Account Statement Request Application 10+ Samples (Download PDF)

Published: 22 Aug 2025

Introduction to Account Statement Request Applications

Requesting a bank account statement for financial review, tax filing, visa applications, or legal proceedings requires a formal application that specifies the account details, statement period, delivery format, and supporting documentation to comply with banking regulations. These applications ensure a streamlined process for obtaining statements while maintaining professionalism. Below are six unique account statement request application letters, tailored for different purposes, including personal, business, and special scenarios. Inspired by the provided formats, these examples are original, professional, and adaptable, ensuring alignment with standard banking procedures. The first application is tailored for a manager, as per your previous context, while the others cover various scenarios for personal and business use.

1. Monthly Account Statement Request

Subject: Request for Monthly Account Statement

Dear Sir/Madam,

I am writing to request the monthly account statement for my bank account so that I can review transactions, balance, and charges. The account details are as follows:

Account Holder Name: [Your Full Name]
Account Number: [Your Account Number]
Account Type: [Savings/Current]
Branch Name: [Branch Name and Address]
Statement Period: [e.g., July 2025]

Please provide the statement in [Specify Format, e.g., physical copy, email, or online banking portal]. Enclosed are the required documents:

Copy of CNIC/Passport
[Any other documents as per bank requirements]

Kindly send the statement to [Your Email Address or Mailing Address] or make it available via [Your Contact Number or online banking]. Please confirm receipt of this request.

Thank you for your prompt assistance.

Yours sincerely,

[Your Full Name]

[Your Signature, if submitting in hard copy]

[Your Contact Information]

[Date: August 18, 2025]

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2. Quarterly / Half-Yearly Statement Request

Subject: Request for Quarterly/Half-Yearly Account Statement

Dear Sir/Madam,

I request my bank account’s quarterly/half-yearly account statement to facilitate financial review, savings tracking, or tax planning. The account details are:

Account Holder Name: [Your Full Name]
Account Number: [Your Account Number]
Account Type: [Savings/Current]
Branch Name: [Branch Name and Address]
Statement Period: [e.g., April–June 2025 or January–June 2025]

Please provide the statement in [Specify Format, e.g., physical copy, email, or online banking portal]. Enclosed are the required documents:

Copy of CNIC/Passport
[Any other documents as per bank requirements]

Kindly send the statement to [Your Email Address or Mailing Address] or make it available via [Your Contact Number or online banking]. Please confirm receipt of this request.

I appreciate your cooperation.

Yours sincerely,

[Your Full Name]

[Your Signature, if submitting in hard copy]

[Your Contact Information]

[Date: August 18, 2025]

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3. Annual Statement Request

Subject: Request for Annual Account Statement

Dear Sir/Madam,

I request the annual account statement for my bank account for purposes such as income tax filing, visa application, or maintaining official records. The account details are:

Account Holder Name: [Your Full Name]
Account Number: [Your Account Number]
Account Type: [Savings/Current]
Branch Name: [Branch Name and Address]
Statement Period: [e.g., January–December 2024]

Please provide the statement in [Specify Format, e.g., physical copy, email, or online banking portal]. Enclosed are the required documents:

Copy of CNIC/Passport
[Any other documents as per bank requirements]

Kindly send the statement to [Your Email Address or Mailing Address] or make it available via [Your Contact Number or online banking]. Please confirm receipt of this request.

Thank you for your assistance.

Yours sincerely,

[Your Full Name]

[Your Signature, if submitting in hard copy]

[Your Contact Information]

[Date: August 18, 2025]

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4. Custom Period Statement Request

Subject: Request for Account Statement for Custom Period

Dear Sir/Madam,

I request an account statement for a specific date range to meet my financial tracking needs. The account details are:

Account Holder Name: [Your Full Name]
Account Number: [Your Account Number]
Account Type: [Savings/Current]
Branch Name: [Branch Name and Address]
Statement Period: [e.g., January 1, 2024 – June 30, 2025]

Please provide the statement in [Specify Format, e.g., physical copy, email, or online banking portal]. Enclosed are the required documents:

Copy of CNIC/Passport
[Any other documents as per bank requirements]

Kindly send the statement to [Your Email Address or Mailing Address] or make it available via [Your Contact Number or online banking]. Please confirm receipt of this request.

I appreciate your support.

Yours sincerely,

[Your Full Name]

[Your Signature, if submitting in hard copy]

[Your Contact Information]

[Date: August 18, 2025]

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5. Tax Filing / Income Proof Statement

Subject: Request for Account Statement for Tax Filing/Income Verification

Dear Sir/Madam,

I request an account statement to submit to the tax authorities for income verification. The account details are:

Account Holder Name: [Your Full Name]
Account Number: [Your Account Number]
Account Type: [Savings/Current]
Branch Name: [Branch Name and Address]
Statement Period: [e.g., July 2024 – June 2025]

Please provide the statement in [Specify Format, e.g., certified physical copy, email, or online banking portal] with all transaction and balance details. Enclosed are the required documents:

Copy of CNIC/Passport
Tax filing reference (if applicable)
[Any other documents as per bank requirements]

Kindly send the statement to [Your Email Address or Mailing Address] or make it available via [Your Contact Number or online banking]. Please confirm receipt of this request.

I appreciate your cooperation.

Yours sincerely,

[Your Full Name]

[Your Signature, if submitting in hard copy]

[Your Contact Information]

[Date: August 18, 2025]

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6. Visa / Immigration Statement

Subject: Request for Account Statement for Visa/Immigration Purposes

Dear Sir/Madam,

I request an account statement demonstrating financial stability for a visa or immigration application. The account details are:

Account Holder Name: [Your Full Name]
Account Number: [Your Account Number]
Account Type: [Savings/Current]
Branch Name: [Branch Name and Address]
Statement Period: [e.g., Last 6 Months or January–June 2025]

Please provide the statement in [Specify Format, e.g., certified physical copy, email, or online banking portal] with a bank stamp, if required by the embassy. Enclosed are the required documents:

Copy of CNIC/Passport
Visa application reference (if applicable)
[Any other documents as per bank requirements]

Kindly send the statement to [Your Email Address or Mailing Address] or make it available via [Your Contact Number or online banking]. Please confirm receipt of this request.

Thank you for your assistance.

Yours sincerely,

[Your Full Name]

[Your Signature, if submitting in hard copy]

[Your Contact Information]

[Date: August 18, 2025]

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7. Loan Processing Statement

Subject: Request for Account Statement for Loan Application

Dear Sir/Madam,

I request an account statement required to process a loan application with a bank or non-banking financial company (NBFC). The account details are:

Account Holder Name: [Your Full Name]
Account Number: [Your Account Number]
Account Type: [Savings/Current]
Branch Name: [Branch Name and Address]
Statement Period: [e.g., Last 6 Months or January–June 2025]

Please provide the statement in [Specify Format, e.g., certified physical copy, email, or online banking portal] with details of transactions and balances. Enclosed are the required documents:

Copy of CNIC/Passport
Loan application reference (if applicable)
[Any other documents as per bank requirements]

Kindly send the statement to [Your Email Address or Mailing Address] or make it available via [Your Contact Number or online banking]. Please confirm receipt of this request.

I appreciate your support.

Yours sincerely,

[Your Full Name]

[Your Signature, if submitting in hard copy]

[Your Contact Information]

[Date: August 18, 2025]

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8. Business Audit / Accounting Statement

Subject: Request for Account Statement for Business Audit/Accounting

Dear Sir/Madam,

I request an account statement for my business account to maintain the books of accounts or facilitate an audit. The account details are:

Business Name: [Your Business Name]
Account Number: [Your Account Number]
Account Type: [Current/Other]
Branch Name: [Branch Name and Address]
Statement Period: [e.g., January–December 2024]

Please provide the statement in [Specify Format, e.g., certified physical copy, email, or online banking portal] with a bank stamp, if required. Enclosed are the required documents:

Copy of CNIC/Passport of authorized signatory
Business Registration Certificate
[Any other documents as per bank requirements]

Kindly send the statement to [Business Email Address or Mailing Address] or make it available via [Business Contact Number or online banking]. Please confirm receipt of this request.

Yours faithfully,

[Full Name of Authorized Signatory]

[Designation]

[Signature of Authorized Signatory]

[Company Stamp, if applicable]

[Date: August 18, 2025]

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9. Salary Verification Statement

Subject: Request for Account Statement for Salary Verification

Dear Sir/Madam,

I am requesting an account statement to verify salary credits for submission to a new employer or lender. The account details are:

Account Holder Name: [Your Full Name]
Account Number: [Your Account Number]
Account Type: [Savings/Current]
Branch Name: [Branch Name and Address]
Statement Period: [e.g., Last 6 Months or January–June 2025]

Please provide the statement in [Specify Format, e.g., certified physical copy, email, or online banking portal] highlighting salary credits. Enclosed are the required documents:

Copy of CNIC/Passport
Employer’s request letter (if applicable)
[Any other documents as per bank requirements]

Kindly send the statement to [Your Email Address or Mailing Address] or make it available via [Your Contact Number or online banking]. Please confirm receipt of this request.

I appreciate your cooperation.

Yours sincerely,

[Your Full Name]

[Your Signature, if submitting in hard copy]

[Your Contact Information]

[Date: August 18, 2025]

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10. Legal / Dispute Case Statement

Subject: Request for Account Statement for Legal/Dispute Case

Dear Sir/Madam,

I request an account statement to be presented as evidence in a court case or legal proceeding. The account details are:

Account Holder Name: [Your Full Name]
Account Number: [Your Account Number]
Account Type: [Savings/Current]
Branch Name: [Branch Name and Address]
Statement Period: [e.g., January 1, 2024 – June 30, 2025]

Please provide the statement in [Specify Format, e.g., certified physical copy with bank stamp, email, or online banking portal]. Enclosed are the required documents:

Copy of CNIC/Passport
Legal notice or court order reference (if applicable)
[Any other documents as per bank requirements]

Kindly send the statement to [Your Email Address or Mailing Address] or make it available via [Your Contact Number or online banking]. Please confirm receipt of this request.

Thank you for your assistance in this critical matter.

Yours sincerely,

[Your Full Name]

[Your Signature, if submitting in hard copy]

[Your Contact Information]

[Date: August 18, 2025]

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