Bank Statement Request Letter

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What steps do you take in writing a bank statement request letter? How does a bank statement request work? Use this template to request a bank statement. It includes all the necessary information, such as your name, address, account number, and the purpose of the request. Just add your signature and you are good to go. Download this Bank Statement Request Letter template now!

A bank statement request letter is a formal written document that an account holder or customer submits to their bank to request a copy of their bank statement. A bank statement is a summary of all financial transactions within a specified period, typically a month, and it provides details of deposits, withdrawals, transfers, and the account balance.

Bank statement request letters are commonly used for various purposes, such as financial record-keeping, verifying transactions, providing proof of income, applying for loans, and auditing personal or business finances.

Here are the key components and information typically included in a bank statement request letter:

Account Holder Information: Provide your full name, mailing address, contact number, and email address. This information helps the bank identify your account and send the requested statement.
Account Number: Include your bank account number or any other account identifier required by the bank.
Date of Request: Specify the date on which you are submitting the request letter.
Type of Statement: Indicate the specific type of bank statement you are requesting, such as a monthly statement, quarterly statement, or a statement for a specific time frame.
Statement Period: Clearly state the month(s) or date range for which you want the bank statement. Specify the starting and ending dates.
Delivery Method: Mention your preferred delivery method for receiving the bank statement. Common options include mail, email, or secure online banking platforms.
Purpose of Request: Briefly explain the reason for your request, such as personal financial record-keeping, tax documentation, loan application, or reconciliation of transactions.
Additional Information: If there are specific details or instructions related to your request, provide them in a clear and concise manner. For example, if you need the statement to be certified or notarized, mention that in the letter.
Signature: Sign the letter to confirm that the request is made willingly and that you are the authorized account holder.
Acknowledgment: Request acknowledgment or confirmation from the bank upon receipt of your request to ensure that your request is being processed.

It's important to use a professional and polite tone when drafting a bank statement request letter. Banks typically have specific procedures for handling such requests, which may include fees for providing copies of bank statements. Check with your bank regarding their specific requirements, fees, and timelines for processing your request.

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Nothing on this site shall be considered legal advice and no attorney-client relationship is established.