Get Closure Of Savings / Current / Investment Account

Closing your savings, current, or investment account can be accomplished efficiently and securely online. This guide will walk you through the necessary steps to complete the Closure Of Savings / Current / Investment Account form with clarity and ease.

Follow the steps to successfully complete your account closure request.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the 'Siebel Request No.' provided to you, if applicable. This section is essential for tracking your request.
3. Specify your account type by selecting from the options such as Wealth, Privy, Resident Individual, or Non Individual.
4. Fill in the date by entering the day, month, and year in the format D D M M Y Y Y Y.
5. Provide your personal information by entering the first name, middle name, and last name. Ensure to fill it out in capital letters.
6. Indicate the account number you wish to close along with the branch location.
7. Select how you want the balance to be paid. Options include crediting another Kotak account, sending a demand draft to your mailing address, or collecting the demand draft at a designated branch.
8. If you have a debit card or unused cheques associated with this account, indicate whether they will be destroyed upon closure.
9. If there are any linked DEMAT accounts or term deposits, indicate how you wish to manage or close these relationships.
10. Provide a brief reason for the account closure in the specified section.
11. Verify all information is correct and provide your signature(s) as required. Ensure all account holders sign if applicable.
12. Review the completed form one final time and if everything is accurate, save, download, or print the document for your records.

Complete your account closure form online today for a smooth and efficient process.