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Get Close Account Form
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How to fill out the Close Account Form online
Closing an account can be a straightforward process when you have the right guidance. This guide will walk you through filling out the Close Account Form online, ensuring that you complete each section accurately and efficiently.
Follow the steps to successfully complete your Close Account Form online.
- Press the ‘Get Form’ button to download the Close Account Form and open it in your preferred editing tool.
- Fill in the date when you are submitting the form in the designated date field.
- Enter the name of the financial institution from which you wish to withdraw your funds in the 'Financial Institution Making Withdrawal' section.
- Provide the complete address of the financial institution, including city, state, and zip code.
- In the 'To Whom it May Concern' section, write the effective date for the account closure. This is the date from which you want the closure to be effective.
- List all accounts you wish to close by writing the account numbers in the appropriate lines for checking, savings, and CD accounts. Include the account numbers as requested.
- In the 'Remaining balance' section, indicate where you would like any remaining funds sent by providing your address, including city, state, and zip code.
- Enter your contact numbers for daytime and evening along with the area code in the respective fields.
- Sign the form, and then print your name clearly in the designated area beneath your signature.
- Finally, review the completed form for accuracy, save your changes, and then you can download, print, or share the form as needed.
Start completing your Close Account Form online now to ensure a seamless account closure process.
In a close bank account application, clearly state your intention to close the account, including the account number. Provide your personal details such as your name and address to verify your identity. Also, mention the submission of the Close Account Form, if required, to streamline the closure process.
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