Bank Statement Request Letter

[Your Name]

[Your Address]

[City, State, Zip Code]

[Email Address]

[Phone Number]

[Date]

[Bank Name]

[Bank Address]

[City, State, Zip Code]

Dear Sir/Madam,

Subject: Bank Statement Request

I hope this letter finds you well. I am writing to request a copy of my bank statement for the period [start date] to [end date] for my savings account [Account Number].

I require the bank statement for the mentioned period for personal financial management and to reconcile my transactions. Having a comprehensive record of my account activities will greatly assist me in budgeting and monitoring my financial responsibilities.

To ensure a smooth and prompt process, I have provided the necessary details below:

Account Holder Name: [Your Full Name]

Account Number: [Your Account Number]

Account Type: [Savings/Current/Checking/Other]

Branch Name (if applicable): [Branch Name]

Contact Number (if required): [Your Contact Number]

I kindly request that you provide the bank statement in an electronic format (PDF) and send it to my email address [Your Email Address] at your earliest convenience. If there are any charges associated with this request, please inform me in advance.

If, for any reason, it is not possible to fulfill this request, please advise me of the reason and any alternatives available.

Thank you for your prompt attention to this matter. If you require any further information, please do not hesitate to contact me.

Looking forward to your positive response.

Sincerely,

[Your Full Name]

Formal Bank Statement Request Letter

Dear [Bank Manager Name],

I am writing to request a detailed bank statement for my account number [Account Number] for the period from [Start Date] to [End Date].

Please provide the statement at your earliest convenience, either by mail to my registered address or via email at [Email Address]. I appreciate your prompt assistance in this matter.

Thank you,

[Your Name]

Bank Statement Request Email for Loan Application

Subject: Request for Bank Statement

Dear [Bank Manager Name],

I require a bank statement for my account [Account Number] covering [Start Date] to [End Date] to submit with my loan application.

Kindly send the statement electronically to [Email Address] or notify me when it is ready for collection. Thank you for your cooperation.

Sincerely,

[Your Name]

Quick Bank Statement Request Message

Hi [Bank Name],

Please provide my bank statement for account [Account Number] from [Start Date] to [End Date]. You can send it to my email [Email Address].

Thank you for your help,

[Your Name]

Bank Statement Request Letter for Visa or Travel Purpose

Dear [Bank Officer Name],

I am applying for a visa and require a certified bank statement for my account [Account Number] covering [Start Date] to [End Date].

Please ensure the statement is stamped and signed as required for official use. I would appreciate your prompt assistance.

Regards,

[Your Name]

Formal Request for Monthly Bank Statement

Dear [Bank Manager Name],

I request my monthly bank statement for account [Account Number] for the month of [Month/Year]. Please provide it via email at [Email Address] or make it available for pickup.

Thank you for your attention.

Sincerely,

[Your Name]

Provisional Bank Statement Request Letter

Dear [Bank Officer Name],

I would like to request a provisional bank statement for my account [Account Number] covering [Start Date] to [End Date]. This is required for preliminary financial review.

Please provide the statement electronically or notify me for collection. Your assistance is greatly appreciated.

Thank you,

[Your Name]

Bank Statement Request for Tax Filing

Dear [Bank Manager Name],

I am preparing my income tax return and require a bank statement for account [Account Number] for the financial year [Start Date] to [End Date].

Kindly provide the statement in a format acceptable for official submission. Your prompt action will be appreciated.

Sincerely,

[Your Name]

What / Why a Bank Statement Request Letter Is Needed

A bank statement request letter is a formal or informal communication to a bank requesting account transaction records for a specific period. Its purposes include:

Providing proof of financial transactions for official or personal use.
Supporting applications for loans, visas, or other financial documents.
Maintaining personal or business financial records.
Ensuring clarity and accuracy for auditing or tax purposes.

Who Should Send a Bank Statement Request Letter

Account holders seeking personal account information.
Business representatives requesting statements for corporate accounts.
Legal representatives or financial advisors authorized to request statements.

Whom Should the Letter Be Addressed To

Bank manager or branch officer.
Customer service department for electronic banking.
Specific banking officer handling statements for official or legal purposes.

When to Send a Bank Statement Request Letter

For loan, mortgage, or credit card applications.
When applying for a visa or travel documentation.
During income tax filing or audit preparation.
For personal record-keeping or financial review.
To resolve discrepancies or disputes in account transactions.

How to Write and Send a Bank Statement Request Letter

Clearly specify account number, statement period, and purpose.
Indicate preferred delivery method: email, post, or in-person collection.
Use polite, professional language in formal requests.
Include contact information for queries.
Review for accuracy before sending to avoid delays.

Formatting Guidelines for Bank Statement Request Letters

Length: 1–2 concise paragraphs for clarity.
Tone: Professional and polite, especially for formal requests.
Style: Formal for legal, visa, or official financial purposes; simple for personal requests.
Mode: Letter, email, or official message depending on urgency.
Include date and signature for formal letters.

Requirements and Prerequisites Before Writing

Ensure you have the correct account number and period for the statement.
Identify the purpose (loan, visa, tax, personal record).
Have authorized access if requesting on behalf of a business or another person.
Know the bank’s preferred method for statement delivery.

Tricks and Tips for a Smooth Bank Statement Request

Specify exact dates for clarity.
Mention if a stamped or certified copy is required.
Provide multiple contact methods for receiving the statement.
Request electronically for faster processing if available.
Keep a copy of the request for record-keeping.

Common Mistakes to Avoid

Providing incorrect account numbers or dates.
Failing to specify the purpose, causing delays.
Using casual or unclear language for formal requests.
Not providing contact details or preferred delivery method.
Requesting confidential statements without proper authorization.

Elements and Structure of a Bank Statement Request Letter

Opening/Greeting: Address the bank manager or officer.
Request Statement: Specify account number and date range.
Purpose of Statement: Mention reason (loan, visa, tax, etc.).
Delivery Method: Indicate email, post, or collection preference.
Closing: Polite ending expressing gratitude.
Signature & Date: Include your signature and date for formal letters.
Optional Attachments: Authorization documents if requesting on behalf of someone.

After Sending / Follow-up Actions

Confirm receipt of the request with the bank.
Track delivery if sent electronically or by post.
Follow up if the statement is not received within a reasonable period.
Keep a copy of the statement and request for records.

FAQ About Bank Statement Request Letters

Q: Can I request a bank statement via email?
A: Yes, most banks accept email requests for convenience.

Q: How long does it take to receive the statement?
A: Typically 1–5 business days, depending on bank policies.

Q: Do I need to provide identification?
A: Yes, banks require verification for security and privacy reasons.

Q: Can a statement be certified or stamped?
A: Yes, for official or legal purposes, a certified copy may be requested.

Q: Can someone else request a statement on my behalf?
A: Only with written authorization or power of attorney.