10.1 Request Statement

The request statement feature enables customers 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.

Navigation Path:

From the Dashboard, click Toggle menu, click Menu, then click Accounts, and then click Deposits Accounts tab, and then click Deposits Account Number. From the Deposits Details page, click on the More Actions, and then click Request Statement

OR

From the Search bar, type Term Deposits – Transactionsand press Enter, and then click on the More Actions, and then click Request Statement

OR

From the Search bar, type Term Deposits – Request Statement

To request for a Statement

Figure 10-3 Request Statement

Description of "Figure 10-3 Request Statement "

Table 10-2 Field Description

Field Name	Description
Account Number	Select the deposit account number for which statement has to be requested
Balance	The deposit account balance is displayed.
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.

To request for a Statement

1. From the Account Number list, select the account number for the account statement.
2. From the From Date list, select the start date of the account statement.
3. From the To Date list, select the end date of the account statement.
4. Click Submit.
   OR

   Click Cancel to cancel the transaction.

5. The Confirmation popup appears.
   Click Yes to proceed.

   OR

   Click No to cancel the transaction.

6. The success message along with the transaction reference number appears.
7. Click Transaction Details to view the details of the transaction.
   OR

   Click on the View Accounts link to visit the Term Deposit  summary page.

   OR

   Click on the Term Deposit  Detailslink to view the Deposit Accounts details.

   OR

   Click on the Go To Dashboard link to navigate back to dashboard page.