Request letter to Bank for account balance

Account balance request

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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 important in both personal and business settings as they give clear information regarding bank transactions. They are useful 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 he/she is lodging the formal request. 

The applicant should provide all relevant details of his/her account clearly to ensure smooth processing of his/her request. Relevant details include 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 for communication purposes. 

The applicant should sign at the bottom of the letter. 

How to Tailor the Document for Your Need?

  1. Create Document: Click “Create Document” button and the document will be prepared with your account details automatically filled in.

  2. 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.

  3. When you are done, click the “Get Document” button and you can download the document in Word or PDF format.

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

Document Type:

Letter / e-mail / note / correspondence

Category:

Personal > Government, Bank and Utilities > Letter to Bank

 
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Author:

DocPro Legal

DocPro Legal is a team of legal professionals with a passion for making quality documents and legal contract templates widely available to the public through cutting edge technology. Our lawyers are qualified in numerous common law jurisdictions including the United Kingdom, Australia, New Zealand, India, Singapore and Hong Kong. We have experience in major law firms and international banks with expertise in business, commercial, finance, banking, litigation, family, succession and company laws.