Application To Close The Bank Account Sample

These four templates serve as formal requests for the closure of various types of bank accounts, each tailored to specific circumstances and needs. The first template is a straightforward request for individual account closure, the second addresses closure due to relocation, the third covers joint account closures, and the fourth is designed for businesses seeking to close their accounts. Each template outlines the essential details required for the closure process, such as the account number, desired closure date, and instructions for transferring any remaining balance to a new account. Additionally, they emphasize the importance of written confirmation and final statements while acknowledging the possibility of associated fees. These templates are designed to facilitate the account closure process efficiently and professionally, ensuring that all necessary steps are taken to meet the account holder's requirements.

Template Simple Bank Account Closure Request

[Your Name] [Your Address] [City, State, ZIP Code] [Your Email Address] [Your Phone Number] [Today's Date]

[Bank Name] [Bank Address] [City, State, ZIP Code]

Subject: Request to Close Bank Account

Dear [Bank Name] Customer Service,

I am writing to formally request the closure of my bank account, [Your Account Number], which is held with [Bank Name]. I have made this decision after careful consideration and would appreciate your assistance in facilitating this process.

I kindly request the following steps be taken:

Close my bank account, [Your Account Number], as of [Desired Closure Date]. Transfer any remaining balance to the following account: Bank Name: [New Bank Name] Account Number: [New Account Number] Routing Number: [New Routing Number] Please provide written confirmation of the account closure, along with a final statement showing all transactions up to the closure date. You can send this information to my mailing address provided above or my email address, [Your Email Address].

I understand that there may be administrative fees associated with this request, and I am prepared to cover any applicable charges. Please deduct these fees from the remaining balance in my account.

I appreciate your prompt attention to this matter and request that you process this request within [Specify Timeframe] from the date of this letter. If you require any additional information or documentation, please do not hesitate to contact me at [Your Phone Number] or [Your Email Address].

Thank you for your assistance in this matter.

Sincerely,

[Your Full Name]

Template Bank Account Closure Request due to Relocation

[Your Name] [Your Address] [City, State, ZIP Code] [Your Email Address] [Your Phone Number] [Today's Date]

[Bank Name] [Bank Address] [City, State, ZIP Code]

Subject: Account Closure Request - Relocation

Dear [Bank Name] Customer Service,

I hope this letter finds you well. I am writing to request the closure of my bank account, [Your Account Number], held with [Bank Name], due to my recent relocation. I am moving to a location where [Bank Name] does not have a branch, making it necessary for me to close my account.

I kindly request the following steps be taken:

Close my bank account, [Your Account Number], as of [Desired Closure Date]. Transfer the remaining balance to the following account: Bank Name: [New Bank Name] Account Number: [New Account Number] Routing Number: [New Routing Number] Please provide written confirmation of the account closure, along with a final statement detailing all transactions up to the closure date. You can send this information to my new mailing address, [Your New Address], or my email address, [Your Email Address].

I understand there may be administrative fees associated with this request, and I am willing to cover any applicable charges. Kindly deduct these fees from the remaining balance in my account.

I would appreciate it if you could process this request within [Specify Timeframe] from the date of this letter. If any additional information or documentation is required, please feel free to contact me at [Your Phone Number] or [Your Email Address].

Thank you for your prompt attention to this matter.

Sincerely,

[Your Full Name]

Template Joint Bank Account Closure Request

[Your Name] [Your Address] [City, State, ZIP Code] [Your Email Address] [Your Phone Number] [Today's Date]

[Bank Name] [Bank Address] [City, State, ZIP Code]

Subject: Request to Close Joint Bank Account

Dear [Bank Name] Customer Service,

I am writing to request the closure of our joint bank account, [Joint Account Number], held with [Bank Name]. This decision has been made jointly by all account holders, and we kindly ask for your assistance in facilitating this process.

We request the following steps be taken:

Close our joint bank account, [Joint Account Number], as of [Desired Closure Date]. Transfer any remaining balance to the following account: Bank Name: [New Bank Name] Account Number: [New Account Number] Routing Number: [New Routing Number] Please provide written confirmation of the account closure, along with a final statement showing all transactions up to the closure date. You can send this information to the primary account holder's mailing address provided above or our email address, [Your Email Address].

We understand there may be administrative fees associated with this request, and we are prepared to cover any applicable charges. Kindly deduct these fees from the remaining balance in our account.

We appreciate your prompt attention to this matter and request that you process this request within [Specify Timeframe] from the date of this letter. If you require any additional information or documentation, please do not hesitate to contact us at [Your Phone Number] or [Your Email Address].

Thank you for your assistance in this matter.

Sincerely,

[Primary Account Holder's Full Name] [Secondary Account Holder's Full Name, if applicable]

Template Business Bank Account Closure Request

[Your Company Name] [Business Address] [City, State, ZIP Code] [Your Email Address] [Your Phone Number] [Today's Date]

[Bank Name] [Bank Address] [City, State, ZIP Code]

Subject: Request to Close Business Bank Account

Dear [Bank Name] Business Banking Department,

I am writing on behalf of [Your Company Name] to formally request the closure of our business bank account, [Business Account Number], held with [Bank Name]. Due to changes in our business operations, we have decided to close this account, and we kindly ask for your assistance in completing this process.

We request the following steps be taken:

Close our business bank account, [Business Account Number], as of [Desired Closure Date]. Transfer any remaining balance to the following business account: Bank Name: [New Bank Name] Account Number: [New Business Account Number] Routing Number: [New Routing Number] Please provide written confirmation of the account closure, along with a final statement detailing all transactions up to the closure date. You can send this information to our business address provided above or our designated email address, [Your Email Address].

We understand there may be administrative fees associated with this request, and we are prepared to cover any applicable charges. Please deduct these fees from the remaining balance in our business account.

We appreciate your prompt attention to this matter and kindly request that you process this request within [Specify Timeframe] from the date of this letter. If you require any additional information or documentation from our end, please do not hesitate to contact me at [Your Phone Number] or [Your Email Address].

Thank you for your assistance in this matter.

Sincerely,

[Your Name] [Your Title] [Your Company Name]

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