Request Letter For Monthly Bank Statement – Sample Letter to Bank Requesting for Monthly Statement

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 Request Letter For Monthly Bank Statement

To,
The Branch Manager,
________ (Branch Name),
________ (Branch Address)

Date: __/__/____ (date)

Subject: Request for the monthly statement

Respected Sir/Madam,

My name is _________ (name) and I am writing this letter to request your issuance of the monthly bank statement in my name for the bank account that I have been operating bearing __________ (mention account number).

I request you to kindly issue the monthly bank statement of my account number __________ (mention account number) at _______________ (email/physical) at ____________ (email address/physical address). The purpose for the monthly statement is _________ (mention purpose). I hereby authorize the bank to debit the charges for the same. As per the requirements, please find the required documents attached along with this letter.

I shall be highly obliged for your kind support. In this regard, you may contact me at _________ (contact details).

Thanking you,
Regards,
_________ (Name),
_________ (Account Number),
_________ (Contact details)

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: What should I include in a letter requesting a monthly bank statement?
  • A: Mention your name, account number, preferred delivery method for the statement, purpose for needing it, and authorization for any associated charges.
• Q: Is it necessary to enclose any documents with the letter?
  • A: It's advisable to enclose any required documents, such as an authorization for charges or proof of identity, to expedite the process.
• Q: Whom should I address the letter to?
  • A: Address the letter to the Branch Manager or appropriate authority at your bank's branch.
• Q: How can I specify my preferred delivery method for the statement?
  • A: Clearly mention whether you prefer to receive the statement via email or physical mail and provide the corresponding address.
• Q: What should I do if I haven't received the monthly statement after sending the request letter?
  • A: Follow up with the bank's branch or customer service to inquire about the status of your request and ensure timely delivery of the statement.

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