replacing the required details.

Usually, bank statements are needed to submit during bank loans, income taxes, study abroad, etc. Your previous bank transactions give additional weightage to getting a bank loan, PR abroad, and others.

• 1 Application for Bank Statement
• 2 How to write Application for Bank Statement
• 3 Bank Statement Application Format
• 4 Application for Bank Statement SBI
• 5 Application for 6 months bank statement
• 6 Application Letter for Bank Statement
• 7 Bank Statement Request Letter Format
• 8 Application for statement of bank account in English
• 9 Application Letter for Bank Statement
• 10 Application to Bank Manager for Bank Statement
• 11.1 How to write a letter for Bank Statement?
• 11.2 Which documents are needed for a bank Statement?
• 11.3 Can I get a bank statement for more than 7 years?
• 11.4 Can I get a bank statement from any branch?

Application for Bank Statement

To The Bank/ Branch Manager, Bank of Baroda (Bank Name) Marine Drive Road (Bank Address) Kolkatta

Date: dd/mm/yyyy

Subject: Request application for Bank Statement

Respected Sir/ Madam,

I want to state that I, Ram Kumar (Mention Your Name), have had a savings account for the past few years. My Account No is “your account number”.

I need to apply for a car loan (mention your exact reason). So I want my last 12 months’ bank statement completely. Therefore, I request you issue my bank statement from the 1st of January to the 1st of December.

Thanking You

Yours Faithfully, Signature Name Contact No.

How to write Application for Bank Statement

1. Start to write the application by mentioning the designation. Refer to the Branch Manager at the top of the application.

2. Followed by writing the bank’s name and address of the branch.

3. Mention the exact date in detail.

4. Write the subject very shortly. i.e., Request letter for bank statement.

5. Now, you can write the main content by pointing out why you need a bank statement.

6. Mention the account statement period: E.g., 2nd March to 3rd December.

7. At the end of the letter, greet the bank manager to Thank You.

8. Close the Application with your signature.

Bank Statement Application Format

To The Bank/ Branch Manager, Mention Bank Name, Mention Bank Address,

Subject: Request Application for Bank Statement

I would like to inform you that I have maintained a current account in your bank for the past 7 years. My Account Number is 7486 * ****.

I have found some unknown transactions are done during the product purchase. So I need the past 6 months of bank statements for business purposes.

Therefore, I kindly request you to issue the statement from 1 April to 1 October.

Thanking You,

Yours Faithfully, Signature Name Address Contact No.

Application for Bank Statement SBI

To The Bank/ Branch Manager, State Bank of India Kamaraj Road (Bank Address) Egmore

This is your kind attention that I have been an account holder of your well-reputed bank for 10 years. My Account No. is “mention account number.” I am writing to inform you that I need 1 year of bank statements for income tax attachment. My Account details are given below.

Account Number: Aadhaar Number: Registered Email: Mobile Number:

So I kindly urge you to consider this application as soon as possible.

Yours Sincerely, Signature Name

Application for 6 months bank statement

Subject: Request letter for Bank Statement

I am Meera, an account holder of your esteemed bank. My Account No. 5198***** (Mention Your Account No.). I want my 6 months bank statement for my business purpose.

Hence I request you issue my bank statement from the 6th of June to the 6th of December. I have given my bank account information as follows,

If you arrange this, I shall be highly grateful to you. I am hoping for a favorable response from your side.

Yours Faithfully, Signature Name

Application Letter for Bank Statement

To The Bank/ Branch Manager, Central Bank of India R.C Street (Bank Address) Nagpur

Subject: Application letter for current account bank statement

We are maintaining a current account in your esteemed bank. The Account Number is 45999**** (Replace your account No.). We have this account for our company purpose. We have been operating this account for the last 15 years.

We need bank account statements from 25.07.2020 to till date (mention your date) to ensure financial records.

Therefore kindly consider this application and arrange the process for issuing our current bank account statement. We are expecting a favorable response from you.

Yours Truly, Signature Name Address Contact No.

Bank Statement Request Letter Format

To The Bank/ Branch Manager, ICICI Bank Carmel Nagar (Bank Address) Kannur

Subject: Request Letter for bank account statement for visa

Myself Rahul, an account holder of your well-established bank for last 5 years. I am in very urgent to get my bank account statement for last one year. It is required to get a visa for my job abroad. I worked in a well-known company in Kochi.

Hence I wish to get more exposure so that I am urged to move abroad. I must submit the bank account statement for company inquiries for the visa process.

Therefore kindly issue my bank statement as earlier as possible. My Account details are as follows:

Account Holder Name: Account Number: Aadhaar Number: Address Details:

Application for statement of bank account in English

To The Bank/ Branch Manager, Punjab National Bank Maharaja Street (Bank Address) Nachiyar colony Ahmedabad

Subject: Application for bank account statement

Most respectfully, I am a savings account holder of your esteemed bank. My Name is Rajkumar (Mention your name), and my Account Number is 78006 * (mention your account No.).

I wish to get my bank account statement for the last year because I am applying for a home loan where I have to produce my account statement (mention your reason).

I would be very thankful if you issue my bank account statement at the earliest.

Yours Sincerely Signature Name Address Contact No.

To The Bank/ Branch Manager, Federal Bank St. Antony Road (Bank Address) Navi Mumbai

Subject: Application for one-year bank account statement

I am Salman (mention your name), maintaining an account in your bank. I have been handling this account for the past 5 years. I need one year of my bank statement to apply for the visa. I want to travel abroad to explore different things. My Account details are as follows:

Account holder Name: Account No.: Aadhaar Number: Address Details:

So I request you consider my application and issue my bank statement as soon as possible. I shall be highly grateful to you.

Yours Faithfully, Signature

Application to Bank Manager for Bank Statement

To The Bank/ Branch Manager, HDFC Bank Rajiv Nagar (Bank Address) Noida

Dear Sir/ Madam,

I am Shilpa Mohan, an account holder with the account number 99058**** (mention your account number) at your bank.

I need a bank statement for the past year (13.05.2021 to 13.05.2022) to submit as proof for a personal loan. Kindly provide the bank account statement as earliest as possible.

Thank you in advance for taking the time for me

Yours Sincerely, Signature Shilpa Mohan

FAQ – Application for Bank Statement

How to write a letter for bank statement.

You can write a formal letter for a bank application, Address the letter to the bank manager, write a subject in a single line, mention the reason for the need for the bank statement, and point out the period of the statement.

Which documents are needed for a bank Statement?

They need essential documents for bank statements, including a bank statement request letter, Account Holder Name, Account Number, contact number, and Email ID linked to the bank account.

Can I get a bank statement for more than 7 years?

It may be possible, but it depends upon each bank. Usually, the most bank holds the statement for almost 7 years. If you need more than 7 years, request the bank manager with the application, then you might get the statement.

Can I get a bank statement from any branch?

Of course, yes, you can get the bank statement from any branch associated with your bank.

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Application for Bank Statement with Format and Samples for SBI, BOB, PNB

Table of Contents

What is Application for Bank Statement

Applying for a bank statement is a fundamental financial practice, vital for both personal and professional purposes. It serves as a mirror to your monetary habits, reflecting all your transactions, including deposits, withdrawals, and fees, over a specific period.

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Requesting a bank statement through an application is an essential task for individuals and businesses, providing a record of financial behavior and transactions. This document, often needed for procedures like an application for a loan or when preparing an income tax return (ITR), serves as verification of economic stability. Whether you’re dealing with a savings account or a current account in banks such as SBI, BOB, or PNB , a bank statement is mandatory for various financial assessments. It’s crucial in different scenarios, such as when entrepreneurs apply for business credit or when individuals apply for visas or rent properties. Therefore, understanding the protocol for an application for a bank statement , including how to write an application letter for a bank statement in English or Hindi, ensures smooth, efficient handling of financial matters.

How to Write Application for Bank Statement?

Writing an application letter to request a bank statement requires clarity, simplicity, and adherence to a formal structure. Below is a guideline on how to compose this application effectively, ensuring you incorporate the necessary details:

1. Start with Sender’s Information: Your name, address, and contact information should be at the top of the letter. If you’re dealing with specific banks like SBI, BOB, or PNB, including your account details—such as your account number—is crucial.

2. Add the Recipient’s Information: Below your details, add the information of the recipient, usually your bank. Be sure to find the specific branch address for accuracy.

3. Write the Subject of the Letter: Clearly state the purpose of your letter as the subject. It helps in directing your letter appropriately within the bank.

Example: Subject: Application for Bank Statement

4. Salutation: Use a proper formal greeting as you start your letter. If you know the bank manager’s name, you can use it; otherwise, a general greeting will suffice.

Example: Dear [Bank Manager’s Name/The Manager],

5. Content of the Letter: Here, you need to be concise and clear about your request. State that you are requesting your bank statement and specify the reason. Whether it’s for an ITR, loan application, or any personal reason, providing context helps. Also, mention the time period for which you need the statement. If this is a standard procedure in Hindi or English, ensure you understand the terms used.

Example: I am writing to request a bank statement for my [savings/current] account number [Your Account Number]. I require the statement from [Start Date] to [End Date] for [reason – e.g., loan application, ITR, visa application, etc.]. I need the statement urgently, and I would appreciate it if you could process my request as quickly as possible.

6. Closing the Letter: End the letter with a formal closing statement, followed by your name and signature.

7. Enclosures (if any): If you need to include any documents (like identity proof or others as per the bank’s policy), mention them under ‘Enclosures’.

By following these steps, you can write a clear and effective application for a bank statement, ensuring all relevant details are included, making the process smoother regardless of the bank with which you hold an account.

Application for Bank Statement Format

when you’re drafting an application for a bank statement, it’s essential to follow a specific format that meets formal standards. This format is generally accepted by most banking institutions, including SBI, BOB, PNB, and others. Below is a structured format you can follow, and remember, you can adjust it slightly depending on specific bank requirements:

Bank Manager’s Name/The Branch Manager Bank’s Name Bank’s Address City, State, Zip Code

Subject: Request for Bank Statement

Dear [Bank Manager’s Name/Sir/Madam],

I request a bank statement for my [savings/current] account, number [Your Account Number], covering [Start Date] to [End Date] for purposes like [briefly mention the reason, e.g., loan application, ITR filing]. Please expedite this process and send the statement via [email/postal mail] to my address on record.

If there are associated fees, please deduct them from my account. Thank you for your prompt assistance.

By using this format, you’ll ensure clarity and precision in your application, making it easier for the bank officials to process your request for a bank statement promptly. It adheres to the formal standards required for such communications with financial institutions, making it relevant irrespective of the language or region you’re applying in.

Application Letter for Bank Statement Samples

Sample application for bank statement.

Your Full Name Your Address City, State, Zip Code Email Address [Date}

Subject: Application for Bank Statement

I am requesting my bank statement from [Start Date] to [End Date] for my [type of account] account ([Your Account Number]). The statement is needed for [reason, e.g., loan application, ITR, etc.].

Please send it to my above address or email it to me. If there are any fees, kindly deduct them from my account.

Application for Bank Statement – Sample 1

Rajesh Kumar Plot 14, Green Meadows Navi Mumbai, Maharashtra, 400703 [email protected] October 18, 2023

Branch Manager State Bank of India (SBI) Sector 10, Navi Mumbai Maharashtra, 400703

Dear Sir/Madam,

I, Rajesh Kumar, hold a savings account with your esteemed SBI branch under the account number 01234567890. I need a bank statement from April 1, 2023, to October 1, 2023, for my upcoming home loan application.

Kindly email the statement to [email protected] or send it to my registered address. If there are charges, please debit them from my account.

Thank you for your assistance.

Yours sincerely, Rajesh Kumar

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Application for Bank Statement SBI – Sample 2

If you have a account opend in SBI Bank and You need a bank statement then you can write this simple application for bank statement sbi, specifically tailored for SBI (State Bank of India)

Priya Singh 45 Indira Nagar Bengaluru, Karnataka, 560038 Email: [email protected] October 18, 2023

Branch Manager State Bank of India (SBI) Indira Nagar Branch Bengaluru, Karnataka, 560038

Subject: Request for SBI Bank Statement

I, Priya Singh, with the savings account number 00987654321, request my SBI bank statement from June 1, 2023, to October 1, 2023, for visa processing purposes.

Please send the statement to my registered address or email it at [email protected]. For any applicable charges, use my account for deduction.

Thank you for your prompt action.

Sincerely, Priya Singh

Application for Bank Statemen of Current Account – Sample 3

Ankit Gupta 70, Lotus Towers Hyderabad, Telangana, 500081 Email: [email protected] October 18, 2023

Branch Manager The City Bank Madhapur Branch Hyderabad, Telangana, 500081

Subject: Application for Bank Statement of Current Account

I, Ankit Gupta, request a detailed bank statement for my current account (No. 1122334455) for the period from May 1, 2023, to October 1, 2023. The statement is required for financial auditing purposes.

Kindly forward the statement to my postal address listed above or email it to [email protected]. Please deduct any associated fees from my account balance.

Thank you for attending to this matter swiftly.

Sincerely, Ankit Gupta

This application is succinct and to the point, providing all the necessary details for the bank to process the request without any need for follow-up, which is ideal for efficient and timely service.

Application for Bank Statement for ITR – Sample 4

Amit Patel 70, Lotus Towers Hyderabad, Telangana, 500081 Email: [email protected] October 18, 2023

Subject: Request for Bank Statement for ITR

I, Amit Patel, hold a savings account with your branch (A/c No. 123456789). I urgently require a bank statement from April 1, 2023, to October 1, 2023, for my income tax return filing.

Please email the statement to [email protected] or send it to my registered address as soon as possible. Feel free to deduct any applicable charges from my account.

Thank you for your prompt assistance.

Application for Bank Statemen for Saving Account

Neha Sharma 123 Oak Street Mumbai, Maharashtra, 400001 Email: [email protected] October 18, 2023

Branch Manager ABC Bank Colaba Branch Mumbai, Maharashtra, 400001

Subject: Application for Bank Statement for Savings Account

I, Neha Sharma, kindly request a bank statement for my savings account (Account No. 9876543210) covering the period from July 1, 2023, to October 1, 2023. I require this statement for my personal financial records.

Please send the statement to my address as mentioned above or email it to [email protected]. Any applicable charges may be debited from my account balance.

I appreciate your prompt attention to this matter.

Sincerely, Neha Sharma

Application for Bank Statemen BOB

If you maintain an account with Bank of Baroda (BOB) and require a bank statement, you can use this straightforward application for a BOB bank statement.

Kavita Sharma 123 Lakeview Apartments New Delhi, Delhi, 110001 Email: [email protected] October 18, 2023

Branch Manager Bank of Baroda (BOB) Connaught Place Branch New Delhi, Delhi, 110001

Subject: Request for Bank Statement – Bank of Baroda (BOB)

I, Kavita Sharma, hold a savings account with Bank of Baroda (BOB), account number 9876543210. I require a bank statement for my account covering the period from March 1, 2023, to September 30, 2023. This statement is needed for personal financial record keeping.

Kindly send the statement to my registered postal address or email it to [email protected]. Any applicable charges may be deducted from my account balance.

I appreciate your prompt attention to this request.

Sincerely, Kavita Sharma

Application for Bank Statemen PNB

If you are a Punjab National Bank (PNB) account holder in need of a bank statement, you can use this simple application for a PNB bank statement.

Amit Sharma 35, Garden View Apartments Chandigarh, Punjab, 160001 Email: [email protected] October 18, 2023

Branch Manager Punjab National Bank (PNB) Sector 17 Branch Chandigarh, Punjab, 160001

Subject: Request for PNB Bank Statement

I, Amit Sharma, with the savings account number 9876543210, kindly request my PNB bank statement for the duration of May 1, 2023, to October 1, 2023. This statement is necessary for my personal financial record keeping.

Please dispatch the statement to my registered postal address or forward it to [email protected]. If there are any applicable charges, I authorize you to debit them from my account.

I appreciate your prompt assistance in this matter.

Sincerely, Amit Sharma

Application for Bank Statemen Union Bank

If you have an account with Union Bank and require a bank statement, this application is designed to help you request a Union Bank statement efficiently.

Meena Patel 32 Lakeview Apartments Chennai, Tamil Nadu, 600020 Email: [email protected] October 18, 2023

Branch Manager Union Bank of India T. Nagar Branch Chennai, Tamil Nadu, 600020

Subject: Request for Union Bank Statement

I am writing to request my Union Bank of India account statement. I hold a savings account with Union Bank, and my account number is 1234567890. I need a bank statement for the period from April 1, 2023, to October 1, 2023, for personal financial planning.

Could you kindly send the statement to my registered email address, [email protected], or to my residential address as mentioned above? If there are any charges associated with this request, please deduct them from my account.

Thank you for your assistance in this matter.

Sincerely, Meena Patel

Guidelines to Follow to Write Application for Bank Statement

• Use a Formal Format: Begin with your name, address, and contact details. Follow with the bank manager’s name and branch address.
• Clear Subject Line: Include a clear subject line like “Request for Bank Statement.”
• State Your Account Details: Mention your account type (savings/current), account number, and bank’s name.
• Specify the Date Range: Clearly state the period for which you need the bank statement (e.g., “from [Start Date] to [End Date]”).
• Provide a Reason: Explain the purpose of the statement request (e.g., loan application, ITR filing).
• Delivery Preference: Indicate whether you’d prefer to receive the statement via email or postal mail.
• Authorization for Fees: If applicable, mention that you authorize any associated fees to be deducted from your account.
• Gratitude and Sign-off: Thank the bank for their assistance and close the letter with a polite sign-off (e.g., “Sincerely”).
• Enclosures (if any): List any documents you’re attaching, if necessary.
• Review for Accuracy: Double-check all details for accuracy before sending.

Frequently Asked Questions on Application for Bank Statement

How do i get a bank certificate.

To get a bank certificate, you can visit your bank's branch, fill out a request form, and provide your account details. They will issue the certificate stating your account information.

How do I request a bank confirmation letter from my bank?

Requesting a bank confirmation letter is simple. Visit your bank, fill out a request form, specify the reason (e.g., for visa or loan), and the bank will provide the letter confirming your account details.

What is bank statement proof?

A bank statement is a proof of your financial transactions. It shows money coming in and going out of your bank account during a specific period.

Who needs a bank statement?

Anyone who needs to show their financial transactions or account details for various purposes, like loans, visas, or tax filings, may need a bank statement.

What is a bank statement notice?

A bank statement notice is a document that alerts you to the availability of your bank statement. It informs you when your statement is ready to be viewed or printed.

What is a bank confirmation letter and proof of account?

A bank confirmation letter is an official document from your bank confirming your account's details. It serves as proof of your account's existence and status.

Is a bank confirmation letter a bank statement?

No, a bank confirmation letter is not the same as a bank statement. It confirms your account details but doesn't provide the transaction history.

Is a bank statement a bank letter?

No, a bank statement is not a bank letter. A bank statement is a detailed record of your account transactions, while a bank letter can be used for various purposes, including confirming account details.

What is an authorized letter for a bank statement?

An authorized letter for a bank statement is a letter written to your bank, requesting a bank statement. It should include your account details, the requested period, and the reason for the request.

How do I write an application for a bank statement?

To write an application for a bank statement, address it to your bank manager, state your account details, specify the period you need, provide a reason (e.g., for a loan), and indicate your preferred delivery method (email or postal).

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Download Sample Bank statement Request Letter Formats Doc

You need your bank account statement for various purposes like audit, income tax, loans, to study abroad etc. Nowadays you can download your bank statement from your internet banking portal or every month banks will send you the statement to your registered email id.

But if you don’t have any internet banking facility, then you can get your latest bank account statement by writing a formal request letter to your bank.

Here you can find some sample request letter formats to get your bank account statement from your bank in Word Format.

Tips to Write Good Request Letter for Bank Account Statement

• Address the request letter to the bank manager.
• Mention the period from which date to which date you need your bank statement copies.
• Write your name and a/c number clearly.
• Mention the purpose for which you need your account statement.
• Attach any of your identity proof copies like your Aadhar card or PAN card etc… with your request letter. ( It is not mandatory, some banks ask and some banks don’t ask)
• Keep the request letter as simple as possible.

Sample Request Letters for Bank Account Information

Format 1 ( Statement request for audit purpose)

The Manager, 

Bank address.

Sub: Statement request from 06/08/20 to 20/02/2021 .

Dear Sir/Madam,

I, Padala Suresh, savings bank account holder of your bank for the last 2 years with A/C no 321456XXXX.

Here I am requesting you to kindly provide my account statement for the period from 06/08/20 to 20/02/2021 , which I need for my audit purpose.

Please do the needful.

Thanking you.

Mobile no: 

Format 2 ( Statement request to file income tax returns)

Tha Manager,

Address of the bank.

Sub: Request for Account statement to file income tax returns.

I am writing this letter regarding my account statement for the period from 10 Oct 2020 to 25 Feb 2021 to file my income tax returns for the financial year 2020-21 .

Here are my bank account details:

Name:  Eswar Kumar Konuru.

A/C no: 21564XXXX

So kindly issue my bank statement for the above-mentioned period and I shall be grateful to you.

Thanking you in advance.

(Request for a bank statement to study abroad and scholarships)

The manager,

Sub: Request for last 6 months’ account statement.

I, Sunitha Kumari , have a savings bank account in your bank with A/C no 9123456XXX .

I have been recently got an opportunity to study in the USA , in  ________ institute, where they provide scholarship facilities to the students.

For that I need to submit my recent 6 months bank statement, 

so kindly issue my bank statement physical copy or send it to my email id [email protected] .

I will be grateful to you.

Format 4 (For Loan purpose)

The Bank manager,

Sub: Request for account statement.

I, Raghuram Chappa (A/C no 9561234XXX) have been maintaining a savings account in your bank for the last 1 year.

Recently I have applied for a home loan and for that I need to submit my last 6 months account statement. 

So please issue my latest last 6 months account statement.

Format 5 (Email For bank statement)

Sub: Account statement request for the last 6 months. Ref A/C no 456789XXX

I am Gayathri Gurajada , savings bank account holder of your bank with A/C no 456789XXX . 

Here I am requesting kindly provide my last 6 months account statement, which I need for the audit purpose.

I am facing some problems with my internet banking so I wasn’t able to download my statement online, so please send my latest 6 months account statement to this email id.

___________.

Can I request bank statement through email

Yes, you can do that. But it is better to send the email from your registered email id which is linked to your bank account.

How much time will it take to get a bank statement.

If you submit the request letter to the bank directly then you can get your bank statement on the same day. 

Most banks will provide your statement immediately; some banks may take some time if they have more customers rush on that day.

What is bank account statement

A bank statement is a document that consists of all your transaction details made by that bank account number. You can get this statement for your selected time period either online or offline.

Why do I need my bank statement?

You need your bank statement for various purposes like audit, to file IT returns, for study purposes, etc.

How do I get PDF of my bank statement

You can download the PDF format of your bank statement from your internet banking portal, for that you need to login in to your bank’s internet banking portal with your user id and password.

What is bank statement password

When banks send your statement to your email then you need to enter the bank statement password. Which should be your PAN or the combination of your name & DOB. 

The details will be mentioned in the email which you receive along with your statement.

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[Top-5] Bank Statement Request Letter Format (Download in Word-.docx)

1. basic bank statement request letter.

If you’re searching for a Basic Bank Statement Request Letter, you’ll find it here. This letter is a simple yet essential tool for formally requesting your bank’s financial statement, tailored to your specific requirements.

✪ DOWNLOAD IN WORD

File Format: Word

2. Bank Statement Request Letter for Visa Application

If you’re searching for a Bank Statement Request Letter for Visa Application, you’ve come to the right place. This document simplifies the process, allowing you to formally request your bank statement, a vital requirement for your visa application, ensuring a smooth and successful application.

3. Bank Statement Request Letter for Mortgage or Loan Application

When you need a Bank Statement Request Letter for Mortgage or Loan Application, our template is your solution. This letter streamlines the process, enabling you to request your bank statement with ease, a crucial step in securing your mortgage or loan approval.

4. Bank Statement Request Letter for Business Purposes

When you need a Bank Statement Request Letter for Business Purposes, our template is here to assist you. This letter is a valuable resource for formally requesting your business’s financial statement from the bank, ensuring you have the essential documentation required for various business needs and decisions.

5. Bank Statement Request Letter for Legal or Dispute Resolution

If you’re searching for a Bank Statement Request Letter for Legal or Dispute Resolution, you’re in the right place. This letter serves as a critical tool for formally requesting financial records from your bank, essential for building a strong case or resolving disputes with precision and efficiency.

Nazim Khan (Author) 📞 +91 9536250020 [MBA in Finance]

Nazim Khan is an expert in Microsoft Excel. He teaches people how to use it better. He has been doing this for more than ten years. He is running this website (TechGuruPlus.com) and a YouTube channel called "Business Excel" since 2016. He shares useful tips from his own experiences to help others improve their Excel skills and careers.

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Authorization Letter For Bank Statement

[Your Name]

[Your Address]

[City, State, ZIP Code]

[Bank Name]

[Bank Address]

Subject: Authorization Letter for Bank Statement

To Whom It May Concern,

I, [Your Full Name], residing at [Your Address], hereby authorize [Authorized Person's Full Name], residing at [Authorized Person's Address], to request, collect, and receive my bank statements from [Bank Name] on my behalf.

The purpose of this authorization is to facilitate the retrieval of my bank statements for the period of [Specify the Period, e.g., January 2023 to July 2023] in connection with [Specify Reason, e.g., financial documentation for loan application]. I understand that the authorized person is acting on my behalf and is fully responsible for the use of the bank statements obtained under this authorization.

I have attached a copy of my valid photo identification for verification purposes. The authorized person will present this identification along with this letter when requesting the bank statements.

Please provide the authorized person with all necessary assistance and information required to fulfill this request. I waive any liability or responsibility on the part of [Bank Name] for releasing my bank statements to the authorized person named above.

This authorization is valid from the date of this letter [Date] until [Expiration Date], after which it will be considered null and void.

Thank you for your prompt attention to this matter.

[Your Full Name]

[Your Signature – if submitting a physical copy]

Attachment: Copy of Valid Photo Identification (e.g., Driver's License, Passport)

Note: This is a general template for an authorization letter for bank statements. You should customize it to match your specific situation and the requirements of your bank. Make sure to verify the bank's policies and requirements for authorizations before submitting the letter.

Home » Letters » Bank Letters » Request Letter for Loan Account Statement

Request Letter for Loan Account Statement

Table of Contents:

• Sample Letter

Live Editing Assistance

How to use live assistant, additional template options, download options, share via email, share via whatsapp, copy to clipboard, print letter, application for issuance of loan account statement.

To, The Branch Manager, _____________ (Bank Name) _____________ (Branch Name)

Date: __/__/____ (Date)

Subject: Application for issuance of Loan Account Statement from ________ to _________ (date)

Respected Sir / madam,

I, ___________(Name) hold a ____________ (type of loan account) account in your bank bearing account number _______. I am writing this letter to request you to kindly issue me Loan account statement of my ________ (type of loan account) account number _______ (account number) from __/__/_____ to __/__/____ (date) or till date. I want my loan statement for __________ (income tax/concilation/audit/personal/any other reason).

I request you to kindly issue the loan statement at the earliest. I am authorizing to debit charges from the account for statement issuance (if any).

Yours truly,

__________(Signature) _________ (Name) _________ (Customer ID) _________ (Account number) _________ (Contact Number)

Live Preview

The Live Assistant feature is represented by a real-time preview functionality. Here’s how to use it:

• Start Typing: Enter your letter content in the "Letter Input" textarea.
• Live Preview: As you type, the content of your letter will be displayed in the "Live Preview" section below the textarea. This feature converts newline characters in the textarea into <br> tags in HTML for better readability.

The letter writing editor allows you to start with predefined templates for drafting your letters:

• Choose a Template: Click one of the template buttons ("Start with Sample Template 1", "Start with Sample Template 2", or "Start with Sample Template 3").
• Auto-Fill Textarea: The chosen template's content will automatically fill the textarea, which you can then modify or use as is.

Click the "Download Letter" button after composing your letter. This triggers a download of a file containing the content of your letter.

Click the "Share via Email" button after composing your letter. Your default email client will open a new message window with the subject "Sharing My Draft Letter" and the content of your letter in the body.

Click the "Share via WhatsApp" button after you've composed your letter. Your default browser will open a new tab prompting you to send the letter as a message to a contact on WhatsApp.

If you want to copy the text of your letter to the clipboard:

• Copy to Clipboard: Click the "Copy to Clipboard" button after composing your letter.
• Paste Anywhere: You can then paste the copied text anywhere you need, such as into another application or document.

For printing the letter directly from the browser:

• Print Letter: Click the "Print Letter" button after composing your letter.
• Print Preview: A new browser window will open showing your letter formatted for printing.
• Print: Use the print dialog in the browser to complete printing.
• A request for a loan account statement should include your name, account number, the period for which the statement is needed, and the reason for the request.
• You can explicitly state in the letter that you authorize any applicable charges for statement issuance to be debited from your account.
• While it's not mandatory, specifying the reason for the request can help the bank understand the urgency or importance of providing the statement.
• Depending on the bank's policies, additional documents such as identification proof may be required. However, for a basic request, usually, no additional documents are needed.
• The time taken to provide the loan account statement may vary depending on the bank's procedures and workload. It's advisable to inquire with the bank for an estimated timeframe.

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By lettersdadmin

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