Aligned for

Long-term
ACCOUNT OPENING FORM FOR RESIDENT INDIVIDUAL (PART -I)
Lineup of (Must accompanied with Terms and Conditions)
Initiatives
Across CUSTOMER INFORMATION SHEET (CIF Creation/Amendment)
Nation for
Customer
Excellence Date D D M M Y Y Y Y
(In case of joint accounts, Part -I (CIF Sheet) to be taken for each customer)
Branch Name
Branch Code Branch to affix rubber
stamp of name
Fields marked asterix (*) are mandatory.Please ll up in BLOCK letters only and use black ink for signature (For of ce use only) and code no.
Customer ID: Application Type New Update

Account No.: CKYC No.:

Customer Type: General Pensioner Senior Citizen Salaried Minor Staff Ex Staff

Account Type:
Normal Small (For Low Risk Customers)

01 PERSONAL DETAILS

Existing Customer ID: (If Applicable)

Name*: F I R S T N A M E M I D D L E N A M E L A S T E N A M E
(Same as ID Proof) Pre x

Maiden Name : F I R S T N A M E M I D D L E N A M E L A S T E N A M E
(For Unmarried Applicant)

Date of Birth*: D D M M Y Y Y Y Gender* Male Female Transgender

Marital Status* Married Unmarried Single Divorced Living Apart. Defecto

Name of Father* Mother* Spouse* (Please Tick One)

F I R S T N A M E M I D D L E N A M E L A S T E N A M E
(Father's name is mandatory if PAN is not provided)

No. of Dependents Illiterate Yes No if yes : Identification Marks :

Name of Guardian Pre x F I R S T N A M E M I D D L E N A M E L A S T E N A M E

(In Case of Minor*) Relationship with Guardian

Nationality*: In-Indian Others Country Name:

Occupation Type* S-Service Private Sector Public Sector Government Sector

O-Others Professional Self employed Retired House Wife Student B-Business

X-Not categorised-Please specify

Organization's Name: Designation/Profession: Nature of Business:

Annual Income*: Rs. Net Worth(approx value) Rs.

Religion: Hindu Muslim Christian Sikh Others

Category: General OBC SC ST

Person with disability Yes No If yes, i. Visually impaired ii. Differently abled

Educational Qualification: Illiterate Below SSC SSC HSC Graduate Post Graduate Professional Others

Please Tick the Applicable box*: Politically exposed Person Related to politically Exposed Person None

(Politically Exposed Persons are individuals who are or have been and entrusted with prominent public functions in a foreign country e.g. Head of state / Governments, Senior
Politicians / Senior Governments / Judicial / Military Officers, Senior Executives of State - owned Corporations, important political party officials, etc. /)

ISO 3166 Country Code of Jurisdiction of Residence* (Code for India is IN)

Place / City of Birth* ISO 3166 Country of Code of Birth* Citizenship

Residential Status* Resident Individual Non Resident Indian Foreign National Person of Indian Origin

Country of Tax Residence in India only and not in any other country or territory outside India* Yes No (If No, please ll the FATCA details form - Annexure II)

PAN*/Tax Identi cation Number or equivalent (If issued by jurisdiction) (If PAN is not submitted, submit Form 60 - Annexure I)

02 CONTACT DETAILS (ALL COMMUNICATIONS WILL BE SENT ON PROVIDED MOBILE NO./EMAIL-ID)

Mobile No. Email-ID

Alternate Mobile No. Tel.(Off):

Tel.(Res):