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Bank Statement Application Letter
Do you like to view some of the top examples of Application For Bank Statement? Perhaps if your looking for an official letter to request a bank statement? If your reply is yes, you’ve arrived to the right place, where you’ll discover below more than 20 plus samples of application for a Bank statement
To keep track of your income and expenses, most banks will send you an account statement once a month. Our bank account statements are important and you may have the need for it anytime, so it wise to keep a record of it every month.
A Bank statement is a very vital piece of document for acquiring details about your expenses, earlier transactions, acquiring loans, check received bank interests, monitoring vendor funds, and so forth. By submitting an application for a Bank statement to the particular Bank, we may get the details of transactions we may be looking for.
Further read below to find the complete list of Sample Application for Bank Statements with downloadable options that you may keep forever in your computer or mobile to use it later. Just change the name and take a printout and you are ready to go !!
Table of Contents
What is a bank statement and what does it mean?
A bank statement is a formal document that lists all of your transactions for a specific period of time. Every month, the bank sends it to the account holder. The following is a typical summary of a bank account statement:
| Summary of a bank account statement |
|---|
| • Each and every deposit, withdrawal, and transfer. |
| • Interest earned during the course of the time. |
| • Fees or penalties for services rendered. |
| • Balances must be opened and closed. |
It aids account holders in keeping track of their costs, income, bank fees, interest earned, and suspicious activities, among other things.
Bank Statement Application for Business
For commercial purposes, a bank statement is required. A bank statement is beneficial to businesses and companies in a variety of ways. The following are a few of them:
1. A bank statement summarizes all deposits, withdrawals, and charges. A company’s books of account can be compared against these transactions to detect transactions that were not recorded in the books, and vice versa. It assists the company in conveniently managing their accounts and avoiding mistakes.
2. Planning and budgeting: Bank statements assist firms in categorizing their expenditures. This allows the company to keep track of its spending and budget for the future.
3. Keeping track of vendor payments: Bank statements provide proof of payment. It assists in the maintenance of vendor accounts by updating payment information and calculating the final account amount due.
4. Determine all bank deductions and interest earned: By reviewing the bank statement, you may determine the bank debits or charges and also interest credit earned during the period. It can also contact the bank if there are any unpaid charges.
5. Required for obtaining loans: Before awarding loans, many financial organizations want bank statements from the previous two to five years. It aids in the evaluation of a company’s creditworthiness.
The procedure for requesting a bank statement.
A bank statement can be retrieved in two ways: online or offline. In order to use the offline mode, you must send a bank statement request letter requesting an account statement and setting a time range. The contents of a bank statement request letter, as well as a sample format, are detailed in the following topic.
Follow the steps below to get online access to your bank statements:
1. Access your account using online banking or a mobile banking app.
2. Select “Bank Statement” from the drop-down menu.
3. Click ‘OK’ after selecting the account statement period.
The bank will send the account statement for the specified period to the registered email address. Some banks also provide the option of downloading the bank statement as a PDF through their online banking or mobile banking services.
Automated Teller Machines (ATMs) allow you to print a summary of your account statement. This option may also be used to retrieve the account’s transaction history.
Banks often charge a small fee for printed bank statements. E-statements, on the other hand, are free. As a result, tracking your account via online banking is a preferable alternative. A printout of the e-statement can be obtained and certified by the bank.
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The contents and structure of a bank statement application or a letter requesting a bank statement.
In a professional yet clear tone, write the bank statement application letter/request letter. The following are some of the most critical points to include in a bank statement request letter:
• The title and name of the recipient’s Bank.
• The topic line for a Bank statement application.
• The body should include information such as the bank account number, account details, the purpose for obtaining the statement, the time period for which the statement is needed, and so on.
• A line of closure that is complementary.
• Your signature is required.
• Your full title and mailing address.
• Your registered phone number.
• Any enclosures that may be present.
Tips for Writing a Bank Statement Request Letter
Before drafting the Bank Statement Request Letter, keep the following writing suggestions in mind.
• It should be written in the style of an official letter and properly signed. On the left side, it must include the branch manager’s name, bank name, and bank address, as well as the date the letter was sent. The account holder’s name and address should then be included.
• It should have a subject line that informs the authorities about the letter’s aim.
• Make sure to include a greeting at the start of your letter. Mention the account holder’s identify as well as the account number.
• It should be brief and easy to understand.
• Mention the needed bank statement’s beginning and ending dates.
• Use tools like grammerly to check and verify your spellings and sentences
Samples of bank statement applications Letter
A list of sample format for a bank statement application letter is shown below. Here is list of more than 20 examples of Bank statement application letter.
Sample Application #1
To:
The Bank/Branch Manager
[Name of the Bank], [Home Branch Name], [Date].Sub: Request for a bank statement is the subject of this email.
Respectfully, Sir or Madam,
For the past few years, I’ve had a savings account with your bank, and my account number is [Write Your Account Number]. I’d like to let you know that I’ll require your bank statement from the previous year. [You may explain why you are obtaining this bank statement].
I respectfully request that you provide me my bank statement from the previous year as soon as possible.
Please do the right thing and comply.
Thank you very much!
Yours’ faithful,
[Your Name], [Details of Your Account]. [Address], [Contact Information]Sample Application #2
To,
The Bank Manager [Bank Name],
[Bank Address], [Date]Sub: Request for a bank account statement in the form of a letter.
Greetings, Sir/Madame
With all due respect, I would like to inform you that I have a savings account with your bank. [Insert your Bann account number here.] I’d be thankful if you could send me a copy of my bank account statement for the previous six months. [Insert the desired amount of months]
The following are the information of my bank account –
Owner of the account:
Account Number:
No. of Debit/Credit Card:
It would be quite helpful if you could take care of this as soon as possible. I would want to express my gratitude for your cooperation.
Thank you very much.
Yours
Sincerely,
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Sample Application #3
To:
The Bank/Branch Manager
[Bank Name], [Branch Address], [Date],Sub: Application letter for a bank statement.
Greetings, Sir/Madame
I’m writing to advise you that I have a savings account with your bank branch. [Insert your account number here]. To submit income tax, I require a statement of my bank account for the last six months. [In this box, you can provide your specific reason.]
As a result, please send me a copy of my bank account statement for the previous six months. So that I may conveniently file my income tax returns.
Your participation will be much appreciated in this regard.
Thank you very much.
Sincerely yours
[Your Name], [Bank Account Information], [Your Address], [Mobile Phone Number], and [Email Address].Sample Application #4
To:
Branch Manager
[Bank Name], [Branch Name], [Date].Sub: Application for a bank statement is the subject of this document.
Respectfully, Sir or Madam,
I’d like to bring your attention to the fact that I’ve had a savings account with your branch for quite some time. [Include the name of your bank account].
I want a bank statement from [Start Date] to [End Date] immediately.
Because it’s quite important, I’d appreciate it if you could send me my bank statement within the next few days. For this, I shall be eternally grateful.
Please accept my heartfelt gratitude.
Yours
Faithfully,
[Account Holder Name], [Account Holder Address], [Contact Information].Sample Application #5
To: The Bank Manager,
[Bank Name], [Branch Name], [Branch Address] [Date].Subject: Request for bank statement in a letter Because of a loan.
Respectfully, Sir or Madam,
I’d like to draw your attention to the fact that I’m [Mention Your Name] and I have a savings account with your [Mention Your Bank Name] branch. I’m looking for a car loan and need to provide my most recent six-month bank account statement.
Here are the details of my bank account –
Account Number:
Account Type:
Account Holder:
Linked Mobile Phone Number:
As a result, I respectfully request that you provide me the bank account statement as soon as possible.
I will be glad for your prompt response to this matter.
Thank you very much.
Yours
Faithfully,
[Account name].Sample Application #6
To
The Branch Manager
[Bank Name], [Branch Address], [Date – the date the letter was written].Sub: Request for a bank statement.
Respectfully, Sir or Madam,
I’m [Insert Your Name] and I’ve had a savings account with your bank for several years. I’m writing to request that you provide me your bank statements for the previous two years.
You can submit the bank statement via mail if you like. [Include your email address] is my email address. Your promptness will be much appreciated in this respect. Also, if you want any additional information, please contact me at my email address or at [Mention Your Mobile Number].
I’ll be glad if your bank account takes my request into consideration.
Please accept my heartfelt gratitude in advance.
Regards, Yours Truly
[Your Name], [Address], and [Contact Information]Sample Application #7
To,
Senior Manager
[Bank Name], [Bank Address], [Date],Subject: Letter requesting a statement of account for auditing or commercial purposes.
Greetings, Sir/Madame
I am [Write Your Name] and I am addressing you with respect and reverence. I’m writing to advise you that I’m one of your long-time clients and that I have a savings account with your bank. My bank statement is required for business needs. So, please provide me with my most recent one-year bank statement.
As a result, I respectfully request that you provide me with my bank statement as soon as possible. If you can help me, I will be quite thankful.
[Your Name], [Your Bank Account Details], [Full Address], [Contact Details/Mobile No],Yours Truly,
Sample Application #8
To:
[Head Manager], [Bank Name], [Branch Address], [Date].Subject: Application letter for a bank statement
Mr. Sir/Ma’am,
With due respect, I’d like to let you know that I have a savings account with your [Mention Your Branch Name] branch. On the name of [Write Account Holder/Your Name], [Write Your A/c No].
I require my bank account statement for personal reasons/authorization purposes. If it had been provided to me sooner, it would have been fantastic.
I’m hoping you’ll take it seriously and provide me my bank statement as soon as you can.
I will be really grateful to you.
Sincerely yours,
[Your Name], [Account Information], [Email/Mobile Phone Number].Sample Application #9
To: The Branch Manager
[Name of the Bank], [Branch Name & Address], [Date].Sub: Letter requesting a bank statement
Respectfully, Sir,
I’m [Write Your Name] and I’m writing to ask you to provide me your bank account statement for the period of [Start Date] to [End Date]. I have a savings account with your [Write Your Branch Name] branch in the name of [Write Account Holder Name]. [Insert your bank account number] is my account number.
This is a critical topic since I must make a statement to the tax authorities in the coming days. As a result, I require a copy of my account’s bank statement as soon as feasible.
Thank you very much.
Yours
Truly,
[Your Name], [Your Pincode], and [Your Contact Information].Sample Application #10
Date),
The Bank/Branch Manager,
[Name of the Bank], [Home Branch Name],Subject: Request for a bank statement
Respectfully, Sir or Madam,
For the past few years, I’ve had a savings account with your bank, and my account number is [Write Your Account Number]. I’d like to let you know that I’ll require your bank statement from the previous year. [You can explain why you’re taking this bank statement.]
I respectfully request that you provide me my bank statement from the previous year as soon as possible.
Please do the right thing and comply.
Thank you very much!
Your Sincerely,
[Your Name], [Details of Your Account]. [Address], [Contact Information].Sample Application #11
The Bank Manager
[Bank Name], [Address], [Date]Subject: Requesting a bank statement
Greetings, Sir/Madame,
It is mentioned that I have been a customer of your bank for the past few years, and my account number is [Write your account number]. I’m writing to get a copy of my bank statement since I need it to apply for a personal home loan, and I’ll need it from the previous year to this month.
Please respond to my request as soon as possible so that I may proceed with my financial aid application.
Your promptness will be much appreciated in this respect.
Thank you very much,
Sincerely yours,
[Name] [Address]Sample Application #12
To:
Branch Manager
[Bank Name] [Address] [Date of letter writing]From:
[Account Holder’s Name] [Address] [Phone Number]Subject: (from date to date) bank statement request
Greetings, Sir/Madame,
I’m writing to ask you to provide me a copy of your bank account statement from [date to this date]. I have a savings account at your bank [branch name] in the name of [account name].
This is my account number (mention account number).I’m looking for a home loan and need to send my bank account statement to the person who will approve the loan. Please deduct any applicable costs for the issuance of this bank statement from my account. I’ve included copies of my identification and address proofs for your review.
I would want to express my gratitude for your cooperation.
Regards,
[Signature [Account Holder’s Name]]Sample Application #13
To:
The Branch Manager,
State Bank of India,
Kolkata, Lake Town Branch
From:
Mr. Navin Kothari,
Block A, Lake Town, Kolkata,
04/12/2021
Subject: Request for Bank Statement from August 1, 2021 to November 30, 2021
Greetings, Sir/Madame,
| I’m Kirti Singh, and I’m writing to ask you to provide me your bank statement from August 1, 2021 to November 30, 2021. At your Lake Town branch, I have a Savings account in the name of Mr. Navin Kothari. 1152412345 is my account number.
This bank statement is required in order for me to file my income tax return for the current fiscal year. As a result, I respectfully urge that you please supply me with the bank statement as soon as possible, for which I would be thankful.
Regards,
Mr. Navin Kothari.
[Signature] [A/c No. 1152412345]Sample Application #14
To,
The Branch Manager,
Axis Bank,
Salt Lake Sector 2 Branch,
Kolkata,
Date: December 20, 2021
Mr. Biren Modi,
Salt Lake, Kolkata,
Block C
Subject: Request for a Bank Statement
Mr. Sir/Ma’am,
For the past three years, I’ve been a customer of Axis Bank. In your Salt Lake Sector 2 Branch, I have a savings account in the name of Biren Modi. 330000123456 is my account number. I completed my degree in Kolkata, India, and am now interested in furthering my education overseas.
My bank statement is a mandatory document for applying to a foreign university. It’s also essential for visa processing. Please send my bank statement as soon as possible so that I may submit it with the other relevant documentation.
Thank you very much,
Regards,
Sincerely,
Mr. Biren Modi,
A/c No. 330000123456
Mobile No.
#15 (बैंक विवरण आवेदन पत्र हिंदी में) Sample Bank statement application letter in Hindi
प्रति:
शाखा प्रबंधक,
भारतीय स्टेट बैंक,
द्वारका शाखा
नई दिल्ली
[दिनांक]।विषय: बैंक विवरण आवेदन (तारीख से तारीख तक)
आदरणीय महोदय या महोदया,
मेरे पास आपके बैंक में कुछ वर्षों से एक बचत खाता है, और मेरा खाता नंबर [अपना खाता संख्या लिखें] है। मैं आपको सूचित करना चाहता हूं कि मुझे आपके पिछले वर्ष के बैंक विवरण की आवश्यकता होगी। [स्पष्ट करें कि आप इस बैंक विवरण का अनुरोध क्यों कर रहे हैं।]
मेरा विनम्र अनुरोध है कि आप (तारीख से आज तक) बैंक स्टेटमेंट जल्द से जल्द उपलब्ध कराएं।
दिल से धन्यवाद!
भवदीय
[आपका नाम], [खाते की जानकारी]। [पता] और [संपर्क जानकारी]#16 (बैंक विवरण आवेदन पत्र हिंदी में) Sample Bank statement application letter in Hindi
Bank statement application letter in Hindi
सेवा में: बैंक प्रबंधक,
[बैंक का नाम], [शाखा का नाम], [शाखा पता] [दिनांक]।विषय: ऋण के कारण एक पत्र में बैंक विवरण के लिए अनुरोध।
आदरपूर्वक, महोदय या महोदया,
मैं आपका ध्यान इस तथ्य की ओर आकर्षित करना चाहता हूं कि मैं [अपने नाम का उल्लेख करें] और आपकी [अपने बैंक का नाम उल्लेख करें] शाखा में मेरा एक बचत खाता है। मैं एक कार ऋण की तलाश में हूं और मुझे अपना सबसे हाल का छह महीने का बैंक खाता विवरण प्रदान करने की आवश्यकता है।
मेरे बैंक खाते का विवरण यहां दिया गया है –
खाता संख्या:
खाते का प्रकार:
खाता धारक:
लिंक किया गया मोबाइल फ़ोन नंबर:
नतीजतन, मैं सम्मानपूर्वक अनुरोध करता हूं कि आप मुझे जल्द से जल्द बैंक खाता विवरण प्रदान करें।
इस मामले में आपकी त्वरित प्रतिक्रिया के लिए मुझे खुशी होगी।
आपका बहुत बहुत धन्यवाद।
आपका अपना
ईमानदारी,
[खाते का नाम]।#17 (বাংলায় ব্যাংক স্টেটমেন্ট আবেদনপত্র) Sample Bank statement application letter in Bengali
প্রতি:
[প্রধান ব্যবস্থাপক],
[ব্যাংকের নাম],
[শাখা ঠিকানা],
[তারিখ]।
বিষয়: একটি ব্যাঙ্ক স্টেটমেন্টের জন্য আবেদনপত্র
জনাব স্যার/ম্যাডাম,
যথাযথ সম্মানের সাথে, আমি আপনাকে জানাতে চাই যে আপনার [আপনার শাখার নাম উল্লেখ করুন] শাখায় আমার একটি সেভিংস অ্যাকাউন্ট আছে। [অ্যাকাউন্ট হোল্ডার/আপনার নাম লিখুন] নামে, [আপনার A/c নম্বর লিখুন]।
ব্যক্তিগত কারণে/অনুমোদনের উদ্দেশ্যে আমার ব্যাঙ্ক অ্যাকাউন্ট স্টেটমেন্ট প্রয়োজন। যদি এটি আমাকে তাড়াতাড়ি প্রদান করা হয়, এটা চমত্কার ছিল.
যত তাড়াতাড়ি সম্ভব আমাকে আমার ব্যাঙ্ক স্টেটমেন্ট দেওয়ার জন্য আমি আপনাকে অনুরোধ করব।
আমি সত্যিই আপনার কাছে কৃতজ্ঞ হবে.
আন্তরিক আপনার,
[তোমার নাম], [হিসাবের তথ্য], [ইমেল/মোবাইল ফোন নম্বর]।#18 (बँक स्टेटमेंट अर्जाचे पत्र मराठीत) Sample Bank statement application letter in Marathi
तारीख),
बँक/शाखा व्यवस्थापक,
[बँकेचे नाव], [गृह शाखेचे नाव],विषय: बँक स्टेटमेंटसाठी विनंती
आदरपूर्वक, सर किंवा मॅडम,
गेल्या काही वर्षांपासून, माझे तुमच्या बँकेत बचत खाते आहे आणि माझा खाते क्रमांक [तुमचा खाते क्रमांक लिहा] आहे. मी तुम्हाला कळवू इच्छितो की मला तुमचे मागील वर्षाचे बँक स्टेटमेंट आवश्यक आहे. [तुम्ही हे बँक स्टेटमेंट का घेत आहात हे तुम्ही स्पष्ट करू शकता.]
मी आदरपूर्वक विनंती करतो की तुम्ही मला माझे मागील वर्षाचे बँक स्टेटमेंट लवकरात लवकर द्यावे.
कृपया योग्य गोष्ट करा आणि त्याचे पालन करा.
खूप खूप धन्यवाद!
आपले नम्र,
[तुमचे नाव], [तुमच्या खात्याचे तपशील]. [पत्ता], [संपर्क माहिती].#19HDFC Bank Statement Application Letter PDF
Click Here to download HDFC Bank Statement Application in PDF
Bank Statement Application Letter Often Asked Questions
What’s a Bank Statement application letter?
It’s a letter submitted to the Bank’s department manager/supervisor requesting that the Bank statement be issued for a particular time frame.
What is the meaning of a statement for bank account?
A Bank Statement is a printout of paperwork that comprises an account holder’s transaction historical past.
What’s included and featured in a Bank statement?
In general, a bank statement contains all transactions, such as money withdrawals and deposits, account balances, interest credited, and amounts debited for any services.
How do banks distribute monthly bank statements to their customers?
Every month, banks usually email the monthly bank statement to the customer’s registered email address. Customers can also pick up their monthly bank statements at the branch if they choose.
Is it necessary for account holders to keep track of their bank statements?
Yes, account holders need to keep track of their bank statements. It makes it easier for account holders to keep track of their profits and expenses.
What’s one of the best ways to write down a bank statement application?
The best way to write a bank statement application letter is mentioned above. You may refer to any of the format and address it to the manager.
What do the charges on my bank statement imply?
Your banking establishment has full management over this. You will have to pay a cost if you need your bank statement printed on paper. Nearly all banks will ship you your bank statement in pdf format at no cost if you happen to use internet banking or mobile banking.
Is a bank statement possible for me to make?
In India, no account holder could now create his or her personal bank assertion. It’s worthless to make it your self as a result of a bank statement reveals your whole account’s monetary activity. You can, nevertheless, use internet banking to retrieve your personal bank statement.
Is acquiring a bank statement from any branch doable?
Sure, it’s possible you’ll get a copy of your bank statement from any of the financial institution’s branches. Nonetheless, in case your account is a financial savings account, it’s possible you’ll be charged.
Is it unlawful to change a bank statement?
Based on regulatory necessities, you may by no means edit or modify something in your bank statement. You’re breaching the regulation if you happen to do one thing like this. So, if you happen to’re attempting to make use of a bank statement to determine tax evasion, a mortgage application, a scholarship application, or anything, you need to know that it is unlawful.
Is it possible to get bank statements from 10 years in the past?
The reply is that it’s decided by your financial establishment. Then again, most banks preserve a document of your account for the last seven years. You possibly can inquire together with your bank manager about this.
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