A letter of instruction is an informal letter to an executor, personal representative, and/or other family members that provides important information about your assets and final wishes after death.

This letter is to inform you I am closing my accounts at your bank. Please close the account(s) listed below and send me a check for the remaining balance(s). If you have any questions regarding this request, please do not hesitate to contact me in writing or at the telephone number listed below.

Dear (Bank Manager's Name/To Whom It May Concern), I am writing to request the closure of my bank account with the number (Account Number). I would like this account to be closed effective immediately. Please transfer any remaining balance to my new account at (New Bank Name and Account Details).

Here are six steps to write a letter of instruction: Create a header. Before you write the content of the letter, create a header at the top left-hand corner of the document. Address the reader. Explain the project or task. List each step. Conclude your letter. Revise the document.

To Whom It May Concern: Please accept this letter as my written authorization to close the following account(s) at your financial institution. All of my transactions have cleared and I have stopped all currently scheduled debits and credits to my account.

Dear Sir/Madam, I, Your Name, have a savings account with the account number Your Account Number at your branch. Due to a personal move to another city, I would like to close this account and withdraw the balance amount. I request you to expedite the process as I will be relocating soon.

Contact the bank: Follow the account agreement's instructions to close the account. Typically, you can close the account over the phone or by visiting a branch. Request confirmation of closure: It's wise to request written or digital confirmation of the account closure for your records.

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It can be as simple as "we are closing your account as of X date. Include your name, address, account number, reason for closure, instructions for transferring any remaining balance, and a request for written confirmation. 2.Your bank may have an account closing letter template or form that you can download from its website or pick up at a branch. Closing a bank account when someone passes away isn't difficult, as long as you have the right paperwork for the the teller or banker. Write a formal letter to your bank. Include your account information, state your wish to close the account, and provide instructions for any remaining balance. 8. This form must be signed in the presence of a notary public. Notary publics are available at most banks and currency exchanges for a minimal fee. The decedent's bank accounts will typically be closed down, and the money transferred to the estate account. Illinois Legal Aid has an online sample form along with instructions for filling it out.

Letter Of Instruction To Bank For Closing Account In Illinois

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