Request Letter for Bank Statement

A bank statement is a summary of all the transactions performed by an account holder. It is essential to an individual or business for record-keeping, preparing financial statements, or balancing accounts. It can also be used to identify any irregularities in commercial business transactions.

In most cases, bank statements are sent by the bank on a monthly basis. Customers may also access them online if their bank supports online banking.

Nonetheless, some situations call for hardcopy statements. This is one main reason you should learn how to write a request letter for bank statement.

There are many ways to draft a request letter. However, a basic request letter for a bank statement should follow the following format:

  • Recipient Address – Your message should begin with the recipient’s name, job title, and complete bank address. In most cases, a request letter is written to the bank manager. You can write ‘To Bank Manager’ if you don’t know their name.
  • Date – Write the date when you are drafting your request.
  • Sender Address – Include your full name, job title, and complete address. If you are representing a company, include the company’s details and address.
  • Subject – This is a short phrase highlighting your reason for writing. It should be one line and give as much information as possible about the contents of the letter.
  • Salutation – You can use ‘Dear sir/madam’ if you don’t know the manager’s name. Otherwise, use ‘Dear Mr./Miss./Mrs. Last Name.’ avoid using ‘to whom it may concern’ as it may come off as impersonal.
  • The body – This is the content of your letter. It should explain your request clearly and concisely. Remember to introduce yourself first, then state why you are writing. Then, indicate the urgency of the matter and request a speedy response. Always summarize by thanking the recipient for their cooperation.
  • The ending – End your letter with a proper salutation such as ‘Sincerely’ or ‘Respectfully’ and add your official name and signature.

Tips for Writing a Request Letter for a Bank Statement

A request for a bank statement is a formal document. It should be drafted using a business format and a professional tone. Here are some suggestions to help you write an appropriate request letter for a bank statement.

  • Use the introductory paragraph to state who you are and why you are writing.
  • Give your account details, i.e., account name, type, and number.
  • Show gratitude for the bank’s customer services
  • If necessary, give a reason for the request.
  • Get straight to the point and keep the letter short.
  • If the issue should be handled with urgency, say so and state why
  • Use professional language
  • Close with your official name and signature
  • Include your email or postal address if you need an original copy

Request Letter for Bank Statement (Format)

{Date}

{Recipient’s Name}

{Recipient’s Address}

{City, State, Zip Code}

Subject: Request for Bank Statement for {Period}

Dear {Last Name},

My name is {name} of account number {number} listed under {account name}. This is a formal request for my bank statements from {date} to {date}. I would like them sent to {mailing address}.

Please {accept the enclosed check for the service charge amount/deduct the service charge amount from my checking account}.

If you have any questions concerning this matter or require more details, please contact me at {phone number} or {email address}.

Sincerely,

{Your Name}

Sample Request Letter for Bank Statement

July 22, 2036

The Branch Manager

Atlanta National Bank

123 High Lane

Georgia Branch

Dear sir/madam,

My name is Henry Mills. I am the Accounts Manager of HGH Solutions and the holder of a current account, number 345275432. Please accept this letter as a formal request for my bank statements for April 1, 2036, to July 1 2036.

This matter is urgent as I need to present the statement to the tax authorities in 8 days. Therefore, I would appreciate a speedy response.

Please send me the copy at henrymil@website.com.

Thank you for your compliance.

Sincerely,

Henry Mills

HGH Solutions

Request Letter for Bank Statement (Word Template)

Request Letter for Bank Statement (Word Template)

Conclusion

Bank statements are important financial documents, especially to a business. When drafting a request letter for a bank statement, you should maintain a courteous and professional tone. Highlight your account details and the period which the statement should cover. Don’t forget to include your contact details and mailing address so you can get your response. Finally, address your letter appropriately, so it gets delivered.