Get First Option Bank Form

Filling out the First Option Bank Form online can simplify the process of closing your previous financial institution’s account. This guide will take you through each step to ensure your request is complete and accurately submitted.

Follow the steps to successfully complete the form

1. Press the ‘Get Form’ button to obtain the First Option Bank Form and open it in your preferred editing tool.
2. In the first section, provide the name of your previous financial institution where it states 'To.' This is the bank with which you want to close your account.
3. Next, enter the account number associated with your previous financial institution in the designated field to ensure they can identify your account correctly.
4. In the body of the form, clearly state your intent to close the account. This is typically pre-filled, but ensure it reflects your authorization.
5. Fill in your name and address where you would like the remaining balance to be sent. This includes your full address, city, state, and zip code.
6. Sign the form in the signature area provided to formally authorize the account closure. Be sure to print your name below your signature for clarity.
7. If applicable, a co-signer must sign the form as well. Ensure they print their name and date next to their signature.
8. After completing the form, you can save your changes. Options include downloading, printing, or sharing the form as needed.

Complete your forms online for a seamless experience.