Get the free Account Closing Form

Use this form to notify your former bank that you are closing your account(s) and provide instructions for sending the remaining balance.

How to fill out account closing form

How to fill out Account Closing Form

1. Obtain the Account Closing Form from your bank's website or branch.
2. Fill in your personal information, including your name, address, and account number.
3. Specify the reason for closing the account in the designated section.
4. Indicate how you would like any remaining balance to be handled (e.g., transferred to another account or issued as a check).
5. Sign and date the form at the bottom.
6. Submit the completed form to your bank, either in person or via mail, as instructed.

Who needs Account Closing Form?

1. Individuals who wish to close their bank accounts.
2. Customers who have moved away or are switching to another bank.
3. Account holders who no longer need the account due to changes in financial circumstances.

People Also Ask about

Can I ask my bank to close my account?

Calling a bank will be enough to close an account in most cases, but some institutions may require you to fill out an additional form or write a quick note.

How do you write a closing account?

Address the letter to the Branch Manager of your bank branch. Mention a clear subject: “Request for Closure of Bank Account”. State your account number and type in the first line of the body. Explain your reason for closure in a sentence or two (relocation, service dissatisfaction, etc.).

Can you request to close a bank account?

If you want to close your account, you should call your bank or credit union or go in person and give them your account information. Once you have made a request, state law generally requires banks or credit unions to close your account in a reasonable amount of time.

How do I say 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.

What is an example of an account closure letter?

To Whom It May Concern: I am writing to inform you that I am closing my account(s) at your bank. Please close the following account(s) listed below. This letter also confirms that I have deactivated all automatic recurring transactions on my account.

How do I ask to close my bank account?

Visit a Branch You will need to visit your local bank branch to start the process of closing your bank account. Here's what you'll need to do: Speak with a Representative: Go to the bank and request to close your account. The bank representative will guide you through the necessary steps.

What is the proper way to close a bank account?

How to Close a Bank Account Find a New Bank Account. Before you close your bank account, you'll need to shop for a new place to keep your money. Settle Unpaid Balances. Update Your Direct Deposits and Bill Payments. Withdraw Your Balance. Get Written Confirmation.

How do I write a request to close an account?

Address the letter to the Branch Manager of your bank branch. Mention a clear subject: “Request for Closure of Bank Account”. State your account number and type in the first line of the body. Explain your reason for closure in a sentence or two (relocation, service dissatisfaction, etc.).

For pdfFiller’s FAQs

What is Account Closing Form?

The Account Closing Form is a document used to formally request the termination or closure of an account with a financial institution or service provider.

Who is required to file Account Closing Form?

Typically, the account holder is required to file the Account Closing Form to initiate the closure of their account.

How to fill out Account Closing Form?

To fill out the Account Closing Form, the account holder needs to provide personal details, the account number, and any required identification, and then sign and submit the form to the institution.

What is the purpose of Account Closing Form?

The purpose of the Account Closing Form is to ensure that the closure of the account is authorized, documented, and processed correctly by the financial institution.

What information must be reported on Account Closing Form?

The information that must be reported on the Account Closing Form includes the account holder's name, contact information, account number, reason for closure, and any necessary identification details.