Form Becu 6938 PDF Details

In the financial realm, navigating through the necessary procedures to securely close an account and transfer funds requires meticulous attention to detail. The BECU 6938 form serves this essential purpose, acting as a formal request to a financial institution for account closure. This document is meticulously designed to ensure that all bases are covered, including the verification that all checks associated with the account have been cleared and that all recurring transactions, such as direct deposits and automatic payments, have been halted. Additionally, it facilitates the secure transfer of the remaining account balance to a new financial institution, specified within the form, thereby safeguarding the account holder's assets during the transition. This form requires the signatures of all account holders, asserting their unanimous consent to close the account and transfer the funds according to the directives outlined on the form, and incorporates crucial information such as account names, numbers, and the intended recipient financial institution's routing number. The precise completion and submission of the BECU 6938 form are vital steps in ensuring a smooth and error-free process in terminating one's account relationship with BECU and transitioning to another financial establishment. The form, revised in April 2007, embodies a critical tool in personal financial management, underscoring the significance of clear communication and authorization in the realm of financial transactions and account management.

QuestionAnswer
Form NameForm Becu 6938
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other names6938 account closure forms becu

Form Preview Example

Account Closure Request

Date:

To:

Financial Institution Name

Street Address

City

State

Zip

From:

Primary Account Holder

Joint Account Holder

Joint Account Holder

Street Address

City, State, Zip Code

Home Phone

RE: Notification to Close Financial Institution Account

I hereby authorize the closure of my account:

Name on the Account:

Closing Account Number:

I certify that all checks have cleared the account to be closed as well as all direct deposits and automatic payments have been stopped. By signing this form, I authorize you to release the remaining funds in my existing account in the form of a cashier’s check made out to my new account:

Financial Institution: BECU Routing #:

325081403

Account #: ______________________

Primary Signature

 

Date

 

 

 

Joint Signature

 

Date

 

 

 

Joint Signature

 

Date

BECU 6938 4/2007

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Form Becu 6938 conclusion process clarified (portion 1)

2. Once your current task is complete, take the next step – fill out all of these fields - Closing Account Number, I certify that all checks have, Financial Institution Routing, BECU, Primary Signature, Joint Signature, Joint Signature, BECU, Date, Date, and Date with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

Filling in section 2 of Form Becu 6938

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