An essential document that offers a thorough rundown of every transaction done in your bank account over a given time period is a bank statement. Requesting a bank statement is a simple procedure, regardless of whether you need it for tax filing, loan processing, visa applications, or personal record-keeping. We’ll give you a variety of application types in this post that are suited to different situations so you can get a bank statement.
1. General Request for Bank Statement
To,
The Branch Manager,
[Bank Name],
[Branch Name],
[City, State, Pin Code]
Date: [Insert Date]
Subject: Request for Bank Statement
Respected Sir/Madam,
I am [Your Name], holding a savings account with your bank, Account Number [Your Account Number]. I kindly request a bank statement for the period [Start Date] to [End Date]. The statement is required for my personal records, and I would appreciate receiving it at the earliest.
Please let me know if any additional information is needed. I would prefer the statement to be sent to my registered email address, [Your Email Address].
Thank you for your assistance.
Yours sincerely,
[Your Name]
[Your Contact Number]
2. Request for Bank Statement for Visa Application
To,
The Branch Manager,
[Bank Name],
[Branch Name],
[City, State, Pin Code]
Date: [Insert Date]
Subject: Request for Bank Statement for Visa Application
Respected Sir/Madam,
I am [Your Name], maintaining a savings account with your bank, Account Number [Your Account Number]. I am in the process of applying for a visa to [Destination Country], and as part of the documentation requirements, I need a certified bank statement for the last six months, covering the period [Start Date] to [End Date].
I request you to kindly provide the statement at the earliest and ensure it is duly stamped and signed. I am attaching a copy of my passport for verification. Please deliver the statement to my email address or let me know when I can collect it from the branch.
Thank you for your prompt assistance.
Yours sincerely,
[Your Name]
[Your Contact Number]
3. Request for Bank Statement for Loan Processing
To,
The Branch Manager,
[Bank Name],
[Branch Name],
[City, State, Pin Code]
Date: [Insert Date]
Subject: Request for Bank Statement for Loan Processing
Respected Sir/Madam,
I am [Your Name], holding a savings account with your bank, Account Number [Your Account Number]. As I am in the process of applying for a [type of loan, e.g., home loan/personal loan], the lending institution requires a detailed bank statement for the past one year, from [Start Date] to [End Date].
Kindly provide the statement as a stamped hard copy for submission to the bank. If there are any charges for this service, please let me know. I am attaching my identity proof for your reference.
Thank you for your cooperation.
Yours sincerely,
[Your Name]
[Your Contact Number]
4. Request for Bank Statement for Tax Filing
To,
The Branch Manager,
[Bank Name],
[Branch Name],
[City, State, Pin Code]
Date: [Insert Date]
Subject: Request for Bank Statement for Tax Filing
Respected Sir/Madam,
I am [Your Name], maintaining an account with your bank, Account Number [Your Account Number]. As part of my income tax filing for the financial year [Year], I need a bank statement covering the period [Start Date] to [End Date].
Please email the statement to my registered email address, [Your Email Address], or let me know if I need to collect a hard copy from the branch. I am attaching my identity proof for verification purposes.
Thank you for your assistance in this matter.
Yours sincerely,
[Your Name]
[Your Contact Number]
5. Request for Duplicate Bank Statement (Lost Original)
To,
The Branch Manager,
[Bank Name],
[Branch Name],
[City, State, Pin Code]
Date: [Insert Date]
Subject: Request for Duplicate Bank Statement
Respected Sir/Madam,
I am [Your Name], a customer of your bank, holding Account Number [Your Account Number]. I had previously obtained a bank statement for the period [Start Date] to [End Date]. Unfortunately, I misplaced the document and need a duplicate copy for [reason, e.g., official submission].
Kindly issue a duplicate statement and let me know the process for collecting it. I am attaching a copy of my identity proof for verification.
Thank you for your prompt assistance.
Yours sincerely,
[Your Name]
[Your Contact Number]
Key Points to Consider
Reason for Request: Clearly mention why you need the bank statement (e.g., visa application, loan processing, tax filing, etc.).
Time Period: Specify the duration of the statement (e.g., last three months, six months, or a specific date range).
Account Details: Provide accurate information, including account number and branch name.
Delivery Method: State whether you need a hard copy or an email copy.
Supporting Documents: Attach valid ID proof if required by the bank.
In conclusion, as long as you include the required information, like the statement’s time period and purpose, getting a bank statement is an easy process. You may guarantee a prompt and easy response from the bank by adhering to the proper format and sending in the necessary paperwork. Verify the information twice at all times to prevent delays and guarantee accuracy.
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Nazim Khan (Author) 📞 +91 9536250020
[MBA in Finance]
Nazim Khan is an expert in Microsoft Excel. He teaches people how to use it better. He has been doing this for more than ten years. He is running this website (TechGuruPlus.com) and a YouTube channel called "Business Excel" since 2016. He shares useful tips from his own experiences to help others improve their Excel skills and careers.
