Asking for bank statements might feel like a chore. You need them for taxes, loan applications, visa processes, or simply to track your money. But knowing how to ask correctly can make all the difference between waiting days for a response and getting what you need right away.
This article gives you 15 ready-to-use letter templates for requesting bank statements. Each one fits a different situation you might face. Read on to save time and get those statements without any hassle.
Request for Bank Statement
Here are 15 effective letter templates you can use when requesting bank statements from your bank.
1. Basic Request for Personal Bank Statement
[Your Name]
[Your Address]
[City, State ZIP]
[Your Phone Number]
[Your Email Address]
[Date]
[Bank Name]
[Bank Address]
[City, State ZIP]
Subject: Request for Bank Statement
Dear [Bank Manager/Customer Service],
My name is [Your Name], account number [Your Account Number]. I would like to request bank statements for my [checking/savings] account for the period from [Start Date] to [End Date].
Please send the statements to my address listed above or to my email if possible. Let me know if you need any additional information from me to process this request.
Thank you for your help with this matter.
Sincerely,
[Your Signature]
[Your Printed Name]
2. Request for Bank Statement for Visa Application
[Your Name]
[Your Address]
[City, State ZIP]
[Your Phone Number]
[Your Email Address]
[Date]
[Bank Name]
[Bank Address]
[City, State ZIP]
Subject: Request for Bank Statement for Visa Application
Dear [Bank Manager/Customer Service],
I am writing to request bank statements for my [account type] account, number [Your Account Number], for the past six months (from [Start Date] to [End Date]).
These statements are needed as supporting documents for my visa application to [Country Name]. The embassy requires official bank statements showing my financial status. Please make sure the statements include the bank’s letterhead, official stamp, and contact information.
Thank you for your prompt attention to this request. Please contact me if you need additional information.
Respectfully,
[Your Signature]
[Your Printed Name]
3. Request for Bank Statement for Mortgage Application
[Your Name]
[Your Address]
[City, State ZIP]
[Your Phone Number]
[Your Email Address]
[Date]
[Bank Name]
[Bank Address]
[City, State ZIP]
Subject: Request for Bank Statements for Mortgage Application
Dear [Bank Manager/Customer Service],
I am currently applying for a mortgage with [Lender Name] and need to provide copies of my bank statements as part of the application process.
Please provide statements for both my checking account [Account Number] and savings account [Account Number] for the past three months ([Start Date] to [End Date]). The lender requires official statements that show all transactions, beginning and ending balances, and the account holder information.
If possible, please add the bank seal or stamp to confirm these are official documents. You can send the statements directly to me at the address above, or to my email.
Thank you for your assistance with this important matter.
Sincerely,
[Your Signature]
[Your Printed Name]
4. Request for Historical Bank Statements
[Your Name]
[Your Address]
[City, State ZIP]
[Your Phone Number]
[Your Email Address]
[Date]
[Bank Name]
[Bank Address]
[City, State ZIP]
Subject: Request for Historical Bank Statements
Dear [Bank Manager/Customer Service],
I hope this letter finds you well. I am writing to request copies of historical bank statements for my [account type] account, number [Your Account Number].
Specifically, I need statements from [Start Date] to [End Date] for tax preparation purposes. I understand there may be a fee for retrieving statements older than 12 months, and I am willing to pay any reasonable charges for this service.
Please let me know the total cost and how to proceed with payment. You can mail the statements to my address above or send them securely to my email if that option is available.
Thank you for your time and assistance.
Sincerely,
[Your Signature]
[Your Printed Name]
5. Request for Bank Statement for Audit Purposes
[Your Name]
[Your Address]
[City, State ZIP]
[Your Phone Number]
[Your Email Address]
[Date]
[Bank Name]
[Bank Address]
[City, State ZIP]
Subject: Request for Bank Statements for Audit Purposes
Dear [Bank Manager/Customer Service],
My business [Business Name] is currently undergoing an audit, and I need to provide official bank statements for our business account [Account Number] for the fiscal year [Year/Period].
The statements should show all transactions, including deposits, withdrawals, transfers, and any fees charged. Please make sure they include the beginning and ending balances for each month.
As this is for an official audit, please ensure the statements are printed on bank letterhead with an official stamp or seal. You can send them directly to our business address listed above or to our accountant at:
[Accountant Name]
[Accountant Address]
[Accountant Contact Information]
Thank you for your prompt assistance with this matter.
Best regards,
[Your Signature]
[Your Printed Name]
[Your Position]
[Business Name]
6. Request for Electronic Bank Statements
[Your Name]
[Your Address]
[City, State ZIP]
[Your Phone Number]
[Your Email Address]
[Date]
[Bank Name]
[Bank Address]
[City, State ZIP]
Subject: Request for Electronic Bank Statements
Dear [Bank Manager/Customer Service],
I would like to request electronic copies of my bank statements for account number [Your Account Number] for the period from [Start Date] to [End Date].
Please send these statements to my email address: [Your Email Address]. If you need to verify my identity before sending these documents electronically, please let me know what steps I need to take.
Also, please confirm if there are any fees for electronic statement retrieval and how I can pay them.
Thank you for your assistance.
Sincerely,
[Your Signature]
[Your Printed Name]
7. Request for Joint Account Bank Statement
[Your Name]
[Your Address]
[City, State ZIP]
[Your Phone Number]
[Your Email Address]
[Date]
[Bank Name]
[Bank Address]
[City, State ZIP]
Subject: Request for Joint Account Bank Statement
Dear [Bank Manager/Customer Service],
I am writing to request bank statements for the joint account I share with [Joint Account Holder Name], account number [Account Number], for the period of [Start Date] to [End Date].
As a joint account holder, I understand I am entitled to receive these statements. However, if you need additional authorization from the other account holder, please let me know, and I will coordinate with them.
Please mail the statements to my address listed above or send them to my email if possible.
Thank you for your help with this matter.
Sincerely,
[Your Signature]
[Your Printed Name]
8. Request for Bank Statement for Student Loan Application
[Your Name]
[Your Address]
[City, State ZIP]
[Your Phone Number]
[Your Email Address]
[Date]
[Bank Name]
[Bank Address]
[City, State ZIP]
Subject: Request for Bank Statement for Student Loan Application
Dear [Bank Manager/Customer Service],
I am currently applying for a student loan to attend [School Name] for the upcoming academic year. As part of my application, I need to provide recent bank statements.
Please provide statements for my [account type] account, number [Your Account Number], for the past three months ([Start Date] to [End Date]).
The financial aid office requires official statements that show my name, account number, and transaction history. Please make sure the statements include the bank’s letterhead and contact information.
I would appreciate receiving these documents as soon as possible to meet my application deadline of [Date]. You can send them to my address above or to my email.
Thank you for your prompt attention to this request.
Sincerely,
[Your Signature]
[Your Printed Name]
9. Request for Bank Statement with Specific Transaction Details
[Your Name]
[Your Address]
[City, State ZIP]
[Your Phone Number]
[Your Email Address]
[Date]
[Bank Name]
[Bank Address]
[City, State ZIP]
Subject: Request for Bank Statement with Specific Transaction Details
Dear [Bank Manager/Customer Service],
I am writing to request a bank statement for my [account type] account, number [Your Account Number], for the month of [Month, Year].
Specifically, I need detailed information about a transaction that occurred on [Date] in the amount of [Amount]. I believe this transaction was [brief description of transaction], but I need official documentation showing the payee and transaction details.
If possible, please highlight or provide additional details about this specific transaction while still including the complete monthly statement.
Thank you for your assistance in this matter.
Sincerely,
[Your Signature]
[Your Printed Name]
10. Request for Bank Statement for Business Loan Application
[Your Name]
[Your Business Name]
[Business Address]
[City, State ZIP]
[Your Phone Number]
[Your Email Address]
[Date]
[Bank Name]
[Bank Address]
[City, State ZIP]
Subject: Request for Bank Statements for Business Loan Application
Dear [Bank Manager/Customer Service],
I am applying for a business loan for [Business Name] and need to provide comprehensive bank statements as part of the application requirements.
Please provide official statements for our business account [Account Number] for the past 12 months ([Start Date] to [End Date]). The lender requires statements that show all business transactions, monthly cash flow, and average daily balances.
As this documentation is critical for our loan approval, please ensure the statements include your bank’s letterhead, contact information, and official stamp if possible.
Our loan application deadline is [Date], so we would greatly appreciate receiving these statements by [Date]. You can send them to our business address above or securely to my email.
Thank you for your prompt attention to this important request.
Best regards,
[Your Signature]
[Your Printed Name]
[Your Position]
[Business Name]
11. Request for Corrected Bank Statement
[Your Name]
[Your Address]
[City, State ZIP]
[Your Phone Number]
[Your Email Address]
[Date]
[Bank Name]
[Bank Address]
[City, State ZIP]
Subject: Request for Corrected Bank Statement
Dear [Bank Manager/Customer Service],
I recently received my bank statement for [Month, Year] for my account [Account Number] and noticed an error that needs to be corrected.
The statement shows a [deposit/withdrawal/charge] of [Amount] on [Date] that appears to be incorrect. According to my records, [explain the discrepancy]. I have attached copies of receipts/documentation that support my claim.
Please review this transaction and provide a corrected bank statement that accurately reflects my account activity for this period. This correction is important as I need the accurate statement for [tax purposes/loan application/personal records/etc.].
Thank you for your prompt attention to this matter. Please contact me if you need additional information.
Sincerely,
[Your Signature]
[Your Printed Name]
12. Request for Bank Statement for Housing Rental Application
[Your Name]
[Your Address]
[City, State ZIP]
[Your Phone Number]
[Your Email Address]
[Date]
[Bank Name]
[Bank Address]
[City, State ZIP]
Subject: Request for Bank Statement for Housing Rental Application
Dear [Bank Manager/Customer Service],
I am currently applying to rent an apartment at [Property Address] and need to provide proof of financial stability to the property management company.
Please provide a bank statement for my [account type] account, number [Your Account Number], for the past two months ([Start Date] to [End Date]). The landlord requires an official statement showing my name, account balance, and transaction history.
If possible, please include a note confirming that my account is in good standing. The deadline for submitting these documents is [Date], so I would appreciate receiving them as soon as possible.
Thank you for your assistance with this matter.
Sincerely,
[Your Signature]
[Your Printed Name]
13. Request for Bank Statement for Tax Preparation
[Your Name]
[Your Address]
[City, State ZIP]
[Your Phone Number]
[Your Email Address]
[Date]
[Bank Name]
[Bank Address]
[City, State ZIP]
Subject: Request for Bank Statements for Tax Preparation
Dear [Bank Manager/Customer Service],
As tax season approaches, I need to gather all my financial documents for tax preparation. I am writing to request bank statements for all of my accounts at your institution for the tax year [Year].
Specifically, I need statements for the following accounts:
- Checking Account: [Account Number]
- Savings Account: [Account Number]
- Money Market Account: [Account Number] (if applicable)
Please include all statements from January 1, [Year] through December 31, [Year]. These documents are essential for accurately reporting interest earned and documenting tax-deductible expenses.
You can mail these statements to my home address listed above or send them securely to my email. Please let me know if there are any fees associated with this request.
Thank you for your assistance.
Sincerely,
[Your Signature]
[Your Printed Name]
14. Request for Bank Statement for Self-Employed Loan Verification
[Your Name]
[Your Address]
[City, State ZIP]
[Your Phone Number]
[Your Email Address]
[Date]
[Bank Name]
[Bank Address]
[City, State ZIP]
Subject: Request for Bank Statements for Self-Employment Income Verification
Dear [Bank Manager/Customer Service],
I am self-employed and currently applying for a [type of loan] with [Lender Name]. As part of the application process, I need to provide bank statements to verify my income.
Please provide statements for my business account [Account Number] for the past 24 months ([Start Date] to [End Date]). The lender requires official statements showing all deposits and withdrawals to verify my self-employment income patterns.
These statements should include the bank’s letterhead and contact information. Please make sure they clearly show my name, account number, and the full transaction history for each month.
My loan application is currently pending this documentation, so I would greatly appreciate receiving these statements by [Date]. You can send them to my address above or securely to my email.
Thank you for your timely assistance with this important matter.
Sincerely,
[Your Signature]
[Your Printed Name]
[Your Business Name]
15. Request for Bank Statement from Authorized Representative
[Representative Name]
[Representative Address]
[City, State ZIP]
[Representative Phone Number]
[Representative Email Address]
[Date]
[Bank Name]
[Bank Address]
[City, State ZIP]
Subject: Request for Bank Statement as Authorized Representative
Dear [Bank Manager/Customer Service],
I am writing as the authorized representative for [Account Holder’s Name]. I have been granted authority to access financial information through [Power of Attorney/Court Order/Authorization Letter] dated [Date], a copy of which is attached to this letter.
I am requesting bank statements for [Account Holder’s Name]‘s [account type], account number [Account Number], for the period of [Start Date] to [End Date].
These statements are needed for [brief explanation of purpose, e.g., “managing the account holder’s financial affairs during their illness”].
Please send the requested statements to my address listed above. If you need additional verification or have questions about my authority to access this information, please contact me at the phone number or email provided.
Thank you for your understanding and assistance.
Respectfully,
[Your Signature]
[Your Printed Name]
Authorized Representative for [Account Holder’s Name]
Wrap-up: Sample Letters for Statement Requests
Requesting bank statements does not have to be a difficult task. With the right letter, you can get what you need quickly and easily. The 15 templates above cover almost every situation where you might need to ask for bank statements.
Pick the template that fits your needs, fill in your personal details, and send it to your bank. Make sure to keep a copy for your records. Following these steps will help you get your bank statements with minimal stress and time spent.
Using these templates will make the process smooth and professional. Your bank will know exactly what you need and why, helping them respond to your request promptly and correctly.