Application for Bank Statement – 11+ Samples, Formatting Tips, and FAQs

In today’s fast-paced and digital world, bank statements have become an integral part of our financial lives. Whether it’s for personal bookkeeping or for income tax filing, a bank statement is a document that provides a comprehensive summary of all transactions made through a particular bank account. It helps us keep track of our finances and ensures that we never miss any important banking activity.

To ensure that you are always up-to-date with your financial records, it is essential to know how to apply for bank statements from your bank. However, with different formats and procedures for requesting bank statements, the task can seem daunting. Therefore, this guide on “Application for Bank Statement – Format and Samples” is designed to provide you with a step-by-step guide to help you navigate the process in India.

This article will cover all the necessary information required for requesting bank statements, including the various types of bank statements, documents and personal information required, as well as the different formats that can be used. By the end, you will be equipped with the knowledge and resources to apply for your bank statement in the most efficient and convenient way possible. So, let’s dive in!

Sample Letter Application for Bank Statement

To,
The Branch Manager
[Name of the Bank]
[Branch Address]

Subject: Application for Bank Statement

Respected Sir/Madam,

I am writing this letter to request a copy of my bank statement for the period of [start date] to [end date]. My account details are provided below.

Account holder name: [Your name]
Account number: [Your account number]
Type of account: [Savings/Current/Other]

The reason for this request is that I need to review my financial transactions for filing my income tax return. I request you to issue the statement as soon as possible and dispatch it to my postal address registered with the bank.

Thank you for your cooperation in this matter.

Yours sincerely,
[Your Name]

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Bank Statement Request Letter Example

To,

The Branch Manager,
[Name of the Bank],
[Branch Address],
[City],
[State],
[Pin Code]

Sub: Request for Bank Statement

Respected Sir/Madam,

I am writing this letter to request my bank statement for the period of [start date] to [end date]. My account details are as follows:

Account Name: [Your account name]
Account Number: [Your account number]

The reason for this request is that I need to keep a record of my financial transactions and determine my income tax declarations. I would like to receive my bank statement as soon as possible through e-mail or courier.

I appreciate your prompt action regarding this matter.

Thanking You,

[Your Name]
[Your Signature]

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Simple Letter for Bank Statement Request

To,
The Branch Manager,
[Name of Bank],
[Address of Bank],
[City]

Sub: Request for Bank Statement

Dear Sir/Madam,

I am writing to request for my bank statement for the past 6 months (or specific period). My account details are as follows – [Account number]. I need this statement to reconcile my accounts for taxation purposes (or specific reason).

I would appreciate it if you could provide me with this information as soon as possible. Please let me know if any further information is required.

Thank you for your time and attention.

Sincerely,

[Your Name]

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Bank Statement Application Format Example

Dear Sir/Madam,

I am writing this letter to request a copy of my Bank Account Statement for the past six months. My account details are as follows:

Account Name: [Your Account Name]
Account Number: [Your Account Number]
Bank Name: [Bank’s Name]
Branch Name: [Branch Name]
IFSC Code: [IFSC Code]

The reason for requesting the bank statement is to keep track of my financial transactions and to reconcile my account. Therefore, I kindly request you to provide me with a copy of the same.

Thank you for your time and consideration.

Yours sincerely,
[Your Name]

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Sample Application Letter for Bank Statement

To,

The Branch Manager,
[Bank Name],
[Branch Address],
[City],
[State],
[Pin Code]

Subject: Application for Bank Statement

Respected Sir/Madam,

I am [Your Name], a customer of the [Bank Name] branch, holding a savings account [Account Number: ]. I hereby request you to kindly issue a bank statement for the past [Mention Months: ]. This statement is required as proof of my financial transactions for the purpose of [Mention Reason: __].

I kindly request you to please provide me with this statement as soon as possible, as it is an urgent requirement. I assure you that I will maintain the confidentiality of my account details.

Thank you for your time and consideration. Please let me know if any further information is required from my side.

Sincerely,

[Your Name]

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Request Letter for Bank Statement Format Sample

To,

The Branch Manager,
[Name of the Bank],
[Branch Address],
[City]

Subject: Request for Bank Statement

Dear Sir/Madam,

I (Your Name) hold a savings account (Account Number XXXXXXXXX) with your bank. I am writing this letter to request a bank statement for the last six months (enter the duration as per your requirement).

I require this statement to keep track of my expenses, investments, and income for tax purposes. It will also help me monitor my account’s activity for any inconsistencies and ensure the security of my financial transactions.

I request you to provide the bank statement as soon as possible in hard copy or soft copy as per your convenience. Please let me know if any additional fees are applicable.

Thank you for your attention to this matter.

Yours faithfully,

[Your Name]

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Sample for Statement Request Letter to Bank

To,
The Branch Manager,
[Name of the Bank],
[Branch address],
[City],
[State],
[Pin Code]

Sub: Statement Request Letter

Dear Sir/Madam,

I, [Your Name], am writing this letter to request a statement of my bank account for the period of [starting date] to [ending date]. The statement is required for the purpose of [Mention the reason for requesting the statement].

I request you to please provide me with the statement of my account at the earliest as this is required for my personal records and for [state the reason, if any].

The details of my account are mentioned below:

Account holder name: [Your Name]
Account number: [Your Account Number]
Type of Account: [Savings/Current]
Branch Name: [Name of Branch]

I would be grateful if you could expedite the process and send the statement to my registered email id/on the provide address. In case of any further details required, feel free to contact me at [Your contact number].

Thank you for your assistance.

Sincerely,
[Your Name]

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Sample Letter to Bank Manager for Bank Statement

To,
The Bank Manager
[Name of the Bank]
[Branch Name]
[Address]
[City]
[Pin Code]
[State]

Subject: Request for Bank Statement

Dear Sir/Madam,

I am writing this letter to request a Bank Statement for my account (Account Number – [XXXXXXX]) for the past six months. I require this statement as part of my financial record-keeping for tax planning purposes.

I kindly request you to provide me the Bank Statement as soon as possible so that I can maintain my financial records up to date. I would also appreciate it if you could send the statement to my registered home address: [Address], so kindly update my address (if needed) in your records.

Thank you for providing me with this service, and I hope that my request will be processed soon. Please let me know if there are any charges for it.

Thank you for your excellent services.

Best Regards,
[Your Name]

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Letter to Bank Requesting Statement to Manager

To,
The Branch Manager,
[Bank Name],
[Branch Address],
[City/State],
[Pin Code]

Respected Sir/Madam,

Subject: Request for Bank Statement

I, [Your Name], having an account in your esteemed bank with account number [Your Account Number] would like to request for a bank statement from [Start Date] to [End Date]. The reason for this request is to check my transaction history and to reconcile my accounts.

I kindly request you to provide me with the aforementioned statement at the earliest. I assure you that all the information provided by me is completely true and accurate. Please let me know if any additional details are required.

Thank you for your time and consideration.

Yours Sincerely,
[Your Name]

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Sample Application for Bank Account Statement Format

To
The Branch Manager
[Name of Bank]
[Address of Bank]

Subject: Application for Bank Account Statement

Respected Sir/Madam,

I wish to request an account statement for my account (mention account number) for the period of (mention duration). I require this statement for official purposes and to keep a track of my transactions. Kindly provide me with the statement as soon as possible.

I assure you that the information provided in this statement will be used only for official purposes and will be confidential. Please let me know if any additional information is required from my end.

Thanking you in advance for your prompt action.

Sincerely,
[Your Name]

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Application for Bank Statement in Hindi

प्रति,

बैंक के प्रबंध अधिकारी,
[बैंक का नाम],
[शाखा का पता],
[शहर]

विषय: बैंक स्टेटमेंट के लिए आवेदन

महोदय,

मेरा नाम [व्यक्ति का नाम] है और मुझे मेरे खाते [खाते का नाम] में होने वाले सभी लेनदेनों की जानकारी की आवश्यकता है। मैं बहुत समय से दूर रह रहा हूँ और इसलिए बैंक से अपने खाते की स्थिति की जाँच नहीं कर पा रहा हूँ। इसलिए मुझे कृपया बैंक स्टेटमेंट जारी करने की अनुमति दें जिससे मैं अपनी खाते की स्थिति जान सकूं।

मैं विस्तृत सूचना प्रदान करने के लिए अपना खाता नंबर [खाता नंबर] और अपना नाम, पता, आधार कार्ड नंबर आदि सामान्य जानकारी भी प्रदान कर रहा हूं।

इसलिए मैं कृपया बैंक स्टेटमेंट जारी करने की अनुमति देने का अनुरोध करता हूं।

धन्यवाद,
[अपना नाम]

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Application for Bank Statement Format: Things to Consider

When requesting a bank statement, it is important to ensure that your application is accurate, comprehensive and follows the proper format. Failure to do so may result in delays or even rejection of your request. Therefore, it is crucial to understand the components of a proper application and how to structure it.

Components of a Proper Application

1. Personal Information: The application should have your correct personal information, including your full name, address, contact numbers and email address.
2. Account Information: The bank statement request must include your account number, account type, and any other relevant information such as branch code or IFSC.
3. Time period: Indicate the time period for which you would like to receive the bank statement. This could be for a specific month or a range of months.
4. Reason for Request: Provide a brief explanation of why you require the bank statement.
5. Signature: Sign the application form to verify your request.

Structuring the Application

The application should be written in a clear, concise and professional format. Here is a simple structure to follow:

1. Introduction: Start the application with an introduction that includes your full name, address, and contact information. Mention that you are making a request for a bank statement.
2. Body: In the body of the application, provide all the necessary information including personal and account information, time period, and reason for the request. Ensure that you double-check the accuracy of this information.
3. Conclusion: In the conclusion, reiterate your request and thank the bank for their assistance in advance.
4. Signature: Lastly, affix your signature and date on the form to authorize the request.

By following these guidelines, you will be able to create a comprehensive and successful bank statement request. Remember, the application process may differ in different banks and formats, so it is a good idea to check with your bank to ensure that you have all the required information before making a request.

FAQs