Application for Bank Statement – Format and Sample Letters

An application for a bank statement is a formal request that a customer submits to their bank to obtain a record of their financial transactions. This process can sometimes be confusing and overwhelming for individuals.

Let’s go through this article. You must have in-depth knowledge about how to draft an application for a bank statement. Different types of samples follow specific guidelines based on various situations, helping you draft a perfect letter to the bank for your statement.

What is an Application for Bank Statement?

Now just imagine that you are applying for a loan or visa, and at the last moment you realized that you needed a bank statement. You rushed to the bank for the printed form of the bank statement only to know that you need to submit a formal application for the bank statement. It does sound stressful. Given below are various formal application formats to obtain a bank statement.

How to Write an Application for a Bank Statement?

When writing your application for a bank statement, it is critical to use a formal and structured format. Here are the key points to consider when writing:

1. Your Details: Mention your full name, address, city, and phone number.
2. Date of request: Mention the date when you have to submit your application.
3. Bank details: Include the bank manager’s name, bank name, and branch address.
4. Subject: “Application for Bank Statement”.
5. Greeting: Use a formal salute
6. Mention your request: Begin by submitting your bank information, including your name and account number. Then mention your request for a bank statement.
7. Specify the period: Specify the time frame, such as “from (Start Date) to (End Date).”
8. Reason for request: Mention the reason for requesting the bank statement. Also, write if any fee is required to obtain the bank statement.
9. Closing: Conclude the application with the formal closing statement such as ‘Yours faithfully” followed by your name and signature.

These are the key details one needs to mention in the application of a bank statement. Clear and professional format, one can ensure a smooth process for obtaining your bank statement.

Format – Application for Bank Statement

Application to the Bank Manager for Bank Statement

(Name)
(Address)
(City)
(Contact Number)

(DATE: dd/mm/yyyy)

(Branch Manager)
(Bank Name)
(Branch Address)
(City)

Subject- Application for Bank Statement

Dear (Branch Manager’s Name),

I am writing this letter to request you to provide me with the bank statement. My account number is (************) under the name (XYZ). Provide me the bank statement from the period (Start Date) to (End Date). I need my bank statement for (reasons like filing IT, applying for a loan etc.).

If there are any charges applicable to obtain a bank statement, kindly deduct it from my account.

Thanking you

Yours faithfully
(Your name)
(Your signature)

Sample Application Letter for Bank Statement

Given below are some of the samples with the format for writing a bank statement in various situations.

Application Letter for Bank Statement for IT Returns

(Name)
(Address)
(City)
(Contact Number)

(DATE: dd/mm/yyyy)

(Branch Manager)
(Bank Name)
(Branch Address)
(City)

Subject- Application for Bank Statement for IT Returns

Dear (Branch Manager’s Name),

I am writing this letter to request you to provide me with the bank statement. My account number is (************) under the name (XYZ). Provide me the bank statement from the period (Start Date) to (End Date). I need my bank statement for filing income tax returns.

If there are any charges applicable to obtain a bank statement, kindly deduct it from my account.

Thanking you

Yours faithfully
(Your name)
(Your signature)

Application Letter for Bank Statement for Loan Application

(Name)
(Address)
(City)
(Contact Number)

(DATE: dd/mm/yyyy)

(Branch Manager)
(Bank Name)
(Branch Address)
(City)

Subject- Application for Bank Statement to apply for a Loan

Dear (Branch Manager’s Name),

I am writing this letter to request you to provide me with the bank statement. My account number is (************) under the name (XYZ). Provide me the bank statement from the period (Start Date) to (End Date). I need my bank statement to apply for a loan.

If there are any charges applicable to obtain a bank statement, kindly deduct it from my account.

Thanking you

Yours faithfully
(Your name)
(Your signature)

Application letter for Bank Statement for Scholarship

(Name)
(Address)
(City)
(Contact Number)

(DATE: dd/mm/yyyy)

(Branch Manager)
(Bank Name)
(Branch Address)
(City)

Subject- Application for Bank Statement for Scholarship

Dear (Branch Manager’s Name),

I am writing this letter to request you to provide me with the bank statement. My account number is (************) under the name (XYZ). Provide me the bank statement from the period (Start Date) to (End Date). I need my bank statement for a scholarship.

If there are any charges applicable to obtain a bank statement, kindly deduct it from my account.

Thanking you

Yours faithfully
(Your name)
(Your signature)

Application letter for Bank Statement to apply for a Credit Card

(Name)
(Address)
(City)
(Contact Number)

(DATE: dd/mm/yyyy)

(Branch Manager)
(Bank Name)
(Branch Address)
(City)

Subject- Application for Bank Statement to apply for credit card

Dear (Branch Manager’s Name),

I am writing this letter to request you to provide me with the bank statement. My account number is (************) under the name (XYZ). Provide me the bank statement from the period (Start Date) to (End Date). I need my bank statement to apply for a credit card.

If there are any charges applicable to obtain a bank statement, kindly deduct it from my account.

Thanking you

Yours faithfully
(Your name)
(Your signature)

Application Letter for Bank Statement from SBI

(Name)
(Address)
(City)
(Contact Number)

(DATE: dd/mm/yyyy)

(Branch Manager)
(State Bank of India)
(SBI, Branch Address)
(City)

Subject- Application for SBI Bank Statement for visa processing

Dear (Branch Manager’s Name),

I am writing this letter to request you to provide me with the SBI bank statement. My account number is (************) under the name (XYZ). Provide me the bank statement from the period (Start Date) to (End Date). I need my SBI bank statement to apply for visa processings.

If there are any charges applicable to obtain a bank statement, kindly deduct it from my account.

Thanking you

Yours faithfully
(Your name)
(Your signature)

Application Letter for Bank Statement of Current Account

(Name)
(Address)
(City)
(Contact Number)

(DATE: dd/mm/yyyy)

(Branch Manager)
(Bank Name)
(Branch Address)
(City)

Subject- Application for Bank Statement of the current account

Dear (Branch Manager’s Name),

I am writing this letter to request you to provide me with the bank statement. My account number is (************) under the name (XYZ). Provide me the bank statement from the period (Start Date) to (End Date). I need my bank statement for my current account.

If there are any charges applicable to obtain a bank statement, kindly deduct it from my account.

Thanking you

Yours faithfully
(Your name)
(Your signature)

Application letter for Bank Statement of Savings Account

(Name)
(Address)
(City)
(Contact Number)

(DATE: dd/mm/yyyy)

(Branch Manager)
(Bank Name)
(Branch Address)
(City)

Subject- Application for Bank Statement of saving account

Dear (Branch Manager’s Name),

I am writing this letter to request you to provide me with the bank statement. My account number is (************) under the name (XYZ). Provide me the bank statement from the period (Start Date) to (End Date). I need my bank statement for my savings account.

If there are any charges applicable to obtain a bank statement, kindly deduct it from my account.

Thanking you

Yours faithfully
(Your name)
(Your signature)

Application letter for Bank Statement from Bank of Baroda (BOB) 

(Name)
(Address)
(City)
(Contact Number)

(DATE: dd/mm/yyyy)

(BOB Branch Manager)
(Bank of Baroda)
(BOB, Branch Address)
(City)

Subject- Application for BOB Bank Statement for personal financial record

Dear (Branch Manager’s Name),

I am writing this letter to request you to provide me with the BOB bank statement. My account number is (************) under the name (XYZ). Provide me the bank statement from the period (Start Date) to (End Date). I need my BOB bank statement for personal financial recordings.

If there are any charges applicable to obtain a bank statement, kindly deduct it from my account.

Thanking you

Yours faithfully
(Your name)
(Your signature)

Application letter for Bank Statement for Visa Application

(Name)
(Address)
(City)
(Contact Number)

(DATE: dd/mm/yyyy)

(Branch Manager)
(Bank Name)
(Branch Address)
(City)

Subject- Application for Bank Statement for visa application

Dear (Branch Manager’s Name),

I am writing this letter to request you to provide me with the bank statement. My account number is (************) under the name (XYZ). Provide me the bank statement from the period (Start Date) to (End Date). I need my bank statement for my visa application.

If there are any charges applicable to obtain a bank statement, kindly deduct it from my account.

Thanking you

Yours faithfully
(Your name)
(Your signature)

Application Letter for Bank Statement for Rental Application

(Name)
(Address)
(City)
(Contact Number)

(DATE: dd/mm/yyyy)

(Branch Manager)
(Bank Name)
(Branch Address)
(City)

Subject- Application for Bank Statement for rental application

Dear (Branch Manager’s Name),

I am writing this letter to request you to provide me with the bank statement. My account number is (************) under the name (XYZ). Provide me the bank statement from the period (Start Date) to (End Date). I need my bank statement for my rental application.

If there are any charges applicable to obtain a bank statement, kindly deduct it from my account.

Thanking you

Yours faithfully
(Your name)
(Your signature)

Application letter for Bank Statement for Mortgage Application

(Name)
(Address)
(City)
(Contact Number)

(DATE: dd/mm/yyyy)

(Branch Manager)
(Bank Name)
(Branch Address)
(City)

Subject- Application for Bank Statement for mortgage application

Dear (Branch Manager’s Name),

I am writing this letter to request you to provide me with the bank statement. My account number is (************) under the name (XYZ). Provide me the bank statement from the period (Start Date) to (End Date). I need my bank statement for my mortgage application.

If there are any charges applicable to obtain a bank statement, kindly deduct it from my account.

Thanking you

Yours faithfully
(Your name)
(Your signature)

Application letter for Bank Statement for Financial Aid

(Name)
(Address)
(City)
(Contact Number)

(DATE: dd/mm/yyyy)

(Branch Manager)
(Bank Name)
(Branch Address)
(City)

Subject- Application for Bank Statement for financial aid 

Dear (Branch Manager’s Name),

I am writing this letter to request you to provide me with the bank statement. My account number is (************) under the name (XYZ). Provide me the bank statement from the period (Start Date) to (End Date). I need my bank statement as it is an important document for my financial aid.

If there are any charges applicable to obtain a bank statement, kindly deduct it from my account.

Thanking you

Yours faithfully
(Your name)
(Your signature)

Application letter for Bank Statement for Legal Proceedings

(Name)
(Address)
(City)
(Contact Number)

(DATE: dd/mm/yyyy)

(Branch Manager)
(Bank Name)
(Branch Address)
(City)

Subject- Application for Bank Statement for legal proceedings 

Dear (Branch Manager’s Name),

I am writing this letter to request you to provide me with the bank statement. My account number is (************) under the name (XYZ). Provide me the bank statement from the period (Start Date) to (End Date). I need my bank statement as it is an important document for some legal proceedings.

If there are any charges applicable to obtain a bank statement, kindly deduct it from my account.

Thanking you

Yours faithfully
(Your name)
(Your signature)

Application letter for Bank Statement for Personal Record Keeping

(Name)
(Address)
(City)
(Contact Number)

(DATE: dd/mm/yyyy)

(Branch Manager)
(Bank Name)
(Branch Address)
(City)

Subject- Application for Bank Statement for personal record keeping 

Dear (Branch Manager’s Name),

I am writing this letter to request you to provide me with the bank statement. My account number is (************) under the name (XYZ). Provide me the bank statement from the period (Start Date) to (End Date). I need my bank statement for my personal record keeping.

If there are any charges applicable to obtain a bank statement, kindly deduct it from my account.

Thanking you

Yours faithfully
(Your name)
(Your signature)

Application for Bank Statement for Business Purposes

(Name)
(Your Business Name) [If applicable]
(Address)
(City)
(Contact Number)

(DATE: dd/mm/yyyy)

(Branch Manager)
(Bank Name)
(Branch Address)
(City)

Subject- Application for Bank Statement for business purposes

Dear (Branch Manager’s Name),

I am writing this letter to request you to provide me with the bank statement. My account number is (************) under the name (XYZ). Provide me the bank statement from the period (Start Date) to (End Date). I need my bank statement for business-related financial documentation and record-keeping.

If there are any charges applicable to obtain a bank statement, kindly deduct it from my account.

Thanking you

Yours faithfully
(Your name)
(Your signature)

Key Things to Know before Opening Bank Account

• Any individual can open a bank account in India with valid documents. This includes valid identification and address proof (passport, Aadhaar card, PAN card, driving license).
• Among all these documents, Aadhar card is the most important for identification and address proof.
• One does not need to deposit an amount to open a bank account.
• Also, the Reserve Bank of India, now allows children to have a joint account with adults. The account turns into an individual account once the child reaches 18 years.
• Some banks charge a nominal fee for issuing a physical copy of bank statements.

How to opt for the Best Banking Partner?

In the digital age, most banks provide their customers with the access to online bank statements. This ensures that customers can easily view their bank statements without visiting the bank. While choosing a bank, an individual must keep in mind some important factors mentioned below:

• Don’t compromise the convenience and accessibility of when you are choosing a bank. Look for a bank that offers online banking options.
• Understand what is your need – savings account or current account.
• Compare the interest rates, fees and customer quality.
• Location of bank.

Making a correct decision about your bank will eventually ease your money management stress.

Conclusion 

Seeking a bank statement is a simple process that involves writing a formal application in the format specified above. Whether for personal reference, loan applications, visa processing, or financial verification, you may easily obtain your bank statement.

Frequently Asked Questions