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CLOSE OUT SHARE SAVINGS FORM 1325 Oxford Drive Allentown, PA 18103 (610) 791-2464 Fax (610) 791-2900 ACCOUNT NO. DATE Please PRINT PRIME Member s Name PAY TO MYSELF ONLY AND CHARGE TO MY ACCOUNT $.
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How to fill out close out share savings
How to Fill Out Close Out Share Savings:
01
Gather all necessary documents and information, including account numbers, identification, and any relevant forms provided by your financial institution.
02
Review the terms and conditions of your close out share savings account to understand any specific requirements or restrictions.
03
Contact your financial institution to inquire about their specific process for closing out a share savings account.
04
Follow any instructions provided by your financial institution, such as filling out a closure request form or providing written notice.
05
Provide any required documentation, such as a valid ID or proof of address, to verify your identity and ownership of the account.
06
Complete any necessary paperwork, including signatures and dates, as specified by your financial institution.
07
Double-check all information provided to ensure accuracy and completeness.
08
Submit the completed forms and required documentation to your financial institution, either in person or by mail, as per their instructions.
09
Follow up with your financial institution to confirm the closure of your share savings account and verify any remaining balance or outstanding transactions.
Who Needs Close Out Share Savings:
01
Individuals who no longer wish to maintain a share savings account and want to withdraw their funds.
02
Individuals who are closing the account as part of a financial goal or strategy, such as consolidating their accounts or transferring funds to another investment opportunity.
03
Individuals who are dissatisfied with the services or offerings of their current financial institution and wish to switch to a different provider.
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What is close out share savings?
Close out share savings refers to the process of closing out a savings account and withdrawing all funds from it.
Who is required to file close out share savings?
Individuals or entities who have savings accounts and wish to close them out may be required to file close out share savings.
How to fill out close out share savings?
To fill out close out share savings, individuals or entities must provide information about the savings account, such as account number, holder's name, and withdrawal amount.
What is the purpose of close out share savings?
The purpose of close out share savings is to properly document the closure of a savings account and ensure that all funds are withdrawn by the account holder.
What information must be reported on close out share savings?
Information such as account holder's name, account number, withdrawal amount, and date of closure must be reported on close out share savings.
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