REQUEST STATEMENT

The statement request feature enables customers to request the bank for a physical copy of a recurring 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 > Recurring Deposits >More Information > Request Statement
OR
Dashboard > Toggle menu > Accounts > Recurring Deposits > Request Statement

To request for a physical statement:

From the Select Account list of Select Account popup window, select the appropriate recurring 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.

Field Description

Field Name	Description
Select Account
Select Account	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.

Field Name

Description

Select Account

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.

Click Proceed to request the deposit.
The Request Statement screen appears.
OR
Click Cancel to cancel the transaction.

Field Description

Field Name	Description
Request Statement
Account Number	Displays 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.
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	The customer is required to specify the date until when the statement is required.

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 Back to navigate back to previous 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 Dashboard to go to Dashboard screen.
OR
Click Go To Account Details to view the deposit details.

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