This form is a sample letter in Word format covering the subject matter of the title of the form.
Letter Of Instruction To Bank For Closing Account In Texas
Category:
State:
Multi-State
Control #:
US-0034LTR
Format:
Word;
Rich Text
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FAQ
Also known as a letter of intent, a letter of instruction is specifically designed to express the deceased's final wishes—everything from how the estate plan should be carried out to the location of important documents and guidance for loved ones.
Dear (Bank Manager's Name/To Whom It May Concern), I am writing to request the closure of my bank account with the number (Account Number). I would like this account to be closed effective immediately. Please transfer any remaining balance to my new account at (New Bank Name and Account Details).
It's a good way to let to those trusted to take care of your affairs know what you would want them to know. Since the letter of instruction is not a legal document, it does not need to be notarized or signed in the presence of witnesses or with any other special formality.
A letter of instruction isn't legally binding, like your will. Instead, you use it to explain the choices you made in your will, share your funeral wishes, and offer final messages of comfort to the people who mean the most to you.
A letter of instruction is an informal letter to an executor, personal representative, and/or other family members that provides important information about your assets and final wishes after death.
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.
Dear Sir/Madam, I, Your Name, have a savings account with the account number Your Account Number at your branch. Due to a personal move to another city, I would like to close this account and withdraw the balance amount. I request you to expedite the process as I will be relocating soon.
A letter of instruction is a document that lists all of your important financial account information in one place. This important estate planning document is intended to help your family members (or executors) if something happens to you.
I, Your Name, hold a Savings Account with your bank. Due to some personal circumstances, I am unable to maintain the account and would like to close it. Please find the account passbook enclosed with this letter. I kindly request you to initiate the account closure process at the earliest convenience.