Application for Requesting Bank Statement (with Samples & PDFs)

I have listed sample templates to help you craft an effective and professional application for requesting bank statement.

Also, I would like to point out that you can also download a PDF containing all the samples at the end of this post.

Request for Bank Statement Application

First, find the sample template for application for requesting bank statement below.

To,
The Branch Manager,
[Bank Name],
[Branch Address]

Subject: Request for Bank Statement

Respected Sir/Madam,

I am writing to request a bank statement for my account number [Account Number]. I need the bank statement for the last [Time Period] to [Time Period] for official purposes.

Kindly provide me with the bank statement as soon as possible. Your prompt attention to this matter will be highly appreciated.

Thank you.

Yours sincerely,
[Your Name]

Below I have listed 5 different sample applications for “application for requesting bank statement” that you will certainly find useful for specific scenarios:

Application to Request Bank Statement for School Project

To
The Manager
[Bank Name]
[Branch Address]
[City, State, PIN Code]

Subject: Request for Bank Statement for School Project

Respected Sir/Madam,

I am a student of [Your School Name] studying in [Your Class/Grade]. I am working on a school project that requires me to analyze financial transactions. To complete this project, I kindly request you to provide me with a bank statement for the past six months.

I understand the importance of keeping financial information safe and confidential. I assure you that this bank statement will only be used for educational purposes and will be handled responsibly.

I would be grateful if you could provide me with the bank statement at your earliest convenience. Your assistance in this matter would greatly contribute to the successful completion of my school project.

Thank you for your time and consideration.

Yours sincerely,

[Your Name]
[Your Class/Grade]
[Your School Name]

Application for a Bank Statement to Track Allowance Savings

To,
The Manager,
[Bank Name],
[Branch Address],
[City, State, PIN]

Subject: Request for Bank Statement to Track Allowance Savings

Respected Sir/Madam,

I am [Your Name], a young customer of your bank holding a savings account with the account number [Account Number]. I am writing this letter to kindly request a bank statement for the past three months.

I am learning about saving money and tracking my allowance carefully. I would like to see how my savings have grown over the past few months. Having a bank statement will help me understand how much money I have saved and how I can continue to save more for my future goals.

I believe that by monitoring my savings in the bank statement, I can learn to manage my money better and make smarter decisions about spending and saving.

I would be grateful if you could provide me with the bank statement at your earliest convenience. I appreciate your help and thank you for supporting me in my journey to become financially responsible.

Thank you for your attention to this matter.

Yours faithfully,

[Your Name]

Application to Obtain Bank Statement for Budgeting Purposes

To,
The Branch Manager,
[Bank Name],
[Branch Address],
[City], [Pin Code].

Subject: Request for Bank Statement for Budgeting Purposes

Dear Sir/Madam,

I am [Your Name], an account holder at your bank with account number [Account Number]. I am writing to request a copy of my bank statement for the past [Specify Time Period] to help me with my budgeting.

I need this bank statement to understand how much money I have spent and received in my account. This will help me plan my expenses better and save money for important things like school fees, groceries, and other needs.

I kindly request you to provide me with the bank statement at your earliest convenience. I appreciate your help in assisting me to manage my finances efficiently.

Thank you for your attention to this matter.

Yours sincerely,
[Your Name]

Application for Requesting Bank Statement for Tax Filing

To,
The Manager,
[Bank Name],
[Branch Address],
[City, State, Pin Code]

Subject: Request for Bank Statement for Tax Purposes

Dear Sir/Madam,

I hope this letter finds you well. I am writing to request a copy of my bank statement for the financial year [Year] for tax filing purposes. My name is [Your Name] and my account number with your bank is [Account Number].

I need the bank statement to file my income tax returns with the Income Tax Department. Having the bank statement will help me accurately report my financial transactions for the year to the authorities.

I kindly request you to provide me with a certified copy of my bank statement for the period from [Start Date] to [End Date]. Your prompt assistance in this matter would be greatly appreciated.

Thank you for your attention to this request. I look forward to receiving the bank statement at the earliest.

Yours sincerely,

[Your Name]

Application for Bank Statement to Monitor Charity Donations

To,
The Branch Manager,
[Bank Name],
[Branch Address],
[City],
[State],
India.

Subject: Application for Bank Statement to Monitor Charity Donations

Respected Sir/Madam,

I am writing to request a bank statement for my account [Account Number: XXXXXXXX] at [Bank Name], [Branch Address], to monitor the charity donations made through my account.

I have been contributing to various charities and organizations to help those in need. It is important for me to keep track of these donations to ensure transparency and accountability in my charitable activities.

Kindly provide me with a copy of my bank statement for the last six months. This will help me review the transactions and ensure that the donations are reaching the intended recipients.

I appreciate your assistance in this matter and look forward to receiving the bank statement at the earliest convenience.

Thank you for your attention to this request.

Yours sincerely,
[Your Name]
[Your Address]
[City],
[State],
India.

How to Write Application for Requesting Bank Statement

Some writing tips to help you craft a better application:

1. Start with a polite greeting.
2. Clearly state your request for a bank statement.
3. Include your account details for easy identification.
4. Mention the specific time period you need the statement for.
5. Explain how you would like to receive the statement (email, mail, in-person).
6. Express gratitude for their assistance.
7. Provide your contact information for any follow-up queries.
8. End with a polite closing.

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That’s it.

I am sure you will get some insights from here on how to write “application for requesting bank statement”. And to help further, you can also download all the above application samples as PDFs by clicking here.

And if you have any related queries, kindly feel free to let me know in the comments below.