Bank Statement Template - PDF Templates | Jotform (2024)

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Bank Statement Template - PDF Templates | Jotform (6)

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A bank statement is used by a bank or other financial institution to show an account holder their account activity and transactions over a certain period of time. With this ready-made Bank Statement Template, your bank can generate statements with ease — simply customize the design, fill it out with customer details, and convert it into a PDF document automatically.

Jotform Sign lets you customize this Bank Statement Template by adding your logo, updating form and e-signature fields, and personalizing visual elements like fonts and colors. If you need to collect multiple signatures, you can even set up a signing order to send it to each signer automatically! Save time and be more efficient with the help of Jotform Sign.

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A letter of authorization is an agreement between the person, known as the principal, authorizing another, known as an agent, to perform certain functions or powers in order to perform the duties of the principal. This letter also contains the period of effectivity of the contract of agency between the principal and the agent. Share Jotform’s free Letter of Authorization via email and securely collect electronic signatures from any device. Once signed, a finalized PDF document will be sent to your inbox — ready to download, print, and share with the appropriate parties.You can make changes to this Letter of Authorization in just a few easy clicks using Jotform’s intuitive form builder. Simply drag and drop to add or remove text fields, include additional signature fields, change fonts and colors, include your own branding and letterhead, and other design changes. Ditch messy paper forms and streamline your e-signature process with this free Letter of Authorization from Jotform. If you want to take your signing process online, create an e-sign document with Jotform Sign.

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Bank Statement FAQs

1) Can I customize the bank statement template according to my specific needs?

Yes, you can customize your bank statement template to match your specific needs by using Jotform’s intuitive online form builder. Drag and drop to add your bank’s logo or other branding assets, change fonts and colors, upload images, integrate with useful third-party apps, add and edit e-signature fields, and more, depending on your needs.

2) What information is typically included in a bank statement template?

A bank statement template typically includes form fields for the account holder’s name and address, the account number, the most recent account balance, and recent transaction information

These templates are suggested forms only. If you're using a form as a contract, or to gather personal (or personal health) info, or for some other purpose with legal implications, we recommend that you do your homework to ensure you are complying with applicable laws and that you consult an attorney before relying on any particular form.

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About Letter Templates

If you need to draft polished, official letters, our customizable Letter E-Sign templates can help you generate them — for free! To get started, customize any of our free templates for confirmation letters, consent letters, cover letters, letters of recommendation, and more. Submissions made through your online letter form will automatically be converted into designed, professional PDFs that are easy to download, print, and email.

Using Jotform’s PDF Editor, you can modify any letter template to perfectly match your needs. Feel free to change the fonts and colors, drop in a text box for terms and conditions, write a personalized message, and add your logo for a more official touch. Your custom letter template will instantly convert every form response into an easily accessible PDF. If you’d like to send your clients confirmation letters or copies of their submissions, simply set up an autoresponder email and enable PDF attachments.

With an automated letter template, you’ll never have to manually write or sort paper letters for your business again.

Frequently Asked Questions

1) What are letter templates?

Letter templates are pre-made formats or layouts to help you draft a letter — no matter what your specific needs. With a letter template, you can just fill in fields like date, sender and recipient addresses, greeting, body text, and signature. These templates help you minimize busywork while producing professional results.

The best part? You won’t have to write each letter from scratch, and you can reuse templates as many times as you need, changing the letter for each circumstance.

2) Subtypes of letter templates

There are many different types of letter templates. While you can customize letter templates to your exact needs, you can also use our ready-made templates as is.

One common letter template is for a job promotion letter, which is a formal correspondence used to offer an employee a promotion, raise, or new role within a company. These templates can save your HR department time drafting individual promotion letters, so all they have to do is fill in an employee’s salary and job specifics to create a perfect letter. Job promotion letters provide a formal way to inform the employee of their new position, convey the details of their new role, and celebrate their accomplishments.

Another common letter template is a letter of recommendation. A letter of recommendation vouches for an individual based on a person’s first-hand experience of their characteristics and qualifications. Whether you’re an employer or a teacher, you’ve most likely received multiple requests to write letters of recommendation on top of your regular workload. Instead of spending valuable time drafting new letters from scratch, you can customize a template to create letters of recommendation in minutes. You can even set up an autoresponder email that sends the individual their completed letter of recommendation once you’ve finished.

Another common letter template type is for a resignation letter, which is an official document that notifies an employer when an employee is leaving their job. These templates work great for anyone who is planning to resign from their current position or for HR teams that need to offboard employees. You can personalize the template with your reasons for resigning from a job, then send it as a PDF in seconds.

3) Key elements of letter templates

Letter templates are structured to accommodate specific formatting and layout needs. The key fields to include are

  • Header: The title or purpose of your letter
  • Date : The date the letter is being sent
  • Sender name : The full name of the person sending the letter
  • Email: The email of the person sending the letter
  • Phone number : The contact phone number of the person sending the letter
  • Sender and recipient addresses : The full addresses of both the person sending the letter and the person receiving the letter
  • Greeting : A formal salutation to the person receiving the letter
  • Body text : The bulk text of the letter stating its purpose, whether that be for a resignation, a promotion, an appraisal, etc.
  • Signature and signoff : The signature of the person sending the letter, followed by an optional field for their printed name and the date of signing

4) How do I create a letter with Jotform?

You can create a letter with Jotform in minutes using our ready-made templates. Navigate to Letter Templates in our PDF template directory, and select one that best suits your needs. Then, use our intuitive drag-and-drop builder to customize the letter design with elements of your personal branding, different fonts and colors, and so much more.

When the letter template looks perfect, you can fill out the fields for the specific recipient and purpose of the letter, then share it via email, link, or QR code. With Jotform Sign, you can also collect electronic signatures from recipients and save your letter as a PDF instantly for future reference. It’s that easy!

5) What can I use a letter for?

You can use a letter any time you need to convey a formal or informal message to a person or organization. Letters are useful for making requests, providing information, expressing gratitude, extending invitations, submitting applications or proposals, offering promotions or opportunities, giving condolences, and addressing issues or disputes.

On the personal side, letters are used to correspond with friends and family, send invitations to parties, and more. In business, letters are more commonly used to communicate with partners, clients, customers, suppliers, employees, and other stakeholders. They are also used to establish business agreements, initiate contracts, and inform recipients of legal actions, among other purposes.

Letters are one of the oldest and most effective means of written communication, and they are still used by just about every institution and industry today. As such, it’s useful to know how to use them effectively and efficiently.

These templates are suggested forms only. If you're using a form as a contract, or to gather personal (or personal health) info, or for some other purpose with legal implications, we recommend that you do your homework to ensure you are complying with applicable laws and that you consult an attorney before relying on any particular form.

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Bank Statement Template - PDF Templates | Jotform (2024)

FAQs

How to create a bank statement PDF? ›

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.

How to get a bank statement template? ›

You can get a free bank statement template from your bank or other types of financial institutions. The transactions which appear on the statement include deposits, withdrawals, debit, and credit.

Can I print PDF for bank statement? ›

It doesn't matter who you bank with — if you're using online banking, you can download PDF statements. While each bank uses slightly different words, the process is basically the same. You need to make sure you've got the correct account, the right date range, and all transactions included.

How to generate a bank statement? ›

How to get a bank statement
  1. Log in to your bank or credit union's website.
  2. Look for “Statements” on the sidebar or menu.
  3. Choose your account.
  4. Select your statement period.
  5. Open the PDF, and print or download it.
Apr 17, 2024

What is the simple format for bank statement? ›

Dear [Bank Manager's Name/Sir/Madam], I request a bank statement for my [savings/current] account, number [Your Account Number], covering [Start Date] to [End Date] for purposes like [briefly mention the reason, e.g., loan application, ITR filing].

Can I print my own bank statements? ›

If your bank doesn't have an option to request a paper statement, you can print out a downloaded PDF for a physical copy of your statement. This printed version will look exactly like the mailed version of your statement and is considered an official document.

How do I get a PDF bank statement? ›

You can access your bank statement in the PDF format in the following ways:
  1. Download it from the bank's online portal.
  2. Download it through the mobile application.
  3. Contact your bank's nearest branch.
  4. Get in touch with their customer service number.
Jan 31, 2024

What is a PDF version of a bank statement? ›

Definition: A PDF Bank Statement, also known as a Portable Document Format Bank Statement, is a digital document provided by a bank or financial institution that summarizes the activity and transactions of a bank account within a specific period.

How to get bank statement in PDF format without net banking? ›

How To Bank Statement Offline? Go to your nearest bank branch and request a statement for a specific period. You have to provide a start date and end date, just like in the online method, and collect the statement from the bank.

Can I get a bank statement printed? ›

If you want paper copies of your online statements for your current, savings accounts or credit card, you can save and print PDF versions from your Online Banking service.

What does a bank statement look like? ›

Usually covering a one-month period, statements include your incoming salary or payments, any transfers or deposits made, and cash withdrawals. They also provide a starting and end balance, so that you've got a clear idea of where your finances are at the close of the month compared to its start.

How do I convert a PDF to a bank statement? ›

Here's how:
  1. Open the PDF in Adobe Acrobat Pro (requires a subscription or trial).
  2. Go to "File" > "Save As" > "Spreadsheet" > "Microsoft Excel Workbook" or "CSV."
  3. Follow the prompts to adjust settings and save the converted file.
Sep 29, 2023

Can you save bank statements as PDF? ›

You can also scan bank statements to PDF using a free scanner app for safe digital storage and make sure you're storing them as a secure PDF to protect sensitive information.

How do I send a PDF of my bank statement? ›

If you want to download a bank statement as a PDF, the process is pretty much the same. In fact, some banks will automatically save your statement as a PDF when you go to view it. Again, you'll need to log in to online banking and then select 'statements', 'e-documents' or 'download'.

How do I draw a bank statement online? ›

Check Your Registered Email
  1. Access the inbox of your registered email account.
  2. Search the name of your bank in your inbox.
  3. Open the email containing these details, such as account statement or transaction summary.
  4. Download the attached file.
  5. Enter your password in a specific format as mentioned in the email.
Jan 31, 2024

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