Account Closure Request Form Workflow

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Member Services

Verified Member with 3 out of wallet questions (please initial)

Disable Online Banking if Enrolled (Pleae Initial or write N/A if not applicable)

Check notes to ensure no loans are associated with this account number(s)(Please initial):

Ensure there are no pending debit or credit that have not posted to the account (Please initial):

Close debit card (write N/A if not applicable)(Please initial):

Review if account has bill pay and, if so request from BM, ABM, or COO to close Bill Pay in Co-Op Back Office (Please initial):

Pull old signature card and file (write N/A if not applicable)(Please initial):

CU*Base Employee Initials and ID#:

Employee Signature:

Date:

Form of ID:

ID #:

Expiration Date:

Comments:

Audited by (CU*Base Employee ID):

Auditor Signature:

Date:

Audit Comments: