REQUEST STATEMENT

The statement request feature enables customers to request the bank for a physical copy of a deposit account statement for a specific period. This physical copy will be mailed to the user’s address registered with the bank.

You are here How to reach here:

Dashboard > Toggle Menu > Accounts > Term Deposits > Request Statement

Field Description

Field Name	Description
Account Number	Account number for which statement has to be requested in masked format along with the account nickname, if defined. For more information on Account Nickname, refer Account Nickname. Note: If this screen is navigated to from the Term Deposits widget after having selected the View Statement option against a specific deposit account, that deposit account number is defaulted in this field.
Balance	The balance in the account in the account currency.
From Date	The customer is required to specify the start date from which the account statement is required.
To Date	he customer is required to specify the date until when the statement is required.

To request for a physical statement:

From the Account Number list, select the appropriate deposit account for which you want to view the statement.
This step is required only if this screen has been navigated to from the Toggle Menu.
From the From Date list, select the start date of the of the deposit account statement.
From the To Date list, select the end date of the deposit account statement.
Click Submit.
OR
Click Cancel to cancel the transaction.
OR
Click on the Back to Dashboard link to go back to Dashboard screen.
The Review screen appears. Verify the details and click Confirm.
OR
Click Back to make changes if any. The user is directed to Request Statement – screen with values in editable form.
OR
Click Cancel to cancel the transaction.
The success message of Request Statementappears along with the transaction reference number.
Click Go To Account Details link to go to Deposit Details screen.
OR
Click Go to Dashboard link to go to Dashboard screen.

Home