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AUTHORIZATION CLOSE TO ACCOUNTS Complete this authorization form to close accounts in the signers name at other institutions. It requests the funds to be transferred to your account(s) with Cape Ann
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How to fill out authorization close to accounts

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How to fill out authorization close to accounts

01
Obtain the proper authorization form from the financial institution.
02
Fill out your personal information accurately in the designated fields.
03
Provide the details of the accounts you wish to close, including account numbers and types.
04
Sign the form to authorize the closure of the accounts.
05
Submit the completed form to the appropriate department or branch of the financial institution.

Who needs authorization close to accounts?

01
Individuals who wish to close their own accounts.
02
Authorized representatives acting on behalf of account holders.
03
Legal guardians or trustees overseeing accounts for minors or incapacitated individuals.
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Authorization close to accounts refers to the process of formally granting permission to a third party, such as an accountant or financial advisor, to access and manage financial accounts on behalf of the account holder.
Individuals or entities that wish to allow a designated representative to manage their financial accounts are required to file authorization close to accounts.
To fill out an authorization close to accounts, one typically needs to provide their personal information, details of the accounts involved, and the information of the authorized representative, often along with signatures from both parties.
The purpose of authorization close to accounts is to enable the designated representative to perform actions such as accessing account information, making transactions, or obtaining financial advice, thereby facilitating better account management.
Information that must be reported includes the account holder's details, the representative's details, account numbers, the scope of the authorization, and any specific powers granted to the representative.
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