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When composing an authorization letter to a bank for the issuance of a bank statement, clarity and politeness are paramount. Begin with a formal address to the branch manager, clearly stating the purpose in the subject line. Provide personal details such as name, address, and account information. Clearly state the authorization for another individual to collect the bank statement, including their name and the specified date range. Specify the reason for being unable to visit the bank in person. Enclose copies of necessary identification or supporting documents. Conclude with contact information for any queries. Ensure the letter is signed and dated. Remember to acknowledge that banks may have specific policies regarding such requests.

Table of Contents:

Authority letter for issuance of bank statement

To,
The Branch Manager,
____________ (Name of the Bank),
____________ (Address)

Date: __/__/____ (Date)

From,
____________ (Name of the Authority giver),
____________ (Address)

Subject: Authority letter for issuance of bank statement to ____________ (name of the person)

Sir/Madam,

I ___________ (Your Name) hold a __________ (Type of Account) bearing Account no. _________ in your Bank.

I hereby authorize Mr/Mrs/Miss ____________ (Name) to collect bank statement for the account ______________ (Account Number) from __________ (Date) to ___________ (Date). I am unable to come to branch and occupied for ______________ (Reason of not being able to come to bank).

I request you to kindly handover the Bank statement of the above-mentioned account to Mr/Mrs/Miss ____________ whose signature is attested below. I am enclosing a copy of ________ (ID Proof/Address Proof) attached herewith.

Signature:_______________

For any queries please feel free to reach out on:
________________ (Contact Number),
________________ (Email ID)

Sincerely,
_________________ (Name)
_________________ (Account Number)

Encl: __________ (Copy of ID /Address Proof/Any other supporting documents)

Note: For issuance of Bank statements to another person other than the account holder. Banks may ask for other supporting documents or Banks may deny the issuance of Bank statements to any other person as per Bank policy. Request you to kindly contact Bank for Bank statement

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FAQs

  • Can someone else collect my bank statement on my behalf?
    • Yes, you can authorize another person to collect your bank statement by providing them with an authorization letter and necessary identification documents.
  • What information should be included in the authorization letter?
    • The letter should include your account details, the name of the authorized person, the specified date range for the bank statement, the reason for your inability to visit the bank, and your signature.
  • Do banks have specific requirements for issuing bank statements to third parties?
    • Yes, banks may have specific policies regarding the issuance of bank statements to third parties. It's advisable to contact the bank beforehand to understand their requirements.
  • What documents should be enclosed with the authorization letter?
    • Enclose copies of identification proof or address proof along with the authorization letter for verification purposes.
  • Can the authorized person collect the bank statement without any additional documentation?
    • Banks may require additional supporting documents or may refuse the issuance of bank statements to third parties as per their policy. It's recommended to contact the bank for clarification.

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