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Customer

1) The customer has submitted a request form to update their address and contact details or transfer their bank account to a new branch. 2) They have provided their customer ID, account number, and requested updates to their permanent address, mailing address, contact details, or account transfer details. 3) The bank will process the request upon receiving the completed form and necessary documentation.

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Amit Kauri
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604 views2 pages

Customer

1) The customer has submitted a request form to update their address and contact details or transfer their bank account to a new branch. 2) They have provided their customer ID, account number, and requested updates to their permanent address, mailing address, contact details, or account transfer details. 3) The bank will process the request upon receiving the completed form and necessary documentation.

Uploaded by

Amit Kauri
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Branch Name and Code: Date:

Customer Request Form - A


I/We hereby request and authorize the bank to initiate processing basis the provided instructions:-
(For Bank Use Only) Service Request No.: Date:
PLEASE USE BLOCK LETTERS AND ATTACH SELF - ATTESTED DOCUMENT PROOF AS PER REQUIREMENT. TICK
AND SIGN AS APPLICABLE AND STRIKE OUT THE IRRELEVANT PORTIONS.

CUSTOMER NAME:

CUSTOMER ID: ACCOUNT NUMBER: A/C TYPE

Address Updation (Self Attested proofs to be attached)

New Permanent Address Update


Building No. / Flat No.:
Locality/Street: City:
State: Pin Code: Country
Landmark:
New Mailing Address
Building No. / Flat No.:
Locality/Street: City:
State: Pin Code: Country
Landmark:

Contact Details Updation


Change Addition

Telephone (Res.)

Telephone (Off.) Ext.

Mobile Number:

Email Address:

Account Details Maintenance

PAN Number:

Aadhaar Number:

Alerts Registration/De-Registration

Alerts: SMS EMAIL Alerts De-Registration: SMS EMAIL


...............................................................................................................................................................................
Acknowledgement
Customer ID/Account No.: Service Request No.:
Customer Name: Date of Request:
Request Related to:

Branch stamp and


signature of official
Account Transfer
Request for my /our SB/CA/RD/Term Deposit Account Transfer A/c No. /No.
From
(Branch Name and Code) to (Branch Name and Code).
1. I/We hold the above account/accounts with (Branch Name and Code).
2. I /We request you to transfer the captioned account(s). The new address proof is enclosed/ shall be
provided within 6 months at the transferee branch.
3. I/We request you to transfer/not transfer the CIF. (Applicable where all accounts are not transferred.
Where all accounts are transferred or there is only a single account, the CIF will be mandatorily transferred.)
4. I/We understand that if CIF is not transferred, my Home Branch will continue to remain the same.

Account Upgradation

Request for my Account with Ac/No.


to be converted to a account.
1. I/We hold the above account/accounts with
(Branch Name and Code).
2. I/We have attached our KYC copies with the number
(Only in case of account transfer from BSBDA to Regular Savings Account).
3. I/We agree to the terms and conditions related to the product being upgraded to.
Signature of 1st Holder Signature of 2nd Holder

For office use only

Request Received date: D D M M Y Y Date Forwarded to Ops: D D M M Y Y


Hereby I declare that the customer had signed the request form in my presence.

Request received in field by: Designation:

Employee Code:

Employee Name: Signature:

Request accepted at branch by: Designation:

Employee Code:

Employee Name: Signature:

Service Request Number:

MAKER ID CHECKER ID

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