Application Letter for Bank Statement: Sample, PDF, Template,Tips (2024)

How to Write a Application Letter for Bank Statement?

It is important to understand dhow to write perfectapplication letter for bankstatement. Here are the steps to write an application letter for bank statement:

Step 1: Start with the Date and Personal Information

Start the application letter for bank statementby mentioning the date and your personal information, such as your full name and address.

Step 2: Write the Recipient's Name and Address

Write the name and address of the bank's customer service department or the bank's manager to whom you are addressing the letter.

Step 3: Write the Subject Line

Write a brief subject line that explains the purpose of your application letter for bank statement.

Step 4: Introduce Yourself and Provide Your Account Details

Introduce yourself and provide your account details in Application Letter for Bank Statement, such as your account number, the type of account, and the period for which you require the bank statement.

Step 5: Provide a Reason for the Request

Explain why you require the bank statement. You may need the statement for record-keeping, tax filing, or loan application processes.

Step 6: Request the Bank Statement and Provide Contact Information

Request the bank statement and provide your contact information, such as your phone number and email address. You may also need to mention the fee that you are willing to pay to obtain the statement.

Step 7: Close the Letter Politely

Close the letter politely by thanking the bank for their assistance and requesting a prompt response.

Application Letter for Bank Statement: Sample, PDF, Template,Tips (2024)

FAQs

How to write an application letter to a bank statement? ›

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 1st January 2022 to 31st March 2022, as I have to file my IT returns for FY 2021-22.

How do I do a PDF bank statement? ›

Here's what to do:
  1. Visit your bank's website.
  2. Log in to Online Banking/Digital Banking/Internet Banking/eBanking etc.
  3. Click 'statements', 'e-documents', or 'download'
  4. Make sure you've selected the correct account.
  5. Choose a statement (or a date range)
  6. Choose the .pdf file format.
  7. Download*

How to write a letter to request for a statement of account? ›

Dear Sir/Madam, I am writing to request a bank statement for my savings account with your esteemed bank. My account number is XXXXXXXXXX and the account is in the name of John Doe. I would like to request the bank statement for the past six months, starting from September 2022 to February 2023.

How to write application for bank statement in word format? ›

Dear (Branch Manager's Name), I am writing to request a copy of my bank statement for my account with your bank. My account details are as follows: Account Holder Name - (Your Name), Account Number - (Your Account Number). I would like the statement for the period from (Start Date) to (End Date).

How to apply for a bank statement? ›

Getting a copy of your bank statement is easy. Your online banking page will list out all of your statements. From there, you can download a PDF or request a paper version by mail. You can also call your bank's customer service line for help.

What is an example of a statement letter for a job application? ›

"I am an experienced XXX with more than X years of experience in the YYY industry. I am looking for a new challenge, and I believe that this job is perfect for me. I am confident that I have the skills and knowledge needed to excel in this position."

What is a PDF version of a bank statement? ›

Most PDF statements that you download from a bank are text based PDF's. The text for each transaction is selectable, and you can copy and paste it into a document or spreadsheet. These statements may also contain images, used for logos, check images, and advertisem*nts.

Can bank statement PDF be edited? ›

Is it possible to alter a bank statement PDF for personal use? It is possible to alter a bank statement PDF, however, it is not legal or ethical to do so.

How do I make a bank statement? ›

How to get a bank statement
  1. Log in to your bank or credit union's website.
  2. Look for “Statements” on the sidebar or menu.
  3. Choose your account.
  4. Select your statement period.
  5. Open the PDF, and print or download it.
Apr 17, 2024

How to request for a bank statement sample? ›

Sir, I hold an account with the account number (mention your account number) at your bank, and I require a bank statement for the past six months (13/11/2020 to 13/05/2021) to provide as proof to apply for a personal loan. Kindly do the needful and provide me with my bank account statement at the earliest.

What is a bank statement letter? ›

An official bank statement is typically sent by the bank to the account holder every month, summarizing all the account's transactions during the month. Bank statements contain bank account information, such as account numbers and a detailed list of deposits and withdrawals.

How do you start a formal statement letter? ›

Step-by-Step Guide to Writing a Statement Letter
  1. Step 1: Start with a Clear and Concise Opening. ...
  2. Step 2: Introduce Yourself and Your Purpose. ...
  3. Step 3: Provide Relevant Details and Supporting Information. ...
  4. Step 4: Address Any Concerns or Objections. ...
  5. Step 5: Conclude with a Call to Action or Next Steps.

How do I send a PDF bank statement? ›

Log in to your online banking. Select Statements from the left menu and the required account. Select a statement number, followed by 'Print' at the top. Now, right-click your statement and choose to save as a PDF.

How do I get a bank statement in PDF format? ›

Log in to online banking. Select 'Statements' and the relevant account from the left-hand menu. Select a statement number, then click 'Print' at the top. Right-click your statement and select 'Save as PDF'.

What is bank statement format? ›

What is the Bank Statement format? An account statement usually contains three parts: Account holder Details. Account Details. Transaction history.

How do you address an application letter to a bank? ›

Salutation: Begin the letter with a formal salutation, such as “Dear [Bank Manager's Full Name].” Introduction: State the purpose of the letter, clearly indicating that whether you are applying for a loan, or request to issue an ATM card, closure of account.

How do I write an authorization letter for a bank statement? ›

I hereby authorize him to access or receive a copy of my bank statement from your esteemed bank. This authorization is valid until further notice. For any clarification or further details, please do not hesitate to get in contact with me.

How do you write an application statement? ›

Keep your supporting statement brief

Include your most relevant traits that fulfil the requirements in your first sentence, with an example of a related achievement in the second sentence. In your last sentence, describe how you plan to contribute to similar success for the organisation to which you're applying.

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