LIFE’S CHECKLISTS · FREE WORKSHEET
Credit-card statement review
Use your actual documents and the organization’s current instructions. Record questions and confirmations; this worksheet does not establish rights, eligibility or deadlines.
First read the completed example. Then write your own answers in the blank sections. If you do not know an answer, write what you need to ask. Official applications may require their own forms.
Completed example
This is a fictional practice entry. Write your own details in the blank sections below.
- Statement period
- October 1–31 example
- Transaction / fee to review
- $15 fee
- Due date shown
- November 20 shown on sample
- Question for issuer
- What caused this fee?
- Issuer response
- Issuer says account review pending
- Next step
- Save response and follow up November 5
Date: ____________________
Item 1
Transaction / fee to review
Due date shown
Question for issuer
Issuer response
Next step
Item 2
Transaction / fee to review
Due date shown
Question for issuer
Issuer response
Next step
Item 3
Transaction / fee to review
Due date shown
Question for issuer
Issuer response
Next step
Item 4
Transaction / fee to review
Due date shown
Question for issuer
Issuer response
Next step
Notes: