Financial statement letter template

A letter of financial statement is a document that is a summary of the financial status of an individual or organization.

It is typically requested to evaluate creditworthiness, eligibility for loans or grants, or compliance with financial regulations by financial institutions, investors, or government agencies. If you are asked to provide a letter of financial statement, it’s important that you include all of the necessary information to provide an accurate picture of your financial situation.

Here are some important things to keep in mind when writing a financial statement letter:

Include the most basic information: Your name or organization’s name and contact information, such as phone number, e-mail address, and physical address, should begin your financial statement letter.

Specify the type of financial statement you need: State the type of financial information, e.g., balance sheets, income statements, cash flow statements, or a combination of the above.

Provide Accurate Financial Information: Your statement should clearly and accurately reflect your current financial situation. This includes all assets, liabilities, and equity. Discuss any unusual financial circumstances: Be sure to explain any unusual financial circumstances in your financial statement letter, such as a recent bankruptcy or significant loss.

Write in a professional manner: Use a professional tone and correct grammar and spelling in your financial statement letter. Use a header, greeting, body and closing in a business letter format. It’s important to be accurate and current when writing a financial statement letter.

Save one copy of the letter for your own records and any supporting documentation, like bank statements, tax returns, or other financial records.

Financial statement letter template Download

See an example of an account closing letter:

[Your name or organization] [address] [City, State, ZIP Code] [Telephone Number] [Email Address] [Date] [Recipient Name]
[Recipient Title]
[Organization Name]
[Mailing Address]
[City, State, ZIP Code]

Dear [Recipient Name],

I am writing to you to provide you with a financial statement for [your name or organization]. The financial report covers [type of financial report, such as balance sheets, income statements, or cash flow statements]. Our current financial results are shown below:

[Give detailed information about assets, liabilities, and equity, including current balances and any changes over the past year].

We are aware that this financial statement will be used in the evaluation of our creditworthiness or eligibility for [purpose, such as a loan or grant]. Please let us know if there is any additional information you would like.

Thank you for your consideration of our financial statements.


[Your name or name of organization].

Financial statement letter template sample example word pdf format