This article is for you if you’re one of those who are wondering how to write a bank statement request letter. Plus, I’ve also attached a pdf file of the bank statement request letter so that you can easily download it. The attached file will help you in saving your precious time. You only need to download the bank statement pdf sample file, print it, sign it, and send it to your bank manager. That’s it.
- What is a Bank Statement?
- How to write a bank statement request letter?
- Step 1. Write the details of the recipients like name and address on the top left side of the letter.
- Step 2. Put the date directly below the recipient address.
- Step 3. Mention your name and address.
- Step 4. Write the subject, for example, you can write “Bank Statement Request Letter”.
- Step 5. Write salutation, for example, Dear Sir, Mr. or Mrs., Respected Sir, etc.
- Step 6. Write the main part “Body” of the request letter.
- Step 7. Close it with proper ending salutation.
- Tips for writing a bank statement request letter:
- Bank Statement Request Letter/Application Samples
- Final Words
In the modern world, the majority of people have internet facilities for online transactions, now the account holder can have a look at their bank statement through internet banking and also download the softcopy of their account statement. But every time we cannot carry out our bank-related work through the softcopy, we sometimes need a hard copy. To apply the hardcopy of the bank statement, you or the account holders of that bank need to send an email or a bank statement request letter to the bank manager to provide the verified hard copy of the bank statement to you.
You cannot directly start writing to the bank manager for the appeal of the issue of the bank statement letter. There are some introductory words that you need to put to show your respect towards the bank manager. You cannot use informal words while addressing the bank manager. Not only use formalities in the condition of addressing, but while you are writing this, you are in the situation of urgency, or your time goes tough.
That means you are calculating your investments, your savings for further proceedings. You cannot use words that indicate arrogance in your writing since necessity is yours, so you have to take patience. If you constantly asked bank faculties to provide your bank statement, then you should need to have a valid reason for your urgency. There is a specific structural format, and you only need to follow it to write a letter for the tracking of your bank transactions.
What is a Bank Statement?
A bank statement is an abstract of every transaction which has been made by a person or any organization to send money. Mainly the statement has been given by the bank on a per month basis. Bank statement consists of details of all transactions, deposits, withdrawal in the form of cash or cheque, bank service charges, and fees for any other services which are provided by the bank like lockers. Within every month, the bank directly sends mail to its customers or places in branches for pickup. That is the reason for the customers to follow the record of the earnings and expenses as the statement is necessary.
If you are thinking the bank statement request letter is like writing an essay, then you’re wrong. There’s a huge difference in writing an essay and a request letter.
How to write a bank statement request letter?
Step 1. Write the details of the recipients like name and address on the top left side of the letter.
To proceed with your purpose, write the receiver’s information, specifically mentioning the designation and address on the left side of your letter. In this case, you are writing this letter to the bank manager, so the recipient, in this case, will be the manager of the bank to whom we are addressing the letter. The details of the manager do not end up with his/her name but also need to provide the name of the bank where that recipient works as a manager, branch name and finish up the address with the area pin code.
Step 2. Put the date directly below the recipient address.
The mentioning of the date is mandatory when you are writing a letter while requesting a bank statement to the branch. You need to place the date on the below recipient details. The date is important because to track your information, the time of your appeal is needed for the bank faculties.
Step 3. Mention your name and address.
You are writing the letter which makes you the sender, who is writing in purpose to request a manager to provide you the bank statement. Write down your Name, Address with your area pin/zip code. If you are representing an organization, then write that organization’s Address and other details.
Step 4. Write the subject, for example, you can write “Bank Statement Request Letter”.
The subject should be very short in length. You only need to describe the purpose of writing this letter in the subject matter. The subject is the first main thing where people notice while reading your letter or email. In the context of writing this letter to the manager, your subject generally should be like requesting my bank statement for this account name XXXX from XXXX date to XXXX date. The subject is a very significant aspect of formal letters, which lets the recipient know what your purpose for writing this letter is.
Step 5. Write salutation, for example, Dear Sir, Mr. or Mrs., Respected Sir, etc.
You always need to address recipients through their gender and designated based salutation. You can use Mr. or Mrs. to salute on the recipient’s gender basis, or you can address your recipient as Respected Sir/Madam to salute them based on the designation. The preferable salutation is Sir/Madam Since you are writing this letter to the head of the branch of the bank.
Step 6. Write the main part “Body” of the request letter.
The main work is fulfilled when the recipient reads the body of the letter. The body should usually be divided into two or three paragraphs. The first paragraph is always the introductory part about yourself and mentions the purpose of writing this letter.
In the second paragraph, you need to provide precise information which is relevant to the purpose of your writing this letter. This could include the account name or account number or any kind of identity proof.
In the third paragraph, you need to write in the form of appealing by mentioning the importance of your purpose. You should summarize your purpose and include what you are expecting.
You can use Grammarly Premium to rectify grammar, spelling, and punctuation errors.
Step 7. Close it with proper ending salutation.
Now, in the last stage, you have to end your letter with your sincerely, Name and Signature. This shows how much respect you are showing to the recipient, which will impress him/her (recipient).
Tips for writing a bank statement request letter:
- Show gratitude or satisfaction towards the customer services of the bank.
- Put decent or appropriate words to impose decency while you write the letter to the bank manager.
- Mention thoroughly about the purpose of writing this letter.
- Keep your letter very simple, and it should be in direct speech.
- Describe the urgency for dealing with the issues and the reason for urgency.
- You must need to include your account number to catch their data quickly and provide your number so that you can catch your OTP, and this is for assuring them that you are the original person who holds the account and who is requesting the bank statement.
- Provide your signature at the end of the letter.
- If you want an original copy, then you need to provide your postal address with your area PIN/ZIP code.
- The writing type is in the form of the formal register.
- You can also make use of a Grammarly free trial account.
If you’re a
Bank Statement Request Letter/Application Samples
There are two drafts which are shown in the below about some specific words which you need to apply while you are writing a letter for the demand of a bank statement.
Sample 1. Bank Statement Request Letter
Bank Of Baroda,
Rashbehari Avenue, Gariahat More,
12, Lord Sinha Road,
Subject- Requesting for bank statement
Respected Sir/ Madam,
I am Nelson Paul, having an account in your branch of Bank Of Baroda. I am writing this letter in order to request you to provide a bank statement to me. My Account Number is 9900-3345-0000, and my account name is Nelson Paul. I would be very grateful if you could provide my bank statement from this account during the month of June.
As I need to calculate my profits and loss which I made throughout May, it would be very helpful for me and very kind of you if you can provide my bank statement as soon as possible within the month of June. Your agility regarding this will be highly appreciated.
(Signature of Nelson Paul)
Sample 2. Bank Statement Request Letter
21/A Lotus House,
Mr. Eric Chris,
Sector 5, Salt Lake,
Subject- Requirement of Bank Statement
I am Eric Chris, consisting of an account in your branch. The reason for writing this letter is to get access to my bank statement in the next month. My account name is Eric Chris, and the number of my account is 5566-7788-2222. It will be very much beneficial for me if you arrange my bank statement for the month of April.
As per my quick requirement of the bank statement, It will be very kind of you if you provide my bank statement as early as possible. Your agility towards this will be so good for me.
(Signature of Nelson Paul)
We assume and hope that these all precise formal letters which are used for requesting a bank statement to the manager will provide you with some guidance to proceed with writings. If you have any questions, feel free to ask in the comment sections below, and we will get back to you as early as possible. Make sure that the kind of words that you are applying should need to be very polite. The use of a register should be in the standard form. Please keep these last two sentences in mind.