application letter for account statement to bank

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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Application for Requesting Bank Statement (with Samples & PDFs)

I have listed sample templates to help you craft an effective and professional application for requesting 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.

Request for Bank Statement Application

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

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

Subject: Request for Bank Statement

Respected Sir/Madam,

I am writing to request a bank statement for my account number [Account Number]. I need the bank statement for the last [Time Period] to [Time Period] for official purposes.

Kindly provide me with the bank statement as soon as possible. Your prompt attention to this matter will be highly appreciated.

Yours sincerely, [Your Name]

Below I have listed 5 different sample applications for “application for requesting bank statement” that you will certainly find useful for specific scenarios:

Application to Request Bank Statement for School Project

To The Manager [Bank Name] [Branch Address] [City, State, PIN Code]

Subject: Request for Bank Statement for School Project

I am a student of [Your School Name] studying in [Your Class/Grade]. I am working on a school project that requires me to analyze financial transactions. To complete this project, I kindly request you to provide me with a bank statement for the past six months.

I understand the importance of keeping financial information safe and confidential. I assure you that this bank statement will only be used for educational purposes and will be handled responsibly.

I would be grateful if you could provide me with the bank statement at your earliest convenience. Your assistance in this matter would greatly contribute to the successful completion of my school project.

Thank you for your time and consideration.

Yours sincerely,

[Your Name] [Your Class/Grade] [Your School Name]

Application for a Bank Statement to Track Allowance Savings

To, The Manager, [Bank Name], [Branch Address], [City, State, PIN]

Subject: Request for Bank Statement to Track Allowance Savings

I am [Your Name], a young customer of your bank holding a savings account with the account number [Account Number]. I am writing this letter to kindly request a bank statement for the past three months.

I am learning about saving money and tracking my allowance carefully. I would like to see how my savings have grown over the past few months. Having a bank statement will help me understand how much money I have saved and how I can continue to save more for my future goals.

I believe that by monitoring my savings in the bank statement, I can learn to manage my money better and make smarter decisions about spending and saving.

I would be grateful if you could provide me with the bank statement at your earliest convenience. I appreciate your help and thank you for supporting me in my journey to become financially responsible.

Thank you for your attention to this matter.

Yours faithfully,

[Your Name]

Application to Obtain Bank Statement for Budgeting Purposes

To, The Branch Manager, [Bank Name], [Branch Address], [City], [Pin Code].

Subject: Request for Bank Statement for Budgeting Purposes

Dear Sir/Madam,

I am [Your Name], an account holder at your bank with account number [Account Number]. I am writing to request a copy of my bank statement for the past [Specify Time Period] to help me with my budgeting.

I need this bank statement to understand how much money I have spent and received in my account. This will help me plan my expenses better and save money for important things like school fees, groceries, and other needs.

I kindly request you to provide me with the bank statement at your earliest convenience. I appreciate your help in assisting me to manage my finances efficiently.

Application for Requesting Bank Statement for Tax Filing

To, The Manager, [Bank Name], [Branch Address], [City, State, Pin Code]

Subject: Request for Bank Statement for Tax Purposes

I hope this letter finds you well. I am writing to request a copy of my bank statement for the financial year [Year] for tax filing purposes. My name is [Your Name] and my account number with your bank is [Account Number].

I need the bank statement to file my income tax returns with the Income Tax Department. Having the bank statement will help me accurately report my financial transactions for the year to the authorities.

I kindly request you to provide me with a certified copy of my bank statement for the period from [Start Date] to [End Date]. Your prompt assistance in this matter would be greatly appreciated.

Thank you for your attention to this request. I look forward to receiving the bank statement at the earliest.

Application for Bank Statement to Monitor Charity Donations

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

Subject: Application for Bank Statement to Monitor Charity Donations

I am writing to request a bank statement for my account [Account Number: XXXXXXXX] at [Bank Name], [Branch Address], to monitor the charity donations made through my account.

I have been contributing to various charities and organizations to help those in need. It is important for me to keep track of these donations to ensure transparency and accountability in my charitable activities.

Kindly provide me with a copy of my bank statement for the last six months. This will help me review the transactions and ensure that the donations are reaching the intended recipients.

I appreciate your assistance in this matter and look forward to receiving the bank statement at the earliest convenience.

Thank you for your attention to this request.

Yours sincerely, [Your Name] [Your Address] [City], [State], India.

How to Write Application for Requesting Bank Statement

Some writing tips to help you craft a better application:

Start with a polite greeting.
Clearly state your request for a bank statement.
Include your account details for easy identification.
Mention the specific time period you need the statement for.
Explain how you would like to receive the statement (email, mail, in-person).
Express gratitude for their assistance.
Provide your contact information for any follow-up queries.
End with a polite closing.

Request Letter for Bank Statement

A bank statement is a vital financial record for both individuals and businesses, providing a summary of transactions in an account. While banks usually offer monthly statements and online access, certain situations require a physical copy. Understanding how to write a request letter for a bank statement is essential for occasions like loan applications or tax documentation. This article offers a straightforward guide to crafting a clear and effective request letter, ensuring you receive the necessary documentation from your bank efficiently.

Request Letters for Bank Statement

Letter to Request for Bank Statement

A Letter to Request for Bank Statement is a formal request sent to a bank by an account holder, seeking a detailed record of transactions made within a specific period. The statement typically includes all deposits, withdrawals, and any applicable fees or charges. The template provided in our previous response is designed to make this process straightforward and adaptable for various needs. It includes all necessary elements, such as contact details, account information, and specific requirements for the statement. By offering a clear structure and sample data, it helps users easily fill in their personal details and tailor the request to their individual circumstances. This makes it an efficient solution for anyone needing a bank statement for purposes like record-keeping, financial planning, or compliance with legal or financial requirements.

Sample Letter Requesting for Bank Statement

A Sample Letter Requesting for a Bank Statement is a formal request written to a bank by an account holder seeking a detailed statement of their banking transactions over a specified period. The template provided in the previous response serves as a versatile guide for individuals needing to make such a request. It includes placeholders for personal and account information, making it easily adaptable for various situations. The format is straightforward, detailing the necessary elements such as account details, the period for which the statement is required, and the reason for the request. This user-friendly format ensures that the user can efficiently fill in their specific details, catering to a range of purposes like record-keeping, tax preparation, or loan applications.

Essential Elements of a Request Letter for a Bank Statement

Crafting an effective request letter for a bank statement involves certain key components. A well-structured letter not only communicates your needs clearly but also fosters a professional relationship with the bank. Here’s what to include:

Recipient Address : Start with the recipient’s name, job title, and full address of the bank. Addressing the letter directly to the bank manager (e.g., ‘To Bank Manager’) is recommended if you don’t know their name.
Date : Include the date of writing the letter for reference.
Sender Address : Your details are crucial. Include your full name, job title, and complete address. Representing a company? Add the organization’s name and address.
Subject Line : This brief line should succinctly capture the essence of your request (e.g., “Request for Bank Statement of Account No. XXXXXXX”). It guides the reader about the letter’s purpose at a glance.
Salutation : Personalize if you know the manager’s name (e.g., ‘Dear Mr./Ms. [Last Name]’). If not, ‘Dear Sir/Madam’ works. Avoid impersonal greetings like ‘To whom it may concern’.
Body of the Letter : Introduce yourself and state the purpose succinctly. Clearly mention the account details and specify the period for which you need the statement. Be concise but provide all necessary information. Highlight any urgency politely and request a prompt response. Courtesy goes a long way, so be respectful in your tone.
Closing : Conclude with a formal salutation like ‘Sincerely’ or ‘Respectfully,’ followed by your signature and printed name. If sending electronically, a typed name suffices.

Tips for Writing a Request Letter for a Bank Statement

When requesting a bank statement, it’s crucial to communicate in a manner that’s both professional and clear. Here’s how to ensure your letter is effectively drafted:

Introduction : Begin with a brief introduction of yourself. Clearly state your purpose for writing right at the outset.
Account Details : Provide essential account information such as your account name, type, and number. This helps the bank to quickly identify and process your request.
Express Gratitude : Acknowledge the bank’s services. A polite mention of your appreciation for their customer service can set a positive tone.
State the Purpose : If there’s a specific reason for your request (like a loan application or tax purposes), mention it. This can prioritize your request if necessary.
Be Concise : Get directly to the point. A concise letter is more likely to be read and acted upon quickly. Avoid unnecessary details.
Indicate Urgency : If the request is time-sensitive, clearly state this and provide a brief explanation. This helps the bank understand the importance of a prompt response.
Professional Language : Use formal language throughout your letter. This reflects your professionalism and ensures the seriousness of your request is understood.
Conclusion and Signature : End with a formal closing, your full name, and your signature. If sending electronically, include a scanned signature or a typed name.
Contact Information : Include your email or postal address, especially if you need a physical copy of the statement. This ensures the bank can contact you or send the statement to the correct address.

Request Letter for Bank Statement (Format)

{Recipient’s Name}

{Recipient’s Address}

{City, State, Zip Code}

Subject: Request for Bank Statement for {Period}

Dear {Last Name},

I am writing to request my bank statements for the period from {start date} to {end date}. My account, listed under the name {account name}, has the account number {number}. I would appreciate it if you could send these statements to my mailing address: {mailing address}.

For the processing fee, please {accept the enclosed check for the service charge amount/deduct the service charge amount from my checking account}. If there are any specific charges for this service, kindly inform me of the same.

Should you need any additional information or clarification, feel free to contact me at {phone number} or {email address}.

Thank you for your prompt attention to this matter.

{Your Name}

Sample Request Letter for Bank Statement

July 22, 2036

The Branch Manager

Atlanta National Bank

123 High Lane

Georgia Branch

Dear Sir/Madam,

I, Henry Mills, am writing as the Accounts Manager of HGH Solutions and the holder of a current account with the number 345275432. This letter serves as a formal request for my bank statements for the period from April 1, 2036, to July 1, 2036.

The urgency of this request stems from the need to present these statements to the tax authorities within the next 8 days. Therefore, I kindly request a prompt response.

For any service charges applicable to this request, please {deduct the amount from my account/ find an attached check for the charge}.

Please email the requested statements to [email protected] . If you require any further information or clarification, you can reach me at {phone number}.

I appreciate your attention to this matter and thank you in advance for your prompt cooperation.

Henry Mills

Accounts Manager

HGH Solutions

Request Letter for Bank Statement (Word Template)

Bank statements are indispensable financial records, particularly for businesses, serving as crucial tools for financial tracking and accountability. When composing a request letter for a bank statement, it’s essential to communicate with clarity and professionalism. Ensure that you clearly state your account details, specify the exact period for which the statement is needed, and provide your contact information and preferred mailing address for a prompt response.

Remember, the effectiveness of your letter is not just in the information it conveys but also in how it is presented. Keep your tone courteous and your language professional. A well-crafted letter not only facilitates a smoother transaction with the bank but also reflects your professionalism and attention to detail.

Finally, addressing your letter correctly is vital to ensure it reaches the intended recipient without delay. By following these guidelines, you can efficiently obtain the necessary bank statements, aiding in your financial management and decision-making processes.

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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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