Confirm the request
Use the approved identity and authority checks for the channel, then record the request source and requested effective date. Do not treat an informal message as sufficient authorization.
Check open obligations
Review active orders, cases, credits, subscriptions, and scheduled work according to the owner’s checklist. Route disputes, legal holds, or unusual requests instead of deciding them in the queue.
Document the final state
Record what was closed, what remains retained under policy, who approved exceptions, and which customer message was sent. Account closure should leave a clear operational trail.