Get Closing Account

Filling out the Closing Account form online is an important step for users wishing to close their securities account. This guide provides clear instructions to ensure that the process is straightforward and efficient.

Follow the steps to complete your Closing Account form effectively.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Begin by entering your name in the 'Client Name' field. This section requires you to provide the full name of the account holder as registered.
3. In the 'ID Card No' field, enter your identification number accurately. Ensure that this corresponds with the identification document provided earlier.
4. Next, fill in the 'Client Code' section. This is a unique code assigned to your account and must be entered correctly to avoid processing delays.
5. Under 'Reason of closure', provide a brief explanation for why you are closing your account. This is mandatory and should be filled out thoughtfully.
6. In the 'Remarks' section, any additional comments or notes regarding your account closure can be included. This field is optional.
7. For transferring remaining funds, input the bank name and branch accurately in the corresponding fields. Ensure that the details precisely match your bank account information.
8. Provide your bank account number and the account name. Double-check these entries to confirm accuracy.
9. For the transfer of remaining shares, specify the name of the broker or securities company in the designated field.
10. In the 'Contact Person/Phone No' section, provide a contact number for follow-up regarding the transfer of shares.
11. Review your entries for completeness and accuracy. Ensure that all mandatory fields are filled in and that spelling is correct.
12. Once satisfied with your form, you can save changes, download the document, print it for your records, or share it as needed.

Complete your Closing Account form online today to ensure a seamless closure of your securities account.