Get the free Account Closing Request - Bangor Federal Credit Union

Account Closing Request Please send this form to your old financial institution. To: Bank or CU you are closing account with. From: Primary Account Holder Name Joint Account Holder Name Address: Your

How to fill out account closing request

How to fill out an account closing request:

1. Start by finding the account closing request form. This can usually be found on the bank or financial institution's website.
2. Fill out the required personal information such as your full name, address, contact number, and account number. Make sure to double-check the accuracy of the information provided.
3. Indicate the reason for closing the account. Common reasons may include moving to a different bank, consolidating accounts, or simply not needing the account anymore.
4. If there are any remaining funds in the account, specify how you would like them to be disbursed. Options may include transferring the funds to another account, receiving a check, or withdrawing the funds in person.
5. If there are any joint account holders, ensure that their consent and signature are obtained on the form as well.
6. Carefully review the completed form for any errors or missing information. Correct any mistakes before submitting the request.
7. Submit the account closing request form to the appropriate department of the bank or financial institution. This can typically be done in person at a branch, through mail, or electronically through their website or customer service portal.
8. Keep a copy of the completed form for your records.
9. Follow up on the status of your account closing request if necessary, to ensure it has been processed successfully.

Who needs an account closing request?

1. Individuals who want to switch to a different bank or financial institution and close their current account.
2. Individuals who have multiple accounts and wish to consolidate them into one.
3. Individuals who no longer require the specific account for personal or business reasons, and want to close it to avoid unnecessary fees or maintenance charges.
4. Joint account holders who need to close a joint account due to changes in circumstances or relationship status.

For pdfFiller’s FAQs

What is account closing request?

Account closing request is a formal procedure to close an account with a financial institution.

Who is required to file account closing request?

The account holder or authorized signatory is required to file an account closing request.

How to fill out account closing request?

To fill out an account closing request, the account holder must provide their account information, reason for closure, and signature.

What is the purpose of account closing request?

The purpose of an account closing request is to formally close an account and terminate the relationship with the financial institution.

What information must be reported on account closing request?

The account holder must report their account details, reason for closure, and sign the request.

How do I edit account closing request in Chrome?

Install the pdfFiller Chrome Extension to modify, fill out, and eSign your account closing request, which you can access right from a Google search page. Fillable documents without leaving Chrome on any internet-connected device.

How can I fill out account closing request on an iOS device?

Install the pdfFiller app on your iOS device to fill out papers. If you have a subscription to the service, create an account or log in to an existing one. After completing the registration process, upload your account closing request. You may now use pdfFiller's advanced features, such as adding fillable fields and eSigning documents, and accessing them from any device, wherever you are.

Can I edit account closing request on an Android device?

You can make any changes to PDF files, like account closing request, with the help of the pdfFiller Android app. Edit, sign, and send documents right from your phone or tablet. You can use the app to make document management easier wherever you are.