Close Client Account

Close the selected client's account. The closed account remains in the database after closure.

• No account with a remaining balance can be closed.
• All holds (hard and soft) must also be released. This is independent of the account balance.
• To re-open a closed account, see Open Closed Accounts.
• To remove the closed account from the database, see Delete Closed Account.

1. Go to: Avatar CFMS > Account Management > Close Client Account
2. In the Select Client screen, enter the client name or ID. Select a client from the list.
3. In the Existing Account Number field, select the account number for closure. This list reflects the open accounts created for the client in the Account Registration form.
4. In the Close Code field, select the account close code. The close code is for information only and displays in the Closed Accounts Inquiry report.
5. In the Account Closing Date field, enter the date of account closure.
6. In the Account Closing Description field, enter any additional information associated with the account closure.
7. Click Submit.

► Dictionary Values

Close Code