Name: USA American Express Bank Statement Word Template
Brand: DigiVirtual
SKU: p-78669
Price: 6.99 USD
Availability: InStock

This is a fully editable Word template of the personal savings account statement issued by American Express National Bank, the American issuer behind the Personal Savings program based in Salt Lake City, Utah. The document runs four pages in portrait A4 format, and the download is a zip archive of roughly 391 KB containing American Express Bank Statement/American-Express-Bank-Statement-BankStatements.net_.docx at about 400 KB uncompressed. Below you will find every piece of information printed on the sample page laid out in a table with a per field explanation, so you know exactly which data this template carries before you start editing.

Document Information

The following table lists the sample data printed on the statement and explains what each field means:

Field	Sample value	Explanation
Issuing bank	American Express National Bank	the bank name in the letterhead and footer; deposit accounts are offered by American Express National Bank, Member FDIC
Bank mailing address	P.O. Box 30384, Salt Lake City, UT 84130-0384	P.O. Box 30384 in Salt Lake City, Utah; the official correspondence address repeated in the header of every page
Statement holder	Mr. John Doe	the recipient name printed at the top of each page; replaced with a generic name on the sample
Holder mailing address	2 Post Alley, Seattle, WA 98101	the holder's Seattle, Washington street address printed under the recipient name
Statement period	May 15, 2019 to June 14, 2019 (31 days)	the one month coverage window plus the day count shown in the Account Statement For block
Statement pages	Page 1 of 4 … Page 4 of 4	four numbered pages carrying the Page X of 4 marker in the corner of each sheet
Statement reference code	00000064 TAMXDS061419112341	the printed tracking identifier 00000064 TAMXDS061419112341 shown at the top and in the footer
Account type	High Yield Savings Account	both accounts are High Yield Savings Account products with daily compounding interest
Account numbers	Xxxxxxxx1234 · Xxxxxxxx7890 · Xxxxxxxx0901 · Xxxxxxxx8460	two primary accounts ending 1234 and 7890 plus a P.O.D. account ending 0901 and a joint account ending 8460
Account owner(s)	Cythel M Goma · Wayne Edward Brewer	Cythel M Goma owns the first account while the second is held jointly with Wayne Edward Brewer
Ending balances	$46,192.37 + $10,837.87 = $57,030.24	USD 46,192.37 and USD 10,837.87 for the two accounts with a combined total of USD 57,030.24 in the summary table
Transactions in the period	External ACH Deposit $200.00 · Interest Payment $81.01 / $18.77	two External ACH Deposits of USD 200.00 from the Boeing Employees Credit Union and two interest payments of USD 81.01 and USD 18.77
Interest rates	2.07831% annual rate · 2.10% APY	2.07831% annual interest rate and 2.10% annual percentage yield with the footnote that rates apply as of the last day of the period
Customer service	1-800-446-6307 · personalsavings.americanexpress.com	the toll free number and the Personal Savings website listed in the Customer Service Information box
Footer line	Accounts offered by American Express National Bank. Member FDIC.	the fixed footer sentence on every page stating that accounts are offered by American Express National Bank, Member FDIC

File Structure

The statement is laid out on four portrait A4 pages and its components are:

repeating header on every page — the American Express Personal Savings mark on the top left, the Account Statement For block with period and day count on the top right and the Page X of 4 marker
page one — the Summary of My Accounts table with product name, number and ending balance, the Customer Service Information box and the first account summary covering starting balance, debits, credits, interest credited and the APY footnote
page two — the full regulatory notice on resolving electronic funds transfer errors with the 60 calendar day window and the complaint steps
pages three and four — Account Activity tables with date, transactions, debits, credits and balance columns for both savings accounts plus the joint account summary; two embedded images (the Personal Savings mark and a crumpled paper texture) live inside the docx package

How to Edit

Open the docx file in Microsoft Word, LibreOffice or Google Docs; every value is a normal editable paragraph or table cell, retype whichever names, addresses and amounts you need and keep the original fonts. To turn the finished statement into a PDF, our guide to the free PDFCraft editor walks you through a solid open source route.

Use Cases

A bank statement is the standard document for proving financial standing and residence; banks, exchanges and lending platforms request it during KYC verification. Our guide to bank statements explains the structure and typical requirements in detail. This template suits UI mockups, fintech onboarding training, bookkeeping coursework and the study of American banking paperwork.

Download and Instructions

After checkout the zip archive becomes available for immediate download from your account page. Note that the docx file properties carry author metadata; clean it with the Document Inspector of your office suite before sharing. Looking for more templates from this country? Browse the USA products of our shop.