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

To request for a Statement

1. Perform anyone of the following navigation to access the Request Statement screen.
   • From the Dashboard, click Toggle menu, click Menu, then click Accounts, and then click Current and Savings Accounts tab, and then click Current and Savings Account Number. From the Current & Savings Details page, click on the More Actions, and then click Request Statement.
   • From the Search bar, type Current & Savings – Transactionsand press Enter, and then click on the More Actions, and then click Request Statement.
   • From the Search bar, type Current & Savings – Request Statement.

   The Request Statement screen appears.

   Figure 16-3 Request Statement

   
   

   
   Description of "Figure 16-3 Request Statement "

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 16-3 Field Description

   Field Name	Description
   Account Number	Savings account number in masked format for which statement has to be requested.
   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 Authentication screen appears.

   • Click Cancel to cancel the transaction.
6. The Confirmation popup appears.
   Perform one of the following actions:

   • Click Yes to proceed.

     The success message along with the transaction reference number appears.

   • Click No to cancel the transaction.
7. Perform one of the following actions:
   • Click Transaction Details to view the details of the transaction.
   • Click on the ViewAccounts link to visit the Current & Savings Accounts summary page.
   • Click on the Current & Savings Accounts Detailslink to view the Current & Savings Accounts details.
   • Click on the Go To Dashboard link to navigate back to dashboard page.