7.2 Request Statement

This topic provides the systematic instructions for user to request a physical copy of their account statement from the bank for a specified period.

A user may require the physical copy of an account statement for a certain period. This physical copy will be mailed to the user’s address registered with the bank.

Note:

Send to Modify functionality is now supported for this transaction.

To request for a Statement

1. Click the icon on the Transactions screen, and click Request Statement to request for an account statement.

   The Request Statement screen appears.

   Figure 7-4 Request Statement

   
   

   
   Description of "Figure 7-4 Request Statement "

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 7-3 Request Statement - Field Description

   Field Name	Description
   Account Number	Current and savings account number in masked format along with the account nickname for which the statement to be requested. The account number could be either the user’s Party account or any linked party accounts that he has access to.
   From Date	The user is required to specify the start date from which the account statement is required.
   To Date	The user is required to specify the date until when the statement is required.

2. From the Account Number list, select the account number for the account statement.
3. From the From Date list, select the start date of the account statement.
4. From the To Date list, select the end date of the account statement.
5. Perform one of the following actions:
   • Click Submit.

     The Review screen appears.

   • Click Cancel to cancel the transaction.
6. Perform one of the following actions:
   • Verify the details and click Confirm.

     The success message of Statement Request appears along with the transaction reference number.

   • Click Back to navigate back to the previous screen.
   • Click Cancel to cancel the transaction.
7. Perform one of the following actions:
   • Click Home to go to the Dashboard screen.
   • Click View Account Details to visit the account details page.