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.
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:
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.
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.
The Branch Manager
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.
Name and Address
Enclosures, if any
The Branch Manager
25 th July 2022
Subject: Request for Bank Account Statement for IT Return Filing
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.
(Attach a copy of the Passbook)
The Branch Manager
State Bank of India
5 th April 2022
Subject: Requesting letter for Bank Statement
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
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.
The Branch Manager
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 –
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.
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.
