These email samples are useful for requesting bank statements. They’ll guide you on the format and contents your email should bear when requesting your bank’s transition records.
How to Write an Email to Request Bank Statement
This template breaks down the most important information a bank statement request should bear. It further instructs the bank to deduct any charge from the account for any charge the service may incur.
Suggested Subject: Request Bank Statement
Dear (Recipient name),
My name is (your name), and my account number is (account number). This email is written to request my bank statements from (starting date) to (end date). I would like a soft copy sent to this email and a hardcopy mailed to (include mailing address)
Kindly deduct all the service charges from my account.
For further inquiries, please send an email to this email address or call (include phone number)
Sincerely,
(Your name)
Sample 1: How to Write an Email to Request Bank Statement
This sample can be used when you need your bank statement. It shows how the pattern the request should follow. Note how the account holder outlines the period the statement should cover, how it should be sent, and where the charges should be withdrawn.
Suggested Subject: Request for a copy of bank statement
Dear Jonathan,
My name is Jim Blessed, and my account number is 1234567. This email is written to request my bank statement from the 17th of October 2020 to the 17th of October 2021. I want a soft copy sent to this email and a hard copy mailed to 17th Thompson Street.
Kindly deduct all the service charges from my account.
For further inquiries, please send an email to this email address or call 1234567.
Sincerely,
Jim Blessed
Sample 2: How to Write an Email to Request Bank Statement
This sample can be used when there’s an urgent need for the bank statement. A perfect example is how the account holder in the sample below states the urgency of the bank statement.
Suggested Subject: Bank statement needed for Tax purposes.
Dear Jason,
My name is Samuel Tunde, and I am the manager of “Samuel and Samuel Institute PLC” my account number is 123456789.
My account type is current. I would like to request the account statement for the past 6 months, specifically from the beginning of July to the end of December.
Please treat this as urgent, as I need to submit it to the tax authorities in 10 days.
Please send the hard copy to 18th Jefferson and Jefferson street. All charges for this request should be debited from the account.
I will appreciate your speedy response.
Thank you,
Samuel Tunde
Sample 3: How to Write an Email to Request Bank Statement
The email is a request for a bank statement for tax purposes. The email sender needs the statement to use as proof of their financial transactions for the year when filing their taxes.
Suggested Subject: Request for Bank Statement for Tax Filing
Dear [Bank Representative’s Name],
I am writing to request a copy of my bank statement for the past year. I need this statement for my tax filing, as proof of my financial transactions for the year.
Please let me know if there are any charges for this service. I appreciate your help in this matter and look forward to receiving my statement as soon as possible.
Thank you for your time and assistance.
Best regards,
[Your Name]
Sample 4: How to Write an Email to Request Bank Statement
The email sample below is a request for a bank statement for a loan application. The email sender needs the statement to attach to their loan application to improve their approval chances.
Suggested Subject: Request for Bank Statement for Loan Application
Dear [Bank Representative’s Name],
I am writing to request a copy of my bank statement for the past six months. I need this statement to attach with my loan application. This will help my loan processing and improve my chances of being approved for the loan.
Please let me know if there are any charges for this service. I appreciate your help and look forward to receiving my statement soon.
Thank you for your time and assistance.
Best regards,
[Your Name]
Sample 5: How to Write an Email to Request Bank Statement
In the sample below, the request is for a bank statement for audit purposes. The email sender needs the statement for their company’s audit report.
Suggested Subject: Request for Bank Statement for Audit
Dear [Bank Representative’s Name],
I request a copy of my bank statement for the past three years. I need this statement to provide for my company’s audit report.
Please let me know if there are any charges for this service. I appreciate your help in this matter and look forward to receiving my statement as soon as possible.
Thank you for your time and assistance.
Best regards,
[Your Name]