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A statement of account is a summary of sales to a customer. Statement of account template will provide the format in presenting the whole financial account of a person or entity whenever it is needed.Banks or credit unions can use this free Account Opening Form to quickly gather new clients' contact details, salaries, and addresses. Customize in seconds! Use this create account template to register more. New account form template contains personal information, the username which you prefer and your avatar. FORMAT. A. The use of the Account Summary form is strongly encouraged. Show carrying value of assets sold less total sales proceeds. B. Provide copy of broker's statement or signed settlement sheet as verification. Complete this form to request a new Department ID ChartField.