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I just got married and my husband is in the Army so we will be continuing our banking through USAA. What are the steps that I must take to transfer my funds from both my checking and savings and to close out my account?
December 8, 2014 01:45:41 PM
In reply to Alyssa, Clarksville
Hello, Alyssa and Congratulations to you and your new husband!
We understand that your recent life changes may find you with different banking needs. Before you go, we'd like to let you know that we are committed to your satisfaction as a Customer. We have many options to keep your banking convenient for you and we'd be glad to discuss your experience and needs with us at a TD Store. We're available near you and would like to hear from you; please find your closest Store and lobby hours here: http://bit.ly/TDStores.
If you still choose to close your account, if you have a Personal account with a remaining balance, we'd recommend visiting any TD Bank Store near you to withdraw the funds and request that the account be closed. Please visit the above link to find a convenient location for you.
If you'd rather use an online transfer to move your funds, the option is available via our External Transfers service.
If you are already enrolled for Online Banking, please log in here http://bit.ly/1eaISlq to use this service. After logging onto your account, please choose the "Transfers" tab. Then click on "Transfer to Accounts Outside TD Bank." You will then be asked to accept a user agreement and review the fee schedule.
After the enrollment is completed, you may continue to schedule a transfer by adding your account at a different institution. To do so, select "Add a New Account." You will then be prompted to select the type of account followed by the account and routing numbers. Once you enter the required fields, the transfer service will then display whether or not you can make an immediate transfer. In some cases, a trial deposit is initiated at the receiving institution for verification purposes. You’re welcome to check out http://bit.ly/1jXKYqq for additional details.
When sending an External Transfer, you will have two delivery options, three-day or next-day delivery. The next-day delivery option is not available for Savings accounts. Please note that the next-day delivery option becomes available 90 days after your first successful three-day transfer if no overdrafts have occurred in that time. Additionally, fees may apply for this service. For the Transfers Terms and Conditions please see: http://bit.ly/1lkiC6K, and for more information on the fee schedule, please take a look here: http://bit.ly/1cTejgt.
Another easy way to close an account that has a balance is via mailed written request. You may request to close your account and have any available money in your account be sent to you by check. You can mail a request with the following instructions:
▪Your account number(s)
▪Your request to close the account(s)
▪Your current address
For your security, please have the letter notarized. It can then be mailed to:
TD Bank, N.A
Your Home Store's Address
If you are unsure of which Store is your Home Store (the Store location where your account was opened at), take a look at the same Store locator link provided above for our Store locations.
Or, you're welcome to check with your other banking institution for any options they may be able to provide you for a transfer.
For any questions you may have, feel free to connect with us 24/7 at 888-751-9000, or at any TD Bank Store nearby you.
We hope to speak with you soon, Alyssa and best of luck! Take care.
Kristen P, Mount Laurel
December 8, 2014 01:52:38 PM