STATEMENT REQUEST

Statement of any account plays an important role for users to know the current position and manage the account effectively. User can view a brief summary of last few transactions on the deposit dashboard for the selected term deposit account. User can select any deposit account to view its last few transactions on the dashboard.

Using this option you can request for an ad-hoc account statement for any of the term deposit accounts. The regular statements are sent to the customers as per their desired periodicity.

user can view the complete statement for the desired term deposit account. All transactions on the TDTerm Deposit is a deposit accepted by bank, for a fixed term, from customers. A term deposit is a liability of a bank with fixed maturity period. account are shown in chronological order of the activity performed.

User can use the below filters to narrow the search the result.

Transaction period
Date range
Transaction type
Debits transactions
Credit transactions
Debit and Credit transactions

User can also sort the result basis transaction date or transaction amount. The user can also save the result as well as request for a physical statement of the selected term deposit account.

You are here How to reach here:

Dashboard > Quick Links > Statement Request
OR
Dashboard > Accounts > Term Deposits >Statement Request
OR
Dashboard > Accounts > Term Deposits > Term Deposit Summary > Deposit Number > Deposit Details > Quick Links > Statement Request

Field Description

Field Name	Description
Select Account Number	The term deposit account number for which account statement to be generated.
From Date	The date from which the TD account statement is required. From Date cannot be greater than To Date.
To Date	The date up to which the account statement is required.

Field Name

Description

Select Account Number

The term deposit account number for which account statement to be generated.

From Date

The date from which the TD account statement is required.

From Date cannot be greater than To Date.

To Date

The date up to which the account statement is required.

To request for an ad-hoc physical statement:

From the Select Account Number list, select the appropriate account number.
From the From Date list, select the appropriate start date.
From the To Date list, select the appropriate end date.
Click Submit.
OR
Click Cancel to cancel the transaction.
The Review screen appears. Verify the details and click Confirm.
OR
Click Editto modify the details for statement generation. It to navigate to the previous screen.
The success message along with the reference number appears. Click OKto complete the transaction.

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