Close Bank Account

Close Bank Account App Guide 1

Step 1: Click on ‘Filing of Other Resolutions’

Switch to the company that you want to close a bank account using the guide icon 1 icon.

From the menu, click on Filing of Other Resolutions.

Close Bank Account App Guide 2

Step 2: Click on ‘Close Bank Account’

From the menu, click on Close Bank Account.

Close Bank Account App Guide 3

Step 3: Click on ‘Let’s Get Started’

Get ready the information and document(s) required for the closing of bank account.

Click on the button Let’s Get Started to fill up the form for this service request.

Close Bank Account App Guide 4

Step 4: Submit Information

Select ONE of the Local Banks or Select Others and enter the bank name.

Enter the Account Number of the bank account to be closed.

Click on Slide to Submit to submit the service request.

Close Bank Account App Guide 5

Step 5: View Progress

To view the progress of the Service Request, click on the guide icon 2 icon on the top left of the screen to display the Side Menu.

Click on Transaction History on the menu to view all submitted service requests.

Close Bank Account App Guide 6

Step 6: How to Cancel Transaction

Track the progress of each service request by its status.

You can cancel the service request by clicking on the Cancel Transaction button (note: only request submitted by you and not yet being processed by HeySara can be cancelled).