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Request letter to Bank for account balance

Account balance request

A formal written request to the bank for a bank statement to update the applicant's personal records. Relevant details such as bank account number and current balance were provided to verify the ownership of the bank account.

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01

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Click "Create Document" button and the document will be prepared with your account details automatically filled in.

02

Fill Information

Please fill in any additional information by following the step-by-step guide on the left hand side of the preview document and click the "Next" button.

03

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04

Review Document

Please review the document carefully and make any final modifications to ensure that the details are correct before sending to the addressee.

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Document Description

This format of the document can be used as a formal written request to the bank for a bank statement to update the applicant's personal records. Relevant details such as bank account number and current balance were provided to verify the ownership of the bank account. 

Bank statements are essential in both personal and business settings as they give clear information regarding bank transactions. They are helpful for record-keeping and preparing financial statements. A formal written request to the bank is essential to obtain bank statements. 

 

How to use this Document?

The applicant should direct the request to the key contact person provided by the bank they are lodging the formal request. 

The applicant should provide all relevant details of their account clearly to ensure the smooth processing of their request. Relevant information includes account number, account name, designated signatory and account balance

Contact details such as the applicant's address, email address and phone number should also be included. 

The applicant should sign at the bottom of the letter. 

 

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