Financial Information Request Letter

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] 


[Bank’s Name] 

[Bank’s Address] 


[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. 


[Sender’s Name] 

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