You can use this financial information request letter to ask a bank or any institution to provide you with the needed personal financial information in their records.
[Reciever’s Name]
[Designation]
[Bank’s Name]
[Bank’s Address]
[Date]
[Subject: Request for obtaining financial information. In this case, the financial information asked will be Statements.]
Dear [Reciever’s Name],
The following letter is my request for financial information from your respected organization. I, [Sender’s Name], request you supply me with a copy of my financial statements. [Mention the reason for which you require the financial statements].
I hold an account with your organization’s account [Account number]. Please facilitate me with a financial statement for the [Mention the period for which you require the financial statement], dated [Mention the starting and ending dates of the statement].
Your cooperation in this matter shall be highly regarded. Please implement this request as soon as possible, and provide me with my financial statement at the earliest so I can use it for the purposes mentioned above.
Many thanks for considering my request.
Sincerely,
[Sender’s Name]
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