A bank statement is important to keep track of bank transactions. It is also essential to request bank statements from time to time for record-keeping and to prepare financial statements.
In business operations, bank statements are requested to prepare ledgers and ensure the accounts are balanced. To avoid misunderstandings in the bank transactions, the bank statements give clear information on credits and debits. Bank statements can also be used to identify any irregularities in business transactions.
Do you want to have a look at your bank transactions? Here is a request letter for a bank statement template and sample letters that you can use to customize a request letter to your bank manager.
Date (date on which letter is written)
My name is ____________ a customer to your bank ____________. I hold an account under the name ____________ and account number ____________. I wish to request for a detailed bank statement for my business account. The government is offering funding to small business and micro enterprises and I would like to apply for this funding. The bank statements will help me make an informed decision on the amount of money I will borrow for my business.
I request for a detailed back statement of my transactions from ____________ to ____________. I highly appreciate your outstanding banking services, customer care, and security of bank details that your bank provides.
Kindly send the original copy to my postal address ____________ and I herewith attach a cheque to cover the service charges. Please address my request at your earliest so that I can proceed with the application for financial help. Thank you for considering this request and kindly address it with urgency.
Kindly get back to me regarding this matter as soon as possible.
Date (date on which letter is written)
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 regard will be highly appreciated.
To keep track of your bank transactions, it is important to request a bank statement from time to time. Have a look at our sample of a free request letter for a bank statement that you can use to tailor the letter.
73 Arlington Avenue
Onalaska, WI 54650
Date:____________ (Date on which letter is written)
The Indian Bank
Menasha, WI 54952
Sub; Request for a bank statement
I write this regard to my business bank account under the account name Rosters Investors and account number AK39472. I wish to request for a bank statement for this account from 1 st January 2019 to 31 st December 2019.
My request is to follow my application for government funding aimed at promoting small businesses and micro-enterprises. I wish to use this statement to know how much I will borrow to boost my business.
I am grateful for the exceptional customer service that your bank offers to your clients. I hope that you will do the needful and send the bank statement. Please send the original document to 73 Arlington Avenue, Onalaska, WI 54650 so that I can proceed with the financial application. Kindly receive the cheque enclosed in this letter for the service charge.
Please consider my request with promptness. In case of any clarifications or confirmation, kindly contact me through 251-344-4271.
Thank you in advance.
Mr. Johnson Kennedy
Manager
Yes Bank
Berlin
Date:____________ (Date on which letter is written)
Peter Louis,
3451 JFK Boulevard
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.
Emails are more convenient to make private communications with your bank. Check out our request letter for a bank statement in an email format that you can customize to write such a request.
My name is Bo Maddox and I hold an account with your bank I&M under account number 37282036BM. I hereby write to request for a bank statement because I have noticed unauthorized transactions taking place in my account. I wish to use this statement to keep track of my bank transactions from 1 st January to 30 th June 2019.
I am grateful for the exceptional customer services and security that your bank provides to its clients. Kindly send the bank statement to my email Maddox.b@yahoo.com . Please grant my request at your earliest and if possible in the next three business. I wish to know the transactions done in this period to clarify the financial statements.
This is a matter of urgency and I hope that you will address it promptly. This will help me make an informed decision on this issue and respond accordingly.
Kindly consider my request for a detailed bank statement for my bank account mentioned above. Contact me through my mobile 372-420-9048 if you have any further questions or need clarifications.
Thank you, I look forward to your response soon.
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 to 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,
“Technological solutions LTD”
To keep track of your bank transactions and ensuring the account is balanced, a bank statement is a document that gives a bank’s customer with the necessary information. Banks prefer requests for bank a statement in written format rather than the word of mouth to ensure that bank information gets to the right person.
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