What are Bank Statement Forms?

Bank statement forms are documents provided by a financial institution that show the transactions and account balance of a specific bank account over a certain period of time. They are typically used for record-keeping, budgeting, and financial planning.

What are the types of Bank Statement Forms?

There are primarily two types of bank statement forms: paper forms that are mailed to account holders on a monthly basis and electronic forms that can be accessed online or through a mobile banking app.

Paper bank statement forms
Electronic bank statement forms

How to complete Bank Statement Forms

Completing bank statement forms is a straightforward process that requires attention to detail and accuracy. Here are some steps to help you complete bank statement forms effectively:

01
Review your transactions: Carefully go through each transaction listed on the statement to ensure accuracy.
02
Verify your account balance: Cross-reference the ending balance on the form with your own records to confirm its correctness.
03
Fill in any additional information: If required, provide any necessary personal details or account information on the form.
04
Check for errors: Double-check all entries before submitting the completed form to avoid any mistakes.

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Video Tutorial How to Fill Out Bank Statement Forms

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Questions & answers

Here's what to do: Visit your bank's website. Log in to Online Banking/Digital Banking/Internet Banking/eBanking etc. Click 'statements', 'e-documents', or 'download' Make sure you've selected the correct account. Choose a statement (or a date range) Choose the .pdf file format. Download*
Submitting a bank certificate instead of a bank statement A bank certificate is usually a one-page document that certifies that you have an account with that branch.
Can I make my own bank statement? Unfortunately, an account holder cannot make his or her own bank statement and pass it off as an official financial document. Nevertheless, one can use a personal bank statement to use to compare with the official statement issued by a bank or financial institution.
Financial institutions offer two types of bank statements: (i) paper bank statements and (ii) electronic bank statements.
Log in to your online banking. Select Statements from the left menu and the required account. Select a statement number, followed by 'Print' at the top. Now, right-click your statement and choose to save as a PDF.
A Bank Statement template is usually required by an account owner from the bank. This document contains a detailed description of the credit, debit, and total balance situation.