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Authorization to Close Account Authorization to Switch Direct Deposit Change Automatic Withdrawal To: Previous Financial Institution Address Company Name Address City State Zip This form gives you
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How to fill out to previous financial institution:

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Begin by gathering all necessary information and documents that the previous financial institution may require, such as account numbers, account statements, and personal identification.
02
Contact the previous financial institution to inquire about their specific process for account closure or transfer. This may involve visiting a branch, sending a written request, or completing an online form.
03
Follow the instructions provided by the institution and accurately fill out any forms or documentation required. Pay attention to details such as account numbers, names, and contact information to ensure accuracy.
04
If there are any outstanding balances or fees associated with the account, make arrangements to settle those prior to closing or transferring the account.
05
Be sure to keep copies of any documents or correspondence related to the account closure or transfer for future reference.

Who needs to contact the previous financial institution:

01
Individuals who wish to close or transfer their accounts from a previous financial institution to a new one.
02
Customers who no longer require the services or products provided by the previous financial institution and wish to discontinue their relationship.
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Individuals who have changed banks, relocated, or experienced a change in financial needs that necessitates closing or transferring their accounts.
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To previous financial institution refers to the financial institution where an individual or organization had their accounts or dealings before moving to a new institution.
Individuals or organizations who have moved their accounts or dealings to a new financial institution are required to file information to their previous financial institution.
To fill out information to a previous financial institution, individuals or organizations may need to complete a form provided by the institution or provide the necessary details through online banking.
The purpose of filing information to a previous financial institution is to ensure a smooth transition of accounts or dealings and to update the institution with the necessary details.
Information such as account details, contact information, and any changes in personal or business circumstances may need to be reported to a previous financial institution.
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