Are you worried about how to write application for bank statement? Or looking for some sample letter for bank statement? If your answer is Yes, then you are at the right place.
In this article, I will try to give you complete information about on how to write an application for bank statement.
Application For Bank Statement, Bank Statement Request Letter
Generally, most banks issue your account statement on a monthly basis to keep track of your income and expenses. Our bank statements are very important to us and are required in many places. For example, in case of taking a credit card, in case of taking a personal loan, in case of taking a home loan, in case of taking a car loan, in case of knowing our past transactions, or any kind of bank account.
Introduction
A bank statement is a financial document provided by a bank to its account holders that shows the details of their account transactions for a particular period of time. It is a summary of all the financial activities that have taken place in the account during a specified time period, usually a month.
Bank statements typically include details such as the account holder’s name, account number, opening and closing balance, list of transactions, and any fees or charges that have been deducted from the account during the period covered by the statement.
Reasons for bank statement application
- A bank statement provides a detailed record of all the transactions that have taken place in an account during a particular period.
- A bank statement can help individuals to keep track of their income and expenses, and it can be used to create a budget and plan for future expenses.
- Bank statements can be used as proof of income and expenses for tax purposes.
- Bank statements are often required while applying for loans or credit cards.
- Bank statements are important documents for auditing and accounting purposes. They provide a detailed record of financial transactions and help businesses to maintain accurate financial records.
How to write an application for a bank statement request
- Start with a formal salutation, like Respected Sir/Madam.
- Mention your account details, such as your account number, name, and branch.
- Provide the period for which you require the bank statement
- Request for the bank statement in the format you require
- Mention the address or email ID where you want the bank statement to be sent.
- Sign the application and mention your name and contact details.
Example 1: Application for bank statement
To,
Branch Manager,
HDFC Bank,
Nariman Point,
Mumbai
Subject: Application for bank statement
Respected Sir / Madam,
I have a savings account with your bank for the last 4 years and the account number is XXXXXXXXXX. I want to inform you that I need my bank statement for the last 12 months from Jan-22 to Dec-22.
I humbly request you to release my last year’s bank statement as soon as possible.
Thank you.
Sincerely,
Sachin Gupta
Account number: XXXXXXXXXX
Mobile: XXXXXXXXXX
Address: A-001, Empire tower, Nariman Point, Mumbai
Example 2: Application for bank statement
To,
Branch Manager,
Axis Bank,
Nariman Point,
Mumbai
Subject: Request letter for bank account statement.
Respected Sir / Madam,
With all due respect, I have a savings account in your bank. My account number is XXXXXXXXXX. I would be very grateful if you could provide me with my bank account statement for the last six months from Sept-22 to Feb-23.
My bank account details are as follows:
Account holder: Sachin Manohar Gupta
Account Number: XXXXXXXXXX
It would be very kind of you if you could do the necessary work as soon as possible. I would like to thank you for your cooperation.
Thank you.
Sincerely,
Sachin Gupta
Account number: XXXXXXXXXX
Mobile: XXXXXXXXXX
Address: A-001, Empire tower, Nariman Point, Mumbai
Example 3: Application for bank statement
To,
Branch Manager,
HDFC Bank,
Nariman Point,
Mumbai
Subject: Request letter for bank account statement.
Respected Sir / Madam,
I am writing this application letter to inform you that I have a savings account in your bank branch. My account number is XXXXXXXXXX. I need the last 6 months’ statement from my bank account to file income tax.
Your cooperation in this matter will be greatly appreciated.
Thank you.
Sincerely,
Sachin Gupta
Account number: XXXXXXXXXX
Mobile: XXXXXXXXXX
Address: A-001, Empire tower, Nariman Point, Mumbai
Example 4: Application for bank statement
To,
Branch Manager,
HDFC Bank,
Nariman Point,
Mumbai
Subject: Request letter for bank account statement.
Respected Sir / Madam,
Myself, Sachin Manohar Gupta and I have a savings account with your bank for the last few years. My account number is XXXXXXXXXX. I am writing this letter to request that you provide me with bank statements for the last 2 years.
If you prefer, you can send the bank statement by post. My email id is XXXXXXXXXX@gmail.com. Also, if you need more information on this matter, you can contact me on this email or my mobile number XXXXXXXXX.
Thank you very much in advance.
Sincerely,
Sachin Gupta
Account number: XXXXXXXXXX
Mobile: XXXXXXXXXX
Address: A-001, Empire tower, Nariman Point, Mumbai
Conclusion
Bank statements can be provided in physical or electronic format, and they are important documents for account holders to track their account activity, reconcile their accounts, and monitor their financial health.
Bank statements are also commonly used as proof of income, address, and financial standing for various purposes, such as applying for loans, credit cards, or other financial products. They are confidential documents and should be kept securely by the account holder to prevent any unauthorized access or misuse of their financial information.
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