How to make a bank statement template
Any financial institution worker or credit card manager processes numerous documents every day. If you are tired from papers the online solution from PDFfiller is for you. Every user can create a bank statement faster than ever before. The electronic forms are already provided in the library. In addition to that, a blank sample can be uploaded from your device and filled out online. The trustworthy data encryption methods and additional security measures will make the process of the bank statement sending safe and all the confidential information protected.
Complete any bank statements not being afraid of the loss of information. The summary of financial transaction per month or year can be sent by e-mail. It helps clients to keep track of their payments, understand their regular purchases and manage their budget.
Create the digital bank statement while on the go
PDFfiller platform is based in the cloud and it is available from any mobile device or computer, connected to the Internet.
Drag and drop the file you want to complete or import it from the cloud storage. You may also subscribe to the third party connection services and select the necessary sample there. Once the document uploaded, it will be opened in the editor by default. In order to submit a blank successfully use such recommendations:
- Select the highlighted fields and fill them out. If the template has no fields, add them manually using “Add fillable fields” tab at the left side corner. This tool helps to create text, date and signature areas.
- The text tool can be used to insert information as well. It is placed on the upper tools panel.
- Start with the name of the customer and their account number. Specify the city, state and phone number.
- Add a digital legally binding signature in the final part of the form.
- Save changes and download the template. You may also send the signature request or share the document via e-mail or SMS.