bank application letter for statement

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.

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.

Register with BYJU'S & Download Free PDFs

Letters.org

The Number 1 Letter Writing Website in the world

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.

Related Letters:

Request to Waive Bank Fee
Request Letter – Request for an Endorsement or Testimonial
Request Letter – Change of Address Request Letter
Request Letter – Cheque Book Request Letter
Request Letter – Salary Request Letter
Request Letter – Grant Request Letter
Request Letter
Request For The Postponement Of The Last Day
Job Request letter
Request for Volunteers
Request for Deposition
Request for Documents
Sample Request Letter
Request Letter for Changes in The Contract
Job Promotion Request Letter
Request Information letter
Request Letter Community Help
Request letter for Volunteers
Request Letter Job Promotion
Volunteers Request Letter
Credit Request Letter
How to Write a Request Letter
Information Request letter
Interview Request Letter

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)

Explore More Sample Letters

Leave Letter
Letter to Uncle Thanking him for Birthday Gift
Joining Letter After Leave
Invitation Letter for Chief Guest
Letter to Editor Format
Consent Letter
Complaint Letter Format
Authorization Letter
Apology Letter Format
Paternity Leave Application
Salary Increment Letter
Permission Letter Format
Enquiry Letter
Cheque Book Request Letter
Application For Character Certificate
Name Change Request Letter Sample
Internship Request Letter
Application For Migration Certificate
NOC Application Format
Application For ATM Card
DD Cancellation Letter

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.

Customize your course in 30 seconds

Which class are you in.

Letter Writing

Letter to School Principal from Parent
ATM Card Missing Letter Format
Application for Quarter Allotment
Change of Address Letter to Bank
Name Change Letter to Bank
Application for School Teacher Job
Parents Teacher Meeting Format
Application to Branch Manager
Request Letter for School Admission
No Due Certificate From Bank

Download the App

Application for Bank Statement – 11+ Samples, Formatting Tips, and FAQs

In today’s fast-paced and digital world, bank statements have become an integral part of our financial lives. Whether it’s for personal bookkeeping or for income tax filing, a bank statement is a document that provides a comprehensive summary of all transactions made through a particular bank account. It helps us keep track of our finances and ensures that we never miss any important banking activity.

To ensure that you are always up-to-date with your financial records, it is essential to know how to apply for bank statements from your bank. However, with different formats and procedures for requesting bank statements, the task can seem daunting. Therefore, this guide on “Application for Bank Statement – Format and Samples” is designed to provide you with a step-by-step guide to help you navigate the process in India.

This article will cover all the necessary information required for requesting bank statements, including the various types of bank statements, documents and personal information required, as well as the different formats that can be used. By the end, you will be equipped with the knowledge and resources to apply for your bank statement in the most efficient and convenient way possible. So, let’s dive in!

1 Sample Letter Application for Bank Statement
2 Bank Statement Request Letter Example
3 Simple Letter for Bank Statement Request
4 Bank Statement Application Format Example
5 Sample Application Letter for Bank Statement
6 Request Letter for Bank Statement Format Sample
7 Sample for Statement Request Letter to Bank
8 Sample Letter to Bank Manager for Bank Statement
9 Letter to Bank Requesting Statement to Manager
10 Sample Application for Bank Account Statement Format
11 Application for Bank Statement in Hindi
12.1 Components of a Proper Application
12.2 Structuring the Application
13.1 How can I apply for a bank statement?
13.2 What details are required to apply for a bank statement?
13.3 Are there any fees associated with applying for a bank statement?

Sample Letter Application for Bank Statement

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

Subject: Application for Bank Statement

Respected Sir/Madam,

I am writing this letter to request a copy of my bank statement for the period of [start date] to [end date]. My account details are provided below.

Account holder name: [Your name] Account number: [Your account number] Type of account: [Savings/Current/Other]

The reason for this request is that I need to review my financial transactions for filing my income tax return. I request you to issue the statement as soon as possible and dispatch it to my postal address registered with the bank .

Thank you for your cooperation in this matter.

Yours sincerely, [Your Name]

Bank Statement Request Letter Example

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

Sub: Request for Bank Statement

I am writing this letter to request my bank statement for the period of [start date] to [end date]. My account details are as follows:

Account Name: [Your account name] Account Number: [Your account number]

The reason for this request is that I need to keep a record of my financial transactions and determine my income tax declarations. I would like to receive my bank statement as soon as possible through e-mail or courier.

I appreciate your prompt action regarding this matter.

Thanking You,

[Your Name] [Your Signature]

Simple Letter for Bank Statement Request

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

Dear Sir/Madam,

I am writing to request for my bank statement for the past 6 months (or specific period). My account details are as follows – [Account number]. I need this statement to reconcile my accounts for taxation purposes (or specific reason).

I would appreciate it if you could provide me with this information as soon as possible. Please let me know if any further information is required.

Thank you for your time and attention.

[Your Name]

Bank Statement Application Format Example

I am writing this letter to request a copy of my Bank Account Statement for the past six months. My account details are as follows:

Account Name: [Your Account Name] Account Number: [Your Account Number] Bank Name: [Bank’s Name] Branch Name: [Branch Name] IFSC Code: [IFSC Code]

The reason for requesting the bank statement is to keep track of my financial transactions and to reconcile my account. Therefore, I kindly request you to provide me with a copy of the same.

Thank you for your time and consideration.

Sample Application Letter for Bank Statement

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

I am [Your Name], a customer of the [Bank Name] branch, holding a savings account [Account Number: ]. I hereby request you to kindly issue a bank statement for the past [Mention Months: ]. This statement is required as proof of my financial transactions for the purpose of [Mention Reason: __ ].

I kindly request you to please provide me with this statement as soon as possible, as it is an urgent requirement. I assure you that I will maintain the confidentiality of my account details.

Thank you for your time and consideration. Please let me know if any further information is required from my side.

Request Letter for Bank Statement Format Sample

The Branch Manager, [Name of the Bank], [Branch Address], [City]

Subject: Request for Bank Statement

I (Your Name) hold a savings account (Account Number XXXXXXXXX) with your bank. I am writing this letter to request a bank statement for the last six months (enter the duration as per your requirement).

I require this statement to keep track of my expenses, investments, and income for tax purposes. It will also help me monitor my account’s activity for any inconsistencies and ensure the security of my financial transactions.

I request you to provide the bank statement as soon as possible in hard copy or soft copy as per your convenience. Please let me know if any additional fees are applicable .

Thank you for your attention to this matter.

Yours faithfully,

Sample for Statement Request Letter to Bank

To, The Branch Manager, [Name of the Bank], [Branch address], [City], [State], [Pin Code]

Sub: Statement Request Letter

I, [Your Name], am writing this letter to request a statement of my bank account for the period of [starting date] to [ending date]. The statement is required for the purpose of [Mention the reason for requesting the statement].

I request you to please provide me with the statement of my account at the earliest as this is required for my personal records and for [state the reason, if any].

The details of my account are mentioned below:

Account holder name: [Your Name] Account number: [Your Account Number] Type of Account: [Savings/Current] Branch Name: [Name of Branch]

I would be grateful if you could expedite the process and send the statement to my registered email id/on the provide address. In case of any further details required, feel free to contact me at [Your contact number].

Thank you for your assistance.

Sincerely, [Your Name]

Sample Letter to Bank Manager for Bank Statement

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

I am writing this letter to request a Bank Statement for my account (Account Number – [XXXXXXX]) for the past six months. I require this statement as part of my financial record-keeping for tax planning purposes.

I kindly request you to provide me the Bank Statement as soon as possible so that I can maintain my financial records up to date. I would also appreciate it if you could send the statement to my registered home address: [Address], so kindly update my address (if needed) in your records.

Thank you for providing me with this service, and I hope that my request will be processed soon. Please let me know if there are any charges for it.

Thank you for your excellent services.

Best Regards, [Your Name]

Letter to Bank Manager for Bank Statement

Letter to Bank Requesting Statement to Manager

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

I, [Your Name], having an account in your esteemed bank with account number [Your Account Number] would like to request for a bank statement from [Start Date] to [End Date]. The reason for this request is to check my transaction history and to reconcile my accounts.

I kindly request you to provide me with the aforementioned statement at the earliest. I assure you that all the information provided by me is completely true and accurate. Please let me know if any additional details are required.

Yours Sincerely, [Your Name]

Sample Application for Bank Account Statement Format

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

Subject: Application for Bank Account Statement

I wish to request an account statement for my account (mention account number) for the period of (mention duration). I require this statement for official purposes and to keep a track of my transactions. Kindly provide me with the statement as soon as possible.

I assure you that the information provided in this statement will be used only for official purposes and will be confidential. Please let me know if any additional information is required from my end.

Thanking you in advance for your prompt action.

Application for Bank Statement in Hindi

बैंक के प्रबंध अधिकारी, [बैंक का नाम], [शाखा का पता], [शहर]

विषय: बैंक स्टेटमेंट के लिए आवेदन

मेरा नाम [व्यक्ति का नाम] है और मुझे मेरे खाते [खाते का नाम] में होने वाले सभी लेनदेनों की जानकारी की आवश्यकता है। मैं बहुत समय से दूर रह रहा हूँ और इसलिए बैंक से अपने खाते की स्थिति की जाँच नहीं कर पा रहा हूँ। इसलिए मुझे कृपया बैंक स्टेटमेंट जारी करने की अनुमति दें जिससे मैं अपनी खाते की स्थिति जान सकूं।

मैं विस्तृत सूचना प्रदान करने के लिए अपना खाता नंबर [खाता नंबर] और अपना नाम, पता, आधार कार्ड नंबर आदि सामान्य जानकारी भी प्रदान कर रहा हूं।

इसलिए मैं कृपया बैंक स्टेटमेंट जारी करने की अनुमति देने का अनुरोध करता हूं।

धन्यवाद, [अपना नाम]

Application for Bank Statement Format: Things to Consider

When requesting a bank statement, it is important to ensure that your application is accurate, comprehensive and follows the proper format. Failure to do so may result in delays or even rejection of your request. Therefore, it is crucial to understand the components of a proper application and how to structure it.

Components of a Proper Application

Personal Information: The application should have your correct personal information, including your full name, address, contact numbers and email address.
Account Information: The bank statement request must include your account number, account type, and any other relevant information such as branch code or IFSC.
Time period: Indicate the time period for which you would like to receive the bank statement. This could be for a specific month or a range of months.
Reason for Request: Provide a brief explanation of why you require the bank statement.
Signature: Sign the application form to verify your request.

Structuring the Application

The application should be written in a clear, concise and professional format. Here is a simple structure to follow:

Introduction: Start the application with an introduction that includes your full name, address, and contact information. Mention that you are making a request for a bank statement.
Body: In the body of the application, provide all the necessary information including personal and account information, time period, and reason for the request. Ensure that you double-check the accuracy of this information.
Conclusion: In the conclusion, reiterate your request and thank the bank for their assistance in advance.
Signature: Lastly, affix your signature and date on the form to authorize the request.

By following these guidelines, you will be able to create a comprehensive and successful bank statement request. Remember, the application process may differ in different banks and formats, so it is a good idea to check with your bank to ensure that you have all the required information before making a request.

How can I apply for a bank statement?

You can apply for a bank statement through various channels such as online banking, mobile banking, visiting a bank branch, or through an ATM.

What details are required to apply for a bank statement?

You may need to provide your bank account number, name, address, contact information, and some form of identification such as a passport or driver’s license to apply for a bank statement.

Are there any fees associated with applying for a bank statement?

The fee for a bank statement may vary depending on the bank’s policy, customer account type, and the number of statements requested. Some banks may offer free bank statements for certain account types or a limited number of statements per month.

Application for Closing Bank Account – 10+ Samples, Formatting Tips, and FAQs
Bank Passbook Missing Letter – 8+ Samples, Formatting Tips, and FAQs
Application for Mobile Number Registration in Bank – 6+ Samples, Formatting Tips, and FAQs
Application for Changing Signature in Bank – 5+ Samples, Formatting Tips, and FAQs
Application for Name Change in Bank Account – 11+ Samples, Formatting Tips, and FAQs
Application for Unblock Atm Card – 3+ Samples, Formatting Tips, and FAQs

Search This Blog

Search letters formats here, request letter to bank for statement of account (sample).

how to write a letter to bank manager for my account statement

submit your comments here

Thanks for the format! It was timely and very helpful.

Letter sample was useful in drafting the letter to my bank. Thanks very much.

It was useful. : )

It was very use ful.

It's was very helpful

How to Write a Letter to Request a Bank Statement: A Step-by-Step Guide

How to write a letter to get bank statement.

Writing a letter to request your bank statement may seem like a daunting task, but it is actually quite simple. Whether you need your bank statement for personal record-keeping or for a specific financial purpose, a well-written letter can help you obtain the document you need. In this blog post, we will guide you through the process of writing a letter to get your bank statement.

Sample Letter to Request for Bank Statement

Below is a sample letter that you can use as a template when requesting your bank statement:

Tips for Writing a Letter to Get Bank Statement

When writing a letter to request your bank statement, keep the following tips in mind:

Be clear concise your request.
Include your account details to ensure accuracy.
Specify the time period for need statement.
Express gratitude the bank`s assistance.

Case Study: Successful Bank Statement Request

Let`s take a look at a real-life case study where a well-written letter helped an individual successfully obtain their bank statement.

Emily, a freelance graphic designer, needed her bank statement for tax purposes. She followed the sample letter format provided above and sent her request to the bank. Within a week, she received a copy of her bank statement without any hassle.

Composing a letter to get your bank statement is a simple yet important task. By following the tips and using the sample letter provided in this blog post, you can easily request and obtain your bank statement for various financial needs.

Legal Q&A: How to Write a Letter to Get Bank Statement

Whether you need it for tax purposes, loan applications, or just to keep track of your finances, requesting a bank statement is a common task for many. Here are some legal questions and answers to help guide you through the process.

Legal Contract for Requesting Bank Statement

It is important to have a legal agreement when requesting a bank statement to ensure the privacy and security of the information being shared. The following contract outlines the terms and conditions for requesting a bank statement from a financial institution.

Spotless enterprise agreement: essential legal insights | [website name], nanny agreements: legal guidelines and templates for employers, kpmg company secretary salary guide: latest trends and insights.

Bank Statement Request Letter for Current Account Sample

Through this article, I’ll share a step-by-step guide on crafting a persuasive bank statement request letter for your current account, drawing from my own experiences and the best practices I’ve honed.

Key Takeaways Purpose : Understand why you need a bank statement request letter and how it serves your financial needs. Structure : Learn the essential components of the letter, from addressing the right department to signing off professionally. Template : Use the provided template as a starting point, tailoring it to your specific requirements. Tips : Benefit from insider tips that enhance your letter’s effectiveness and increase your chances of a swift response. Personal Touch : Discover how to infuse your letter with a personal touch without compromising its professionalism.

Step-by-Step Guide to Writing a Bank Statement Request Letter

Step 1: start with your personal information.

Begin your letter by mentioning your name, address, contact number, and email address at the top left corner. This ensures the bank can easily identify and respond to you.

Step 2: Add the Date and Bank’s Address

Below your information, write the current date followed by the bank’s address. Ensure you address it to the correct department or individual, typically the branch manager or customer service department.

Step 3: Craft a Clear Subject Line

A concise subject line such as “Request for Bank Statement – Current Account No. XXXXXXX” immediately informs the recipient of the letter’s purpose.

Step 4: Open with a Formal Salutation

Begin with “Dear [Recipient’s Name or Title],” maintaining a formal tone throughout the letter.

Step 5: State Your Request Clearly

Trending now: find out why.

In the opening paragraph, clearly state your request for a bank statement, specifying the time period you’re interested in. Be concise yet specific about your needs.

Step 6: Explain the Purpose (If Necessary)

While not always required, briefly explaining the purpose of your request can sometimes expedite the process, especially if you’re facing a time-sensitive situation.

Step 7: Specify Delivery Preferences

If you have a preferred method of receiving the statement (e.g., email, postal mail), mention it. Providing this detail helps ensure the process aligns with your expectations.

Step 8: Close Politely

Conclude with a statement expressing your appreciation for the bank’s assistance, followed by a formal closing like “Sincerely” or “Best regards,” and your signature and printed name.

Template for Bank Statement Request Letter

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

[Bank’s Name] [Bank’s Address] [City, State, Zip Code]

Subject: Request for Bank Statement – Current Account No. [Your Account Number]

Dear [Bank Manager’s Name or Bank’s Department],

I am writing to request a detailed statement for my current account, number [Your Account Number], for the period of [Start Date] to [End Date]. This statement is necessary for [mention the purpose if applicable, e.g., loan application, financial review, etc.].

I would appreciate if the bank statement could be sent to my email address [Your Email Address] or mailed to the address mentioned above, as per your convenience.

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

Sincerely, [Your Signature (if sending a hard copy)] [Your Printed Name]

Personal Tips from Experience

Clarity is Key : Ensure your request is straightforward and the details, like account numbers and dates, are accurate.
Follow Up : If you don’t receive a response within a reasonable timeframe, don’t hesitate to follow up with a phone call or visit to the branch.
Security : When requesting sensitive documents like bank statements, always prioritize secure delivery methods.

Crafting a bank statement request letter is a valuable skill that can aid you in various financial scenarios. By following the steps outlined and utilizing the template provided, you can effectively communicate your needs to your bank, ensuring a smooth and efficient process.

I’d love to hear your experiences or any additional tips you may have regarding bank statement requests. Feel free to share your thoughts and questions in the comments below.

Bank Statement Request Letter Sample: Free & Effective
Authorization Letter To Bank: How To Draft It Right!
Sample Letter to Transfer Money to Another Bank Account: Free & Effective

Frequently Asked Questions (FAQs)

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.

Hardship letter for 401k withdrawal example: free & effective, birth certificate request letter sample: free & effective, name change request letter sample, loan repayment letter sample: free & effective, sample letter for name correction: free & effective, sample confirmation request letter for receiving christmas party money, leave a comment cancel reply.

Your email address will not be published. Required fields are marked *

Leave Application

Leave Application for School, College and Office

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 ]

Bank Statement Request Letter Format, Request Letter For Bank Statement, Bank Statement Letter, Authorization Letter For Bank Statement, Request Letter For Bank Statement Format Sample In Word, Application For Bank Statement, application for bank statement request letter format in word

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.

Application for Bank Statement – Format and Samples

In this article, let’s familiarise ourselves with what an application for bank statement is, how to write an Application and take a look at some Application Samples for a bank statement.

What Is the Application for Bank Statement?

Application for bank statement is an Application sent to a bank’s branch manager by an account holder requesting the manager to issue a bank statement for a specific period. The print-out Application for the bank statement contains all the account transaction details during the requested period. From account balance to money deposited to withdrawn and amounts deducted for any service fee, the account holder can see any movement in the bank account, including the timestamps and dates.

Tips To Write Application for Bank Statement

Now that you have familiarised yourself with the format of the Application for bank statements, here are some tips to help you write an application to get a bank statement.

Before writing the application, ensure you have all the details, such as your account details, dates and the addressee’s information.
As this is a formal Application, you should use a professional tone of language and add your signature.
Do not miss out on adding vital information such as the name of the bank and branch, your account number, date of issuance of the letter, appropriate subject line and salutation.
Ensure that it is clear, concise and correct.
Do not forget to include the start and end dates of the bank statement you wish to see.

Application for Bank Statement Format

To write an application for a bank statement, you can follow the standard formal letter format

Subject: Application for bank statement

Respected Sir/Ma’am,

Thanking you, Yours sincerely, Signature [Your name] [You contact details]

Sample Applications For Bank Statement

Let’s look at some applications for bank statement samples for reference.

Application for Bank Statement | Sample Application For IT Returns

Dear Sir/Ma’am.,

I, Aurora Rose, plan to file my income tax returns for FY 2020-2021, for which I would need to submit my bank statement.

So, I would be very obliged if you could kindly provide me with the bank statement of my savings account from 01/04/2020 to 31/03/2021.

Please find the bank account details I have provided below-

Account Holder Name: Miss Aurora Rose Account Type: Savings account Account Number: 31700000 Bank Branch: ABI Green Park Branch

Thanking you, Yours Sincerely, Signature Aurora Rose Mob: 8787654567 Email: [email protected]

Application for Bank Statement | Sample of Loan Application

Dear Sir/Ma’am,

I, Aurora Rose, maintain a savings bank account at your ABI Green Park Branch. As I am applying for a home loan, I need to submit my bank statement for the past year.

I would be very obliged if you could kindly provide me with the bank statement from 30/06/2021 to 30/06/2022 at your earliest convenience.

Please find the bank account details I have provided below for your reference-

Application for Bank Statement | Sample of Scholarship

I, Aurora Rose, an account holder at your ABI Green Park Branch and a college student at XYZ University, New Delhi, would like to request you to kindly provide me with my bank statement for the last six months, i.e., 30/12/2021 – 30/06/2022 as I need it for my scholarship application.

I would be very obliged if you could kindly do the needful as soon as possible.

Application bank statement to my branch manager

I, [Your name], an account holder at your [Bank branch name], would like to request you to kindly provide me with my bank statement for the last six months, i.e., [Mention the starting and ending dates], as I need it for [State your reason].

Please find the bank account details I have provided below for your reference –

Account Holder Name: Account Type: Account Number: Bank Branch:

Thanking you, Yours Sincerely, Signature [Your name] [Your contact information]

Sample – Application For Bank Statement In English

My name is Aman Ahmed, and I have a savings account at your branch with the account number 358XXXXXXXX. Due to work-related issues, I need my last three month’s account statements.

So, I would be very glad if you could kindly provide me with the bank statement dating from 30/06/2022 till 30/09/2022.

Account Holder Name: Aman Ahmed Account Type: Savings account Account Number: 358XXXXXXXX Bank Branch: JKL Green Park Branch

Thanking you, Yours Sincerely, Signature Aman Ahmed Mob: 8787874609 Email: [email protected]

Sample – Bank Statement Request Letter

I am writing to inform you that I am an account holder in your branch and as I plan to apply for a credit card, I need my bank statement of the past six months, which would be from 30/03/2022 to 30/09/2022.

Account Holder Name: Prena Singh Account Type: Savings account Account Number: 358XXXXXXXX Bank Branch: JKL Green Park Branch

I would be very grateful if you could kindly do the needful.

Thanking you, Yours Sincerely, Signature Prerna Singh Mob: 8787987609 Email: [email protected]

Sample – Application For Bank Statement – Scholarship

Subject: Bank statement application for the past 6 months

I, April Longkumer, who is an account holder in your branch, am writing this letter to request you to kindly provide me with my bank statement for the past six months as I need to apply for my scholarship by next month.

Account Holder Name: April Longkumer Account Type: Savings account Account Number: 358XXXXXXXX Bank Branch: JKL Green Park Branch

As this is time sensitive, I would be delighted if you could grant my request as soon as possible.

Thanking you, Yours Sincerely, Signature April Longkumer Mob: 8787987609 Email: [email protected]

Sample – Application For Bank Statement – For Car Loan

My name is Rahul Thappa and I have maintained a current account in your branch for the past 12 years. Since I plan to apply for a car loan, I need to submit my bank statement of the last 10 months to the finance company for approval.

Account Holder Name: Rahul Thappa Account Type: Savings account Account Number: 358XXXXXXXX Bank Branch: JKL Green Park Branch

I would be very grateful if you could kindly accept my request at your earliest convenience. Also, feel free to send me the statement on the email address I have provided below.

Thanking you, Yours Sincerely, Signature Rahul Thapa Mob: 8787987609 Email:[email protected]

Sample – Application For Bank Statement – For Home Loan

Subject: Request for bank statement

My name is Joe Staton and I have a current account in your branch. I am writing this letter to request you to kindly send me my bank statements of the last six months as I need it to apply for a home loan.

Please find the bank account details I have provided below –

Account Holder Name: Joe Staton Account Type: Savings account Account Number: 358XXXXXXXX Bank Branch: JKL Green Park Branch

I humbly request that you grant my request as soon as you can.

Thanking you, Yours Sincerely, Signature Joe Staton Mob: 8787987609 Email:[email protected]

Sample – Application For Bank Statement – For Income Certificate

I, Bandana Singh, am a savings account holder with your branch for the last six years. As I need to make my income certificate to apply for my scholarship, I need to submit my bank statements of the last three months, i.e., 30/06/2022 to 30/08/2022.

Account Holder Name: Bandana Singh Account Type: Savings account Account Number: 358XXXXXXXX Bank Branch: JKL Green Park Branch

I request that you kindly do the needful as soon as you can.

Thanking you, Yours Sincerely, Signature Bandana Singh Mob: 8787987609 Email:[email protected]

FAQs: Application for Bank Statement

Q1. what are some of the reasons we can request for bank statement.

Application for bank statement can act as proof for various purposes, such as-

Applying for a loan or credit card
Income tax returns
Applying for a scholarship

If you find any unusual activity in your bank account and want to see all the transactions, you can also request a bank statement.

Q2. How often should I check my bank statement?

To track your financial spending and activities in your bank account, we recommend you check your bank account statement at least once a week. Even if you haven’t made any transaction in a week, the amount could be debited for services. So, it’s important to keep track of your bank account.

Conclusion : When you write an Application for bank statement to your bank manager, remember that it is a formal Application. So, always use a professional tone, add your signature and date of issuance of the Application and if possible, attach a photocopy of the first page of your passbook.

We hope this article helps you understand more about applications for bank statements and how to write an Application.

We will leave you here with our best wishes!

Search Articles

Career Advice 55
Contract Jobs 19
Work Giver 7
Work Seekers 171

Recent Blogs

Latest videos

Popular in Contract Jobs

Popular job roles, titles, locations, and searches

Popular Job Roles

Full Stack Developer Jobs
Java Developer Jobs
Technical Lead Jobs
MobileApp Developer Jobs
Automation Testing Jobs
Data Analyst Jobs
Cyber Security Jobs
Business Analyst Jobs
Product Manager Jobs
UI/UX Designer Jobs
Angular Developer Jobs
DevOps Jobs

Popular Job Functional Area

Security Guard Jobs
Gardener Jobs
Driver Jobs
Data Entry Jobs
Accounting Jobs
Networking Jobs
System Admin Jobs
Marketing Jobs
Software Testing Jobs
Software Engineer Jobs

Popular Job Locations

Jobs in New Delhi
Jobs in Chennai
Jobs in Hyderabad
Jobs in Chandigarh
Jobs in Pune
Jobs in Mumbai
Jobs in Dehradun
Jobs in Bangalore
Jobs in Gurgaon
Jobs in Kolkata
Jobs in Odisha
Jobs in Jaipur

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:

About the Author

I preach the words, “Learning never exhausts the mind.” An aspiring CA and a passionate content writer having 4+ years of hands-on experience in deciphering jargon in Indian GST, Income Tax, off late also into the much larger Indian finance ecosystem, I love curating content in various forms to the interest of tax professionals, and enterprises, both big and small. While not writing, you can catch me singing Shāstriya Sangeetha and tuning my violin ;). Read more

Clear offers taxation & financial solutions to individuals, businesses, organizations & chartered accountants in India. Clear serves 1.5+ Million happy customers, 20000+ CAs & tax experts & 10000+ businesses across India.

Efiling Income Tax Returns(ITR) is made easy with Clear platform. Just upload your form 16, claim your deductions and get your acknowledgment number online. You can efile income tax return on your income from salary, house property, capital gains, business & profession and income from other sources. Further you can also file TDS returns, generate Form-16, use our Tax Calculator software, claim HRA, check refund status and generate rent receipts for Income Tax Filing.

CAs, experts and businesses can get GST ready with Clear GST software & certification course. Our GST Software helps CAs, tax experts & business to manage returns & invoices in an easy manner. Our Goods & Services Tax course includes tutorial videos, guides and expert assistance to help you in mastering Goods and Services Tax. Clear can also help you in getting your business registered for Goods & Services Tax Law.

Save taxes with Clear by investing in tax saving mutual funds (ELSS) online. Our experts suggest the best funds and you can get high returns by investing directly or through SIP. Download Black by ClearTax App to file returns from your mobile phone.

Cleartax is a product by Defmacro Software Pvt. Ltd.

Company Policy Terms of use

Data Center

SSL Certified Site

128-bit encryption

SAY GOODBYE TO JAMB,GAIN DIRECT ENTRY ÀDMISSION INTO 200LEVEL TO STUDY YOUR DESIRED COURSE IN ANY UNIVERSITY OF YOUR CHOICE.LOW FEES. REGISTRATION IS IN PROGRESS . CALL / WHATSAPP 09059908384.

10 Sample Letter of Bank Statement Request (Templates and Examples)

Bank statements are important and confidential documents that show a record of credits and debits into a particular account, over a given period of time. These documents are not handed out lightly; they must be requested from the bank by the account holder.

There are several reasons why a person could request an account statement from his bank. Some of the reasons include tax returns, loan applications , scholarships , financial aid for students, and so many more.

Requests for bank statements must be clear, straight to the point, and must be professional. Here are some examples.

Sample Letter Of Bank Statement Request (General Purpose)

The following is a request for an account statement for someone who wishes to use the document for filling of his tax returns with the Internal Revenue Service.

The Branch Manager

[Name of Your Bank]

[Branch Name]

[City or Area]

Subject: Request For Bank Statement For Tax Returns

I write this letter to request a bank statement for my savings bank account number [Your Account Number] for the period from [start time] to [end time].

This is to help me file in my income tax returns for the financial year [Financial Year].

Once again, the account number is [Account Number], and it is a [savings account]. I have enclosed a copy of the passbook for your reference.

Yours faithfully,

[Your Name]

Requesting A Bank Statement For A Personal Loan

The following is a request for an account statement made by a person who wants to use said information to apply for a personal loan. This loan may be from another bank or financial institution .

Remember that this is an official letter, and that it must be delivered with an official tone. This is how it is done:

Subject: Request For Bank Statement For Personal Loan Application

My name is [your name], and I hold an account with your bank. My account number is [Your Account Number], and said account is a [Mention Type of Account].

I need you to please provide me with an account statement of the account stated above, for the period of six months; from [start date] to [end date].

The purpose of the account statement is to enable me apply for a personal loan. Kindly provide me with this banks statement as soon as possible. I have enclosed a copy of my checkbook.

Thank you in advance.

Yours sincerely,

[Your Signature]

Requesting A Bank Statement For A Scholarship

The following sample is a request for a bank statement written by a bank customer who needs said document to get a scholarship. Apparently, a requirement for such a scholarship is that the recipient must fall into a particular economic category.

Some scholarships want to see that the recipient has some money. He only needs more so as to cover the extra expenses. Sometimes the donor may be from another country. The bank statement needs to be urgently obtained. The bank must not delay. Here is how to tell them:

Subject: Request For Bank Account Statement To Receive A Scholarship

I am [State Your Name], and I hold an account at your bank, with the account number [state your account number]. The account is a [mention type of account].

I urgently require the bank statement for the account, for the last six months, [start date] to [end date], so as to enable me apply for a scholarship abroad.

Without this account statement it would be impossible to obtain the scholarship, and so I would greatly appreciate your urgent assistance.

You can email to me at [state your email]. I have enclosed a copy of my checkbook.

Once again, this is an urgent matter, requiring your urgent attention.

Thank you in anticipation.

For Financial Aid

The following is a request for a bank statement written by a person who intends to use it to receive financial aid from his institution of higher learning. This one is different from the sample above because this should sound more pitiful.

Nevertheless, if the letter is not effective, then the statement of account will not be dispatched immediately, meaning that the financial aid may not be received. Therefore, it must be effective.

Subject: Request For Account Statement To Receive Financial Aid

My name is [state your name], and I am an account holder with your bank. My account number is [state your account number], and the account is a [Checking/Savings/Current] account. I request to receive the statement of account showing my account history for the past six months, from [start time] to [end time].

This is to help me apply for financial aid from the student department of my institution [mention name of institution]. The board have advised me to obtain this document as a way of showing that I really need this aid.

Please send to me at [state your email]. I would appreciate your urgent assistance on this matter because without this account statement I cannot get the financial aid which I seriously need to continue my studies.

I have enclosed a copy of my passbook.

To Receive A Contract

The following is a letter sent by a person who needs to get a statement of account showing recent financial history so as to prove that he is capable of executing a contract which he has applied for.

Some companies or individuals request this document so they can see that you will not run away with their money. It does not mean that there has to be millions in the account, just that it is not your first time of receiving such an amount of money.

Subject: Request For Account Statement To Receive A Contract

I am [state your name], an account holder with your bank. My account number is [state your account number], and the account is a [Savings/Checking/] account. We have enclosed a copy of our checkbook.

I write to request that my account statement showing records of my finances over the last six months, for the period starting [start date] and ending [end date].

The account balance is to enable me prove to a client that I have in the recent past handled payments equaling, or exceeding the amount for which I have applied for a contract.

I would appreciate your urgent response as this is a time sensitive matter. You may send the bank statement to me via email; my email address is [state your email].

Thanks in advance

For Business Merger

The sample below is an example of a request for a statement of account. In this case the purpose of seeking the statement is to complete a business merger. Before merging any businesses, it is important to determine the true state of the finances of the businesses.

This is a more official letter, which will also go into the records. Therefore it has to be drafted to show its status. This is what it looks like.

[Your Business Name]

[Your Business address]

[Business or Company phone number]

[Company Official Email address]

Subject: Request For Account Statement To Effect A Business Merger

We are {enter your business name}, and we have an account with your bank. Our account number is [enter your account number], which is a [corporate/business/ cheque account].

As a matter of urgency, we require a statement of account covering the last six months which is the period from [start date] to [end date]. We have enclosed a copy of our checkbook.

Getting this account statement will facilitate a merger with another company which will solidify our position in the market.

Your prompt response to this request will go a long way in making this possible. You can send it across to us via our company email [state your company email].

[Your Position within the Company]

For [state your company name]

For Mortgage Purpose

The sample below is a letter requesting a statement of account from a bank. This time the customer needs the document to fill out some forms at a mortgage institution. People who are in similar circumstances may find this very useful because Mortgages are a popular housing solution.

Subject: Request For Account Statement For Mortgage

I am [state your name], a customer of your bank with account number [state your account number]. My account is a [state your account type: Savings, Checking, Current, and Fixed Deposit].

I hereby request my account statement for the last six months, being the period between [start date] to [end date].

This is to enable me seal a mortgage deal. With this mortgage I can get some kind of security for my family.

Your speedy response to this request will be appreciated because the realtors will not hold the house for me much longer.

I have enclosed a copy of my checkbook. You may send the bank statement via email to [add your email].

Thank you so much.

To Settle A Dispute (Personal)

The following is a request for a bank statement which is written by a person who needs that document to settle a dispute after paying for a service, and finding that the company has not confirmed the payment, but are insisting on him making another payment.

In the case of a financial dispute, a bank statement usually kills off any argument because it proves the facts beyond doubt.

Subject: Request For Account Statement To Settle A Dispute

I am {state your name}, and I am a customer of your bank with account number [state your account number]. My account is a [state your account type].

I wish to request as a matter of urgency that you please provide my bank statement for the past six months, which is the period starting [enter start date] and ending [enter end date].

This is to help me settle a dispute by showing that money was transferred from my account as a result of a service which I subscribed to.

Your urgent response to this request will help me to clear up this matter, and to avoid having to make another payment which will amount to double billing.

You may send the statement to me via email using my email address [enter your email]. I have enclosed a copy of my passbook.

To Settle A Dispute (A Business)

The following is a sample of request for bank statement. This one is written by a business which is in a dispute with a customer and needs to prove that no money was received for a product which was sent to a customer.

Businesses usually do not waste time before taking matters to court. A bank statement can avoid all that. This is how to obtain one.

Our company is [state the name of your company], and we are customers with your bank, with the account number [provide your account details]. Our account is a corporate account.

We need our bank statement for the last six months being the period between [start time] and [end time].

This is to help us settle a dispute with a customer. This bank statement will help us prove that no money was received as payment for the product which was promptly sent to the customer.

Your speedy response will help us settle this matter quickly. This is a long time customer, and if we do not settle this issue it will lead to strained relations, and possibly litigation.

We would appreciate your quick response. We have enclosed a copy of our checkbook. You may send the statement to our official email; [state your email].

[Position in the Company]

For {State name of company}

For Company Audit

The sample letter below is that of a business which is requesting a bank statement so as to help it carry out an audit. Audits are very important in keeping companies running smoothly because that is how fraudulent business transactions will be tracked and stopped. Audits are also how companies can keep track of the way they spend money.

Subject: Request For Account Statement To Carry Out An Audit

Our company is [state company name], and we have been customers of your bank since [enter date]. Our account number is [enter your account number], and our account is a corporate account.

We hereby write to request a statement of our account, showing our financial records for the past one year being the period between [enter start time] and [enter end time].

This statement of account will enable us carry out an audit so as to track our company expenditure, and block possible loopholes. This statement of account will also help us reconcile the records we have against figures coming from our bank, so as to ensure that the company is efficiently managed.

We will appreciate your timely response to this request. You may send the bank statement to us via email using our official company email [provide company email].

We have enclosed a copy of our checkbook.

The samples above template letters requesting bank statements. They are just templates, and their purpose is to serve as guidelines for those who are in similar circumstances as described above, and who need account statements from their banks to carry out whatever functions.

The functions that one can possibly carry out with bank statements are numerous, and so the exact template that fits the individual needs may not be provided here. Nevertheless, there will be a template that resembles what you need, if you look through this post.

404 Not found

Bank Statement Application Letter To Manager – Format & Samples

If you’re in need of some Application For Bank Statement examples, or looking for request Letter For Bank Statement? then you’ve come to the right place!

This comprehensive guide offers everything you need to know about writing a bank statement application letter , plus 15+ samples to help you get started.

So, lets get started..

Table of Contents

1. Request letter for bank statement in english

To, The Bank Manager [Bank name] [Branch name]

Date : day/month/year

Subject : Request letter for issuing Bank statement.

Respected Sir/Madam,

This is to draw your attention that I am an account holder of your esteemed bank, (branch name) . I am writing this application because due to some authorization process by my company, I require my bank statement.

I therefore will be grateful if you look into the matter at the earliest possible and give me my bank statement.

Thanking you

Bank details: [Your name] [Account no] [IFSC code]

Yours sincerely, Signature phone number

Also Read: Application for number change in bank

2. Application for bank statement for 6/3 months

Date: day/month/year

Subject: Application for the issue of bank statement.

I am Rakesh, I have been maintaining a savings account in your reputed bank since (number of years/months) . I urgently require the bank statement of my account for the last six/three months for business purposes.

I hope that you will act with promptness in this regard and provide me with my bank statement as soon as possible. I shall be thankful to you for this act of your kindness.

Yours faithfully, [Your Name] [ A/c number] [email id] [phone number] [signature]

Application for bank statement for 63 months

3. Application for bank statement of closed account

Subject : Letter requesting for bank statement of closed account.

Respected sir,

I am writing this letter to inform you that I holded a savings account in your esteemed bank, (branch name) . My account number is ___ (write your account number) . I am currently in need of my bank statement for __ (specify the number of months/years you want).

I humbly request you to issue me my bank statement by understanding the urgency of the matter at the earliest possible for which I shall be very grateful.

Bank details: [ Name] [Phone number] [Account number] [IFSC code]

Yours truly signature Email id

Also Read: Application For Closing Bank Account – Letter Format

4. Application for bank statement of current account.

To, The Bank manager [Bank name] [Branch name]

Date : day/months/year

Subject: Application for bank statement.

Respected Sir/madam,

It is to state with due respect and humble submission that I have a current account in your esteemed bank under the name __ (your name) . My account number is __ (your account number) . I require my bank statement for my work purposes.

Kindly, consider the matter and do the needful in this need of urgency for which I shall be ever grateful.

Yours truly [Name] [IFSC code] [Address with pincode] [Your contact information] [Signature]

5. Application for mini statement in bank

To, The Bank Manager [Bank name] [Branch name]

Date : day / month/ year

Subject : Application for issuing mini statement.

Respected Sir/ Madam,

I would like to bring your kind notice that I am __ (your name) , an account holder of your reputative bank of __ (branch name) branch. I am applying for a loan and for which I am asked to submit my bank mini statement.

My account details are mentioned below- [Name] [Account type] [Account number] [IFSC code] [Registered mobile number:]

I therefore would request you to kindly act with eagerness on this matter and send me the mini statement at the earliest possible. I will be grateful to you for your quick response regarding this matter.

Your sincerely Signature date

Also Read: Application For Bank Account Transfer Letter To Manager

6. Request letter for statement of account for audit

Subject: Request letter for statement of account for audit.

I am John, holding an account in your esteemed bank since __ (number of years) . I would like to inform you that I need my bank account statement from __ (day/month/year) to __ (day/month/year) .

Here are my bank account details: [Account holder name] [Account number] [IFSC Code] [Phone number]

I would be very grateful to your bank for considering my request at the earliest possible.

Yours sincerely Signature Address with pin code Email id

7. Application for bank statement for income tax /itr

To, The Bank Manager [ Bank name ] [ Branch name ]

Date : day / month / year

Subject : Application letter for issuing bank statement

I seek to draw your benign attention that I am an account holder in your esteemed bank, __ (branch name) since __ (specify number of years) years. I want to request you to kindly provide me with my bank statement as soon as possible. If you wish you can also send my Bank statement through email. My email id is [email protected] (Insert your email).

As I require my bank statement for income tax documents, I would like to urge you to consider this matter as of utmost urgency. I shall be very thankful to you.

Thank you [Name ] [Account number ] [IFSC code ] [Phone number ]

Yours faithfully Signature Date Address with pin code

8. Application for bank statement for 1 year

To, The Bank Manager [Bank name] [Branch name] [Name of city/vill:]

Date : day/month/year

Subject : Application requesting bank statement for one year.

Respected sir/ Madam,

I am writing this application to inform you that I have a savings account in your bank branch under the name __ (your name) . I require my bank statement for the last 1 year.

Below are my bank details: [Name : ] [Account number: ] [IFSC code : ] [Linked phone number: ]

I therefore request you to do the needful and provide me with my bank statement for the last 1 year. Your kind cooperation in this regard will be highly appreciated.

Yours sincerely [Signature: ] [Email: ] [Address with pin code ]

9. Application for bank statement for visa

Subject : Bank statement application letter.

This is to draw your kind attention that I hold a savings account in your esteemed bank. My account number is ___ (your account number) . I am writing this application because I need my bank statement while issuing my visa.

I therefore request you to kindly look into the matter with urgency and provide me my bank statement. I shall be ever grateful to you for this benevolent act.

Thank you [Name : ] [Account number : ] [IFSC code : ] [Phone number : ]

Yours truly [Signature : ] [Email : ]

10. Request letter for bank statement through email

To, The Bank Manager [Bank name ] [Branch name ] [Name of city/vill ]

Date: day / month / year

Subject : Request letter for bank statement.

Respected sir/madam,

With due respect and humble submission I wish to state to you that I have been a savings account holder for the last 4 years. Due to some business purposes I urgently require my bank statement of last __ (specify no of months/years) .

I would like to request you to kindly send me my bank statement through email. My email id is [email protected] (your email) . Your cooperation and kindness will be appreciated.

Bank account details: [Name : ] [Account number: ] [IFSC code : ] [Phone number : ]

Yours faithfully (Signature)

11. Bank statement request letter pdf

To, The Bank Manager [Bank name] [Branch name ]

Subject : letter requesting bank statement.

I have had a savings account in your reputable bank for the last few years. My account number is ____ (your account number) . I would like to inform you that I need my bank statement of last __ (number of months/years) . (you can mention your reason for taking this bank statement).

I therefore humbly request you to kindly issue my bank statement at the earliest. I would really appreciate your kind cooperation.

[Name ] [Account number] [IFSC code] [Phone number]

Yours faithfully [Signature] [Address with pin code]

12. Request letter for bank statement in word

To, The Bank Manager [Bank name] [Branch name] [Name of city/vill]

Subject : Letter requesting for bank statement.

I am Manoj. I hold a savings account in your esteemed bank since 2018. I have applied for a loan from a reputable financial company for which I require the bank statement of my account with utmost urgency.

The details of my savings account are listed below: [Name: ] [Account number: ] [IFSC code: ] [Email : ] [Phone number: ]

I shall humbly request you to treat this issue as a matter of urgency and send me my bank statement within the next week.

Yours faithfully [Signature]

13. How do i write an application for bank statement

To, The Bank Manager [Bank name] [Branch name] [Name of city/ vill]

Date : day/ month / year

Subject : Application requesting the issue of bank statement.

I would like to bring to your kind notice that I am _____ (mention your name) writing this letter requesting you to kindly provide me with my bank statement from __ (day/month/year) to _ (day/month/year) . I am maintaining a savings account in your ___ (branch name) branch.

Therefore, I request you to kindly provide me the bank statement at the earliest possible for which I shall be grateful to you.

[Name] [Account number] [IFSC code] [Phone number] [Email id : ]

Yours sincerely [Signature] [Address with pin code]

10+ Application For Name Change & Correction In Bank Account

Application For Closing Bank Account – Letter Format & 15+ Samples

Application Letter For KYC Update In Bank Account – Samples

10+ Application for Update Email ID in Bank Account – Sample Letter

About the author.

Golam Md is the founder of Applicationloop.in, a blog that is exclusively dedicated to providing helpful tips, Samples and advice on writing effective application letters.

Application for Issuance of Bank Statement

Live Editing Assistance

How to use live assistant, additional template options, download options, share via email, share via whatsapp, copy to clipboard, print letter, request letter for bank statement issuance.

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

Date: __/__/____ (Date)

Subject: Application for issuance of Bank Statement for ________ (from) to _________ (upto)

Respected Sir / madam,

I, _____________ (Account Holder’s Name) having savings account in your _______ (Branch address/name) branch bearing account number _______ since last ____ (months/years). I am writing this letter to request you to kindly issue me Bank statement of my ________ (savings/current/OD) account number _______ (account number) from __/__/_____ to __/__/____ (date) or till date.

I want my bank statement for __________ (purpose).

I request you to kindly issue the Bank statement at the earliest.

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.
Yes, you can specify the period for which you need the bank statement in your request letter, such as from a certain date to another date or until the current date.
Some banks may charge a nominal fee for providing a bank statement. It's advisable to check with your bank regarding any applicable charges.
The processing time for issuing a bank statement may vary depending on the bank's procedures and workload. However, it's usually processed within a few working days.
Yes, you can include multiple account numbers and specify the required statements for each account in the same request letter.
You typically do not need to enclose any documents with your request letter for a bank statement. However, ensure to provide accurate account details for the bank to process your request efficiently.

Incoming Search Terms:

Letter to branch manager for bank statement
application for bank statement to manager sample format

By lettersdadmin

Related post, loan application letter | sample application letter to bank manager for loan, complaint letter to bank for amount deduction as processing charge – sample complaint letter regarding unexplained deduction from bank account, letter to bank for non-payment of loan – sample explanation letter for delay in loan payment, leave a reply cancel reply.

You must be logged in to post a comment.

Sample Letter to Hospital for Discharge

Request letter for free medical treatment – sample letter requesting free medial treatment, sales letter, business order letter, privacy overview.

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

2. bank statement request letter, 3. sbi bank statement application, 4. bank statement letter format, 5. letter to bank manager for bank statement, 6. request letter for bank statement, 7. bank statement application in english, 8. letter to bank manager for bank statement, 9. account statement request letter, 10. application for bank account statement, bank statement application: important points.

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”.

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.

Understanding bank statement mortgages

Who do they benefit?

What Are Bank Statement Loans?

Affiliate links for the products on this page are from partners that compensate us (see our advertiser disclosure with our list of partners for more details). However, our opinions are our own. See how we rate mortgages to write unbiased product reviews.

A bank statement loan is a type of mortgage that uses bank statements to help the borrower qualify for financing.
These mortgages are geared toward self-employed borrowers who could benefit from using bank statements in lieu of tax returns.
Bank statement loans sometimes come with higher mortgage rates.

Though it might not seem fair, self-employed borrowers and small business owners often have a harder time qualifying for a traditional mortgage , even if they can afford one. But that doesn't mean getting a mortgage is impossible.

Many mortgage lenders have solutions to help borrowers who run their own businesses become homeowners — namely, bank statement loans, which allow borrowers to qualify based on their banking trends, rather than tax documents and pay stubs. These provide business owners a way to qualify for a mortgage without sacrificing any of their businesses' tax breaks.

Bank statement mortgages are an alternative loan option for those with non-traditional income. This can include freelancers, contractors, small business owners, and other similar professionals.

These loans help non-traditional borrowers qualify for mortgages thanks to their:

Income verification alternatives

When getting a mortgage, borrowers are required to provide a bunch of documents proving that they have the income to afford the loan. Mortgage lenders want to be sure that a monthly mortgage payment won't push your debt-to-income ratio too high and put you at risk of default.

Traditionally, this is done with W-2 forms and tax returns that show the taxable income the borrower has earned in the previous two years. But for borrowers who are self-employed, providing the traditional mortgage documentation can be tricky.

Bank statement loans enable these borrowers to apply using bank statements instead of tax documents. For those who have enough income to afford a monthly mortgage payment but struggle to qualify for a conventional mortgage , a bank statement loan can make homeownership possible.

"These loan programs were designed to serve the self-employed borrower community and give them a product that can be underwritten adequately to control risks but to also give well-qualified entrepreneurs a tool to achieve homeownership," says Jon Bodan, strategic financing advisor at Real Estate Bees and president of mortgage lender The Perpetual Financial Group .

Focus on cash flow

With a bank statement loan, lenders are primarily looking to establish your cash flow trends — to determine how much you reliably have in the bank each month and how much you can devote to your new monthly mortgage payment.

To qualify for a bank statement loan, you'll generally need to provide between 12 to 24 months worth of consecutive bank statements. The lender will use this to determine your income trends.

By using their bank statements to show how much income they're pocketing after taxes and business expenses, these borrowers can successfully show lenders that they have the finances to afford a mortgage.

Who benefits from bank statement loans?

If your tax returns don't reflect your true income, you lack traditional income documents like W-2s or pay stubs, you own your own business, or work as a contractor or freelancer, bank statement loans can be a good option to consider. Here's a look at how professionals can benefit from these loans:

Self-employed borrowers

As we mentioned, borrowers are traditionally expected to show W-2s and tax returns when applying for a mortgage. But self-employed borrowers don't typically receive W-2s, and their tax returns often show them earning less income than what they actually earn.

"Many self-employed borrowers write off practically everything on their tax returns so they can minimize their tax liability, but they have plenty of cash and cash flow to service a mortgage successfully," Bodan says.

Business owners with fluctuating income

Bank statement loans can also be helpful for business owners with unpredictable incomes.

In this case, lenders can use the past few years of bank statements to determine the company's net income and, thus, how much the business owner can comfortably afford to pay each month toward a mortgage.

Those with significant assets

You might also want to use a bank statement loan if you have little or inconsistent income but lots of assets. If you have a large trust fund , for example, but not much incoming earnings, a bank statement loan would allow you to qualify by how much you have in that fund and other bank accounts, rather than relying on your current earnings and tax returns.

Bank statement loans are more complex than traditional loans and may require more documentation, but they're not necessarily harder to get. If you have enough in the bank to cover the monthly payment you're applying for, then bank statement mortgage qualification should not be a problem.

To qualify for a bank statement loan, you'll usually need at least 12 to 24 months of personal and business bank statements. This helps the lender establish your income trends and determine what you can afford. Before applying for a loan, ask your lender if they offer 12-month vs. 24-month bank statement loans. This will allow you to gather documentation early and ensure a smooth and fast underwriting process.

In some cases, bank statement loans may come with higher rates. Borrowers using these loans are often considered riskier, as their income is not as dependable as those with traditional 9-to-5 jobs.

Some banks and credit unions offer self-employed bank statement mortgages, but you'll have the best luck with more specialized mortgage lenders. You can also work with a mortgage broker. These professionals have access to dozens of bank statement loan lenders and can recommend the right one for your needs.

If you don't have traditional income documents like W-2s or pay stubs or you take a lot of business-related tax writeoffs, a bank statement loan may be the best option for you to get a mortgage.

The upside of these loans is that they can make it easier for non-traditional income earners to get a mortgage. The downside is that they may have higher interest rates and closing costs or require a higher down payment.

Main content

IMAGES

Bank Statement Request Letter Template, Format, Samples & Writing Tips
Bank Job Application Letter Sample
Request Letter to Bank: Format (with 5+ Samples)
Application Letter for Bank statement
4+ Free Sample Request Letter Template to Bank with Example
sample letter request bank statement

VIDEO

application for bank statement
Bank Statement/How to write Application for Bank Statement/Bank Statement Application in English
Application for bank statement✍️ How to write an application to bankin English📝🙋
Letter writing for Reopen Bank Account
Letter to Bank for Visa Purpose
আবেদন পত্র

COMMENTS

Request Letter for Bank Statement (Format & Sample)
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.
Application for Bank Statement
Choosing Your Banking Partner. Sample Letters of Request for Bank Statement. 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.
Bank Statement Request Letter Sample: Free & Effective
A bank statement request letter is a formal way of asking your bank for your account statement. This document is crucial for various reasons, such as loan applications, visa processing, or personal record keeping. ... I recently needed my bank statements for a loan application. Using this template, I successfully received my statements within a ...
Request Letter for a Bank Statement
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.
Application for Bank Statement
Sample 2 - Application for Bank Statement for Credit Card. To, The Branch Manager. State Bank of India. Delhi. 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.)
(11+ Samples)
Sample Letter Application for Bank Statement. To, The Branch Manager. [Name of the Bank] [Branch Address] Subject: Application for Bank Statement. Respected Sir/Madam, I am writing this letter to request a copy of my bank statement for the period of [start date] to [end date]. My account details are provided below.
Request Letter to Bank for Statement of Account (Sample)
Request Letter to Bank for Statement of Account (Sample) Bank statements are printed sheets of paper containing a list of transactions carried out in your bank savings or current account i.e. transactions either deposit of money (credit) or withdrawal of money (debit). Printed statements of your bank account containing latest transactions (say ...
How to Write a Letter to Request a Bank Statement: A Step-by-Step Guide
ABC Bank. Bank Address. 456 Oak Avenue, Anytown, USA. Subject: Request for Bank Statement. Dear Sir/Madam, I am writing to request a copy of my bank statement for the past six months. My account details are as follows: Account Holder Name: John Doe. Account Number: 1234567890.
Application Letter for Bank Statement: Sample, PDF, Template,Tips
Here are the steps to write an application letter for bank statement: Step 1: Start with the Date and Personal Information. Start the application letter for bank statement by mentioning the date and your personal information, such as your full name and address. Step 2: Write the Recipient's Name and Address.
3 Bank Statement Request Letter Templates: Skip the Hassle
Template 3: Request for Bank Statement for Loan Application. Subject: Request for Bank Statement for Loan Application. Dear [Bank Manager's Name], I am in the process of applying for a [Type of Loan] loan and, as part of the application, I am required to submit a detailed bank statement. I kindly request a bank statement for my account, [Your ...
Bank Statement Request Letter for Current Account Sample
This statement is necessary for [mention the purpose if applicable, e.g., loan application, financial review, etc.]. I would appreciate if the bank statement could be sent to my email address [Your Email Address] or mailed to the address mentioned above, as per your convenience. ... Crafting a bank statement request letter is a valuable skill ...
Request Letter for Bank Statement through Email
When writing a request letter for a bank statement via email, clarity and politeness are essential. Clearly state your account details, the period for which you need the statement, and your registered email address. Politely request the bank to send the statement to your email address and express your gratitude for their assistance.
Application For Bank Statement (15+ Samples)
Subject: Bank statement application letter. Dear Sir/Madam, 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.
Bank Statement Request Letter
Bank Statement Request Letter: It is a letter written by requesting the branch manager of the bank to issue the bank statement letter for a particular duration. A letter for bank statement is a print out of papers containing the history of transactions of an account holder. In general, the bank statement includes all the […]
Application for Bank Statement
Application for Bank Statement | Sample of Loan Application. Dated: The 30th of June, 2022To, The Branch Manager. ABI Green Park Branch. ABI, MV-52, Green Park. Delhi, India 110069. Subject: Application for bank statement. Dear Sir/Ma'am, I, Aurora Rose, maintain a savings bank account at your ABI Green Park Branch.
Bank statement application- Sample letter format
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. Select the account statement period and click 'OK'.
Application For Bank Statement With 10
Many people can not write letters or applications in English. That is why I have presented this writing format. When you will write the application you should follow some points. Change name. Write your own bank account number. Branch name. Bank address. Date. Reason for taking bank statement and so on.
10 Sample Letter Of Bank Statement Request (Templates And Examples)
Subject: Request For Bank Statement For Tax Returns. Sir/Ma. I write this letter to request a bank statement for my savings bank account number [Your Account Number] for the period from [start time] to [end time]. This is to help me file in my income tax returns for the financial year [Financial Year]. Once again, the account number is [Account ...
Application for Bank Statement: Format & 9+ Samples
Subject:- Account statement application. Requested Sir/Madam, Of humbly please provide my bank statement fork the last 6 months. My name is _________ and I am holder a savings bank account in your branch for the last few year. My account number is _______. I day requesting for statement because "mention your reason".
Bank Statement Application Letter To Manager
Date : day/month/year. Subject : Bank statement application letter. Respected Sir/ Madam, This is to draw your kind attention that I hold a savings account in your esteemed bank. My account number is ___ (your account number). I am writing this application because I need my bank statement while issuing my visa.
Application for Issuance of Bank Statement
Application for Issuance of Bank Statement. When writing a letter to request a bank statement, it's crucial to maintain clarity and politeness. Clearly state your account details, the period for which you need the statement, and the purpose for which you require it. Ensure all necessary information is provided and politely request prompt ...
Application for Bank Statement: Format & 9+ Samples
Make sure to write the application very clearly and simply. At the end write "Thank You" to the branch manager for accepting the application. 1. Bank Statement Application. To. The Branch Manager, Central Bank of India, XYZ Road City, Chennai. Date:- DD/MM/YYYY.
Bank Statement Loans: Mortgages for the Self-Employed
Bank statement loans enable these borrowers to apply using bank statements instead of tax documents. For those who have enough income to afford a monthly mortgage payment but struggle to qualify ...

Application for Bank Statement - Format and Sample Letters

Table of Contents

Sample Letters of Request for Bank Statement

Frequently Asked Questions on Bank Statement Request Letter Format

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

Leave a Comment Cancel reply

Register with BYJU'S & Download Free PDFs

Request Letter for a Bank Statement

Tips for writing a request letter for a bank statement

Request Letter for a Bank Statement Templates

Request Letter for a Bank Statement Samples

Request Letter for a Bank Statement Email Formats

Leave a Reply Cancel reply

Bank Statement

Guidelines to Write an Application for Bank Statement

Format for an Application for Bank Statement

Application for Bank Statement Samples

Explore More Sample Letters

Sample 2 – Application for Bank Statement for Credit Card

Sample 3 – Application for Bank Statement for Loan

Frequently Asked Questions

Customize your course in 30 seconds

Letter Writing

Leave a Reply Cancel reply

Download the App

Application for Bank Statement – 11+ Samples, Formatting Tips, and FAQs

Sample Letter Application for Bank Statement

Bank Statement Request Letter Example

Simple Letter for Bank Statement Request

Bank Statement Application Format Example

Sample Application Letter for Bank Statement

Request Letter for Bank Statement Format Sample

Sample for Statement Request Letter to Bank

Sample Letter to Bank Manager for Bank Statement

Letter to Bank Requesting Statement to Manager

Sample Application for Bank Account Statement Format

Application for Bank Statement in Hindi

Application for Bank Statement Format: Things to Consider

Components of a Proper Application

Structuring the Application

How can I apply for a bank statement?

What details are required to apply for a bank statement?

Are there any fees associated with applying for a bank statement?

Related posts:

Leave a Comment Cancel reply

Search This Blog

submit your comments here

Post a Comment

How to Write a Letter to Request a Bank Statement: A Step-by-Step Guide

Sample Letter to Request for Bank Statement

Tips for Writing a Letter to Get Bank Statement

Case Study: Successful Bank Statement Request

Legal Q&A: How to Write a Letter to Get Bank Statement

Legal Contract for Requesting Bank Statement

Related Posts

Bank Statement Request Letter for Current Account Sample

Step-by-Step Guide to Writing a Bank Statement Request Letter

Step 2: Add the Date and Bank’s Address

Step 3: Craft a Clear Subject Line

Step 4: Open with a Formal Salutation

Step 5: State Your Request Clearly

Step 6: Explain the Purpose (If Necessary)

Step 7: Specify Delivery Preferences

Step 8: Close Politely

Template for Bank Statement Request Letter

Personal Tips from Experience

Related Posts

Frequently Asked Questions (FAQs)

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

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

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

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

Related Articles

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

Simple Bank Statement Request Letter Format

Application For Bank Statement

Bank Statement Request Letter Format

Request Letter For Bank Statement

Letter Requesting For Bank Statement For Loan

Application For Bank Statement Letter