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Get the free Residual Balance Transfer Request Form - UD Research Office

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University of Delaware: Residual Balance Transfer Request Forrest FORMInstructions If a residual funding balance remains on a fixed price sponsored program after all allocable direct and F&A costs
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How to fill out residual balance transfer request

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How to fill out residual balance transfer request

01
Obtain a residual balance transfer request form from your financial institution.
02
Fill out your personal information such as name, address, and account number.
03
Indicate the amount of residual balance you wish to transfer to another account.
04
Provide the details of the receiving account including the account number and name of the account holder.
05
Sign and date the form for authorization.
06
Submit the completed form to your financial institution for processing.

Who needs residual balance transfer request?

01
Individuals who have leftover funds in one account and want to transfer it to another account.
02
People who are closing an account and need to move the remaining balance to a different account.
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Residual balance transfer request is a request to transfer remaining funds or balance from one account to another.
Any individual or organization that has remaining funds in an account and wishes to transfer them to another account is required to file a residual balance transfer request.
To fill out a residual balance transfer request, one must provide details of the accounts involved, the amount to be transferred, and any necessary authorization signatures.
The purpose of residual balance transfer request is to ensure that any remaining funds in an account are transferred to the desired destination before closing the account.
The residual balance transfer request must include details of the accounts involved, the amount to be transferred, and any necessary authorization signatures.
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