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Get the free Withdrawal / Account Termination Form - Fidelity Investments

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SPECIAL VOLUNTARY CONTRIBUTIONS ACCOUNT WITHDRAWAL / ACCOUNT TERMINATION FORM Note / (1) Please complete this Form in block letters. Please do not use correction fluid and all amendments should be
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How to fill out withdrawal account termination form

01
To fill out a withdrawal account termination form, follow these steps:
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1. Obtain the withdrawal account termination form from your bank or financial institution.
03
2. Clearly write your personal information, such as name, account number, and contact details, at the top of the form.
04
3. Date the form to indicate the request date of termination.
05
4. Provide a reason for terminating your account. Be clear and concise in explaining your decision.
06
5. Review the terms and conditions of account termination provided on the form and make sure you understand them.
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6. If there are any outstanding balances or pending transactions, mention them in the respective section of the form.
08
7. Sign and date the form at the bottom to validate your request.
09
8. Submit the filled-out withdrawal account termination form to your bank or financial institution through the appropriate channel, such as in person, by mail, or online.
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9. Keep a copy of the completed form for your records.
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10. Follow up with your bank or financial institution to confirm the completion of the account termination process.

Who needs withdrawal account termination form?

01
Anyone who wishes to terminate their withdrawal account may need to fill out a withdrawal account termination form. This form is typically required by banks and financial institutions as a formal request for account closure. It is necessary for individuals who have decided to close their account due to various reasons, such as switching to another bank, financial management changes, or personal preferences. It ensures a documented and organized process for account closure and helps both the account holder and the bank maintain accurate records.
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Withdrawal account termination form is a document used to officially close or terminate a bank account and withdraw any remaining funds.
Any account holder looking to close their bank account and withdraw their funds is required to file a withdrawal account termination form.
To fill out a withdrawal account termination form, you will need to provide your account information, personal details, reason for closure, and signature.
The purpose of the withdrawal account termination form is to formally close a bank account and withdraw any remaining funds.
The withdrawal account termination form typically requires information such as account number, account holder's name, reason for closure, and signature.
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