Brown Envelope Asking To See Bank Statement

[StarBright]

I think I'm very confused!

At the bottom of the letter on the page they work out what you are getting it says savings of lets say £15.000 (I haven't got £15,000) on the form I filled out last year.

Then this new worked out form on the bottom it say's savings of £14,000 (I haven't got £14,00) so I'm taking it as I can't go over £14.000 if I do I would have to tell them & drop the rate they give me?

The amount I have got is more near £15,000 than £14,000 so I need to spend some money to get down to £14,249.99 otherwise they are paying me too much?

[gus607]

Copies of your bank statements can be requested from your bank, sometimes a fee may be payable.

[StarBright]

Thanks I will remember this for next time I need a bank statement

[beau]

Thanks I will remember this for next time I need a bank statement

That is why I won't cancel paper statements even after being asked numerous times

[StarBright]

I get a bank statement every month, I don't bank online so this & the phone are the two ways I can check my account. I didn't need to request a bank statement because I had it, but I might not get one in the future or I could shred it instead of keeping it.

What I needed this time was to call the bank & check what amount ESA had payed in & what the total of the account is now

[beau]

I always file away financial information and keep it for 7 years. Luckily I have a filing cabinet.

[StarBright]

I have a cupboard......it gets thrown in there & when I need one I grab a stack & go through them

I can't tell you how many years worth are in there because I've forgotten when the last time was that I shredded some

[beau]

May be worth getting a small filing cabinet if you have space and filing everything in date order as I do. I have suspension files for each category. New one in and the oldest one out is what I do.
Alternatively get some folders for the cupboard and file in date order in them.

[StarBright]

I've got some of those colourful plastic folders....they are at the bottom of the heap of letters & bank statements

Good intentions ....one day

[beau]

Now, now Starbright, what a good time to get yourself organised . We can't go out so to organise your correspondence will fill in some time. A bit at a time.