How to Remove Someone from a Bank Account

Removing someone from a bank account is a relatively straightforward process, but there are a few important steps to follow to ensure that it’s done correctly and without any legal issues.

Gather the Necessary Documents

Before you contact your bank, you’ll need to gather some documents:

Your account number
The name of the person you want to remove
A copy of your driver’s license or other government-issued ID

Contact Your Bank

Once you have the necessary documents, you can contact your bank to start the process. You can do this by:

Calling your bank’s customer service line
Visiting a branch in person
Submitting a written request

When you contact your bank, be prepared to provide the following information:

Your account number
The name of the person you want to remove
A copy of your driver’s license or other government-issued ID

Sign the Necessary Forms

Your bank will provide you with a form to sign that will remove the other person from your account. Be sure to read the form carefully before signing it.

Get a Confirmation

Once you’ve signed the form, your bank will process the request. They will send you a confirmation letter once the change has been made.

Tips

* If you’re removing someone from a joint account, it’s important to make sure that you have both signatures on the form.
* If you’re not comfortable removing someone from your account in person, you can mail in a written request.
* If you’re having difficulty removing someone from your account, you can contact the Consumer Financial Protection Bureau for assistance.

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