Bank Statement Format, Application in 2021

    A bank statement is a statement given by a bank showing the transactions, activities done in a person’s bank account during the period. Through the bank statements, holders can see the transactions and records they have done to date.

    At times, people need the bank statements to know their exchanges i.e. deposit, withdrawal of money, interest is given, bank balance in the period. Application for bank statement is written to the manager of the bank to get the bank statements.

    Generally, it’s a formal statement where you will ask the bank manager the bank statement for specific dates and cause them to use it for various purposes such as for visa applying, for applying the bank exams, for showing the bank statement of salary before entering the new organization, and so on.

    Generally, banks have the service of mailing the bank statement each month shortly to their account holder’s recorded email address. If not, then you can visit your respective bank and receive your bank statement every month.

    Here you’ll get everything related to the bank statement such as to write an application for bank statement, format, samples, writing tips, and many more. These days, online banking is more used by people so they see and download the bank statement by themselves.

    However, for official purposes, a printout of the bank statement is needed than in such case we write an application for a bank statement in the proper format to the manager of the bank.

    The Application for a bank statement should contain the following details: Address the Manager of the Bank, Bank’s Name and Address, Date, Subject, Salutation, Letter Body, Express Thankfulness, Close the letter with Truly, Yours Sincerely and so on, Lastly Name and Signature.

    Things to remember for bank statement for (Axis,BOB,SBI etc)

    • Application for Bank Statement is written formally to the Branch bank manager. Therefore it’s composed in a professional tone. So, here are some tips for writing an application in a formal format.
    • Write the letter in a formal way that shows the letter is for official purposes. On the left side of the letter, including bank name, branch manager, address of the bank, and date. Further, write the name of the account holder and his/her address.
    • Continue with the subject that should clear the branch manager about the purpose of writing the letter.
    • Show thankfulness towards the bank for delivering the best customer services.
    • Tell the purpose for the need of the hardcopy of the bank statement.
    • An application should be simple and to the point.
    • Give the proof for which you are asking the statement.
    • Mention the dates of the months in which you want the bank statement.
    • End the letter with your signature.

    Include these things in the application

    1. Recipient Address – Your message should start with the beneficiary’s name, work title, and detailed bank address. Generally, the application is addressed to the bank manager. Write ‘To Bank Manager’ if you’re not familiar with the Manager’s name.
    2. Date – Write the date on which you are writing your application.
    3. Sender Address – Include your complete name, work title, and complete location. If you are addressing an organization, incorporate the organization’s subtleties and address.
    4. Subject – This is a short expression featuring your purpose of composing the letter. It ought to be one line and provide the data that could justify your letter.
    5. Salutation – Write ‘Dear sir/madam’ on the off chance that you don’t have the idea about the director’s name. Or also you can use ‘Dear Mr./Miss./Mrs. Last Name.’
    6. The body – This is the main part of your letter. It ought to clarify your application simply and briefly. Make sure to present yourself initially, at that point state why you are composing. At that point, demonstrate the earnestness of the matter and ask for a quick reaction. Continuously sum up by expressing gratitude toward the beneficiary for their support.
    7. Ending – End your letter with an appropriate greeting, for example, ‘Truly’ or ‘Faithfully’, and lastly write down your name and signature.

    Format of Application for Bank Statement

    To
    The Branch Manager
    (Name of the bank)
    (Bank’s address)

    Date:

    From
    (Account holder’s name)
    (Account holder’s address)
    Contact number

    Subject:
    Sir/Madam,

    I hold a savings account in your bank bearing Account no. 456897532. So, I am writing this letter to you to request you to provide me the bank statement from 08.10.2020 to 1.05.2021. The statement is needed because I am applying for an education loan and it’s mandatory to submit it to the loan approving authority.

    I have attached here my identification proof and address proof for assurance. Kindly, process my request faster as the bank statement is urgently required.
    Expecting a positive and fast reply from your side.
    Thanking you,

    Yours Faithfully,
    Account Holder’s name
    Signature

    Sample: Application of Bank Statement of Savings account(Axis, state bank & other)

    To,
    The Branch Manager
    Punjab National Bank
    Agra-972627

    Date: 01.06.2020
    From,
    Mrs. Priyanka Singh
    Block B,
    Agra-871711

    Subject: Application for Savings Account statement

    Sir/Madam,
    I Priyanka Singh writing this letter to ask you to provide me the bank statements of account no. 9181717655 from 08.03.2020 to 08.03.2021. I am the account holder of this saving account. The statement is needed because I have applied for a car loan and it’s mandatory to show the bank statement to the respective officeholder.
    I hope you’ll do the process shortly. I will do all the further processes if needed anytime, so kindly let me know when I need to visit. I have attached the important documents for identification like the Aadhar card, license, Pan card, and so on for proof.
    Thanking you,
    Yours Faithfully,
    Priyanka Singh

    Sample: bank statement of current account

    To
    The Manager
    Bank of Baroda
    Agra
    Subject: Application for Current Account statement
    Sir/Madam,

    We hold a current account in your bank bearing Account no. 456897532 of our XYZ company. So, I am writing this letter to you to request you to give us the bank statement from 12.10.2020 to 31.05.2021. The statement is needed by our budget managing department on a tax basis.
    We hope you’ll do the process our request shortly.
    Much thanks to you,
    Yours Faithfully
    Name,
    Contact
    Signature

    How do I get Bank Statements from a closed account?

    Sometimes you will get the need of Bank Statements from a closed Account for resolving any issue from the past or to look over any record. In such a case, you can contact the respective bank in which you had the account. The bank may charge some fees for providing you the statement and your process will be simpler if you have closed the account just 5 days before.

    Every bank has its policies and procedures, so contact the respective bank branch, give the application for getting the bank statement from a closed Account by email or hardcopy. The Bank will ask for some identification proof such as Aadhar card, Pan Card, License, Passport, and so on for the verification.

    You will also have to give the information of the closed account, for instance, the account number, Closing balance, the date of opening and closing the account. You might also be asked to submit the previous bank statement that you have of the account or an ATM card that holds your name.

    You should know that the banks maintain a record of an account for the period but generally, banks keep the record for five years of an account that you have closed and now it’s been more than five years, then it’s not possible. At the time when you ask for the bank statements, mention the date from where till which date you want.

    You can also take out the statement online if your account has been recently closed. Without any application or fees, you can simply print out the statements online and use them.

    Application of Bank Statement format of a closed account:

    To
    The Branch Manager
    (Name of the bank)
    (Bank’s address)

    Date:

    From
    (Account holder’s name of the closed account)
    (Account holder’s address)
    Contact number

    Subject:
    Sir/Madam,
    I am writing this letter to you to request you to provide me the statement from 06.03.2019 to 1.05.2021. I previously had an account in your bank bearing Account no. 8276262888. The statement is needed because I have to look over the transactions of the loan I had taken in 2019.

    I have attached here my identification proof and address proof for assurance. Also, I have fastened the previous statement of the account. Kindly, process my request faster as the bank statement is urgently required.
    Expecting a positive and fast reply from you.
    Thanking you,

    Yours Faithfully,
    Account Holder’s name
    Signature

    Also read: Bank account closing Application in India [2021]

    Final Words

    Statements are significant financial statements, particularly to an industry. While jotting down the application for a bank statement, you ought to keep a polite and expert tone.

    Give your complete account information and the period which the assertion should cover. Remember to include your contact number, address, and email so you can receive your bank statement. At long last, compose your letter properly, so it gets approved.