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

To,

The Branch Manager

Bank Name

Bank Address

Date

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

Salutation

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

Signature

Name and Address

Enclosures, if any

Application for Bank Statement Samples

Sample 1 – Application for Bank Statement for IT Returns

To,

The Branch Manager

Bank of India

SP Branch,

Mumbai

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,

Signature

Ramesh Patel

(Attach a copy of the Passbook)

Explore More Sample Letters

Sample 2 – Application for Bank Statement for Credit Card

To,

The Branch Manager

State Bank of India

Delhi

5^th April 2022

Subject: Requesting letter for Bank Statement

Dear Sir/Madam,

I’d like to advise you that I have an account in your branch under the name (account holder name.) 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:

Email ID:

Address:

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.

Yours Sincerely,

Signature

Name

Sample 3 – Application for Bank Statement for Loan

To,

The Branch Manager

Janalakshmi Sahakari Bank

Liberty Garden Branch

Hyderabad

15^th August 2022

Subject: Requesting letter for Bank Statement for loan approval

Respected Sir/Madam,

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

Yours Sincerely,

Signature

Name

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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