STATEMENT REQUEST

Statement of an account plays an important role for users to know the current position and manage the account effectively. The regular 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 statements are sent to the customers as per their desired periodicity. In addition, Users can view a brief summary of last few transactions on the deposit dashboard for the selected term deposit account. Over and above this, Through the Statement Request option, the user can request for an ad-hoc account statement. All transactions on the TD account are shown in chronological order.

User can use the below filters to narrow the search 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.

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 along with the account nickname for which account statement to be generated. The account number could be either the user’s PartyA party is any individual or business entity having a banking relationship with the bank. account or any linked party accounts that he has access to. For more information on Account Nickname, click here.
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:

1. From the Select Account Number list, select the appropriate account number.
2. From the From Date list, select the appropriate start date.
3. From the To Date list, select the appropriate end date.
4. Click Submit.
   OR
   Click Cancel to cancel the transaction.
5. The Review screen appears. Verify the details and click Confirm.
   OR
   Click Edit to modify the details for statement generation. Application navigates to the previous screen.
6. The success message along with the reference number appears. Click OK to complete the transaction.

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