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Request Letter for a Bank Statement

The objective of writing this letter is to request your bank manger for a bank statement to have a look on your transactions. Through this letter, you can clearly emphasize the need of a statement on urgent basis to manage your transactions. Though the needful can be done via phone also but a written request creates a better impact than a verbal one.

  • First and foremost it is vital to express your satisfaction towards your bank for their exceptional customer service.
  • You must mention clearly as to why you want a printed form of your bank statements.
  • Letter should be to the point.
  • Once you are through writing the letter, please recheck the same for any other additional point, if needed.

Request Letter for a Bank Statement Template

Use our free Request Letter for a Bank Statement to help you get started. Simply download the .doc or pdf file and customize it. If you need additional help or more examples check out some of the sample letters below.

 

To,

_____________
_____________

Date (date on which letter is written)

From,

________________
________________

Sub:_________________________________________

Dear _________________,

I am ____________ holding a __________ account in your bank under the name of _____________. My account number is _______________. I would be very grateful to you if you could provide us the bank statement for the month of ___________ to _______. The same is needed by my accounts department for the tax purpose.

It would be very kind of you if you could do the needful at the earliest and mail us across the bank statements for the smooth functioning of our account transactions. Your promptness in this regards will be highly appreciated.

Thanking you,

Yours sincerely’

 

(__________________)

 

Download Template (Doc and PDF)

Word Filepdf

Request Letter for a Bank Statement Sample, Email and Example/Format

Sample

To,

Mr. Johnson Kennedy

Manager

Yes Bank

Berlin

Date (Date on which letter is written)

From,

Peter Louis

Account Holder

Sub; Requesting for a bank statement for the month of July – September

Dear Mr. Kennedy,

This is to bring to your kind consideration that I am holding a current account in your bank. The account number is 09865444 and it is in the name of “Ascent Technologies”.  Our accountant requires the bank statement for the above mentioned months with regards to income tax filing. Your bank has always given us exceptional customer service as and when required, therefore I would request you to kindly do the needful at the earliest. I will be truly obliged to you for this.

You can either sent the statement through mail or fax. Our fax no. is 234765 and my email id is peter@ascenttech.org.  Your promptness in this regard will be highly appreciated.

Thanking you,

 

Yours sincerely’

Peter Louis

Chairman

 

 

Ascent Technologies

 

Email Format

If you bank statement from your respective bank then write them a request letter for bank statement and ask them to provide you and need for this. The sample of the letter below can be used forth request of statement from the bank. Sometimes just a call to the bank is not enough and it is always better to give written instructions with all the details.

Dear sir/madam,

I am Mary Baker, the general manager of the “Technological solutions LTD” and the holder of the account numbered 258963852. The type of my account is current. I would like ask you to send me the statement of the account for the past 3 months. I need to present this statement to the tax authorities next week. The matter is urgent. Therefore, kindly ask you to handle this request as soon as you can.

In reference to the above, I would like to point out that I need the statement from 01.05.10 until 01.08.10. Kindly ask you to forward it as soon as possible via fax or e-mail.

I will appreciate your prompt reply.

Thanking in advance,

Mary Baker

(General Manager)

“Technological solutions LTD”

 

A/C258963852

 

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Comments

1 Comment

RANJIT KUMAR PAUL

We have an C/C Account in the Vijaya Bank, Agartala,after the A/C was NPA, we made one time settlement, but after settlement,the manager of the said bank are not given our statement of account in spite of my several request, even i requested him if any charges is required for the same, i am ready to pay.what i will do now or please inform me whether the bank can do this?
Mater is most urgent
Ranjit Kumar Paul


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