When writing a request letter for a capital gain statement, it's crucial to be clear, concise, and polite. Include essential details such as your name, account or folio number, the financial year for which the statement is needed, and the purpose. Express gratitude for their assistance and provide any additional mandatory details required for issuing the statement.
Table of Contents:
- Sample Letter
- Live Editing Assistance
- How to Use Live Assistant
- Additional Template Options
- Download Options
- Share via Email
- Share via WhatsApp
- Copy to Clipboard
- Print Letter
- FAQs
Sample Letter to Request Statement for Realized Gains
To
Broker name/ Fund Name
Address
Date: DD/MM/YYYY
Subject – Request for consolidated realized gains statement
Dear Sir/ Mam
I, _________ (Name), having Account No./ Folio No. ___________ hereby request you to kindly provide me with a consolidated realized capital gain statement for Financial Year __ – ____ (Mention Financial Year).
The statement is required urgently for filing the income tax return for the said year.
Thanking You,
_________ (Name)
Provide additional details such as PAN, Mobile, etc. based on mandatory details required by the service provider for issuing the capital gains statement.
Live Editing Assistance
Live Preview
How to Use Live Assistant
The Live Assistant feature is represented by a real-time preview functionality. Here’s how to use it:
- Start Typing: Enter your letter content in the "Letter Input" textarea.
- Live Preview: As you type, the content of your letter will be displayed in the "Live Preview" section below the textarea.
Additional Template Options
The letter writing editor allows you to start with predefined templates for drafting your letters:
- Choose a Template: Click one of the template buttons.
- Auto-Fill Textarea: The chosen template’s content will automatically fill the textarea.
Download Options
Click the "Download Letter" button after composing your letter. This triggers a download of a file containing the content of your letter.
Share via Email
Click the "Share via Email" button after composing your letter. Your default email client will open with the subject "Sharing My Draft Letter".
Share via WhatsApp
Click the "Share via WhatsApp" button to send the letter as a message to a contact on WhatsApp.
Copy to Clipboard
Click the "Copy to Clipboard" button after composing your letter. You can paste the copied text anywhere you need.
Print Letter
Click the "Print Letter" button after composing your letter to print it directly from the browser.
FAQs
- Q: How should I address the recipient in my request letter?
- A: It's advisable to address the recipient as "Dear Sir/Madam" or "To Whom It May Concern" if you're unsure of the specific recipient's name.
- Q: Is it necessary to mention my account or folio number in the letter?
- A: Yes, including your account or folio number ensures accurate processing of your request.
- Q: What additional details should I provide in the letter besides my name and account number?
- A: You should mention the specific financial year for which you're requesting the statement and any other information required by the service provider, such as PAN or mobile number.
- Q: Should I mention the urgency of my request in the letter?
- A: Yes, it's important to convey the urgency of your request, especially if the statement is needed for tax filing purposes.
- Q: Is it appropriate to express gratitude in the letter?
- A: Absolutely, expressing gratitude for the recipient's assistance is courteous and appreciated.
Sandeep Bhandari