Account Closure

Please answer each question.

Q. Do you have a mutual fund account with us?

Yes

Account Closure for mutual fund account holders

Please first check your account details on online banking or the latest Statement/Torihikizandaka-hokokusho to make sure that you do not have any products/accounts listed under "Note" below.
We will transfer the remaining balance in your accounts to your designated domestic account in Yen and then close your accounts.

Foreign currency in your accounts will be converted to Yen applying SMBC Trust Bank's telegraphic transfer buying rate (TTB rate) and wire transferred to your designated domestic account in Yen.
When you close your accounts via website or by postal mail, you will not be charged a service fee to transfer the remaining balance to your designated domestic account in Yen.
You do not have to return your token/cash card (including GLOBAL PASS and Banking Card) to us. Please discard it (them) safely.

You may not be able to close your account depending on the product/account you have with us. We appreciate your understanding.

Note: check whether you have products/accounts listed below.

Product/Account	Remarks
Foreign Currency Time Deposit	Wait for the maturity date before performing the procedure to close your account. If your maturity instruction is "Automatic Renewal," it needs to be changed to "No Automatic Renewal" by 15:00 on the business day before the maturity date. Perform the necessary procedure via online banking to change your maturity instruction. From "Time Deposits Time Deposits" go to "Change Maturity Instructions" to make a change.
Yen Time Deposit	Wait for the maturity date or call PRESTIA Phone Banking 0120-110-330 (toll-free within Japan) to terminate Yen Time Deposit before taking the procedure to close your account.
Structured Deposit with FX Option, etc.	Wait for the maturity date before performing the procedure to close your account.
PRESTIA MultiMoney Credit	The remaining balance needs to be repaid in full in advance. Make your repayments via online banking. Sign on Sign on to online banking, and then from "Loans," go to "PRESTIA MultiMoney Credit Repayment" under "PRESTIA MultiMoney Credit."
Housing loan and all other loans	The remaining balance needs to be repaid in full in advance. Call Loan Information Dial below. 0120-004-847 (Toll-free within Japan) Service hours: 9:00 to 17:00 on weekdays (excluding Saturdays, Sundays and holidays)
Mutual fund account with a positive balance	Sell all mutual funds you have in advance. Make sure the settlement amounts are deposited to your account and then perform the procedure to close your account. See here here to sell mutual funds via the Mutual Fund Service. *Japanese only
Bond (Securities Transaction Account)	Call PRESTIA Phone Banking 0120-110-330 (toll-free within Japan)
Checking Account	Contact your branch.

Customers who fall into any of the following categories should either
(a) Download the necessary form(s) and send them together with your Account Closure Request to us by postal mail to close your account.
(b) Request Account Closure after the following procedure(s) are complete via online procedure or by postal mail.

Customers who need to change account holder's name and/or address

- Address change : see here for the necessary procedures
- Change account holder name : see here for the necessary procedures
- *You do not need to submit a GLOBAL PASS Application (for switching).
- Customers who wish to transfer the foreign currency funds in their accounts to another account in the foreign currency (instead of converting to Yen)
- To transfer your funds to an overseas account: see here for the necessary procedures
- To transfer your funds to a domestic account in a foreign currency: see here for the necessary procedures

*Service charges will be charged separately in either of the above cases.

Online procedure

Please use online banking to process online.

Note

Customers who fall into the following categories cannot close their accounts via online procedure. Please request account closure by postal mail.
The total balance is 10 million yen equivalent or above
Request to close only part of your accounts
If you do not have your domestic mobile phone number registered with us or cannot receive SMS even if your domestic mobile phone number is registered, the online procedure is not available. Please refer to Other methods below.

STEP 1

Sign on to online banking and go to "Other Services".
For details about the procedure, please see Help "Other Services".

Online banking

STEP 2

Register/check your registered mobile phone number in Japan and E-mail address.

STEP 3

Select the check box after you agree to the notices, and then click the Next button.
Enter the authentication code sent to your registered E-mail address into the device you are operating.

STEP 4

If you never registered your mobile device or changed the mobile device, press the "Mobile device registration(*)" button.
Access the URL on the SMS sent to you to authenticate your mobile device.

*Even if the Registration Status of mobile device is Registered, you may need to register your device if you are using a browser different from the one you used at the time of last registation of your mobile device.

STEP 5

Customers who have a mutual fund account should select "Mutual Fund Account CLOSE REQUEST" first, enter all the required information and click on Submit.
Then, select "Account Close Request", enter all the required information and click on Submit.
You are prompted to perform the authentication again on your registered mobile device.

STEP 6

A notification message of the receipt of your application will be sent to your registered E-mail address.

STEP 7

It will take approximately 1 week to complete the procedure. Upon completion of the procedure, a notification message will be sent to your registered E-mail address.
If the application needs revision or confirmation, an E-mail message requesting you to revise your application will be sent.

Other methods

By mail

STEP 1

Download and print out the form(s) below. Fill it out and place your signature/seal.

*The form is a "read-only" file. Please print out the form, fill out the required fields and send it to us by postal mail.

Account Close Request Domestic Transfer Application (Withdrawal)

*SAMPLE for Account Close Request Domestic Transfer Application (Withdrawal)
*Write all of your account numbers. If you do not remember your account numbers, please see below for how to check them.
- How to check Yen Savings Account number
- How to check PRESTIA MultiMoney Account Number

Mutual Fund General Account Close Request (Specified Account Close Notification) *Japanese only

*SAMPLE for Mutual Fund General Account Close Request (Specified Account Close Notification).
*Japanese only

STEP 2

Send the completed form(s) to us by postal mail. If you are required to submit an identification verification document or other document(s), enclose such document(s) with the form.

Use Address Label below when sending the form to us.

Address Label

When you put a stamp on an envelope to send us the form instead of using Address Label
SMBC Trust Bank Ltd. Operation Center
P.O. Box 31 Takanawa Post Office 108-8703

When you need to specify a non P.O. Box address (e.g. international courier service)
SMBC Operation Service Co., Ltd. Document Management Group
4th floor 3-4 Shibaura 4-chome Minato-ku, Tokyo 108-0023 Japan

*Do not send the form to us via fax or email.

Double check before you send us the form.

Have you filled out all the required fields, including your account number?
Have you made any corrections? (In case you need to correct any information, please cross it out with double lines along with your registered seal or registered signature next to it.)
(When the form includes a field requiring registered seal or registered signature) Have you used the registered seal or registered signature?
(When you are required to submit necessary documents) Have you enclosed necessary documents, such as your identification verification document?
Please note that you cannot use items like correction fluid and correction tape, or erasable ballpoint pens.
No customer copy will be returned for the form(s) enclosed. Before sending the form, please make sure to keep a copy of it for your own records.

STEP 3

Once we receive the form from you, it will take approximately 1 to 2 weeks to complete the process.

*Upon the completion of procedures to close your account, the remaining balance in your account(s) will be transferred to your designated account. (If there is no remaining balance, then your account(s) will be simply closed.)
*If you request us to transfer the remaining balance to your designated account in foreign currency, it will take longer to complete the transfer procedure than when transferring the balance to your designated domestic account in Yen.

If you do not have a printer, please call us at the number below and ask an operator to send you the form by postal mail.

0120-110-330 (Toll-free within Japan)

Back to choose the procedure >

Account Closure for non-mutual fund account holders

Foreign currency in your accounts will be converted to Yen applying SMBC Trust Bank's telegraphic transfer buying rate (TTB rate) and wire transferred to your designated domestic account in Yen.
When you close your accounts via website or by postal mail, you will not be charged a service fee to transfer the remaining balance to your designated domestic account in Yen.
You do not have to return your token/cash card (including GLOBAL PASS and Banking Card) to us. Please discard it (them) safely.

You may not be able to close your account depending on the product/account you have with us. We appreciate your understanding.

Note: check whether you have products/accounts listed below.

Product/Account	Remarks
Foreign Currency Time Deposit	Wait for the maturity date before performing the procedure to close your account. If your maturity instruction is "Automatic Renewal," it needs to be changed to "No Automatic Renewal" by 15:00 on the business day before the maturity date. Perform the necessary procedure via online banking to change your maturity instruction. From "Time Deposits Time Deposits" go to "Change Maturity Instructions" to make a change.
Yen Time Deposit	Wait for the maturity date or call PRESTIA Phone Banking 0120-110-330 (toll-free within Japan) to terminate Yen Time Deposit before taking the procedure to close your account.
Structured Deposit with FX Option, etc.	Wait for the maturity date before performing the procedure to close your account.
PRESTIA MultiMoney Credit	The remaining balance needs to be repaid in full in advance. Make your repayments via online banking. Sign on Sign on to online banking, and then from "Loans," go to "PRESTIA MultiMoney Credit Repayment" under "PRESTIA MultiMoney Credit."
Housing loan and all other loans	The remaining balance needs to be repaid in full in advance. Call Loan Information Dial below. 0120-004-847 (Toll-free within Japan) Service hours: 9:00 to 17:00 on weekdays (excluding Saturdays, Sundays and holidays)
Bond (Securities Transaction Account)	Call PRESTIA Phone Banking 0120-110-330 (toll-free within Japan)
Checking Account	Contact your branch.

Customers who need to change account holder's name and/or address

- Address change : see here for the necessary procedures
- Change account holder name : see here for the necessary procedures
- *You do not need to submit a GLOBAL PASS Application (for switching).
- Customers who wish to transfer the foreign currency funds in their accounts to another account in the foreign currency (instead of converting to Yen)
- To transfer your funds to an overseas account: see here for the necessary procedures
- To transfer your funds to a domestic account in a foreign currency: see here for the necessary procedures

*Service charges will be charged separately in either of the above cases.

Online procedure

Please use online banking to process online.

Note

Customers who fall into the following categories cannot close their accounts via online procedure. Please request account closure by postal mail.
The total balance is 10 million yen equivalent or above
Request to close only part of your accounts
If you do not have your domestic mobile phone number registered with us or cannot receive SMS even if your domestic mobile phone number is registered, the online procedure is not available. Please refer to Other methods below.

STEP 1

Sign on to online banking and go to "Other Services".
For details about the procedure, please see Help "Other Services".

Online banking

STEP 2

Register/check your registered mobile phone number in Japan and E-mail address.

STEP 3

Select the check box after you agree to the notices, and then click the Next button.
Enter the authentication code sent to your registered E-mail address into the device you are operating.

STEP 4

If you never registered your mobile device or changed the mobile device, press the "Mobile device registration(*)" button.
Access the URL on the SMS sent to you to authenticate your mobile device.

*Even if the Registration Status of mobile device is Registered, you may need to register your device if you are using a browser different from the one you used at the time of last registation of your mobile device.

STEP 5

Select "Account Close Request", enter all the required information and click on Submit.
You are prompted to perform the authentication again on your registered mobile device.

STEP 6

A notification message of the receipt of your application will be sent to your registered E-mail address.

STEP 7

It will take approximately 1 week to complete the procedure. Upon completion of the procedure, a notification message will be sent to your registered E-mail address.
If the application needs revision or confirmation, an E-mail message requesting you to revise your application will be sent.

Other methods

By mail

STEP 1

Download and print out the form(s) below. Fill it out and place your signature/seal.

*The form is a "read-only" file. Please print out the form, fill out the required fields and send it to us by postal mail.

Account Close Request Domestic Transfer Application (Withdrawal)

*SAMPLE for Account Close Request Domestic Transfer Application (Withdrawal)
*Write all of your account numbers. If you do not remember your account numbers, please see below for how to check them.
- How to check Yen Savings Account number
- How to check PRESTIA MultiMoney Account Number

STEP 2

Send the completed form(s) to us by postal mail. If you are required to submit an identification verification document or other document(s), enclose such document(s) with the form.

Use Address Label below when sending the form to us.

Address Label

When you put a stamp on an envelope to send us the form instead of using Address Label
SMBC Trust Bank Ltd. Operation Center
P.O. Box 31 Takanawa Post Office 108-8703

When you need to specify a non P.O. Box address (e.g. international courier service)
SMBC Operation Service Co., Ltd. Document Management Group
4th floor 3-4 Shibaura 4-chome Minato-ku, Tokyo 108-0023 Japan

*Do not send the form to us via fax or email.

Double check before you send us the form.

Have you filled out all the required fields, including your account number?
Have you made any corrections? (In case you need to correct any information, please cross it out with double lines along with your registered seal or registered signature next to it.)
(When the form includes a field requiring registered seal or registered signature) Have you used the registered seal or registered signature?
(When you are required to submit necessary documents) Have you enclosed necessary documents, such as your identification verification document?
Please note that you cannot use items like correction fluid and correction tape, or erasable ballpoint pens.
No customer copy will be returned for the form(s) enclosed. Before sending the form, please make sure to keep a copy of it for your own records.

STEP 3

Once we receive the form from you, it will take approximately 1 to 2 weeks to complete the process.

*Upon the completion of procedures to close your account, the remaining balance in your account(s) will be transferred to your designated account. (If there is no remaining balance, then your account(s) will be simply closed.)
*If you request us to transfer the remaining balance to your designated account in foreign currency, it will take longer to complete the transfer procedure than when transferring the balance to your designated domestic account in Yen.

If you do not have a printer, please call us at the number below and ask an operator to send you the form by postal mail.

0120-110-330 (Toll-free within Japan)

Back to choose the procedure >

Frequently Asked Questions

Find answers to frequently asked questions.

FAQ

Account Closure

Please answer each question.

Q. Do you have a mutual fund account with us?

Account Closure for mutual fund account holders

Online procedure

Sign on to online banking and go to "Other Services". For details about the procedure, please see Help "Other Services".

Register/check your registered mobile phone number in Japan and E-mail address.

Select the check box after you agree to the notices, and then click the Next button. Enter the authentication code sent to your registered E-mail address into the device you are operating.

If you never registered your mobile device or changed the mobile device, press the "Mobile device registration(*)" button. Access the URL on the SMS sent to you to authenticate your mobile device.

A notification message of the receipt of your application will be sent to your registered E-mail address.

It will take approximately 1 week to complete the procedure. Upon completion of the procedure, a notification message will be sent to your registered E-mail address. If the application needs revision or confirmation, an E-mail message requesting you to revise your application will be sent.

Other methods

By mail

Download and print out the form(s) below. Fill it out and place your signature/seal.

Send the completed form(s) to us by postal mail. If you are required to submit an identification verification document or other document(s), enclose such document(s) with the form.

Once we receive the form from you, it will take approximately 1 to 2 weeks to complete the process.

Account Closure for non-mutual fund account holders

Online procedure

Sign on to online banking and go to "Other Services". For details about the procedure, please see Help "Other Services".

Register/check your registered mobile phone number in Japan and E-mail address.

Select the check box after you agree to the notices, and then click the Next button. Enter the authentication code sent to your registered E-mail address into the device you are operating.

If you never registered your mobile device or changed the mobile device, press the "Mobile device registration(*)" button. Access the URL on the SMS sent to you to authenticate your mobile device.

Select "Account Close Request", enter all the required information and click on Submit.You are prompted to perform the authentication again on your registered mobile device.

A notification message of the receipt of your application will be sent to your registered E-mail address.

It will take approximately 1 week to complete the procedure. Upon completion of the procedure, a notification message will be sent to your registered E-mail address. If the application needs revision or confirmation, an E-mail message requesting you to revise your application will be sent.

Other methods

By mail

Download and print out the form(s) below. Fill it out and place your signature/seal.

Send the completed form(s) to us by postal mail. If you are required to submit an identification verification document or other document(s), enclose such document(s) with the form.

Once we receive the form from you, it will take approximately 1 to 2 weeks to complete the process.

Procedures by category

Sign on to online banking and go to "Other Services".
For details about the procedure, please see Help "Other Services".

Select the check box after you agree to the notices, and then click the Next button.
Enter the authentication code sent to your registered E-mail address into the device you are operating.

If you never registered your mobile device or changed the mobile device, press the "Mobile device registration(*)" button.
Access the URL on the SMS sent to you to authenticate your mobile device.

It will take approximately 1 week to complete the procedure. Upon completion of the procedure, a notification message will be sent to your registered E-mail address.
If the application needs revision or confirmation, an E-mail message requesting you to revise your application will be sent.

Sign on to online banking and go to "Other Services".
For details about the procedure, please see Help "Other Services".

Select the check box after you agree to the notices, and then click the Next button.
Enter the authentication code sent to your registered E-mail address into the device you are operating.

If you never registered your mobile device or changed the mobile device, press the "Mobile device registration(*)" button.
Access the URL on the SMS sent to you to authenticate your mobile device.

Select "Account Close Request", enter all the required information and click on Submit.
You are prompted to perform the authentication again on your registered mobile device.

It will take approximately 1 week to complete the procedure. Upon completion of the procedure, a notification message will be sent to your registered E-mail address.
If the application needs revision or confirmation, an E-mail message requesting you to revise your application will be sent.