Application for Bank Statement with Format and Sample Letters for SBI, BOB, PNB

What is Application for Bank Statement?

Applying for a bank statement is a fundamental financial practice, vital for both personal and professional purposes. It serves as a mirror to your monetary habits, reflecting all your transactions, including deposits, withdrawals, and fees, over a specific period.

Requesting a bank statement through an application is an essential task for individuals and businesses, providing a record of financial behavior and transactions. This document, often needed for procedures like an application for a loan or when preparing an income tax return (ITR), serves as verification of economic stability. Whether you’re dealing with a savings account or a current account in banks such as SBI, BOB, or PNB, a bank statement is mandatory for various financial assessments. It’s crucial in different scenarios, such as when entrepreneurs apply for business credit or when individuals apply for visas or rent properties. Therefore, understanding the protocol for an application for a bank statement, including how to write an application letter for a bank statement in English or Hindi, ensures smooth, efficient handling of financial matters.

How to Write Application for Bank Statement?

Writing an application letter to request a bank statement requires clarity, simplicity, and adherence to a formal structure. Below is a guideline on how to compose this application effectively, ensuring you incorporate the necessary details:

1. Start with Sender’s Information: Your name, address, and contact information should be at the top of the letter. If you’re dealing with specific banks like SBI, BOB, or PNB, including your account details—such as your account number—is crucial.

Example: [Your Full Name] [Your Address] [City, State, Zip Code] [Email Address] [Today’s Date] [Account Number]

2. Add the Recipient’s Information: Below your details, add the information of the recipient, usually your bank. Be sure to find the specific branch address for accuracy.

Example: [Bank Manager’s Name/ The Bank Manager] [Bank’s Name] [Branch Address] [City, State, Zip Code]

3. Write the Subject of the Letter: Clearly state the purpose of your letter as the subject. It helps in directing your letter appropriately within the bank.

Example: Subject: Application for Bank Statement

4. Salutation: Use a proper formal greeting as you start your letter. If you know the bank manager’s name, you can use it; otherwise, a general greeting will suffice.

Example: Dear [Bank Manager’s Name/The Manager],

5. Content of the Letter: Here, you need to be concise and clear about your request. State that you are requesting your bank statement and specify the reason. Whether it’s for an ITR, loan application, or any personal reason, providing context helps. Also, mention the time period for which you need the statement. If this is a standard procedure in Hindi or English, ensure you understand the terms used.

Example: I am writing to request a bank statement for my [savings/current] account number [Your Account Number]. I require the statement from [Start Date] to [End Date] for [reason – e.g., loan application, ITR, visa application, etc.]. I need the statement urgently, and I would appreciate it if you could process my request as quickly as possible.

6. Closing the Letter: End the letter with a formal closing statement, followed by your name and signature.

Example: Thank you for your attention to this matter. Sincerely, [Your Signature] [Your Typed Full Name]

7. Enclosures (if any): If you need to include any documents (like identity proof or others as per the bank’s policy), mention them under ‘Enclosures’.

Example: Enclosures: [List of enclosed items goes here]

By following these steps, you can write a clear and effective application for a bank statement, ensuring all relevant details are included, making the process smoother regardless of the bank with which you hold an account.

Application for Bank Statement Format

when you’re drafting an application for a bank statement, it’s essential to follow a specific format that meets formal standards. This format is generally accepted by most banking institutions, including SBI, BOB, PNB, and others. Below is a structured format you can follow, and remember, you can adjust it slightly depending on specific bank requirements:

Your Full Name
Your Full Address
City, State, Zip Code
Email Address
Contact Number
[Date]

Bank Manager’s Name/The Branch Manager
Bank’s Name
Bank’s Address
City, State, Zip Code

Subject: Request for Bank Statement

Dear [Bank Manager’s Name/Sir/Madam],

I request a bank statement for my [savings/current] account, number [Your Account Number], covering [Start Date] to [End Date] for purposes like [briefly mention the reason, e.g., loan application, ITR filing]. Please expedite this process and send the statement via [email/postal mail] to my address on record.

If there are associated fees, please deduct them from my account. Thank you for your prompt assistance.

Sincerely,
[Your Signature (if sending a hard copy)] [Your Full Name]

Enclosures: [List if any]

By using this format, you’ll ensure clarity and precision in your application, making it easier for the bank officials to process your request for a bank statement promptly. It adheres to the formal standards required for such communications with financial institutions, making it relevant irrespective of the language or region you’re applying in.

Application Letter for Bank Statement Samples

Sample Application for Bank Statement

Your Full Name
Your Address
City, State, Zip Code
Email Address
[Date}

[Bank Manager’s Name] [Bank Name] [Branch Address] [City, State, Zip Code]

Subject: Application for Bank Statement

Dear [Bank Manager’s Name/Sir/Madam],

I am requesting my bank statement from [Start Date] to [End Date] for my [type of account] account ([Your Account Number]). The statement is needed for [reason, e.g., loan application, ITR, etc.].

Please send it to my above address or email it to me. If there are any fees, kindly deduct them from my account.

Thank you.

Sincerely,
[Your Name]

Application for Bank Statement – Sample 1

Rajesh Kumar
Plot 14, Green Meadows
Navi Mumbai, Maharashtra, 400703
rajesh.k@example.com
October 18, 2023

Branch Manager
State Bank of India (SBI)
Sector 10, Navi Mumbai
Maharashtra, 400703

Subject: Application for Bank Statement

Dear Sir/Madam,

I, Rajesh Kumar, hold a savings account with your esteemed SBI branch under the account number 01234567890. I need a bank statement from April 1, 2023, to October 1, 2023, for my upcoming home loan application.

Kindly email the statement to rajesh.k@example.com or send it to my registered address. If there are charges, please debit them from my account.

Thank you for your assistance.

Yours sincerely,
Rajesh Kumar

One Stop Solutions for School Preparation

Application for Bank Statement SBI – Sample 2

If you have a account opend in SBI Bank and You need a bank statement then you can write this simple application for bank statement sbi, specifically tailored for SBI (State Bank of India)

Priya Singh
45 Indira Nagar
Bengaluru, Karnataka, 560038
Email: priya.singh@email.com
October 18, 2023

Branch Manager
State Bank of India (SBI)
Indira Nagar Branch
Bengaluru, Karnataka, 560038

Subject: Request for SBI Bank Statement

Dear Sir/Madam,

I, Priya Singh, with the savings account number 00987654321, request my SBI bank statement from June 1, 2023, to October 1, 2023, for visa processing purposes.

Please send the statement to my registered address or email it at priya.singh@email.com. For any applicable charges, use my account for deduction.

Thank you for your prompt action.

Sincerely,
Priya Singh

Application for Bank Statemen of Current Account – Sample 3

Ankit Gupta
70, Lotus Towers
Hyderabad, Telangana, 500081
Email: anil.gupta@email.com
October 18, 2023

Branch Manager
The City Bank
Madhapur Branch
Hyderabad, Telangana, 500081

Subject: Application for Bank Statement of Current Account

Dear Sir/Madam,

I, Ankit Gupta, request a detailed bank statement for my current account (No. 1122334455) for the period from May 1, 2023, to October 1, 2023. The statement is required for financial auditing purposes.

Kindly forward the statement to my postal address listed above or email it to anil.gupta@email.com. Please deduct any associated fees from my account balance.

Thank you for attending to this matter swiftly.

Sincerely,
Ankit Gupta

This application is succinct and to the point, providing all the necessary details for the bank to process the request without any need for follow-up, which is ideal for efficient and timely service.

Application for Bank Statement for ITR – Sample 4

Amit Patel
70, Lotus Towers
Hyderabad, Telangana, 500081
Email: nakit.patel@email.com
October 18, 2023

Branch Manager
The City Bank
Madhapur Branch
Hyderabad, Telangana, 500081

Subject: Request for Bank Statement for ITR

Dear Sir/Madam,

I, Amit Patel, hold a savings account with your branch (A/c No. 123456789). I urgently require a bank statement from April 1, 2023, to October 1, 2023, for my income tax return filing.

Please email the statement to amit.patel@email.com or send it to my registered address as soon as possible. Feel free to deduct any applicable charges from my account.

Thank you for your prompt assistance.

Sincerely,

Amit Patel

Application for Bank Statemen for Saving Account

Neha Sharma
123 Oak Street
Mumbai, Maharashtra, 400001
Email: neha.sharma@email.com
October 18, 2023

Branch Manager
ABC Bank
Colaba Branch
Mumbai, Maharashtra, 400001

Subject: Application for Bank Statement for Savings Account

Dear Sir/Madam,

I, Neha Sharma, kindly request a bank statement for my savings account (Account No. 9876543210) covering the period from July 1, 2023, to October 1, 2023. I require this statement for my personal financial records.

Please send the statement to my address as mentioned above or email it to neha.sharma@email.com. Any applicable charges may be debited from my account balance.

I appreciate your prompt attention to this matter.

Sincerely,
Neha Sharma

Application for Bank Statemen BOB

If you maintain an account with Bank of Baroda (BOB) and require a bank statement, you can use this straightforward application for a BOB bank statement.

Kavita Sharma
123 Lakeview Apartments
New Delhi, Delhi, 110001
Email: kavita.sharma@email.com
October 18, 2023

Branch Manager
Bank of Baroda (BOB)
Connaught Place Branch
New Delhi, Delhi, 110001

Subject: Request for Bank Statement – Bank of Baroda (BOB)

Dear Sir/Madam,

I, Kavita Sharma, hold a savings account with Bank of Baroda (BOB), account number 9876543210. I require a bank statement for my account covering the period from March 1, 2023, to September 30, 2023. This statement is needed for personal financial record keeping.

Kindly send the statement to my registered postal address or email it to kavita.sharma@email.com. Any applicable charges may be deducted from my account balance.

I appreciate your prompt attention to this request.

Sincerely,
Kavita Sharma

Application for Bank Statemen PNB

If you are a Punjab National Bank (PNB) account holder in need of a bank statement, you can use this simple application for a PNB bank statement.

Amit Sharma
35, Garden View Apartments
Chandigarh, Punjab, 160001
Email: amit.sharma@email.com
October 18, 2023

Branch Manager
Punjab National Bank (PNB)
Sector 17 Branch
Chandigarh, Punjab, 160001

Subject: Request for PNB Bank Statement

Dear Sir/Madam,

I, Amit Sharma, with the savings account number 9876543210, kindly request my PNB bank statement for the duration of May 1, 2023, to October 1, 2023. This statement is necessary for my personal financial record keeping.

Please dispatch the statement to my registered postal address or forward it to amit.sharma@email.com. If there are any applicable charges, I authorize you to debit them from my account.

I appreciate your prompt assistance in this matter.

Sincerely,
Amit Sharma

Application for Bank Statemen Union Bank

If you have an account with Union Bank and require a bank statement, this application is designed to help you request a Union Bank statement efficiently.

Meena Patel
32 Lakeview Apartments
Chennai, Tamil Nadu, 600020
Email: meena.patel@email.com
October 18, 2023

Branch Manager
Union Bank of India
T. Nagar Branch
Chennai, Tamil Nadu, 600020

Subject: Request for Union Bank Statement

Dear Sir/Madam,

I am writing to request my Union Bank of India account statement. I hold a savings account with Union Bank, and my account number is 1234567890. I need a bank statement for the period from April 1, 2023, to October 1, 2023, for personal financial planning.

Could you kindly send the statement to my registered email address, meena.patel@email.com, or to my residential address as mentioned above? If there are any charges associated with this request, please deduct them from my account.

Thank you for your assistance in this matter.

Sincerely,
Meena Patel

Application for Bank Statement for Loan Application

Subject: Application for Bank Statement for Loan Application

[Sender’s Information]
Your Name
Your Address
City, State, Zip Code
Email Address
Phone Number

[Date of Request]: [Insert Date]

[Recipient’s Information]
The Bank Manager
[Bank Name] [Bank Branch Address]

Dear [Bank Manager],

I hope this letter finds you well. I am submitting a formal request for my bank statement as part of the documentation required for a loan application. This statement will serve as proof of financial transactions and account details for the application process.

The loan provider requires a bank statement summary covering the statement period from [Start Date] to [End Date]. The statement will help in financial verification and assist in the evaluation of my personal finance management.

I would appreciate it if you could provide the statement via digital statement or physical copies based on what is most convenient. Kindly let me know if there are any fees associated with the statement request.

Please process this request urgently to avoid any delays in my loan application process. If required, I can provide my proof of identity and address (e.g., Aadhaar card or utility bills) to verify my identity.

Thank you for your attention to this matter. Please acknowledge the receipt of this request, and let me know if you need any further information.

Sincerely,
[Your Name]

Application for Bank Statement for Visa Application

Subject: Request for Bank Statement for Visa Application

[Sender’s Information]
Your Name
Your Address
City, State, Zip Code
Email Address
Phone Number

[Date of Request]: [Insert Date]

[Recipient’s Information]
The Bank Manager
[Bank Name] [Bank Branch Address]

Dear [Bank Manager],

I am writing to formally request my bank statement for the period from [Start Date] to [End Date]. This is required to complete my visa application and serve as financial verification for my travel visa.

I need the statement to demonstrate my financial stability and provide proof of my transaction history for the visa process.

I would prefer to receive the statement via email request or online banking services for faster processing. Kindly inform me about the available statement processing steps and any fees for statements.

Please process this request urgently as I am working with a tight timeline for my visa application. I can provide proof of identity (such as my Aadhaar card or utility bills) if needed.

I appreciate your assistance in this matter and look forward to receiving the statement. Please let me know if there is anything else I need to provide.

Sincerely,
[Your Name]

Application for Bank Statement for Income Tax Returns

Subject: Request for Bank Statement for Income Tax Returns (ITR)

[Sender’s Information]
Your Name
Your Address
City, State, Zip Code
Email Address
Phone Number

[Date of Request]: [Insert Date]

[Recipient’s Information]
The Bank Manager
[Bank Name] [Bank Branch Address]

Dear [Bank Manager],

I am writing to request a bank statement for my account, which I need for filing my Income Tax Returns (ITR). The statement is required to provide a summary of financial transactions and account details for the tax filing process.

I need the statement from [Start Date] to [End Date] to complete the filing of my ITR. This will assist me in accurately reporting my income and verifying the transaction history during the fiscal year.

I would prefer to receive the statement via online banking services or postal mail request, whichever is convenient. Kindly confirm the fees for statements and the delivery method for the same.

I appreciate your prompt attention to this request and hope to receive the bank statement soon. Please contact me if you need any additional documents, such as my identity proof or Aadhaar card.

Sincerely,
[Your Name]

Application for Bank Statement for Scholarship Application

Subject: Request for Bank Statement for Scholarship Application

[Sender’s Information]
Your Name
Your Address
City, State, Zip Code
Email Address
Phone Number

[Date of Request]: [Insert Date]

[Recipient’s Information]
The Bank Manager
[Bank Name] [Bank Branch Address]

Dear [Bank Manager],

I hope this message finds you well. I am submitting a formal request for a bank statement to be used as part of my scholarship application process. The scholarship provider requires a summary of financial transactions to verify my financial standing and eligibility for financial support.

Reason for Request:
The scholarship committee has asked for a bank statement covering the statement period from [Start Date] to [End Date]. This will help verify my financial background and support my application.

Delivery Method:
Kindly provide the statement through digital banking services or physical copies. If there are any fees for statements, please inform me in advance. I would appreciate receiving the statement as soon as possible.

Statement Processing Steps:
Please process this request urgently, as the scholarship application deadline is fast approaching. If necessary, I can provide additional identity proof (such as my Aadhaar card or utility bills) to verify my identity.

Closing Statement:
Thank you for your prompt attention to this matter. Please let me know if you require any further documentation or information.

Sincerely,
[Your Name]

Application for Bank Statement for Rental Application

Subject: Request for Bank Statement for Rental Application

[Sender’s Information]
Your Name
Your Address
City, State, Zip Code
Email Address
Phone Number

[Date of Request]: [Insert Date]

[Recipient’s Information]
The Bank Manager
[Bank Name] [Bank Branch Address]

Dear [Bank Manager],

I am writing to request a bank statement to support my rental application. The landlord requires a statement of my financial transactions and account details as part of the rental verification process.

Reason for Request:
I need the bank statement to demonstrate my ability to manage personal finance and ensure the landlord of my financial stability. The statement period from [Start Date] to [End Date] will help verify my consistent income and savings.

Delivery Method:
Please provide the statement through email request, online banking services, or physical copies based on your preferred method. Kindly inform me if there are any fees for statements.

Statement Processing Steps:
I would appreciate it if you could process this request as soon as possible to avoid any delays in my rental application process. I am also happy to provide any additional proof of identity (e.g., Aadhaar card or utility bills).

Closing Statement:
Thank you for your attention to this matter. Please let me know if any further documents are required for the request.

Sincerely,
[Your Name]

Application for Bank Statement for Mortgage Application

Subject: Request for Bank Statement for Mortgage Application

[Sender’s Information]
Your Name
Your Address
City, State, Zip Code
Email Address
Phone Number

[Date of Request]: [Insert Date]

[Recipient’s Information]
The Bank Manager
[Bank Name] [Bank Branch Address]

Dear [Bank Manager],

I am writing to request a bank statement as part of the required documents for my mortgage application. The statement will serve as verification of my financial transactions and ability to repay the mortgage.

Reason for Request:
The mortgage provider requires a statement covering the statement period from [Start Date] to [End Date] for financial verification. This will help them assess my ability to manage finances and ensure eligibility for the loan.

Delivery Method:
Please provide the statement via online banking services or postal mail. If there are any fees for statements, kindly inform me about the charges in advance.

Statement Processing Steps:
I would appreciate it if you could process this request urgently as I am in the final stages of my mortgage application. If required, I can submit additional identity proof such as my Aadhaar card or utility bills.

Closing Statement:
Thank you for your prompt attention to this request. Please let me know if any further documentation or clarification is needed.

Sincerely,
[Your Name]

Application for Bank Statement for Financial Aid

Subject: Request for Bank Statement for Financial Aid

[Sender’s Information]
Your Name
Your Address
City, State, Zip Code
Email Address
Phone Number

[Date of Request]: [Insert Date]

[Recipient’s Information]
The Bank Manager
[Bank Name] [Bank Branch Address]

Dear [Bank Manager],

I hope you are doing well. I am submitting a request for a bank statement to be included in my financial aid application. The financial aid provider has asked for a summary of transactions to verify my eligibility for support.

Reason for Request:
I need the statement for financial verification and to ensure my eligibility for assistance. The statement should cover the statement period from [Start Date] to [End Date].

Delivery Method:
Please provide the statement via email request, digital statements, or physical copies. If there are any fees for statements, please inform me.

Statement Processing Steps:
I kindly request that you process this application as urgently as possible due to the tight deadline for submission. I am happy to provide any necessary proof of identity such as my Aadhaar card or utility bills.

Closing Statement:
Thank you for your prompt assistance with this matter. Please let me know if any further documentation or clarification is required.

Sincerely,
[Your Name]

Application for Bank Statement for Legal Proceedings

Subject: Application for Bank Statement for Legal Proceedings

[Sender’s Information]
Your Name
Your Address
City, State, Zip Code
Email Address
Phone Number

[Date of Request]: [Insert Date]

[Recipient’s Information]
The Bank Manager
[Bank Name] [Bank Branch Address]

Dear [Bank Manager],

I am writing to formally request a bank statement for the period from [Start Date] to [End Date] to assist with ongoing legal proceedings. The statement is necessary to provide proof of financial transactions and account details as evidence in the legal matter at hand.

This statement will be used to substantiate my claims in the case and will serve as financial verification. It is critical for the legal process, and I would appreciate your prompt assistance.

Please process this request as urgent, as it is vital to the legal process. Kindly inform me of any fees for statements and confirm the delivery method (e.g., physical copies or digital statements) for receiving the bank statement.

Thank you for your immediate attention to this request. If you require any additional documentation, such as my proof of identity or utility bills, please do not hesitate to contact me.

Sincerely,
[Your Name]

Application for Bank Statement for Personal Record-Keeping

Subject: Request for Bank Statement for Personal Record-Keeping

[Sender’s Information]
Your Name
Your Address
City, State, Zip Code
Email Address
Phone Number

[Date of Request]: [Insert Date]

[Recipient’s Information]
The Bank Manager
[Bank Name] [Bank Branch Address]

Dear [Bank Manager],

I am writing to request a bank statement for personal record-keeping purposes. I would like to maintain a detailed record of my financial transactions, and the statement will help me with my personal finance management.

I require the statement for the period from [Start Date] to [End Date] to keep track of my transaction history and manage my finances effectively.

Kindly provide the statement via digital statements or physical copies. Please inform me if there are any fees for statements and let me know the expected processing time.

Thank you for your prompt assistance. If you require any additional information or proof of identity (Aadhaar card or utility bills), please feel free to contact me.

Sincerely,
[Your Name]

Application for Bank Statement for Business Purposes

Subject: Request for Bank Statement for Business Purposes

[Sender’s Information]
Your Name
Your Address
City, State, Zip Code
Email Address
Phone Number

[Date of Request]: [Insert Date]

[Recipient’s Information]
The Bank Manager
[Bank Name] [Bank Branch Address]

Dear [Bank Manager],

I am writing to request a bank statement for my business account for the period from [Start Date] to [End Date]. This statement is needed for business purposes, including financial record-keeping and supporting documentation for my business operations.

The statement will help with managing the business’s financial transactions and is required for accounting purposes, as well as for preparing for upcoming tax filings and potential business audits.

Please provide the statement in digital statements or physical copies, based on availability. Kindly let me know if there are any fees for statements and confirm the processing time for the request.

Thank you for your prompt attention to this matter. Please contact me if you need any further documents, such as proof of identity or business-related paperwork.

Sincerely,
[Your Name]

Guidelines to Follow to Write Application for Bank Statement

1. Use a Formal Format: Begin with your name, address, and contact details. Follow with the bank manager’s name and branch address.
2. Clear Subject Line: Include a clear subject line like “Request for Bank Statement.”
3. State Your Account Details: Mention your account type (savings/current), account number, and bank’s name.
4. Specify the Date Range: Clearly state the period for which you need the bank statement (e.g., “from [Start Date] to [End Date]”).
5. Provide a Reason: Explain the purpose of the statement request (e.g., loan application, ITR filing).
6. Delivery Preference: Indicate whether you’d prefer to receive the statement via email or postal mail.
7. Authorization for Fees: If applicable, mention that you authorize any associated fees to be deducted from your account.
8. Gratitude and Sign-off: Thank the bank for their assistance and close the letter with a polite sign-off (e.g., “Sincerely”).
9. Enclosures (if any): List any documents you’re attaching, if necessary.
10. Review for Accuracy: Double-check all details for accuracy before sending.

Frequently Asked Questions on Application for Bank Statement

How do I get a bank certificate?

To get a bank certificate, you can visit your bank's branch, fill out a request form, and provide your account details. They will issue the certificate stating your account information.

How do I request a bank confirmation letter from my bank?

Requesting a bank confirmation letter is simple. Visit your bank, fill out a request form, specify the reason (e.g., for visa or loan), and the bank will provide the letter confirming your account details.

What is bank statement proof?

A bank statement is a proof of your financial transactions. It shows money coming in and going out of your bank account during a specific period.

Who needs a bank statement?

Anyone who needs to show their financial transactions or account details for various purposes, like loans, visas, or tax filings, may need a bank statement.

What is a bank statement notice?

A bank statement notice is a document that alerts you to the availability of your bank statement. It informs you when your statement is ready to be viewed or printed.

What is a bank confirmation letter and proof of account?

A bank confirmation letter is an official document from your bank confirming your account's details. It serves as proof of your account's existence and status.

Is a bank confirmation letter a bank statement?

No, a bank confirmation letter is not the same as a bank statement. It confirms your account details but doesn't provide the transaction history.

Is a bank statement a bank letter?

No, a bank statement is not a bank letter. A bank statement is a detailed record of your account transactions, while a bank letter can be used for various purposes, including confirming account details.

What is an authorized letter for a bank statement?

An authorized letter for a bank statement is a letter written to your bank, requesting a bank statement. It should include your account details, the requested period, and the reason for the request.

How do I write an application for a bank statement?

To write an application for a bank statement, address it to your bank manager, state your account details, specify the period you need, provide a reason (e.g., for a loan), and indicate your preferred delivery method (email or postal).