Requisition Letter For Bank Statement
[Your Name]
[Your Address]
[City, State, Zip Code]
[Email Address]
[Phone Number]
[Date]
[Bank Name]
[Branch Address]
[City, State, Zip Code]
Subject: Request for Bank Statement
Dear Sir/Madam,
I hope this letter finds you well. I am writing to request a copy of my bank statement for the past [duration you need the statement for, e.g., six months]. I hold an account with your esteemed bank, and I require the statement for the purpose of [mention the reason for needing the statement, e.g., visa application, loan application, financial planning, etc.].
Below are the details related to my account:
Account Holder's Name: [Your Full Name]
Account Number: [Your Account Number]
Account Type: [Savings/Current/Other]
I kindly request you to provide me with the bank statement for the period starting from [starting date] to [ending date]. If possible, I would prefer to receive the statement in an electronic format, such as PDF, sent to my email address [your email address]. Alternatively, you may send a hard copy to my mailing address [your address] as per your convenience.
I understand that there might be some charges associated with this service, and I am willing to cover any applicable fees for obtaining the bank statement. Please inform me of the total cost, if any, and provide instructions on how I can make the payment.
If there are any specific forms or documents that need to be filled out to process this request, please do let me know, and I will be more than happy to complete them promptly.
I would greatly appreciate it if you could expedite this request as I require the bank statement for [mention any urgent reasons, if applicable]. Your prompt attention to this matter will be highly valued.
Thank you for your assistance. If you have any further questions or require any additional information, please feel free to contact me at [your phone number] or via email at [your email address].
Looking forward to a swift response.
Sincerely,
[Your Full Name]
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Formal Requisition Letter for Bank Statement
Subject: Request for Bank Statement
Dear Sir/Madam,
I am writing to formally request a copy of my bank statement for account number [Account Number] held at your branch. I require the statement for the period from [Start Date] to [End Date] for financial record-keeping purposes.
Please let me know if there are any applicable charges for this service. I would appreciate it if the statement could be sent to my registered address or made available for collection at the branch.
Thank you for your assistance in this matter.
Yours sincerely,
[Your Full Name]
Quick Email Request for Bank Statement
Subject: Bank Statement Request
Dear [Bank Officer’s Name],
I kindly request a copy of my bank statement for account number [Account Number] for the period [Month/Year or specific dates]. Please send the statement to my registered email address.
Thank you for your prompt assistance.
Best regards,
[Your Name]
Requisition Letter for Bank Statement for Visa Application
Subject: Request for Bank Statement for Visa Processing
Dear Sir/Madam,
I am applying for a [Visa Type] and the embassy requires an official bank statement to verify my financial standing. I therefore request you to kindly issue an attested bank statement for my account number [Account Number], covering the last [X months].
Please provide the statement on official letterhead, duly stamped and signed, as per embassy requirements.
I would be grateful for your urgent support in this matter.
Sincerely,
[Your Full Name]
Professional Corporate Request for Bank Statement
Subject: Request for Corporate Bank Statement
Dear [Bank Manager’s Name],
On behalf of [Company Name], I am writing to request a detailed statement of our corporate account number [Account Number] maintained at your branch. The statement is required for internal auditing and reconciliation purposes, covering the period from [Start Date] to [End Date].
Please inform us of any service charges, and kindly make the statement available for collection by our authorized representative, [Representative’s Name], who will carry appropriate identification.
We look forward to your prompt response.
Yours faithfully,
[Authorized Signatory]
[Designation]
[Company Name]
Informal Message to Bank Officer for Statement
Subject: Need My Bank Statement
Hi [Officer’s First Name],
Hope you are doing well. Could you please send me the statement for account number [Account Number] for the last three months? If it’s easier, I can also pick it up from the branch.
Thanks a lot for your help as always.
Best,
[Your First Name]
Requisition Letter for Bank Statement Due to Loan Application
Subject: Request for Bank Statement for Loan Processing
Dear Sir/Madam,
I am in the process of applying for a loan with [Bank/Institution Name], and they require a certified copy of my bank statement for the past [X months]. Kindly provide me with the statement for my account number [Account Number], duly signed and stamped.
Please let me know if there are any charges, and I will be happy to pay the same.
Thank you for your cooperation.
Yours sincerely,
[Your Full Name]
Preliminary Request Email for Bank Statement
Subject: Enquiry Regarding Bank Statement Request
Dear [Bank Officer’s Name],
I would like to know the process and charges, if any, for obtaining a bank statement for my account number [Account Number]. Once I have the details, I will submit a formal request.
Thank you for your guidance.
Regards,
[Your Name]
Official Request Letter for Duplicate Bank Statement
Subject: Request for Duplicate Bank Statement
Dear Sir/Madam,
I misplaced my original bank statement for account number [Account Number] and kindly request you to issue a duplicate copy covering the period [Start Date] to [End Date]. I understand there may be a fee for reissuance, and I am willing to pay any applicable charges.
Please let me know when I can collect the document from the branch.
Yours sincerely,
[Your Full Name]
What is a requisition letter for bank statement and why is it needed
A requisition letter for a bank statement is a written or digital request sent to a bank asking for an official copy of account transaction details.
It is needed for several purposes:
- Personal record keeping
- Loan applications
- Visa processing
- Income verification
- Tax filing or audits
- Dispute resolution with the bank
This letter provides a formal record of the request and ensures the bank issues the statement in an official and timely manner.
Who should send a requisition letter for bank statement
- Individual account holders needing statements for personal use
- Business owners requesting statements for company accounts
- Authorized representatives acting on behalf of organizations
- Legal or financial representatives with proper authority
Whom should the requisition letter for bank statement be addressed to
- Branch manager of the respective bank branch
- Customer relationship officer assigned to the account
- Designated email address for bank statement requests
- Specific officers handling loan, audit, or visa services if known
When should you write a requisition letter for bank statement
- Before filing taxes or preparing financial reports
- When applying for loans, visas, or mortgages
- If a duplicate statement is needed due to loss or error
- For verifying suspicious account activity
- During audits or official verifications
How to write and send a requisition letter for bank statement
- Start with a clear subject line (e.g., “Request for Bank Statement”).
- Identify yourself with full name and account number.
- Mention the time period required (e.g., past 6 months, specific dates).
- State the purpose if necessary (visa, loan, tax, etc.).
- Request attestation if required.
- Close with thanks and sign your name.
- Send it through official channels: email, in-person submission, or bank’s online portal.
Requirements and prerequisites before writing a requisition letter
- Ensure the account is active and accessible.
- Keep your account number ready.
- Verify the time frame for which you need the statement.
- Check whether you need attested/hard copy or a soft copy.
- Have valid identification ready if visiting the branch.
- Be aware of applicable service charges.
Common mistakes to avoid in bank statement requisition letters
- Forgetting to mention account number or time period.
- Using vague requests like “recent statement” instead of clear dates.
- Not specifying if an attested copy is needed.
- Sending the request to the wrong branch or officer.
- Overly casual tone in formal requests.
Formatting and style guidelines for requisition letters
- Length: usually one page or 2–3 short paragraphs.
- Tone: formal, polite, and respectful.
- Style: concise and professional.
- Mode: printed letter for official/attested copies, email for quick requests.
- Attachments: include ID proof or authorization letter when required.
After sending: what follow-up may be required
- Confirm receipt of your request with the bank.
- Check the expected processing time.
- Pay any applicable charges before collection.
- Collect the statement in person if a hard copy is required.
- Request clarification if there are delays or missing details.
Tricks and tips for making the request easier
- Use the bank’s official online portal if available.
- Request consolidated statements instead of multiple short ones.
- Keep copies of all communications for reference.
- If urgent, mention the urgency and call the branch directly.
- Authorize someone trustworthy if you cannot visit personally.
Comparing requisition letters for bank statements with other requests
- Unlike balance enquiry letters, a requisition letter requests detailed transaction records.
- Compared to loan request letters, this letter is more straightforward.
- Alternatives include downloading from online banking, but official letters are often required for legal or visa purposes.
