Support Home Procedures What documentation is needed to close a trust account? What documentation is needed to close a trust account? You will need to have an account closure form signed by the trustee(s) on the account to close the membership. Related Questions: What is the phone number members can call/text to find Shared Branching Locations? What is the max cash withdrawal amount allowed when processing off line transactions? What are the procedures for processing credit card fraud? Was this article helpful? Yes / No