Get the free Account Closure Request Form - HealthEquity

Account Closure Request Form Authorization for Account Closure Complete this form if you wish to authorize HealthEquity to close your Health Savings Account. A closure fee of up to $25.00 may apply.

How to fill out account closure request form

How to fill out account closure request form:

1. Start by providing your personal information, including your full name, address, phone number, and email address.
2. Next, provide details about your account, such as your account number or username, and the type of account you wish to close.
3. Indicate the reason for closing your account. This could be due to a change in financial institutions, dissatisfaction with the services, or any other reason.
4. If there are any outstanding balances or pending transactions, mention them in the form and specify how you would like to settle them.
5. Check if there are any additional documents required to process the account closure, such as identification proof or a written request.
6. Sign and date the form to validate your request.

Who needs account closure request form:

1. Individuals who no longer wish to maintain an account with a particular financial institution or service provider.
2. Customers who have switched to a different bank or financial institution and want to close their previous account.
3. People who are dissatisfied with the services provided by the institution or have experienced issues with their account and want to terminate the relationship.

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What is account closure request form?

Account closure request form is a document used to request the closure of a bank account.

Who is required to file account closure request form?

Any account holder who wishes to close their bank account is required to file an account closure request form.

How to fill out account closure request form?

To fill out an account closure request form, you need to provide your account details such as account number, account holder's information, reason for closure, and any other required information specified by the bank.

What is the purpose of account closure request form?

The purpose of an account closure request form is to formally request the closure of a bank account and ensure that all necessary steps are taken to close the account.

What information must be reported on account closure request form?

The information required on an account closure request form may vary depending on the bank, but typically includes account holder's name, account number, reason for closure, and any other additional information requested by the bank.