Application for Bank Statement: Many individuals often find it necessary to track their financial activity by asking for their bank statements. A bank statement is an important document used to access details of past transactions, apply for loans, monitor payments to vendors, and more. Banks typically send this statement to account holders on a monthly basis. In this article, we’ll explore how to request a bank statement, provide useful guidelines, and even share some sample letter templates.
Application for Bank Statement
An “application for a bank statement” refers to a formal request or written document that a bank’s customer submits to their bank to obtain a copy of their bank statement. This application typically includes details such as the customer’s name, account number, the period for which they want the statement (e.g., the last month or specific date range), and any specific format or purpose for which they need the statement. It serves as a request for the bank to provide the customer with their account’s financial transaction history during the specified time frame.
What is a Bank Statement
A bank statement is a document provided by a bank to its customers, typically on a monthly basis, that shows a summary of the financial transactions in a specific bank account. It includes details of money coming into the account (deposits) and money going out of the account (withdrawals, payments, and other transactions). Bank statements are important for individuals and businesses to keep track of their financial activity, reconcile their accounts, and maintain a record of their banking transactions for various purposes, including budgeting, tax reporting, and financial management.
Also Read – Application for Closing Bank Account
Application for Bank Statement Guidelines
When you need to request a bank statement, it’s essential to do so formally and professionally. To help you draft an effective request, here are some practical guidelines:
- Start by expressing your appreciation for the bank’s customer service.
- Clearly state the reason for your request for the bank statement.
- Provide your account holder information and account number for easy identification.
- Specify the beginning and ending dates for the required bank statement.
- If your matter is urgent, explain why it needs immediate attention.
- Include your postal or email address if you prefer to receive an original copy.
- Keep your letter concise and straightforward.
- Maintain a polite and professional tone throughout your correspondence.
A well-crafted formal letter for a bank statement request is crucial when you need to access your financial records for various purposes, such as accounting, financial planning, or tax-related matters. By following these guidelines, you can ensure that your request is clear and professional, making it easier for the bank to process your application efficiently. Let’s explore these steps in more detail to help you create an effective letter that meets your specific needs.
Application for Bank Statement Format
To,
The Branch Manager
[Bank Name]
[Bank Address]
[City, State, ZIP Code]
Date: [Enter the date]
Subject: Request for bank account statement from [Starting Date] to [Ending Date]
Salutation: [Dear Sir/Madam or Dear [Branch Manager’s Name] if known]
Body of the Letter:
[Begin with a polite introduction and mention the purpose of your letter. Include the following information:]
– Bank Account Number: [Your Account Number]
– Account Holder’s Name: [Your Full Name]
– Account Type: [e.g., Savings/Checking]
– The reason for obtaining the bank statement, e.g., “I require the statement for [Explain the purpose, such as personal record keeping, tax filing, etc.].”
– Mention the specific period for which you need the statement, e.g., “I kindly request the bank statement for the period from [Starting Date] to [Ending Date].”
– Any additional details or requirements regarding the statement.
Complimentary Closing: [Sincerely, Yours faithfully, Yours truly, etc.]
Signature: [Your handwritten signature if submitting a physical letter, or your typed name if submitting digitally.]
Name and Address: [Your Full Name and Address]
Enclosures, if any: [List any documents or forms attached, if applicable. For example, if the bank requires a specific request form, mention it here.]
Application for Bank Statement Samples
Check the Application for Bank Statement Samples given below:
Sample 1: Application for Bank Statement for Loan Application
The Bank Manager
Union Bank of India
Noida, Uttar Pradesh
Pin Code – 110096
13th May 2021
Subject: Request for Bank Statement for Personal Loan Application
Dear Sir,
I am an account holder with the account number [Your Account Number] at your bank, and I need my bank statement for the past six months (from November 13, 2020, to May 13, 2021) to support my personal loan application. I kindly request you to provide me with this statement as soon as possible.
Thank you in advance for your assistance.
Sincerely,
[Your Name]
Sample 2: Application for Bank Statement for Credit Card
The Branch Manager
State Bank of India
Delhi
5th April 2022
Subject: Request for Bank Statement
Dear Sir/Madam,
I hope this letter finds you well. I hold an account at your branch in the name of [Account Holder’s Name]. I am in need of my account statement for the past six months, specifically from [mention starting date] to [mention ending date]. I require this statement as part of my application for a credit card, which mandates a six-month account history.
Here are my account details:
Account Holder’s Name: [Your Account Holder’s Name]
Account Number: [Your Account Number]
Aadhar Number: [Your Aadhar Number]
Email ID: [Your Email Address]
Address: [Your Address]
Phone Number: [Your Phone Number]
I kindly request your prompt assistance in providing this statement. Your cooperation is greatly appreciated.
Sincerely,
[Your Name]
Application for Bank Statement SBI
Write an application to the State Bank of India manager for a Bank Statement for the last 2 months.
Krati Sharma
45, Sai Kiran Apartment
Sarfabad, U.P.
Bank Account Number: 4563284586885
12/04/2023
The Branch Manager
State Bank of India
Sarfabad, U.P.
Subject: Request for Bank Statement (Last 2 Months)
Dear Sir/Madam,
I hope this letter finds you well. I am writing to request a copy of my bank statement for my savings account, which I hold at your esteemed branch. I require the bank statement for the last two months, covering the period from 02/03/2023 to 02/05/2023.
Below are the account details for your reference:
Bank Account Number: 4563284586885
Account Holder’s Name: Krati Sharma
Account Type: Savings
I would like to obtain this bank statement to maintain my personal financial records and for tax-related purposes. The statement will help me in assessing and managing my financial transactions during the specified period.
I kindly request you to provide the bank statement in a digital format and deliver it to my registered email address: [Your Email Address]. If any specific forms or procedures need to be followed to fulfill this request, please let me know, and I will be happy to comply.
Your prompt attention to this matter would be greatly appreciated. If there are any fees associated with this service, please inform me, and I will make the necessary payment accordingly.
I understand the importance of keeping this request simple and to the point and assure you of my full cooperation in expediting the process. I look forward to your timely response.
Thank you for your assistance and service.
Sincerely,
Krati Sharma
Application for Bank Statement of Current Account
Write an Application for Bank Statement of Current Account to the branch manager.
Geeta Kumari
123, Tulip Lane
New Delhi, Delhi, 110001
Email: geetak@example.com
Phone: +91 1234567890
05/03/2023
The Branch Manager
State Bank of India
Main Street, Connaught Place
New Delhi, Delhi, 110001
Subject: Request for Bank Statement of Current Account
Dear Sir/Madam,
I hope this letter finds you well. I am writing to request a copy of my bank statement for my current account, which I hold at your esteemed branch. I kindly request the bank statement for the most recent two months, from 12/01/2023 to 13/02/2023.
Below are the account details for your reference:
Bank Account Number: 34455435566546
Account Holder’s Name: Geeta Kumari
Account Type: Current
I require this bank statement for my financial records and to monitor my recent transactions for personal and business purposes.
I kindly request you to provide the bank statement in a digital format, and I would prefer to receive it via my registered email address: geetak@gmail.com. If there are any specific procedures or forms that I need to follow to fulfill this request, please let me know, and I will promptly comply with the requirements.
Your prompt attention to this matter would be greatly appreciated. If there are any charges associated with this service, please inform me, and I will make the necessary payment as per the bank’s guidelines.
I understand the importance of keeping this request straightforward and efficient, and I assure you of my full cooperation to expedite the process. I look forward to your timely response.
Thank you for your assistance and service.
Sincerely,
Geeta Kumari
Application for Bank Statement for ITR
Anil Solanki
Sai Apartment, 20223
Mumbai, Maharashtra
Email: anils@example.com
Phone: +91 9876543210
12/07.2022
The Branch Manager
State Bank of India
[Branch Address]
Mumbai, Maharashtra
Subject: Request for Bank Statement for Income Tax Return (ITR) Filing
Dear Sir/Madam,
I hope this letter finds you well. I am writing to request a copy of my bank statement for my savings account, which I hold at your esteemed branch. I require the bank statement to assist me in the process of filing my Income Tax Return (ITR).
Below are the account details for your reference:
Bank Account Number: 34567849956
Account Holder’s Name: Anil Solanki
Account Type: Savings
I kindly request you to provide the bank statement for the entire financial year, from April [Year] to March [Year]. This bank statement will be crucial in preparing an accurate and complete ITR.
I would prefer to receive the bank statement in a digital format, and I request that it be sent to my registered email address: anils@example.com. If there are any specific procedures or forms that I need to follow to fulfill this request, please inform me, and I will adhere to the requirements.
Your prompt attention to this matter is greatly appreciated, as it will enable me to file my ITR on time. If there are any charges associated with this service, please notify me, and I will promptly make the necessary payment in accordance with the bank’s guidelines.
I understand the importance of keeping this request straightforward and efficient and assure you of my full cooperation to expedite the process. I look forward to your timely response.
Thank you for your assistance and service.
Sincerely,
Anil Solanki
Month Names FAQs
How do I write an application for a bank statement?
To write an application for a bank statement, you can use the application format given above.
What is bank statement format?
A bank statement is like a monthly report card for your bank account. It shows all the money that came in (deposits), any money that went out (withdrawals and charges), and how much you had at the beginning and end of the month. Plus, it tells you if you earned any extra money through interest. It's a handy way to keep track of your finances.
