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Letter to Close a Bank Account

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The prompt

Write a request to close my bank account. Bank and branch: [ ] Account holder name(s): [ ] Account type and the last 4 digits of the account number: [ ] Reason (optional): [ ] Where the remaining balance should go: [transfer to my account at X, last 4 digits / a demand draft] Things linked to this account: [debit card, cheque book, UPI, auto-debits for SIPs, EMIs, insurance, salary credit] Give me: 1. A formal closure request letter with placeholders for signature(s) and date. 2. A checklist to finish BEFORE closing: move auto-debits and SIP mandates, update the account with my employer, EPFO, income tax refunds, insurance and investments; download statements for the last few years. 3. What to carry to the branch: ID, unused cheque leaves, debit card, passbook, and the bank's own closure form (ask for it). 4. Questions to ask about closure charges or a minimum-balance shortfall, marked [VERIFY with the bank]. 5. How to confirm the account is fully closed (closure letter, final statement).

Why this prompt

• Hand-picked, editorially reviewed prompt
• Written for ChatGPT, Claude, Gemini

Source

Created by BestPromptFinder — editorial prompt, not user-generated. See our content & source policy.

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