An application for 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 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 Bank Statement?
When writing your application for bank statement, it is critical to use a formal and structured format. Here are the key points to consider when writing:
- Your Details: Mention your full name, address, city, and phone number.
- Date of request: Mention the date when you have to submit your application.
- Bank details: Include the bank manager’s name, bank name, and branch address.
- Subject: “Application for Bank Statement”.
- Greeting: Use a formal salute
- Mention your request: Begin by submitting your bank information, including your name and account number. Then mention your request for a bank statement.
- Specify the period: Specify the time frame, such as “from (Start Date) to (End Date).”
- Reason for request: Mention the reason for requesting the bank statement. Also, write if any fee is required to obtain the bank statement.
- 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 bank statement. Clear and professional format, one can ensure a smooth process for obtaining your bank statement.
Format – Application for Bank Statement
If you require a bank statement for any personal or official reason, you should draft a clear and concise application to your bank. below is a format of application to the Bank Manager that you can follow as an reference.
Application to the Bank Manager for Bank Statement
(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)
Application for Bank Statement in Different Format
| Formats | Files |
|---|---|
Application for Bank Statement Format in Word |
Download |
Application for Bank Statement Format in Pdf |
Download |
Different Samples of Application for Bank Statements
Below, you’ll find various formats of application for bank statement, each designed to address different situations. Whether you need a Application to the Bank Manager, IT Returns, loan application, Scholarship, personal record-keeping etc. these samples will guide you in drafting a clear and effective request. By referring to these examples, you can ensure that your application is appropriately worded, professional, and suited to your specific needs.
Application for Bank Statement for IT Returns
(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 applicable charges for obtaining the bank statement, please deduct them from my account.
Thanking you
Yours faithfully
(Your name)
(Your signature)
Application for Bank Statement for Loan Application
(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 fees for the bank statement, feel free to deduct from my account accordingly.
Thanking you
Yours faithfully
(Your name)
(Your signature)
Application letter for Bank Statement for Scholarship
(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.
Kindly charge my account if there are any fees associated with getting the bank statement.
Thanking you
Yours faithfully
(Your name)
(Your signature)
Application Letter for Bank Statement to apply for a Credit Card
(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.
Should there be any extra charges to receive the bank statement, please deduct my bank account.
Thanking you
Yours faithfully
(Your name)
(Your signature)
Application for Bank Statement from SBI
(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.
In case there are any fees for associated with getting the bank statement, you may deduct them from my account.
Thanking you
Yours faithfully
(Your name)
(Your signature)
Application Letter for Bank Statement of Current Account
(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 any charges apply for the bank statement, kindly process them through my account.
Thanking you
Yours faithfully
(Your name)
(Your signature)
Application for Bank Statement of Savings Account
(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 is any fees required for obtaining the bank statement can be taken from my account.
Thanking you
Yours faithfully
(Your name)
(Your signature)
Application letter for Bank Statement from Bank of Baroda (BOB)
(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.
Feel free to deduct any relevant charges associated with getting the bank statement.
Thanking you
Yours faithfully
(Your name)
(Your signature)
Application for Bank Statement for Visa Application
(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 is a fee for this statement, please charge it to my account.
Thanking you
Yours faithfully
(Your name)
(Your signature)
Application for Bank Statement for Rental Application
(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.
You may debit my account with any applicable charges for the bank statement.
Thanking you
Yours faithfully
(Your name)
(Your signature)
Application letter for Bank Statement for Mortgage Application
(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.
Kindly process if there any fees related to the bank statement by debiting my bank account.
Thanking you
Yours faithfully
(Your name)
(Your signature)
Application letter for Bank Statement for Financial Aid
(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.
Should there be any costs associated with issue the bank statement, please deduct them from my account.
Thanking you
Yours faithfully
(Your name)
(Your signature)
Application for Bank Statement for Legal Proceedings
(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 obtaining the bank statement involves a fee, please charge my account.
Thanking you
Yours faithfully
(Your name)
(Your signature)
Application letter for Bank Statement for Personal Record Keeping
(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.
Any statement-related charges may be deducted directly from my bank account.
Thanking you
Yours faithfully
(Your name)
(Your signature)
Application for Bank Statement for Business Purposes
(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.
Please deduct any applicable charges associated with for obtaining the bank statement 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.
Facts to know:
- As you need to protect your financial information, banks need your ID proof to verify your request.
- Banks also provide online bank statements and other services without the hassle to visit the branch.
- Based on the account type and customer preferences, banks provide monthly, quarterly and annually bank statements.
- Several banks may charge a nominal fee to provide you with a physical copy of a bank statement or even a history of transactions over a certain period of time.
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
Why is a bank statement important?
It is important to track expenses including managing budgets, detecting errors, and providing proof of income and financial activity for loans, mortgages, and tax purposes.
Why is a Bank Statement needed?
With the overview of what a bank statement is, let’s understand what purpose it fulfills in several situations. It fulfills purposes such as tracking expenses, managing budgets, detecting errors (if any), and providing proof of income. Bank statements are needed when for loans, mortgages, and tax purposes. Also, bank statement requests are available online but there are situations where a physical copy is required. While digital statements provide convenience, a formal request for a printed bank statement remains necessary in certain situations, ensuring authenticity and official verification.
What is the procedure for the request of a bank statement?
By visiting your bank, drafting the application and paying any applicable fee and you will soon receive your bank statement.
Is there any payment required for a bank statement?
Some banks charge a nominal fee for issuing a physical copy of bank statements.
Documents needed to provide for a bank statement?
For regular requests, identity proof and account details are usually sufficient
Can I request an online bank statement?
One can easily login through net banking and view their online bank statement.
If there is an error in the bank statement, then what should I do?
It is highly recommended to contact or visit your branch if you find an error in the bank statement.
