Request Letter for Capital Gain Statement – Sample Letter to Request Statement for Realized Gains

Table of Contents:

• Sample Letter
• Live Editing Assistance
• How to Use Live Assistant
• Additional Template Options
• Download Options
• Share via Email
• Share via WhatsApp
• Copy to Clipboard
• Print Letter
• FAQs

Sample Letter to Request Statement for Realized Gains

To
Broker name/ Fund Name
Address

Date: DD/MM/YYYY

Subject – Request for consolidated realized gains statement

Dear Sir/ Mam

I, _________ (Name), having Account No./ Folio No. ___________ hereby request you to kindly provide me with a consolidated realized capital gain statement for Financial Year __ – ____ (Mention Financial Year).

The statement is required urgently for filing the income tax return for the said year.

Thanking You,
_________ (Name)

Provide additional details such as PAN, Mobile, etc. based on mandatory details required by the service provider for issuing the capital gains statement.

Live Editing Assistance

Live Preview

How to Use Live Assistant

The Live Assistant feature is represented by a real-time preview functionality. Here’s how to use it:

• Start Typing: Enter your letter content in the "Letter Input" textarea.
• Live Preview: As you type, the content of your letter will be displayed in the "Live Preview" section below the textarea. This feature converts newline characters in the textarea into <br> tags in HTML for better readability.

Additional Template Options

The letter writing editor allows you to start with predefined templates for drafting your letters:

• Choose a Template: Click one of the template buttons ("Start with Sample Template 1", "Start with Sample Template 2", or "Start with Sample Template 3").
• Auto-Fill Textarea: The chosen template's content will automatically fill the textarea, which you can then modify or use as is.

Download Options

Click the "Download Letter" button after composing your letter. This triggers a download of a file containing the content of your letter.

Share via Email

Click the "Share via Email" button after composing your letter. Your default email client will open a new message window with the subject "Sharing My Draft Letter" and the content of your letter in the body.

Share via WhatsApp

Click the "Share via WhatsApp" button after you've composed your letter. Your default browser will open a new tab prompting you to send the letter as a message to a contact on WhatsApp.

Copy to Clipboard

If you want to copy the text of your letter to the clipboard:

• Copy to Clipboard: Click the "Copy to Clipboard" button after composing your letter.
• Paste Anywhere: You can then paste the copied text anywhere you need, such as into another application or document.

Print Letter

For printing the letter directly from the browser:

• Print Letter: Click the "Print Letter" button after composing your letter.
• Print Preview: A new browser window will open showing your letter formatted for printing.
• Print: Use the print dialog in the browser to complete printing.

FAQs

• Q: How should I address the recipient in my request letter?
  • A: It's advisable to address the recipient as "Dear Sir/Madam" or "To Whom It May Concern" if you're unsure of the specific recipient's name.
• Q: Is it necessary to mention my account or folio number in the letter?
  • A: Yes, including your account or folio number ensures accurate processing of your request.
• Q: What additional details should I provide in the letter besides my name and account number?
  • A: You should mention the specific financial year for which you're requesting the statement and any other information required by the service provider, such as PAN or mobile number.
• Q: Should I mention the urgency of my request in the letter?
  • A: Yes, it's important to convey the urgency of your request, especially if the statement is needed for tax filing purposes.
• Q: Is it appropriate to express gratitude in the letter?
  • A: Absolutely, expressing gratitude for the recipient's assistance is courteous and appreciated.