Sample Letter To Close Trust Account With Bank Account In Palm Beach

State:
Multi-State
County:
Palm Beach
Control #:
US-0034LTR
Format:
Word; 
Rich Text
Instant download

Description

This form is a sample letter in Word format covering the subject matter of the title of the form.

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  • Preview Sample Letter to Bank concerning Accounts of Decedent
  • Preview Sample Letter to Bank concerning Accounts of Decedent

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FAQ

Dear Bank Manager, I am writing to request the closure of my bank account with the number 123456789. I would like the account to be closed effective immediately. Please transfer any remaining balance to my new account at XYZ Bank, Account Number 987654321.

To Whom It May Concern: This letter is to request that account number __________________ be closed and a check for the remaining balance be sent the address listed below. Please call me at (___) ____ - _______ when you receive this letter. I would like to be aware of when my account has been closed.

If you're wondering if power of attorney can be used to close a bank account, the short answer is “yes.” But whether you're the principal or the agent, you'll want to make sure the power of attorney documents are valid and explicitly give the agent the ability to close a bank account in the principal's name.

To Whom It May Concern: Please accept this letter as my written authorization to close the following account(s) at your financial institution. All of my transactions have cleared and I have stopped all currently scheduled debits and credits to my account.

This letter is to inform you I am closing my accounts at your bank. Please close the account(s) listed below and send me a check for the remaining balance(s). If you have any questions regarding this request, please do not hesitate to contact me in writing or at the telephone number listed below.

"Dear Bank Manager, I am writing to request the closure of my current account Account Number and transfer the remaining funds to New Account Details. Please confirm the closure at your earliest convenience."

Only the trustee can close the trust account. Check the bank's requirements for closing accounts to see what documentation you need to bring with you, usually personal identification and any papers you received when you first set up the trust account.

To Whom It May Concern: Please accept this letter as my written authorization to close the following account(s) at your financial institution. All of my transactions have cleared and I have stopped all currently scheduled debits and credits to my account.

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Sample Letter To Close Trust Account With Bank Account In Palm Beach