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How to Write an Email Requesting Bank Statement + Free Samples

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Email Requesting Bank Statement

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An email requesting a bank statement is an email sent to the bank to request a summary of all the transactions performed by an account holder. 

There are a host of reasons for requesting an account statement. These scenarios include but aren’t limited to record-keeping purposes, preparation of financial statements, for balancing accounts. And more importantly, if you notice any irregularity in your account, a bank statement is the best way to find out and get to the root. 

If you operate a mobile/digital bank, there’s a big chance your bank sends you monthly statements to your email. This may not be very helpful to you if you need statements from longer than a month. 

If you operate mobile banking, you can request your bank statement on the app and it will be sent to you via email.

If you need a physical copy of your bank statement, there are two options: you can either print out the e-statement sent to you, or you can go to the bank to request a physical copy of the statement. 

Read More: How to Write Authorization Email to Collect Documents and Samples

Ways to Request Bank Statement

There are different ways to request a bank statement from your bank. All of these are effective, but depending on the reason you need the statement and general convenience, you may choose one over the other. 

Here are the three ways to request a bank statement:

  1. Request account statement via app
  2. Send an email to your bank requesting your account statement
  3. Going to the bank in person

Request Account Statement Via App

As said earlier, if you operate an online account, one of the easiest ways to request your bank statement would be to log in to your bank website or app ad request your bank statement. 

If you use this channel, you have all the options at your disposal regarding the time frame you’re requesting. This means with the app or the app, you can request a statement from a certain point in time to whenever you want. 

While this is a relatively quick and straightforward method, some hindrances are associated with it. Such as a lack of online banking and no access to emails. If those two boxes aren’t checked, requesting your account statement via email is virtually impossible. 

Send an Email to Your Bank Requesting Your Account Statement

This is one of the surest ways to get your account. All you need to do is email your bank with the right information (which will be discussed later in this article), and it’ll be sent to you. 

The only downside to this is that it may take some time to get to you. This is mainly because banks get a lot of inquiries, and it takes a while to sort through them. 

A way to bypass this would be to get hold of an email address that isn’t the general one. This could be the email address of the bank manager, your account manager, or a representative in the bank. This way, you’re guaranteed to get a faster response. 

Going to the Bank in Person

Among all the reasons listed above, this is the surest method to get your account statement. All you need to do is walk into any bank, prove your identity, and request your bank statement. 

This method is guaranteed to provide a hard copy of your bank statement. The only catch is that it may not be free. Some banks will charge you for the paper used to print it, especially if you’re requesting your statement from a very long time. 

How to Write an Email Requesting Bank Statement

When writing an email to request a bank statement, there are boxes that must be ticked. Ticking these boxes ensures that your email is received and appropriate actions are taken to attend to your request. One of the first boxes that should be ticked is:

  1. Remember it is a professional email: There’s a popular misconception that emails that are not related to the workplace, i.e., sent between coworkers, are not professional. This is untrue. The only emails that shouldn’t be treated as professional emails are emails that are sent between friends to discuss personal business. 

So, treat your email requesting your bank statement as any other professional email. This means the email requesting the bank statement should pass through the same professional checkbox as other emails. 

  1. Address the recipient properly: Above, we mentioned that the most effective way to get a response is to send the email to someone else other than the customer rep.
    This point in this article is especially for that instance. 

    So, if you’re sending your email to someone other than the customer rep, make sure to address them properly.

  2. Subject, Body, and Ending: When it comes to email writing in general, these three points must be written and must pass the message across. 
  • Subject: The subject is one of the most important parts of an email. This means the subject is the sole determiner of whether your email will be open immediately oR would be left to move down the pile. 
  • Body: The body of your letter should translate your request to the recipient. In the body of your email requesting your bank statement, make sure to include your account name, account type, account number, and everything that proves that you’re the owner of the account. If your bank requests, you can include a copy of a valid ID card. 
  • If there’s any information (lack of), this is the place to inform the recipient of it. If you need a speedy response or your statement mailed, this is the point of the email where you make these requests known. 
  • Ending: Your email should end with thanks and appreciation before proceeding to the closing salutations and signing off with your name.
    If you need an original copy mailed, make sure to include a postal address in the ending. 
  1. Do not include unnecessary information: When writing your email to request, make sure to keep it concise and straight to the point. Do not include any unnecessary information. 

Deciding whether or not to include your reason for requesting your bank statement is entirely up to you. If you think including it can increase the sense of urgency, then do. It is not a criterion when writing an email requesting a bank statement. 

How to Write an Email to Request Bank Statement

In the section of the article, we’re going to list some templates to guide you when you need to write an email requesting a bank statement. 

How to Write Email to Request Bank Statement Template One

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) 

How to Write Email to Request Bank Statement Sample One

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 would like a soft copy sent to this email and a hard copy mailed to 17th Thompson 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 

How to Write Email to Request Bank Statement Sample Two

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 

Conclusion

Writing an email to request a bank statement is a straightforward task. We’ve listed everything you need to know about sending and writing an email to request an account statement. 

Also, the samples should serve as pointers for writing yours.

The post How to Write an Email Requesting Bank Statement + Free Samples appeared first on Woculus.

Ayo Oyedotun is a professional blogger and freelance writer. He reads, writes and talks about business. You can follow him on Twitter @Ayo_Oyedotun[http://twitter.com/#!/Ayo_Oyedotun] or read Business Owners’ Bible[http://woculus.com/].


Source: https://www.woculus.com/write-an-email-requesting-bank-statement/


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