How to Write an Application for Bank Statement – Easy Formats & Tips


Published: 25 Oct 2025


A bank statement is a written record of your bank account activity. It shows how much money you received, spent, and saved in a specific period.

📌 Why Do You Need It?

You may need a bank statement for:

  • Visa applications
  • Loan or credit card approval
  • Income proof
  • Personal tracking or recordkeeping

👤 Who Can Apply for It?

Anyone with a bank account can request their bank statement, which can be either printed or digital.

💡 Tip: Always keep a recent bank statement ready. It is beneficial in urgent situations, such as visa interviews or loan processing.


Application for Bank Statement

🧾 How to Write an Application for Bank Statement – Step-by-Step Guide

Writing a request to get your bank statement is straightforward. Just follow these steps:

✍️ Step 1: Start with Basic Details

At the top of your application, write your personal and bank information. This helps the bank identify your request.

Include:

  • Your Full Name
    • (e.g., M. Rizwan Tariq)
  • Your Contact Info
    • (Phone number or email)
  • Date
    • (e.g., 9 July 2025)
  • Bank Name and Branch
    • (e.g., HBL, Liberty Market Branch, Lahore)
  • Subject Line:
    • Request for Bank Statement

✍️ Step 2: Write the Body of the Application

Now, write the main message. This section should clearly outline what you need from the bank.

Include:

  • A polite greeting
    • (e.g., Respected Sir/Madam)
  • A short reason for the request
    • (e.g., I need it for a visa application.)
  • Your account number
    • (Write the whole account number correctly.)
  • The period or dates you want the statement for
    • (e.g., January to June 2025)
  • Any urgency, if needed
    • (e.g., I need it within 2 days for my interview.)

🧩 Example Sentence:

“I am writing to request my bank account statement from January to June 2025 for my UK student visa application.”

✍️ Step 3: End Politely

Always end your letter with respectful and thankful words.

Include:

  • A thank you line
    • (e.g., Thank you for your support.)
  • A polite closing
    • (e.g., Looking forward to your quick response.)
  • Your full name
  • Your signature (if handwritten)

✅ Real-Life Example:

Ali applied for a loan and needed a 6-month bank statement. He followed this format, and the bank gave him the printed statement the next day.


🧷 Application for Bank Statement – For Personal Use

Sometimes, it’s a good idea to review your past transactions to inform your budgeting or saving plans. A bank statement gives a clear picture of your spending habits. It also helps you check for any errors or unusual activities in your account.

Format-1 Application For Personal Use ✍️ :

To,

The Branch Manager

[Bank Name]

[Branch Name]

[City]

Subject: Request for Bank Statement

Respected Sir/Madam,

I am [Your Name], and I hold a savings account at your branch. I want to request a copy of my bank statement for personal record-keeping purposes. Kindly provide the statement for the last [mention duration, e.g., 3 months].

My account number is [Your Account Number].

I appreciate your support.

Sincerely,

[Your Name]

[Your Contact Number]

[Signature if needed]

You can edit this format to match the exact period you need. Use polite language and always double-check your account number to ensure accuracy. If your bank allows email requests, you can also send this digitally.


🧷 Application for Bank Statement – For Visa Purposes

When applying for a visa, embassies often ask for a 6-month bank statement. This helps prove that you have enough financial travel support. Having an official bank-stamped copy adds trust and value to your documents.

Format-2 Application For Visa Purposes ✍️ :

To,

The Branch Manager

[Bank Name]

[Branch Name]

[City]

Subject: Request for Bank Statement for Visa Application

Respected Sir/Madam,

I am writing to request my bank statement for the period [January to June 2025], as it is required for my [country name] visa application.

I hold a current account in your branch. My account number is [Your Account Number]. Kindly state with the official bank stamp and Signature.

Please treat this as urgent, as I have a visa interview scheduled soon.

Thank you for your kind assistance.

Sincerely,

[Your Name]

[Your Contact Number]

[Signature if needed]

You can adjust the date range based on embassy requirements. Request a stamped and signed version to make it valid for official use. Additionally, please indicate whether you prefer the statement in hard copy or email format.


🧷 Application for Bank Statement – For Loan or Tax Purposes

Banks or tax offices may request a statement to verify your financial records. It’s often required when applying for home loans, business loans, or filing income tax. A clear and complete bank statement supports your financial claim.

Format-3 Application For Loan or Tax Purposes ✍️ :

To,

The Branch Manager

[Bank Name]

[Branch Name]

[City]

Subject: Request for Bank Statement for Loan/Tax Filing

Respected Sir/Madam,

I am [Your Name], and I maintain a savings account at your branch. I need my bank account statement for the last [mention duration, e.g., 6 months] to submit it with my [loan/tax] documents.

My account number is [Your Account Number]. Kindly issue the statement with your official seal and authorised Signature, as required by the concerned office.

I would appreciate your prompt attention to this matter.

Thank you.

Sincerely,

[Your Name]

[Your Contact Number]

[Signature if needed]

Please note if a bank seal or an officer’s signature is required. You can also attach a copy of your CNIC to speed up the process. Keep both printed and digital copies safe for future reference.

📌 Tip: Always mention the exact dates or time range to avoid delays.


💡 Useful Tips for a Smooth Bank Statement Request

Here are some smart tips to help you get your bank statement without any trouble:

Make It Easy and Hassle-Free 🛠 :



1- Save a soft copy in your email or phone so you always have it when needed.

2- Mention the correct period (e.g., last 3 months, January–June 2025).

3- Visit the bank during working hours to avoid long waits or delays.

4- Carry your original CNIC and bank card for identity verification.


📌 Extra Tip: If possible, call the bank before visiting to ask if the statement is ready or needs time to process.



🔚 Conclusion

A bank statement is a crucial document for various personal and official purposes, including visa applications, loans, and tax filings.

🔁 Quick Recap

  • Understand why you need the statement (e.g., visa, loan, etc.).
  • Use the correct format to write your request
  • Mention the exact date range
  • Always be polite and professional

🌟 Encouraging Advice

  • Don’t worry if this is your first time writing this type of application. With the ready-made formats and tips in this post, you’re all set to do it confidently. Even a simple, well-written letter can accomplish the task smoothly.

💡 Final Tip

  • Always keep a digital and printed copy of your statement.
  • You never know when you might need it again, especially for urgent tasks like interviews or visa processing.

💬 Need help writing your application?

Scroll up and select the format that best suits your needs.


❓ Frequently Asked Questions (FAQs)

Here are some common questions people ask when applying for a bank statement:

Can I get my statement online?

Yes! Most banks let you download your bank statement through mobile apps or internet banking.

Is there any fee? 💰

Some banks may charge a small fee for printed statements.

Online copies are typically available at no cost 💻.

How long does it take to get the statement? 🕒

Printed statements usually take 1 to 2 working days. Digital statements are often available instantly.

Can someone else collect it on my behalf? 👥

Yes, they can. But the person must carry:

  • An authorisation letter signed by you
  • A copy of their CNIC
  • A copy of your CNIC for verification
Can I request a bank statement by email? 📧

Yes, some banks accept email requests. Please ensure that you send it from your registered email address and include your account number, as well as the reason for the request.

What should I do if there’s a mistake in my statement? 🛠

If you notice any errors, contact your bank branch immediately. They will check and correct it if needed.

How far back can I request a statement? 📅

You can usually request statements from the past 6 to 12 months. For older records, banks may need more time or charge a small fee.

Do you still have a specific question that is not covered above? Feel free to contact your bank directly or visit the nearest branch.
And remember, using the correct format and documents makes the process much smoother!


Thank you for reading!



Carolyn W. Farmer Avatar
Carolyn W. Farmer

Carolyn W. Farmer is an expert in creating professional application formats, letters, and templates for students, job seekers and professionals. She shares easy-to-use samples and practical writing tips to help users craft perfect documents.


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