Account Termination Form

Walk HR and IT through every step of closing out a departing employee's accounts — email forwarding, mailbox and drive access, and equipment return — in one checklist.

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User's Name

Nombre

Apellido

User's Email

Retain Email?

Yes No

Reporting Manager's Email

Job Title

Location

Department

Completed By (HR Staff)

Nombre

Apellido

Effective Termination Date

Submitted

Forward Email?

Yes No

Who Needs to Receive the Emails?

Nombre

Apellido

Access to Mailbox?

Yes No

Who Needs Access to the User's Mailbox?

Nombre

Apellido

OneDrive Access?

Yes No

Who Needs Access to the User's OneDrive?

Nombre

Apellido

H: Drive?

Yes No

Who Needs Access to the User's H: Drive?

Nombre

Apellido

Was Equipment Issued to the User?

Yes No

Equipment Type

Laptop Monitor Mobile Phone Headset

Equipment Returned?

Yes No

Returned To

Comments

Check the Following Once Completed

Email Deactivated Access Revoked Equipment Collected

Check the Following Once Completed

Accounts Disabled Licenses Reclaimed Forwarding Configured

Completed By (Technician)

Nombre

Apellido

Completed

Account Termination Form

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