Account Closure Request Form PDF Details

In the world of banking and financial management, the process of closing an account is made formal through an Account Closure Request form. This document serves as a formal notification to the relevant financial institution, detailing the account holder's intention to close one or more accounts. The form includes vital information such as the date of the request, the name and address of the institution, and specific details regarding the account(s) in question. It outlines the account holder's instructions for the disposal of the remaining balance and any accrued interest, offering options to wire funds to a new account or mail them to a specified address. Additionally, it mandates the account holder's signature, along with their printed name, title, and contact information, ensuring that the request is authorized and traceable. This form plays a crucial role in ensuring a smooth transition, whether the reasons behind the closure are for consolidation, switching to an institution that better suits the customer's needs, or ending their relationship with the bank. Through this document, both the customer and the bank receive a clear, documented understanding of the account closure conditions, which helps prevent any misunderstandings and ensures that all parties are on the same page.

QuestionAnswer
Form NameAccount Closure Request Form
Form Length1 pages
Fillable?Yes
Fillable fields22
Avg. time to fill out4 min 43 sec
Other nameshsbc close account request form, close account request form, account close application for hsbc, hsbc account closure form india pdf

Form Preview Example

ACCOUNT CLOSURE REQUEST FORM

Date ____________________________________________________________________________

Name of Institution ________________________________________________________________

Address __________________________________________________________________________

City, State, Zip ____________________________________________________________________

To Whom It May Concern: (check one)

As of __________________________

(date)

Please close the account(s) noted below and wire the balance and any interest accrued from:

Account 1 ______________________________________________________________________

(Old Account Number)

(Old Routing Number)

to HSBC Bank USA, National Association

 

______________________________________________________________________

(New Account Number)

(New Routing Number)

Account 2 ______________________________________________________________________

(Old Account Number)

(Old Routing Number)

to HSBC Bank USA, National Association

 

______________________________________________________________________

(New Account Number)

(New Routing Number)

Account 3 ______________________________________________________________________

(Old Account Number)

(Old Routing Number)

to HSBC Bank USA, National Association

 

______________________________________________________________________

(New Account Number)

(New Routing Number)

Please close the account(s) noted above and mail the balance and any interest accrued to the address below.

Upon closure of the account(s), please send a confirmation to the address below.

Customer’s Signature ______________________________________________________________

Print Name ______________________________________________________________________

Title ____________________________________________________________________________

Account Number with Payee ________________________________________________________

Business Name ____________________________________________________________________

Address __________________________________________________________________________

City ______________________________________State ______________Zip ________________

Phone Number ____________________________________________________________________