In this video, I'll guide you through multiple steps to create an account statement in Excel. Use the appropriate Property and Casualty or Life and Health Annual Statement Forms and Instructions.Just enter the prompt "Create a table from the following bank statement information:". Then copy and paste the statement information from the PDF file. Bank statement template 03 - Free download as Excel Spreadsheet (. We have a free template you can download and use. This post will show you why you may need a bank statement template and what it should include. All forms are ADA accessible, and you can handwrite or type into the PDF form to fill it out. Save in Excel format to your computer or network before inputting any information. Log into Microsoft Excel Online and open a blank spreadsheet.