bank statement application letter

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

Application for Bank Statement - Format and Sample Letters

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

Table of Contents

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

• FAQs on Bank Statement Request Letter Format

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

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

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

Sample Letters of Request for Bank Statement

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

The Branch Manager

State Bank of India

Chennai – 600045

Subject: Request for bank statement for IT return filing

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

Account number:

Thanking you

Yours faithfully,

Soumia Thomas

The Bank Manager

Union Bank of India

Uttar Pradesh

Pin Code – 110096

Subject: Request for bank account statement for personal loan application

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

Thank you in advance.

Yours sincerely,

Shankar Nethran

Central Bank of India

New Washermanpet Extension

Chennai – 600054

Subject: Request for bank account statement for scholarship

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

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

Stephen Ruben

Frequently Asked Questions on Bank Statement Request Letter Format

For what reasons can you request for a bank statement.

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

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

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

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Bank Statement Request Letter Sample: Free & Effective

As someone who has navigated the complexities of financial documentation, I’m here to share my experience on how to effectively write a bank statement request letter.

Key Takeaways

• Purpose : Understand how to craft a professional bank statement request letter.
• Structure : Learn the step-by-step process of writing the letter.
• Personalization : Tips for tailoring the letter to your specific needs.
• Free Template : A customizable template to get started immediately.
• Real-Life Example : Insight into how I successfully used this approach.

Whether it’s for personal use or to assist friends, this guide will provide you with a clear, step-by-step approach, complete with a customizable template.

Understanding the Purpose

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.

Step-by-Step Guide

• Gather Information : Before you start writing, have your bank details handy – your account number, branch details, and any specific period for which you need the statement.
• Start with Your Details : Begin the letter with your name, address, and contact information. Then, date the letter and address it to the bank manager or the relevant department.
• Clear Subject Line : Use a straightforward subject line like “Request for Bank Statement for Account No. XXXXXXX”.
• Body of the Letter : Politely request the statement, specifying the account number and the period for which you need the statement. Mention the reason for the request if necessary.
• Closing : End with a courteous closing and your signature. Provide any further contact information if needed.

Bank Statement Request Letter Sample Template

[Your Name] [Your Address] [City, State, Zip] [Contact Number] [Email Address]

[Bank Manager’s Name or Bank’s Name] [Bank’s Address] [City, State, Zip]

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

Dear [Bank Manager’s Name/Bank’s Name],

I am writing to request a statement for my bank account, number [Your Account Number]. I require the statement for the period from [Start Date] to [End Date].

[Optional: Explain the purpose of the statement, like loan application, tax purposes, etc.]

I would appreciate it if the statement could be sent to my address listed above. If there are any fees associated with this request, please inform me accordingly.

Thank you for your prompt attention to this matter.

Sincerely, [Your Name]

Real-Life Application

I recently needed my bank statements for a loan application. Using this template, I successfully received my statements within a week, facilitating a smooth loan processing experience.

Tips and Tricks

• Be Specific : Clearly state the period for which you need the statement.
• Professional Tone : Maintain a formal and polite tone throughout the letter.
• Check for Errors : Proofread your letter for any spelling or grammatical mistakes.
• Follow-Up : If you don’t receive a response, don’t hesitate to follow up with the bank.

Comment Request

I hope you find this guide helpful. If you have any specific questions or need further assistance, feel free to leave a comment below!

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Frequently Asked Questions (FAQs)

Q: How Do I Request a Bank Statement for a Specific Period?

Answer: I needed a bank statement for a particular period last year for my visa application. To request this, I contacted my bank’s customer service and asked for a statement covering the specific dates. 

They guided me through the process, which involved filling out a request form and specifying the dates. It was quite straightforward, and I received the statement via email within a few days.

Q: Can I Get a Bank Statement Instantly for an Emergency?

Answer: Absolutely! I had an urgent need for a bank statement when applying for a last-minute loan. I found out that most banks offer instant statements through their online banking portals. 

I logged into my account, selected the dates I needed, and downloaded the statement right away. It’s a real lifesaver in emergencies!

Q: Is There a Fee for Requesting Older Bank Statements?

Answer: Yes, in my experience, there can be. When I requested a bank statement from two years ago, I was informed that there would be a small fee for retrieving older records. 

This fee varies depending on the bank and the age of the statement. It’s best to check with your bank for the exact charges.

Q: How Can I Customize the Transactions Shown on My Bank Statement?

Answer: I needed a statement with specific transaction types highlighted for my accountant. I discovered that many banks offer customizable statements. 

You can choose the types of transactions to display, like deposits or withdrawals, and even tag certain transactions for easy identification. I had to request this through my bank’s customer service, and it took a couple of days to get the customized statement.

Q: What If I Need a Bank Statement With a Stamp and Signature for Official Use?

Answer: I encountered this when I was applying for a mortgage. For official purposes, you often need a statement with the bank’s stamp and an authorized signature. 

I visited my local branch and requested this. They printed the statement and stamped and signed it in front of me. Note that not all branches may offer this service on the spot, so it’s good to call ahead.

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• Application for Bank Statement

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

Bank Statement

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

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

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

Guidelines to Write an Application for Bank Statement

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

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

Format for an Application for Bank Statement

The Branch Manager

Bank Address

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

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

Complimentary Closing

Name and Address

Enclosures, if any

Application for Bank Statement Samples

Sample 1 – application for bank statement for it returns.

Bank of India

25 th July 2022

Subject: Request for Bank Account Statement for IT Return Filing

Respected Sir/Madam,

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

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

Thanking you,

Yours Sincerely,

Ramesh Patel

(Attach a copy of the Passbook)

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Sample 2 – Application for Bank Statement for Credit Card

State Bank of India

5 th April 2022

Subject: Requesting letter for Bank Statement

Dear Sir/Madam,

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

Account Holder’s Name:

Account number: XXXXXXXXXX

Aadhar Number:

Phone number: 9742XXXXXX

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

Sample 3 – Application for Bank Statement for Loan

Janalakshmi Sahakari Bank

Liberty Garden Branch

15 th August 2022

Subject: Requesting letter for Bank Statement for loan approval

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

Here are my bank account details –

Account Holder:

Account Number:

Account Type:

Linked Mobile No:

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

Thanking You

Frequently Asked Questions

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

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

Q2. What documents are needed for a bank statement?

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

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Request Letter for a Bank Statement

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

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

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

Tips for writing a request letter for a bank statement

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

Request Letter for a Bank Statement Templates

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

_____________

Date (date on which letter is written)

________________

Sub:_________________________________________

Dear _________________,

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

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

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

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

Your Sincerely,

(__________________)

_____________ _____________

________________ ________________

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

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

Thanking you,

Yours sincerely,

Request Letter for a Bank Statement Samples

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

Brigitte Mendoza,

73 Arlington Avenue

Onalaska, WI 54650

United States

Date:____________ (Date on which letter is written)

The Manager,

The Indian Bank

576 Vale Dr.

Menasha, WI 54952

Sub; Request for a bank statement

Dear Sir/Madam,

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

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

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

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

Thank you in advance.

Yours Faithfully,

Brigitte Mendoza

Mr. Johnson Kennedy Manager Yes Bank Berlin

Peter Louis, 3451 JFK Boulevard Account Holder

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

Dear Mr. Kennedy,

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

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

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

Peter Louis

Ascent Technologies

Request Letter for a Bank Statement Email Formats

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

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

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

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

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

Thank you, I look forward to your response soon.

Best regards,

Dear sir/madam,

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

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

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

I will appreciate your prompt reply.

Thanking in advance,

(General Manager)

“Technological solutions LTD”

A/C258963852

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

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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.

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11+ How to Write Letter for Bank Statement – Guidelines, Examples

• Letter Writing
• March 22, 2024
• Bank Letters , Request Letters

How to Write Letter for Bank Statement: A bank letter requesting a bank statement is a formal request made by a customer to their bank. It is important to know how to write this letter because it allows customers to access their account information and helps them keep track of their finances. When writing a letter requesting a bank statement, it is also important to consider whether the request can be made online or by phone. Many banks now offer online banking services that allow customers to view their account information and request bank statements electronically. However, if an online option is not available, a letter can be a formal and effective way to make the request.

Also Check: ATM Card Missing Letter Format in English 

How to Write Letter for Bank Statement – Writing Tips

Content in this article

Write Letter for Bank Statement is a straightforward process, but there are some tips to keep in mind to ensure clarity and effectiveness:

• Be clear and concise: State your request clearly and concisely in the opening paragraph of the letter. Clearly mention that you are requesting a bank statement for a specific period.
• Provide necessary details: Write Letter for Bank Statement Include your personal information, such as your name, address, account number, and branch name, to help the bank identify your account and process your request accurately.
• Specify the period: Clearly state the period for which you need the bank statement, such as the start and end dates. This will help the bank provide you with the correct statement.
• State the reason: Briefly mention the reason for requesting the bank statement. Whether it’s for personal financial management, record-keeping, tax purposes, or any other reason, providing context can help expedite the process.
• Request politely: Use polite language and a respectful tone throughout the letter. Remember that you are making a request, and courteous language can go a long way in ensuring a positive response.
• Request in advance: If you need the bank statement by a specific deadline, make sure to request it well in advance to allow sufficient time for processing and delivery.
• Offer cooperation: Assure the bank of your cooperation and readiness to provide any additional information or documentation if required. This demonstrates your willingness to facilitate the process.
• Express gratitude: Close the letter with a polite expression of gratitude for the bank’s attention to your request. Thank them for their prompt consideration and assistance.
• Proofread before sending: Before sending the letter, review it carefully to check for any errors in spelling, grammar, or punctuation. A well-written and error-free letter reflects professionalism and attention to detail.
• Follow up if necessary: If you don’t receive a response within a reasonable timeframe, consider following up with the bank to ensure that your request is being processed. A polite follow-up call or email can help expedite the process.

Write Letter for Bank Statement – Sample format

Below is a sample format of Write Letter For Bank Statement:

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

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

Subject: Request for Bank Statement

Dear Sir/Madam,

I hope this letter finds you well. I am writing to request a copy of my bank statement for the period [mention the specific period for which you need the statement, e.g., January 1, 2023, to March 31, 2023].

I require the bank statement for [mention the purpose, such as financial documentation, record-keeping, etc.].

Please find below my account details for your reference:

Account Holder Name: [Your Name] Account Number: [Your Account Number] Branch Name: [Branch Name]

I kindly request you to provide the bank statement at your earliest convenience. If there are any fees associated with this service, please inform me in advance.

Thank you for your attention to this matter.

Yours sincerely,

[Your Name]

Write Letter for Bank Statement – Sample Format

Write Letter for Bank Statement – Example

Here’s an Example of Write Letter for Bank Statement:

I am writing to request a copy of my bank statement for the period from January 1, 2023, to March 31, 2023.

I require the bank statement for financial documentation purposes and to reconcile my records.

Below are my account details for your reference: Account Holder Name: [Your Name] Account Number: [Your Account Number] Branch Name: [Branch Name]

I kindly request you to provide the bank statement as soon as possible. If there are any fees associated with this service, please inform me in advance.

Thank you for your prompt attention to this matter.

Requesting bank statement letter for my account

Here’s a Requesting bank statement letter for my account:

[Your Name] [Your Address] [City, State ZIP Code] [Date]

[Bank Name] [Address] [City, State ZIP Code]

I am writing to request a bank statement for my account [Account Number]. I need the bank statement for the period of [Time Period]. I would appreciate it if you could send me a copy of the statement as soon as possible.

Please let me know if you require any further information from me to process this request. I am grateful for your assistance in this matter.

Thank you for your time and attention.

Sincerely, [Your Name]

Requesting Bank Statement Letter for My Account 

Requesting a bank statement to update personal information

Here’s a Requesting A Bank Statement to Update Personal Information:

I am writing to request a bank statement for my account [Account Number]. I need the bank statement for the period of [Time Period]. However, the primary reason for my request is to update my personal information on file.

I have recently changed my name/address/contact number, and I would like to ensure that my records with the bank are up to date. I would appreciate it if you could kindly provide me with a copy of my bank statement as soon as possible.

Please let me know if there is any additional information or documentation that you require to update my personal information. I am grateful for your assistance in this matter.

Requesting a Bank Statement to Update Personal Information

Write Letter for Bank Statement – Template

Here’s a Template of Write Letter for Bank Statement:

Below are my account details for your reference:

Bank statement request letter format for personal use

This is a Bank statement request letter format for personal use:

I hope this letter finds you well. I am writing to request a copy of my bank statement for personal use.

I would like to receive the bank statement for the period from [start date] to [end date].

Bank Statement Request Letter Format for Personal Use

Bank statement request letter format

Here’s a Bank statement request letter format:

I hope this letter finds you well. I am writing to request a copy of my bank statement for the period from [start date] to [end date].

Bank Statement Request Letter Format

Write Letter for Bank Statement request to the bank manager

Here is a letter for bank statement request to the bank manager:

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

Dear [Bank Manager’s Name],

I hope this letter finds you in good health.

I am writing to request a copy of my bank statement for the period from [start date] to [end date]. I require this statement for [mention the purpose, such as personal financial management, record-keeping, etc.].

I kindly request you to provide the bank statement as soon as possible. If there are any fees associated with this service, please let me know in advance.

Thank you for your prompt attention to this matter. I appreciate your assistance in fulfilling this request.

Write Letter for Bank Statement Request to the Bank Manager

Write Letter for Bank Statement for visa purposes – email format

This letter represents email format of How to Write Letter for Bank Statement:

Subject: Request for Bank Statement for Visa/Immigration Purposes

I am writing to request a bank statement for my account [Account Number] with your bank. I require the bank statement for visa/immigration purposes as I am in the process of applying for a [Type of Visa/Immigration Application], and it is one of the necessary documents that I need to provide.

I would appreciate it if you could provide me with a bank statement for the period [Time Period]. Specifically, I would require a statement that shows my account balance and transaction history during this period. I would prefer to receive the statement via email in PDF format, as it is the quickest and most convenient method for me.

Please let me know if there are any charges associated with this request, and if so, the amount that I would need to pay. Additionally, please advise if there are any other steps or requirements that I need to follow to obtain the statement.

Thank you for your assistance in this matter. I appreciate your prompt attention to this request.

Best regards, [Your Name]

Write Letter for Bank Statement for Visa Purposes – Email Format

Bank statement request letter for income verification

Here is a Bank statement request letter for income verification:

Subject: Request for Bank Statement for Income Verification

I hope this letter finds you well.

I am writing to request a copy of my bank statement to be used for income verification purposes. I require this statement to provide evidence of my financial transactions and income for [mention the specific purpose, such as employment verification, rental application, loan application, etc.].

Please provide the bank statement for the period from [start date] to [end date].

I kindly request you to provide the bank statement as soon as possible, as it is needed for income verification purposes. If there are any fees associated with this service, please inform me in advance.

Thank you for your prompt attention to this matter. Your assistance in providing the bank statement for income verification is greatly appreciated.

Bank Statement Request Letter for Income Verification

Write Letter for Bank Statement for tax purposes

This is Write Letter for Bank Statement for tax purposes:

Subject: Request for Bank Statement for Tax Purposes

I trust this letter finds you well.

I am writing to request a copy of my bank statement for the tax year [tax year]. I require this statement for tax purposes, as I need to provide proof of income and transactions to file my tax return.

Please provide the bank statement for the entire tax year, from [start date] to [end date].

I kindly request you to provide the bank statement at your earliest convenience, as I need it to complete my tax filing before the deadline. If there are any fees associated with this service, please inform me in advance.

Thank you for your prompt attention to this matter. Your assistance in providing the bank statement for tax purposes is greatly appreciated.

Write Letter for Bank Statement for Tax Purposes

FAQS for How to Write Letter for Bank Statement – Guidelines, Examples

What information should i include in write letter for bank statement.

Write Letter for Bank Statement should include your personal details, such as your name, address, and account number, the period for which you need the statement, the reason for the request, and any specific instructions or preferences.

Is there a specific format for Write Letter for Bank Statement?

While there isn’t a strict format, a formal tone is typically used, and the Write Letter for Bank Statement should be clear and concise. You can use a template or sample letter as a guide.

Can I request a bank statement for any period of time?

Yes, you can request a bank statement for any period of time, but it’s advisable to specify the start and end dates to ensure accuracy.

Are there any fees associated with requesting a bank statement?

Some banks may charge a fee for providing additional copies of bank statements. It’s essential to check with your bank regarding their policies on statement fees.

Can I request in Write Letter for Bank Statement online or through email?

Many banks offer online banking services that allow you to access and download your bank statements electronically. You may also be able to request in Write Letter for Bank Statement through email, depending on your bank’s policies.

Is it possible to request multiple bank statements at once?

Yes, you can request multiple bank statements at once, especially if you need statements for several months or years. Simply specify the period for each statement in Write Letter for Bank Statement.

Write Letter for Bank Statement is a straightforward process. When drafting your letter, make sure to include your account details, the specific period for which you need the statement, and the reason for your request . Whether you are requesting a statement to update your personal information or for visa/immigration purposes, it is essential to be clear and concise in Write Letter for Bank Statement make sure to carefully review it and report any errors or discrepancies to your bank promptly.

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Application for Bank Statement: Format & 9+ Samples

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

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

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

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

1. Bank Statement Application

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

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

Date:- DD/MM/YYYY

Subject:- Request for bank account statement.

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

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

Thanking You, Yours Faithfully Signature

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

Date:- Date/Month/Year

Subject:- Request letter for bank statement.

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

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

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

Thanking You, Yours Sincerely Signature

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

Subject:- Request for bank statement.

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

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

Thanking You, Your Trusty Signature

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

Subject:- Bank statement request.

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

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

Thanking You, Yours Truly Signature

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

Subject:- Letter to bank manager for statement.

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

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

Thanking You, Regards Signature

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

Subject:- Bank request letter for statement.

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

Therefore, please provide my statement at your earliest.

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

Subject:- Application for statement of bank account.

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

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

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

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

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

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

Subject:- Letter to bank statement request.

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

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

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

Subject:- Account statement application.

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

Related Read

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

Frequently Asked Questions (FAQs)

Where can i request for bank statement.

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

How do I write a letter of bank statement?

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

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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 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.

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Application to Request Bank Statement (with Samples & PDFs)

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

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

Application for Requesting Bank Statement

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

To, The Branch Manager, [Your Bank’s Name], [Your Bank’s Branch Address],

Subject: Application to Request Bank Statement

Respected Sir/Madam,

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

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

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

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

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

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

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

Application to Access Bank Statement for Home Loan Verification

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

Subject: Application to Access Bank Statement for Home Loan Verification

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

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

I kindly request you to provide me with the bank statement at the earliest, so that I may furnish the same to the home loan provider for smooth processing of my loan application. I understand that there might be a nominal charge for this service, and I am willing to bear the charges if any.

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

Thanking you,

Yours sincerely,

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

Application for Bank Statement SBI for Account Reconciliation

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

Subject: Application for Bank Statement for Account Reconciliation

I, [Your Name], holding a savings account (Account Number: [Your Account Number]) with your esteemed bank at [Branch Name] branch request you to kindly provide me with the bank statement for the period of [Start Date] to [End Date]. This statement is required for the purpose of account reconciliation.

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

Your prompt assistance in this matter will be highly appreciated. If there is any additional information required or any charge to be paid for this service, please let me know.

Thanking you in anticipation.

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

Application for 6 Month Bank Statement to Review Financial Health

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

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

I, [Your Name], am holding a savings account in your esteemed bank with the account number [Your Account Number]. I write this application to kindly request you to provide me with a bank statement for the past 6 months, starting from [Start Date] to [End Date]. This statement is necessary for me to review my financial health and manage my financial planning effectively.

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

Thank you for your kind attention and understanding.

Yours faithfully,

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

Application for Bank Statement of Current Account for Business Audit

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

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

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

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

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

Bank Statement for Visa Application to Prove Financial Capability

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

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

Dear Sir/Madam,

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

I require the bank statement as proof of my financial capability, which is essential for my forthcoming visa application for [Name of the Country]. I’ll be submitting this statement along with other required documents to the embassy during my visa processing.

Kindly issue the bank statement at the earliest, as I need to submit it to the embassy by [Submission Deadline]. I would truly appreciate your prompt assistance in this matter.

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

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

How to Write Application to Request Bank Statement

Some writing tips to help you craft a better application:

• Include your full name, account number, and contact information
• Address the application to the bank manager or appropriate authority
• Clearly mention the subject line, such as “Application to Request Bank Statement”
• Specify the time period for which you need the bank statement
• State the reason for requesting the bank statement
• Request the statement be sent to your registered email or postal address
• Provide any additional information if required, like your preferred statement format
• Maintain a polite and professional tone throughout the application
• Proofread the application for any grammatical or spelling errors
• Sign the application and include the date of submission

Related Topics:

• Request Application for Urgent Piece of Work for School Teachers
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RECENTLY PUBLISHED

Bank statement application- sample letter format.

Updated on : Dec 20th, 2021

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

What is a bank statement?

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

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

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

Need of bank statement for business

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

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

Process to apply for bank statement

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

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

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

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

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

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

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

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

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

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

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Application for Bank Statement: Format, Sample Letter, Tips

A bank statement is a document that summarizes all the transactions made in a bank account over a given period. It lists details such as the date of the transaction, type of transaction (debit/credit), description, and closing balance.

Banks usually provide account statements periodically (monthly, quarterly, annually) to account holders. However, one may need to apply separately for a bank statement if they need it urgently or for a specific time period. Let’s learn how to write an application for a bank statement.

How to Write an Application for Bank Statement?

Follow these steps to draft an application letter for a bank statement:

1. Addressee Details

Begin the letter by mentioning the details of the person you are addressing it to. Mostly, it would be the bank manager or account officer.

• Designation
• Bank Address

To, John Doe Bank Manager ABC Bank Main Branch, City

2. Applicant’s Details

In the next paragraph, provide your details – full name and address. Also mention your account details – account number, account type, and IFSC code.

Sub: Application for Bank Statement

I, Sam Smith, have a savings account (A/c no. XXXX2021) with your bank’s City branch. My registered address is XXXX, City.

Please note my IFSC code is ABC098721.

3. Purpose of the Letter

Clearly state the purpose of your letter – that you need a bank statement for your account for a specific time period. Mention the start date and end date.

I want to apply for a bank statement of my above-mentioned savings account from 1 January 2022 to 31 March 2022.

4. Reason for Request

Provide a brief explanation on why you need the bank statement urgently. Some common reasons include – visa processing, loan application, tax filing, academic purpose, and so on.

I need this bank statement on an urgent basis for visa processing purposes. Kindly provide me the same in 2-3 working days.

5. Request for Home Delivery

You can request the bank to arrange home delivery of the bank statement, as it will be convenient for you.

I request you to please arrange for home delivery of the bank statement. I shall pay any applicable charges for it.

6. Thanking Note

Conclude the letter by thanking the bank manager for their assistance. Provide your contact details as well.

Please let me know if you need any other documents from me. Looking forward to a swift response.

Thank you for your cooperation in this regard.

Yours Sincerely,

Sam Smith Phone no.: 9876543210 Email ID: [email protected]

So in short, the application letter should cover:

• Addressee details
• Applicant details
• Request for delivery
• Thanking note
• Contact details

This is the standard format to follow when writing an application letter for a bank statement. Now let’s look at some sample letters and templates.

Bank Statement Request Letter Sample & Template

Use the sample letter provided below to draft your own request letter for a bank statement. You can also download the template and fill in your own details.

Date: 14 August 2023

To, Robin Singh Bank Manager XYZ Bank Main Branch Delhi

I, John Doe, have a current account (A/c no. 987654321) with your bank’s Main branch, in Delhi. My registered address is XXXX, Delhi, 110002.

Please note my IFSC code is XYZ0120123.

I want to apply for a bank statement of my above-mentioned account from 1 April 2022 to 30 June 2022. I need this bank statement urgently for loan processing purposes.

Kindly provide me with the bank statement within 2 working days. I request you to arrange for home delivery of the same. I shall pay any applicable charges.

Please let me know if you need any other documents from me for this. Looking forward to your prompt response.

Thank you for your help.

Yours faithfully,

John Doe Phone no.: 9999888877 Email ID: [email protected]

So in this sample, we have included all the important elements in the application letter for the bank statement – recipient details, applicant details, purpose, reason, request for delivery, and contact details.

You can use this sample letter as a template, and make changes as per your requirements. The language is formal and polite, which is important when communicating with a bank.

Tips for Writing an Application Letter for Bank Statement

Follow these useful tips when drafting an application letter for a bank statement to make sure it is professional and error-free:

• Add the date on top of the letter.
• Use the proper salutation – Dear Sir/Madam, Dear Mr./Ms.
• Open the letter with a subject line for clarity.
• Provide complete bank account details – number, IFSC code.
• Specify the exact time period required for the bank statement.
• Give a strong reason for requesting the statement urgently.
• Use formal language throughout the letter. Avoid slang or informal phrases.
• Request home delivery of bank statements for convenience.
• Proofread the letter thoroughly before submitting to the bank.
• Sign the letter with your full name and contact details.
• Make a copy before submitting to the bank.

Bank Statement Application Format

The prescribed application format for requesting a bank statement is given below. You can use this to prepare your application letter.

• Applicant’s Name:
• Applicant’s Address:

To, The Bank Manager Name of Bank Bank’s Address

Dear Sir/Madam,

I ____ (your name) ____ have a _____ (type of account)_____ account (A/c no. ___**********) with your bank’s _____ (branch name)***** branch. My account’s IFSC code is ____ (IFSC code)*****.

I want to apply for a bank statement of my above-mentioned account from ____ (start date)_____ to ____ (end-date)_____. I need this bank statement urgently for ____ (purpose)____.

Kindly provide the bank statement within 2-3 working days. I request you to arrange for home delivery of the same. I shall pay any applicable charges.

(Your name) (Contact details – Phone no. and Email ID)

Simply fill in the blanks in this standard application format to create your own letter quickly. Make sure to include relevant details accurately.

Application Letter for Bank Statement (FAQs)

Here are some common queries regarding application letters for bank statements:

How do I request my bank for a statement?

To request your bank account statement, you have to submit an application letter to the bank manager or account officer. Mention your account details, state the time period required and the purpose for needing the bank statement. Sign the letter and provide contact information as well.

What documents do I need to submit along with the bank statement application?

You may need to submit identity proof and address proof along with the application letter, as per the bank’s requirements. Common proofs include Aadhaar Card, Voter ID, Passport, and Driving License. The bank may ask for PAN Card and Form 16 in certain cases.

How long does it take to get a bank statement after applying?

Most banks provide the requested account statement within 3-5 working days after receiving your application. Some banks may take up to 7 working days. The time may vary depending on the bank.

Can I apply for a bank statement online?

Many banks today provide the facility to apply for account statements online by logging into your account on net banking. This is the quickest way. If an online facility is not available, you will need to apply offline through the application letter.

Is there any fee for getting a bank statement?

Banks generally provide regular statements for free. However, if you apply for a duplicate statement or an additional customized statement, you may need to pay a nominal fee as applicable. The charges vary across banks.

We hope this detailed guide on how to write an application letter for a bank statement helps you draft a professional request. Follow the formats, samples, and tips shared to make the application process smooth and hassle-free. Get in touch with your bank for any concerns.

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Application for Bank Statement - Request Letter Format and Sample [2022]

Are you searching the application for bank statement and don't know how to write bank statement request letter ? If yes, then don't worry. Here you will get the full process of writing an application for bank statements along with 10+ samples.

A bank statement is a document in which your account transaction history is present. The bank statements are a useful document in a lot of financial work such as loans, ITR filing, VISA, and Audits. If you have any kind of requirement for the bank statement then you can write an application for bank statement request letter to the branch manager.

Table of Content

How to Apply for Bank Statement

Application for bank statement (request letter).

Bank Statement Request Letter Format

• Address the Branch Manager
• Name and Address of the Bank
• Body of the Letter
• Ending with Yours faithfully, Sincerely, truly, etc.
• Name and Signature

#1. Application for Bank Statement in English

#2. bank statement request letter, #3. request of bank statement letter, #4. application letter for bank statement for loan application, #5. request letter for bank statement for itr filing, #6. application for bank account statement of current account, #7. letter to issue the bank statement of the last 6 months, #8. application for bank statement sbi, #9. letter to bank manager for statement for visa, #10. letter for bank statement.

Q1. How to Write an Application for Bank Statement?

Q2. how to download bank statement online, q3. how much time is needed to issue bank statement.

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Letter Solution

Welcome to "Letter Solution" Everything is about letter and application writing.

Application For Bank Statement With 10 + Samples

Application for bank statement.

Table of Contents

Application For Bank Statement: If you are searching for an application writing for a bank statement then you have come to the right place. Here you will get an application for a bank statement and 10+ samples. The format will help you to write any request letter or application regarding the bank. After reading the post a clear idea will grow in your mind and you can write the letter according to your need.

Normally a customer needs the bank statement for some personal cases as applying for a bank loan, facing problems in transactions, file income tax, business purposes and so on.

An account holder can get the bank statement both way online and offline. In case of online, you have to send a mail to the branch manager written your request. The bank authority sends the bank statement in a PDF through the mail. On the other hand, you have to go to the bank and talk to the manager and submit an application and other documents like identity card, bank passbook, PAN card , and Addhar card.

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
• Reason for taking bank statement and so on.

Application /Letter Format

The Manager

[Name of the bank]

[Address of the bank]

Date: 00/00/00

Sub: [Asking for a bank statement]

Respected Sir/Madam,

With due respect, I beg to state that I have a savings bank account and maintained the transactions. Now I am taking a personal Ioane from the ________________ finance Co.Ltd. So I need a bank statement on ________ [Mention time]. My saving bank account number is ______________. I must have to submit it within_________ [Time]. So I request you to issue me the statement, latest by 10 th June.

I shall be grateful to you if you kindly help me in this regard.

Thanking you

Yours faithfully

[Name of the applicant]

Application For Bank Statement In English

The Branch Manager

Union Bank of India

Ratua Branch

Date: 00/00/0

Sub: [Application for bank statement]

With the best regard, I hereby inform you that I have a Savings Bank Account with your branch. My account number is ___________. I need my last year’s bank statement for a home loan. So it is very necessary for me.

I, therefore, would pray to your goodness to provide me last year’s bank statement and thereby I shall be highly obliged.

(Signature)

(Contact Number)

Canara Bank Statement Request Letter

The Bank Manager

Sub: [___________]

I am writing this letter to inform you that I need a bank statement. My savings account number is _______________. It is very urgent as I am applying for a loan. So the statement will be submitted before 15 th March.

Therefore it is my humble request to you to give me the bank statement.

Yours sincerely

Name of the applicant          

Request Letter For Bank Statement

My name is Narendra Nath Teoyari that I am an old customer with your branch. I would like to inform you that I require bank statement. I have attached all the required document copies along with application.

I will be grateful to you if you co-operate to give my bank statement as early as possible.

Bank Statement Request Letter

[Branch address]

Sub: [Request for bank statement]

Dear Sir/Ma’am,

I would like to inform you that I am an old account holder in your branch. My account number is ____________. As I am applying for car loan, bank statement is mandatory it. So I need it on 25 th july .

Therefore I request you to issue me the statement on the time and I can submit it. Please do it as early as possible.

Savings Account Bank Statement Letter

Subject: [Bank statement]

My name is Prakash Saha. I have a savings account in your bank for five years. Now I am starting a business. I am applying for business loan. I need bank statement as a document. So I request to you to provide me it.

I shall be highly obliged to you if you issue me the statement at earliest.

Benimadha Das

Current Account Bank Statement Application

The Bank Manger

[Bank Address]

This is to inform you that I am a current account holder in you branch.  My account number is ____________.  I need my last year bank statement due to business purpose. That is why I am writing this letter and requesting you for it.

Hope you will pay attention to this matter and co-operate me at your earliest.  

[Write name]

Letter To Branch Manager For Bank Statement

[Name of the Bank]

[Address of the bank]                                                                  

Subject:[Request for bank statement]

With a lot of respect, I beg to state that I am a current account holder with your branch. My account number is ___________. I require my last six month bank statement for business purpose before 12 th June as I have to submit it on 15 th June.

 Therefore I earnestly request you to issue me the bank statement at earliest.

Bank Manager Bank Statement Request Letter

I have a Savings Bank account with your Bank. My account number is ______________ [Write account number]. I am writing this application for last one year bank statement as I need to file my income tax return for this financial year.

So kindly provide me bank statement as soon as possible and then I will be thankful to you.

How To Write A Letter/Application To The Manager For Bank Statement

Baroda Bank

Malda Branch

I am having a savings account with your bank. My account number is __________[Mention your account number]. Now I need last six months bank statement due to some personal issues. So I request you to provide me it.

I am always ready to come to the branch to do the formalities at any time of your convenience.  I am waiting for your goodness.

Anirban Chakrabati

Letter For Bank Statement

Punjab National Bank

It is stated that I have been an account with your branch for last ten years. Now I am requesting you to provide me my last six months bank statement. As I am taking loan from Mitual Financial companny, it is required.

I will be thankful to you if you help me giving bank statement.

Avimanuya Majumdar

FAQs on Bank Statement Application/Letter Writing

• May I request for old bank statement?

Answer: You can request for old bank statement. They can take a charge and it is totally depend on them.

• Can I appeal for bank statement by email?

Answer: You can appeal for bank statement by email. But you should write clearly it.

• How do I write an application for bank statement?

Answer: It is very easy to write a good application for bank statement. You should obey the rules and structure. If you follow the format and samples, you can obiously write it.

• Does the bank authority take fee for bank statement?

Answer: It is totally depend on the bank authority.

• Is a bank statement important for the customer?

Answer: Bank statement is very important for the customer because a customer can know the transactions. It helps to get loan, business purpose and etc.

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I hope you have got the right information and chosen the sample and format for Application For Bank Statement. If you like the post, you can do a little help by sharing it with your friends, relatives and do comment in the below comment box.

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Home » Letters » Bank Letters » Application for Issuance of Bank Statement

Application for Issuance of Bank Statement

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)

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

Post by Mita Maji

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

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

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

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

Simple Bank Statement Request Letter Format

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

Subject- Request for bank statement.

Respected Sir/Madam,

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

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

Thanking you!

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

Application For Bank Statement

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

Subject: Request letter for bank account statement.

Dear Sir/Madam,

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

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

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

Thanking You.

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

Read ALso:   Application For Lost Bank Passbook

Bank Statement Request Letter Format

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

Subject: Bank statement application letter.

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

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

Your cooperation in this matter will be highly appreciated.

Thanking you.

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

Request Letter For Bank Statement

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

Subject: Application for bank statement.

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

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

Thank you in advance.

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

Read Also:  Application For New/Update Passbook

Letter Requesting For Bank Statement For Loan

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

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

Subject: Letter requesting for bank statement Due to loan.

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

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

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

Yours Faithfully, [Your Name].

Application For Bank Statement Letter

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

Subject- Request letter for bank statement.

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

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

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

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

Read Also:  Application For Address Change Request Letter To Bank

Letter To Bank Manager For Bank Statement

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

Date: Day/Month/Year

Subject: Bank Statement Request Letter.

Respected sir/madam,

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

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

Thanking you in advance.

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

Request For Statement Of Account Sample Letter

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

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

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

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

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

Authorization Letter For Bank Statement

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

Subject- Application letter for bank statement.

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

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

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

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

Read Also: Application For Changing Mobile Number In Bank Account

Bank Statement Application In English

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

Subject: Bank statement request letter

Respected Sir,

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

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

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

Application For Bank Statement SBI

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

Subject: Request for bank statement.

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

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

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

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

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

SBI Bank Statement Request Letter PDF Download – Click Here

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

FAQs On Application For Bank Statement

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

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

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

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

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

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

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

Read Also:-

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

Application For Bank Account Statement (Request Letter)

Would you like to get your bank account statement? It is mostly required when paying taxes or any other purposes. Therefore I have written five best applications for bank statements in English. You can use these applications in any country.

First step is to select an application format that you like and fill out with your personal details. Attach documents if any are required. And send it to your bank branch. Note: You can also modify these letters according to your needs.

Table of Contents

Simple application for bank statement.

To, The Manager, Bank, Branch.

Subject: Request for bank account statement.

Respected Sir/Madam,

I am (your name), holding a savings account at your branch. I request you to provide me with my bank account statement for the last 6 months, from 1st March, 2023 to 31st August, 2023.

I would be highly obliged if you could provide me with the statement in both physical and soft copy formats. The soft copy can be sent to my registered email.

Looking forward to hearing from you.

Yours faithfully, Your name. _________ Account no. _________ Mobile no. __________ Email. _____________ Address. ___________

Signature Date:-

Bank Statement Request Letter

To, The Branch Manager, State Bank of India Branch.

Subject: Application for bank statement. 

I, Kamlesh Sandhu, am maintaining a savings account at your branch. I would like to request for a bank account statement for my above-mentioned account for the period of 1 January 2023 to 31 July 2023. 

I need this statement for personal financial records and income tax filing purposes. Kindly provide me with the statement at the earliest. I shall be highly thankful to you.

Regards, Kamlesh Sandhu Account no. 1234****** Mobile no. 91******** Email. [email protected] Address. __________

Application For Current Account Statement

To, The Manager, Bank name, Branch.

Subject: Request for current bank account statement.

My name is Nishi Prashad. I hold a current account no. (account number) at your branch. I would like to request for an updated statement of my mentioned account for the period 1 July 2023 till date. 

My account details are here:

Holder name. Nishi Prashad Account no. *****1234 Mobile no. 91******* Email. __________ Address. _____________

I need this current statement of my account for personal financial records and tax filing purposes. Please provide me with the updated statement at the earliest.

Yours faithfully, Nishi Prashad

Signature Current date.

Request For Bank Account Statement (For company)

To, The Branch Manager, Axis Bank, Branch.

Subject: Need bank account statement.

I, (your name), am the authorized signatory for (your company name) holding a current account at your branch. 

I would like to request for the bank account statement for our above-mentioned company account for the period of 1 April 2023 to 30 June 2023. 

Account details are here:

Your name. ______ Company name. ________ Account no. _______ Mobile no. ________ Email. ___________ Legal address. _________

We need this statement for our company’s financial audit and tax filing purposes. Kindly provide the statement at the earliest.

Yours faithfully, Your name.

Company seal/stamp

Urgent Need Of Bank Statement In English

To, The Manager, Bank Name, Branch.

Subject: Request letter for bank account statement.

Dear Sir/Madam,

I have a savings account at your bank branch. I urgently need my account statement for the period 1 January 2023 to 31 July 2023. (Fill the needed period).

Kindly provide the statement within 2 working days as it is urgently required for income tax filing purposes.

Yours faithfully, Holder name. Account no. 123456789 Mobile no. 987654321 Address. __________

Signature Current date:-

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

1. basic bank statement request letter.

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

✪ DOWNLOAD IN WORD

File Format: Word

2. Bank Statement Request Letter for Visa Application

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

3. Bank Statement Request Letter for Mortgage or Loan Application

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

4. Bank Statement Request Letter for Business Purposes

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

5. Bank Statement Request Letter for Legal or Dispute Resolution

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

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Authorization Letter For Bank Statement

[Your Name]

[Your Address]

[City, State, ZIP Code]

[Bank Name]

[Bank Address]

Subject: Authorization Letter for Bank Statement

To Whom It May Concern,

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

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

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

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

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

Thank you for your prompt attention to this matter.

[Your Full Name]

[Your Signature – if submitting a physical copy]

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

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

Application For Bank Statement In English – 10+ Best Formats

Friends, if you want to write a Application For Bank Statement In English , then this article is a must-read until the end.

Because in this article you have been given 10+ samples of writing an application for bank account statement, you can write a 10+ Samples Format bank statement application if you like.

Friends, we need bank statements very much because everywhere you go, you are asked for a bank statement to do any work, such as a loan, an insurance claim, government work, or private work.

Looking at your needs, I have written the article in very easy language. If you want more information related to this topic, you can see the FAQ at the end of this article.

Look at our sample format for a bank statement ke liye application in English to help you write your own. So let’s start.

How to write Application For Bank Statement In English

The Branch Manager

Your Bank Name

XYZ Road City, Ballia

Date:- Date/Month/Year

Subject:- Requesting letter for bank statement.

Respected Sir/Madam,

My name is (your name), and I have a savings bank account at your branch. I am applying for a loan and need a copy of my bank statement for the period of [start date] to [end date].

Please provide me with this statement at your earliest convenience. Thank you for your assistance.

(Account Holder’s Name)

(Account Number)

(Registered Email id)

(Aadhar Number)

(Mobile Number)

Bank Statement Ke Liye Application In English

Dear Sir/Madam,

My name is (your name) and I have a savings bank account at your branch. I am requesting a bank statement for the period of [start date] to [end date] for my account [account number]. This statement is needed for verification purposes and to reconcile my financial records.

I would appreciate it if you could provide me with this information as soon as possible.

Thank you for your assistance.

Yours Truly,

Bank Statement Application In English

My name is (your name) and I am writing to request a copy of my bank statement for the last three months. I need this statement to verify my income and expenses for a mortgage application. Please forward the email address statement to me.

Thank you for your cooperation.

Bank Statement Application Of Current Account

Subject:- Requesting letter for current account bank statement.

My name is (your name), and I have a current account at your branch. Please send me a copy of my bank statement for the month of [month and year]. I need this statement to submit as proof of income to a potential landlord.

Please provide me with this statement at your earliest convenience. Thank you.

Bank Statement Application For 6 Months

Subject:- Requesting letter For Bank Statement For 6 Months

I am requesting a bank statement for the past six months for my [account number] with [your bank].  My request is because I need to show proof of my financial transactions in order to get a loan.

 I would appreciate it if you could provide the bank statement as soon as possible.

Thank you for your attention to this matter.

Application For Bank Statement For 1 Year

Subject:- Requesting letter For Bank Statement For 1 Year

With due respect, I am stating that I have a savings account at your bank. I am writing to request a bank statement for the past year for my savings account. The reason for my request is that I need to review my financial transactions and plan my budget for the upcoming year.

I would appreciate it if you could provide the bank statement as soon as possible . Thank you for your attention to this matter.

Application For Bank Statement Pnb

Punjab National Bank

Subject:- Requesting letter For Bank Statement

I’m writing this application letter to let you know that I need a bank statement for my account at Punjab National Bank (PNB). My request is because I need to show proof of my financial transactions in order to get a visa.

Please provide me with my bank statement as soon as possible. Thank you.

Hdfc Bank Application For Bank Statement

I would like to bring to your kind notice that I am [your name] and I need a bank statement for my account with HDFC Bank . The reason for my request is that I’m trying to get a car loan and have to show my last six-month bank statement.

Application For Bank Statement For Itr

With all due respect and honour, I would like to say that I am [ Your Name Here]. I am writing to request a bank statement for the past year for my account with your bank. The reason for my request is that I need to file my Income Tax Return (ITR), and I require the bank statement as proof of my financial transactions.

Please send me the bank account statement as soon as possible. I appreciate your prompt response. Thank You.

Account Statement Application For Bank Statement

Respected Sir/Madam

My name is (your name) and I am applying for a scholarship and need a bank statement for the past six months to support my application. My account number is (your account number). Please provide me with this statement as soon as possible. Thank you for your help.

Application To Bank Manager For Bank Statement

Dear Bank Manager,

I am applying for a credit card and need a bank statement for the period of [start date] to [end date] for my account [account number] to support my application. Please send me the statement via email or mail.

Please provide me with this statement as soon as possible. Thank you for your time.

Bank statement ke liye application in English Mein

Respected Sir,

I am requesting a bank statement for the past year for my account [account number] . This statement is required for tax purposes and to maintain accurate financial records. Kindly send me the statement via email or mail.

Thank you for your prompt attention to this matter.

Application For Bank Statement In English

My name is (your name) and please send me a copy of my bank statement for the past three months for my account [account number]. This statement is needed for verification purposes and to ensure that my account is in good standing. Please send me the statement via email or mail.

I appreciate your assistance in this matter. Thank you for your cooperation.

Also Read:-

Checkbook Ke Liye Application In English – 10+ Best Different Format

New Passbook Ke Liye Application In English (10+ Different Samples)

Nominee Add Karne Ke Liye Application in English – 5+ Best Application Formats

Application for NOC from SBI Bank (5+ Formats)

5+ Best Application to Bank Manager for Minor to Major Account

How can I request for bank statement?

Most of the time, you can request a bank statement through your Net Banking , Mobile Banking or by going to your bank branch and writing an application. Some banks also let you ask for a statement over the phone or by mail. Most of the time, you’ll need to provide information about your account and some kind of identification to verify your request. Some banks may also charge a fee to give you a statement.

How can I write a letter to bank for bank statement of a company?

When writing a letter to ask for a company’s bank statement, it’s important to give information about the account and the time period for which the statement is needed. The letter should be sent to the bank’s customer service department and include the company’s name, account number, and any other relevant information. The letter should also make the request clear and include any deadlines or special instructions for the bank to follow. Lastly, an authorised company representative should sign and date the letter.

What do you write on a bank statement?

Usually, a bank statement shows the account holder’s transactions, such as deposits, withdrawals, and other account activity. The statement will also show the account balance at the beginning and end of the statement period, as well as any fees or charges made by the bank. Some bank statements may also have extra information, like the amount of interest earned or the interest rate on the account at the moment.

Keep one thing in mind, friends: when writing a bank statement ke liye application in English , you will use neat, clean handwriting.

In this article on how to write an application for a bank statement , you have learned a lot. If you like this article, then please inform me by using the comment box.

If you have any questions about the application or want to write an application on any topic, please visit our website, which is available 24 hours a day, seven days a week.

After reading this article, “Which FAQ?” many people have questions.I have been told the answers to all the questions.

Thank you for sticking with me until the end. We’ll see you in the next article.

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