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Get your monthly financial statements: Request for Monthly Statements

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Other Names: Monthly Statement Request Letter Request for Statements
Request for Monthly Statements document preview

What is a Request for Monthly Statements?

A Request for Monthly Statements can help make you get ahold of your important banking or credit information. If you lost your statements, or if you want hard copies, you have a right to that paperwork. Whether you plan on applying for new credit or simply want documents for your own records, a Request for Monthly Statements can get you the information you want.

A Request for Monthly Statements can help get you copies of your statements right away. Maybe you've lost your statements, maybe you usually prefer electronic copies, or maybe you simply didn't hang onto them the first time you got them. Whatever your reason, it's easy to get copies of those monthly statements. Banks, credit unions, and credit card companies are all required to send you copies at your request. Of course, you need to send the request in the first place. A Request for Monthly Statements makes it easy to get the process started.

When to use a Request for Monthly Statements:

  • You need a copy of your bank or credit card statement.
  • You'd like to have certain statements reissued.
  • You misplaced your statements.

How do I get my Request for Monthly Statements reviewed?

If you already have a Request for Monthly Statements and want to have it reviewed, or if you have questions about creating or using one, there are a few ways to get help.

Use Rocket Copilot to ask questions or review your document; this helps you better understand what it says and identify anything that may need a closer look.

If you are looking for help from a Legal Pro, you can also ask a question and receive a response within one business day, or request a more in-depth document review.

Sample Request for Monthly Statements

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,

 

 

,

 

 

 

The purpose of this letter is to request past account statements. I would like to review my statements for possible fraudulent activity and need statements from to .

 

  Account #

 

The name on the account(s) is .

 

check money order

Please contact me if you have any questions or need additional information. (preferred) or (alternate)

 

Sincerely,

 

 

____________________________________

bank. credit card company. bank with a similar request.credit card company with a similar request.
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