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Close Share Account Request DATE: ACCOUNT #: NAME: LAST 4 OF SOCIAL SECURITY #: HOME PHONE #: CELL PHONE #: FORWARDING STREET ADDRESS: CITY, STATE AND ZIP Reason’s) for closing account (check all
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How to fill out close share account request
Point by point, here is how to fill out a close share account request:
01
Obtain the necessary form: Contact your financial institution or visit their website to find the specific form for closing a share account. It is typically available for download or can be requested from customer service.
02
Fill in personal information: Begin by entering your full name, contact details, and any identification numbers or account numbers associated with the share account.
03
Specify the account details: Provide the specific details of the share account you wish to close. This may include the type of account, the account number, and any other relevant information that will help the institution identify the account accurately.
04
Indicate the reason for closure: Most close share account request forms will ask you to indicate the reason why you are closing the account. Select the appropriate reason from the provided options or provide a brief explanation, if applicable.
05
Request the fund disposition: Choose how you would like the remaining funds in the share account to be processed. Options typically include transferring the funds to another account, receiving a check, or donating the funds to a specific charity. Ensure you provide accurate instructions to avoid any delays or complications.
06
Review and sign the form: Before submitting the request, carefully review all the information you have provided to ensure its accuracy. Once satisfied, sign and date the form according to the instructions provided. Some forms may also require you to provide a witness for your signature.
Who needs a close share account request?
Individuals who want to close their share account at a financial institution need to submit the close share account request. This may include individuals who are no longer using the account, wish to consolidate their accounts, or are dissatisfied with the institution's services. It is important to follow the specific procedures outlined by the financial institution when initiating the closure of a share account.
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What is close share account request?
A close share account request is a formal request to close a share account with a financial institution.
Who is required to file close share account request?
Any account holder who wishes to close their share account is required to file a close share account request.
How to fill out close share account request?
To fill out a close share account request, account holders must provide their account information, contact details, and reason for closing the account.
What is the purpose of close share account request?
The purpose of a close share account request is to formally close a share account and withdraw any remaining funds.
What information must be reported on close share account request?
The close share account request must include account holder information, account number, and signature.
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