Get the free Request to Close Account

This document is used to formally request the closure of a bank account, requiring specific information about the account holder and authorization from a designated officer.

How to fill out request to close account

How to fill out Request to Close Account

1. Obtain the Request to Close Account form from your bank's website or branch.
2. Fill in your personal information, including your name, address, and account number.
3. Indicate the reason for closing the account in the designated section.
4. Specify if you would like any remaining balance to be transferred to another account or withdrawn.
5. Review the completed form for accuracy and completeness.
6. Sign and date the form to confirm your request.
7. Submit the form either in person at your bank branch or via mail/fax as instructed.

Who needs Request to Close Account?

1. Individuals looking to close their bank account due to relocation, dissatisfaction, or change in financial circumstances.
2. Customers who have switched to another financial institution or have consolidated their accounts.
3. Anyone needing to close a joint account due to separation or changes in relationship status.

People Also Ask about

What is the wording for closing a bank 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.

How do I say I want to close my bank account?

Closure Request So, you might say something like: “Dear Banker, I'm writing to request the closure of the following accounts at your bank. Please close the account(s) listed below and forward a check for the remaining balance(s) to the address listed below.

How to write a letter for closure of account?

Start with the correct address of the bank, subject, salutation, body of the letter stating the reason for the closure of the bank account, complimentary closing, signature and name. Make sure you provide the exact account number and other details necessary accurately.

How do I ask to close my bank account?

I am writing to request the closure of my bank account with the number 789012345. Due to recent changes in my financial situation, I have decided to consolidate my accounts and will no longer need this account. Please transfer any remaining balance to my new account at XYZ Bank, Account Number 543210987.

How do I write a request to close an account?

Sample Application for Closing Bank Account 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.

What to say when closing a bank account?

You can log in to your internet or mobile banking and head to the service requests section. Then, fill out the closure form and upload the required documents. However, banks might still require you to submit physical documents like: Unused chequebooks and debit card.

For pdfFiller’s FAQs

What is Request to Close Account?

A Request to Close Account is a formal document or procedure initiated by a customer to request the termination of their account with a financial institution or service provider.

Who is required to file Request to Close Account?

Any account holder who wishes to terminate their account, whether it be an individual or a business entity, is required to file a Request to Close Account.

How to fill out Request to Close Account?

To fill out a Request to Close Account, individuals should provide required information such as their account number, personal identification details, reason for closure, and any other requested information specific to the institution.

What is the purpose of Request to Close Account?

The purpose of a Request to Close Account is to formally notify the institution of the customer's intention to end their account relationship, ensuring all final transactions and balances are settled.

What information must be reported on Request to Close Account?

Information that must be reported typically includes the account holder's name, account number, contact information, reason for account closure, and any outstanding balance or transactions.