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Œãã¦ãã ŒããñÊã¶ãñ ‡ãŠã ¹ãŠãù½ãà - ¼ããØã - I

Account Opening Form - Part - I


̾ããä‡ã‹¦ã¾ããò ‡ãñŠ ãäÊㆠ(ãäÔã¹ãÊ ¶ã† ØãÆãÖ‡ãŠãò ‡ãñŠ ãäÊã†)
For Individuals (New Customers only)

ÍããŒãã ‡ã ‰ãŠ.


Branch Code No.
Ôããè‚ãテ¹ãŠ (‡ãŠã¾ããÃÊã¾ã ¹ãƾããñØã ‡ãñŠ ãäÊã†)
ã䪶ããâ‡ãŠ / Date CIF No. (for office use)

¹ãŠãù½ãà ºãü¡ñ / Ô¹ãÓ› ‚ãàãÀãò ½ãò ¼ãÀò ‚ããõÀ ÖÔ¦ããàãÀ ‡ãñŠ ãäÊㆠ‡ãŠãÊããè Ô¾ããÖãè ‡ãŠã ¹ãƾããñØã ‡ãŠÀòý „¹ã¾ãì‡ã‹¦ã Œãã¶ããò ½ãò () ‡ãŠã ãä¶ãÍãã¶ã ÊãØãã†âý
Please fill up in BLOCK letters and use black ink for signature. Please tick () the appropriate boxes.

ØãÆãÖ‡ãŠ-¹ãƇãŠãÀ / Customer Type: •ã¶ã¦ãã / Public Ô›ã¹ãŠ / Staff


(‡ãŠ) ̾ããä‡ã‹¦ãØã¦ã ãäÌãÌãÀ¥ã / (A) Personal details:
¹ãîÀã ¶ãã½ã (ªãñ Í㺪ãò ‡ãñŠ ºããèÞã †‡ãŠ Ô©ãã¶ã œãñü¡ñ) (Leave one space between two words)
Full Name
¹ãÆ©ã½ã / First ½ã£¾ã / Middle ‚ãã䶦ã½ã / Last
ãä¹ã¦ãã / ¹ããä¦ã ‡ãŠã ¶ãã½ã
Name of Father / Husband
•ã¶½ã-ãä¦ããä©ã / Date of Birth ãäÊãâØã / Sex ¹ãìÁÓã / Male Ô¨ããè / Female

ÌãõÌãããäև㊠ãäÔ©ããä¦ã / Marital Status ãäÌãÌãããäÖ¦ã / Married ‚ããäÌãÌãããäÖ¦ã / Unmarried ‚㶾ã / Others
½ãã¦ãã ‡ãŠã ãäÌãÌããÖ ¹ãîÌãà ¶ãã½ã
Mother’s maiden name
(Œã) ‚ããÌããÔããè¾ã ¹ã¦ãã / (B) Residential address:
¹ã¦ãã - ¹ãÖÊããè ¹ãâãä‡ã‹¦ã / Address Line 1
¹ã¦ãã - ªîÔãÀãèè ¹ãâãä‡ã‹¦ã / Address Line 2
¹ã¦ãã - ¦ããèÔãÀãè ¹ãâãä‡ã‹¦ã / Address Line 3
½ã쌾㠹ãÖÞãã¶ã / Landmark
ÍãÖÀ / City ãä¹ã¶ã ‰ãŠ½ããâ‡ãŠ / PIN Code
À㕾ã / State
¹ãŠãñ¶ã ¶ãâ. / Phone No. ½ããñºããƒÊã ¶ãâ. / Mobile No.
(†Ôã›ãè¡ãè ‡ãŠãñ¡ ÔããäÖ¦ã) / (with STD Code)
ƒÃ ½ãñÊã ¹ã¦ãã 1.
E-mail ID: 2.
(Øã) ‡ãŠã¾ããÃÊã¾ã / ̾ãÌãÔãã¾ã ¹ã¦ãã / (C) Office / Business address:
¹ã¦ãã - ¹ãÖÊããè ¹ãâãä‡ã‹¦ã / Address Line 1
¹ã¦ãã - ªîÔãÀãè ¹ãâãä‡ã‹¦ã / Address Line 2
¹ã¦ãã - ¦ããèÔãÀãè ¹ãâãä‡ã‹¦ã / Address Line 3
½ã쌾㠹ãÖÞãã¶ã / Landmark
ÍãÖÀ / City ‚ã¹ã¶ãã ¹ãŠãñ›ãñ ãäÞã¹ã‡ãŠã†â
À㕾ã / State Please paste
photograph
ãä¹ã¶ã ‰ãŠ½ããâ‡ãŠ / PIN Code (2.5 cm X 3.5 cm)
¹ããÔãºãì‡ãŠ ½ãò ÊãØãã¶ãñ ‡ãñŠ ãäÊã†
¹ãŠãñ¶ã ¶ãâ. / Phone No. †‡ãŠ ‚ããõÀ ¹ãŠãñ›ãñ ÔãâÊãضã
(†Ôã›ãè¡ãè ‡ãŠãñ¡ ÔããäÖ¦ã) / ‡ãŠÀò
(with STD Code) (Enclose one more
photograph for
¹ãŠõ‡ã‹Ôã ¶ãâ. / Fax No.: affixing in passbook)
¹ã¨ããÞããÀ ‡ãŠã ¹ã¦ãã /
Address on which correspondence is required: Œã / B Øã / C

(Üã) i) ‚ãã¾ã‡ãŠÀ ¹ãõ¶ã ¾ãã ¹ãŠã½ãà 60 / 61 (‚ãã¾ã‡ãŠÀ ‚ããä£ããä¶ã¾ã½ã) /


(D) Income Tax PAN or Form 60/61 (IT Act) (ØãÆãև㊠‡ãŠã ÖÔ¦ããàãÀ /
ii) ÀãÓ›Èãè¾ã¦ãã / Nationality Signature of the Customer)

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Œãã¦ãã ŒããñÊã¶ãñ ‡ãŠã ¹ãŠãù½ãà - ¼ããØã - 1
Account Opening Form - Part - I
̾ããä‡ã‹¦ã¾ããò ‡ãñŠ ãäÊㆠ(ãäÔã¹ãÊ ¶ã† ØãÆãÖ‡ãŠãò ‡ãñŠ ãäÊã†)
For Individuals (New Customers only)

(Ý) ¹ãÖÞãã¶ã ‡ãŠã ãäÌãÌãÀ¥ã : (ªÔ¦ããÌãñ•ããò ‡ãŠãè ¹ãÆãä¦ã¾ããâ ÔãâÊãض㠇ãŠÀò)


(E) Identification details: (attach copies of documents)
i) ãäÔã¹ãÊ ¹ããÔã¹ããñ›Ã : ¾ããäª ãä¹ãœÊãñ ¹ãðÓŸ ¹ãÀ ã䪾ãã Øã¾ãã ¹ã¦ãã ‚ããõÀ ¹ããÔã¹ããñ›Ã ½ãò ã䪾ãã Øã¾ãã ¹ã¦ãã †‡ãŠ Öãè Öõý
Passport ALONE where the address on the passport is the same as the address mentioned in the previous page
‡ãŠÖãâ Ôãñ •ããÀãè / Issued at
¹ããÔã¹ããñ›Ã ‰ãŠ. / Passport No. •ããÀãè ã䪶ããâ‡ãŠ / Issue date
‚ã©ãÌãã / OR
ii) ¹ãŠãñ›ãñ ¹ãÖÞãã¶ã ‚ããõÀ ¹ã¦ãã ¹ãƽãã¥ã ‡ãñŠ ãäÊㆠ¶ããèÞãñ ‡ãñŠ ªãñ¶ããò ¼ããØããò Ôãñ ‡ãŠãñƒÃ †‡ãŠ-†‡ãŠ ªÔ¦ããÌãñ•ã
Any one document from each of the undernoted two columns for a photo-identity and proof of address:

¹ãÖÞãã¶ã ¹ãƽãã¥ã-¹ã¨ã / Proof of identity ¹ã¦ãñ ‡ãŠã ¹ãƽãã¥ã (¶ãÌããè¶ã¦ã½ã) / Proof of address (Latest / Recent)
i) ¹ããÔã¹ããñ›Ã (¾ããäª ¹ã¦ãã ‚ãÊãØã Öõ ¦ããñ) i) ‰ãñŠãä¡› ‡ãŠã¡Ã Ô›ñ›½ãò›
Passport (where the address differs) Credit card statement
ii) ½ã¦ãªã¦ãã ¹ãÖÞãã¶ã ¹ã¨ã ii) Ìãñ¦ã¶ã-¹ãÞããê (¹ã¦ãñ ÔããäÖ¦ã)
Voter ID card Salary slip (with address)
iii) ¹ãõ¶ã ‡ãŠã¡Ã iii) ‚ãã¾ã‡ãŠÀ / Ôãâ¹ãã䦦㠇ãŠÀ ½ãîʾããâ‡ãŠ¶ã ‚ããªñÍã
PAN card Income tax/Wealth tax assessment order
iv) ÔãÀ‡ãŠãÀ / Ààãã ÔãñÌãã ‡ãŠã ¹ãÖÞãã¶ã ¹ã¨ã iv) ãäºã•ãÊããè ãäºãÊã
Govt./Defence ID card Electricity bill
v) ¹ãÆãä¦ããäÓŸ¦ã ãä¶ã¾ããñ‡ã‹¦ãã ´ãÀã ¹ãÖÞãã¶ã ¹ã¨ã v) ›ñÊããè¹ãŠãñ¶ã ãäºãÊã
ID card of a reputed employer Telephone bill
vi) ¡ÈãƒãäÌãâØã ÊããƒÔãòÔã vi) ºãö‡ãŠ Œãã¦ãã ãäÌãÌãÀ¥ã
Driving License Bank account statement
vii) ¡ã‡ãŠÜãÀ ´ãÀã •ããÀãè ¹ãŠãñ›ãñ ¹ãÖÞãã¶ã ¹ã¨ã vii) ¹ãÆãä¦ããäÓŸ¦ã ãä¶ã¾ããñ‡ã‹¦ãã ´ãÀã ¹ã¨ã
Photo-ID card issued by Post Office Letter from a reputed employer
viii) ãä‡ãŠÔããè ½ã㶾ã¦ãã¹ãÆ㹦㠕ã¶ã-¹ãÆããä£ã‡ãŠãÀãè ´ãÀã ¹ã¨ã
Letter from any recognized public authority
ix) ÀãÍã¶ã ‡ãŠã¡Ã / Ration Card
Ôã⌾ãã / No.: Ôã⌾ãã / No.:
‡ãŠÖãâ Ôãñ •ããÀãè / Issued at: ‡ãŠÖãâ Ôãñ •ããÀãè / Issued at:
•ããÀãè ‡ãŠÀ¶ãñ ‡ãŠãè ãä¦ããä©ã / Issue date: •ããÀãè ‡ãŠÀ¶ãñ ‡ãŠãè ãä¦ããä©ã / Issue date:
'‚ã¹ã¶ãñ ØãÆãև㊠‡ãŠãñ •ãããä¶ã¾ãñ' „ªãÀãè‡ãðŠ¦ã ½ãã¶ãªâ¡ - œãñ›ñ Œãã¦ããò ‡ãŠãñ ŒããñÊã¶ãñ ‡ãñŠ ãäÊㆠ/ Liberalised KYC norms for opening Small Accounts
Œãã¦ãã £ããÀ‡ãŠ ‡ãñŠ ªãñ ¹ãŠãñ›ãñ ‚ããõÀ „Ôã‡ãñŠ ´ãÀã ÔÌã-¹ãƽãããä¥ã¦ã ¹ã¦ãã ‚ããÌã;ã‡ãŠ Öõý †ñÔãñ ½ãã½ãÊããò ½ãò, ãä‡ãŠÔããè ¼ããè Ôã½ã¾ã Œãã¦ãñ ½ãò ÍãñÓã À‡ãŠ½ã Á.50,000/- ¦ã‡ãŠ ‚ããõÀ †‡ãŠ ÔããÊã ‡ãŠãè ‚ãÌããä£ã ½ãò
Êãñ¶ã-ªñ¶ã Á.2,00,000 ¦ã‡ãŠ Ôããèãä½ã¦ã ÀÖñØããý
Þãîúãä‡ãŠ ½ãñÀñ ¹ããÔã ¹ãõÀã Ý-ii ½ãò „ãäÊÊããäŒã¦ã ‡ãŠãñƒÃ ¼ããè ªÔ¦ããÌãñ•ã ¶ãÖãé Öõ, ½ãö ¹ãƽãããä¥ã¦ã ‡ãŠÀ¦ãã Öîâ ãä‡ãŠ ½ãñÀñ ´ãÀã ¹ãðÓŸ 1 ‡ãñŠ ¹ãõÀã `Œã' ‚ããõÀ `Øã' ½ãò ã䪾ãã Øã¾ãã ¹ã¦ãã Ô㦾㠂ããõÀ ÔãÖãè Öõý ½ãö ¾ãÖ ¼ããè
Ôã½ã¢ã Øã¾ãã Öîú ãä‡ãŠ Œãã¦ãñ ½ãò ãä‡ãŠÔããè ¼ããè Ôã½ã¾ã ÍãñÓã À‡ãŠ½ã ÀããäÍã Á.50,000/-* ¦ã‡ãŠ Ôããèãä½ã¦ã ÀÖñØããè ‚ããõÀ †‡ãŠ ÌãÓãà ¼ãÀ ½ãò Êãñ¶ã ªñ¶ã Á.2,00,000/-* Ôãñ ‚ããä£ã‡ãŠ ¶ãÖãé ÖãñØããý •ãºã-•ãºã ºãõÊãñ¶Ôã
‚ã©ãÌãã ‡ãìŠÊã Êãñ¶ã-ªñ¶ã „‡ã‹¦ã Ôããè½ãã Ôãñ ‚ããä£ã‡ãŠ ÖãñØãã - ¼ããÀ¦ããè¾ã Ô›ñ› ºãö‡ãŠ ƒÔã Œãã¦ãñ ‡ãŠãñ Ôãã½ã㶾㠺ãÞã¦ã ºãö‡ãŠ Œãã¦ãñ •ãõÔãã ½ãã¶ã ÊãñØãã ‚ããõÀ „¹ãÀ ã䪆 ¹ãõÀã Ý (i) †Ìãâ (ii) ½ãò ‚ã¹ã¶ãñ ØãÆãև㊠‡ãŠãñ
•ãã¶ãñ Ôãñ Ôãâºãâãä£ã¦ã ¹ãÆãä‰ãŠ¾ãã ‡ãŠã ¹ããÊã¶ã ‡ãŠÀñØããý ½ãö ¼ããÀ¦ããè¾ã Ô›ñ› ºãö‡ãŠ ‡ãŠãñ ‚ã¹ãñãäàã¦ã ªÔ¦ããÌãñ•ã ¹ãÆÔ¦ãì¦ã ‡ãŠÀ¶ãñ ‡ãŠã ÌãÞã¶ã ªñ¦ãã Öîâý ƒÔã ¦ãÀÖ ‡ãŠã ‚ã¶ãì¹ããÊã¶ã ¶ã Öãñ¶ãñ ‡ãŠãè ªÍãã ½ãò, ¼ããÀ¦ããè¾ã Ô›ñ›
ºãö‡ãŠ ‡ãñŠ ¹ããÔã Œãã¦ãñ ¹ãÀ ¹ããºãâªãè ÊãØãã¶ãñ ‚ã©ãÌãã ƒÔãñ ºã⪠‡ãŠÀ¶ãñ ‡ãŠã ‚ããä£ã‡ãŠãÀ ÖãñØããý
Two photographs of the account holder and self-certification of address is necessary. In such case, balance in the account at any point
of time will be limited to Rs.50,000/- and total transactions to Rs.200,000/- in a year.
As I do not possess any of the documents mentioned under para E-ii above, I certify that the address mentioned by me under para B and
C in page 1 is true and correct. I also understand that the balance in the account at any time will be limited to Rs.50,000/-* and total
transactions to Rs.2,00,000/-* in a year. As and when the balance or total transactions exceed these limits, State Bank of India will treat the
account as a normal Savings Bank account and normal Know Your Customer (KYC) procedure, as mentioned under para E-i or ii above,
will be followed. I undertake to submit the required documents to State Bank of India. In the event of non-compliance, State Bank of India
has the right to freeze/ close the account.
* ¼ããÀ¦ããè¾ã ãäÀ•ãÌãà ºãö‡ãŠ ‡ãñŠ ãäªÍãã-ãä¶ãªóÍããò ´ãÀã ¹ããäÀÌã¦ãö㠇ãñŠ ‚ã£ããè¶ã / Subject to change as per RBI guidelines
(Þã) ‚ã¹ãñãäàã¦ã ÔãñÌãã†â / (F) Services required:
ƒâ›À¶ãñ› ºãöãå‡ãŠØã {‡ãñŠÌãÊã ‚ãÌãÊããñ‡ãŠ¶ã ‚ããä£ã‡ãŠãÀý Êãñ¶ãªñ¶ã ‡ãŠñ ‚ããä£ã‡ãŠãÀ †Ìãâ ¦ãð¦ããè¾ã ¹ãàã ‚ãâ¦ãÀ¥ã Öñ¦ãì ¹ãðÓŸ 6 ‡ãŠñ ¹ãõÀã Þã (ii) ¹ãÀ ‚ã¹ã¶ãã ãäÌã‡ãŠÊ¹ã ªñâý}
Internet Banking {Only for viewing rights. For transaction rights and third party transfers please exercise your option in para F(ii)
on page 6}.
¶ãÖãé ÞãããäÖ† / Not required
½ãì¢ãñ „¹ã¾ãìÇ㋦ã ÔãìãäÌã£ãã ÞãããäÖ†ý ƒÔã‡ãŠãè Íã¦ããô †Ìãâ ãä¶ãºãâ£ã¶ããò ‡ãñŠ ãäÌãÓã¾ã ½ãò ºã¦ãã ã䪾ãã Øã¾ãã Öõý ºãö‡ãŠ ‡ãŠãè ÌãñºãÔãホ Ôãñ ¹ã¦ãã ÊãØãã ãäÊã¾ãã Øã¾ãã Öõ / ÊãØãã ãäÊã¾ãã •ãã†Øãã ý
I require the above facility, terms and conditions of which have been / will be ascertained from bank’s website (http://onlinesbi.com)

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Œãã¦ãã ŒããñÊã¶ãñ ‡ãŠã ¹ãŠãù½ãà - ¼ããØã - I
Account Opening Form - Part - I
̾ããä‡ã‹¦ã¾ããò ‡ãñŠ ãäÊㆠ(ãäÔã¹ãÊ ¶ã† ØãÆãÖ‡ãŠãò ‡ãñŠ ãäÊã†)
For Individuals (New Customers only)
(œ) ØãÆãÖ‡ãŠ-Á¹ãÀñŒãã / (G) Customer profile :
(i) ‚ãã•ããèãäÌã‡ãŠã ‡ãŠã Ôãã£ã¶ã Ìãñ¦ã¶ã¼ããñØããè ÔÌãÀãñ•ãØããÀãè / ¹ãñÍãñÌãÀ ̾ãÌãÔãã¾ã œã¨ã
Occupation 1 Salaried 2 Self-employed / Professional 3 Business 4 Student
ÔãñÌãã ãä¶ãÌãð¦¦ã ‡ãðŠãäÓã Ìã Ôãâºã® ‚㶾ã (Ô¹ãÓ› ‡ãŠÀò) ............................................
5 Retired 6 Agriculture & Allied 7 Others (specify) ........................................
¾ããäª ÔÌãÀãñ•ãØããÀ ½ãò Öö ãäÞããä‡ãŠ¦Ôã‡ãŠ ‚ããä£ãÌã‡ã‹¦ãã ‚ããä¼ã¾ãâ¦ãã Ôããè† ‚㶾ã
If self-employed 1 Doctor 2 Lawyer 3 Engineer 4 C.A. 5 Others

(ii) ̾ããä‡ã‹¦ãØã¦ã ‚ãã¾ã-ãäÌãÌãÀ¥ã / Personal Income details


½ãããäÔã‡ãŠ ‚ãã¾ã Á.20,000 ¦ã‡ãŠ Á.20,001 Ôãñ 50,000 ¦ã‡ãŠ Á.50,001 Ôãñ 1 ÊããŒã ¦ã‡ãŠ
Monthly Income 1 Upto Rs.20,000 2 From Rs.20,001 to 50,000 3 From Rs.50,001 to 1 lac
Á.100,001 Ôãñ 5 ÊããŒã ¦ã‡ãŠ 5 ÊããŒã Á¹ã† Ôãñ ‚ããä£ã‡ãŠ
4 From Rs.100,001 to 5 lacs 5 Above Rs.5 lacs

Õããñ¦ã Ìãñ¦ã¶ã / ¹ãòÍã¶ã ̾ãÌãÔãã¾ã ‚ããÌããÔããè¾ã-Ôãâ¹ãã䦦㠂㶾ã (Ô¹ãÓ› ‡ãŠÀò) ..........................


Source 1 Salary / pension 2 Business 3 House property 4 Others (please specify) ...…........…
(iii) Íãõàããä¥ã‡ãŠ ¾ããñؾã¦ãã / Educational qualifications
(•ã) (‡ãŠ) ‡ã‹¾ãã Ö½ããÀãè ãä‡ãŠÔããè ‚ã¶¾ã ÍããŒãã ½ãñ â (ÍããŒãã‚ããñâ ½ãñâ) ‚ãã¹ã‡ãŠã Œãã¦ãã Öõ ? ¾ããäª Öãú, ¦ããñ ‡ãðŠ¹ã¾ãã ãäÌãÌãÀ¥ã ªò ý
(H) (a) Do you have an account in any other branch(es) of our Bank? If so, please give details.
ÍããŒãã ‡ãŠã ¶ãã½ã Œãã¦ãñ / ÔãìãäÌã£ãã ‡ãŠã ¹ãƇãŠãÀ Œãã¦ã㠉㊽ããâ‡ãŠ
Name of the Branch(es) Type of account(s) / facility(ies) Account Number(s)
(i) _____________________________ ________________________________________ ___________________________
(ii) _____________________________ ________________________________________ ___________________________
(iii) _____________________________ ________________________________________ ___________________________
(Œã) ƒÔã ÍãÖÀ / ‡ãŠÔºãñ ½ãò ‡ã‹¾ãã ãä‡ãŠÔããè ‚ã¶¾ã ºãö‡ãŠ ‡ãŠãè ÍããŒãã ½ãò ‚ãã¹ã‡ãŠã Œãã¦ãã Öõ? ¾ããäª Öãâ ¦ããñ ‡ãðŠ¹ã¾ãã ãäÌãÌãÀ¥ã ªòý
(b) Do you have any other account in other bank(s) in this city/ town? If so, please give details.
ºãö‡ãŠ †Ìãâ ÍããŒãã ‡ãŠã ¶ãã½ã Œãã¦ãñ / ÔãìãäÌã£ãã ‡ãŠã ¹ãƇãŠãÀ Œãã¦ã㠉㊽ããâ‡ãŠ
Name of the Bank and Branch Type of account(s) / facility(ies) Account Number(s)
(i) _____________________________ ________________________________________ ___________________________
(ii) _____________________________ ________________________________________ ___________________________
(iii) _____________________________ ________________________________________ ___________________________

ã䪶ããâ‡ãŠ : ØãÆãև㊠‡ãŠã ÖÔ¦ããàãÀ :


Date : Signature of the customer :

Ô㦾ãã¹ã¶ã‡ãŠ¦ããà ‚ããä£ã‡ãŠãÀãè / Ôããè‚ãテ¹ãŠ ŒããñÊãò / Ôããè‚ãテ¹ãŠ •ããÀãè ãä‡ãŠ¾ãã /


Verifying Officer Open CIF CIF generated

ÖÔ¦ããàãÀ / Signature :

¶ãã½ã : ¶ã½ãî¶ãã ÖÔ¦ãã.‰ãŠ. : (¹ãÆããä£ã‡ãðŠ¦ã ÖÔ¦ããàãÀ‡ãŠ¦ããÃ) (¹ãÆããä£ã‡ãðŠ¦ã ÖÔ¦ããàãÀ‡ãŠ¦ããÃ)


Name : S.S.No. : (Authorised signatory) (Authorised signatory)

¹ãª¶ãã½ã : ã䪶ããâ‡ãŠ : ã䪶ããâ‡ãŠ : ã䪶ããâ‡ãŠ :


Designation : Date : Date : Date :

‡ãŠã¾ããÃÊã¾ã ¹ãƾããñØã ‡ãñŠ ãäÊㆠ/ For Office Use ‚ãã²ããàãÀ / Initials

(i) ƒâ›À¶ãñ› ºãöãä‡ãâŠØã ãä‡ãŠ› ‰ãŠ½ããâ‡ãŠ ......................................Ôãì¹ãìªÃØããè ãäª.


Internet Banking kit no. ........................................... delivered on
D D M M Y Y Y Y
(ii) ØãÆãև㊠‡ãŠãñ £ã¶¾ãÌããª-¹ã¨ã ¼ãñ•ã¶ãñ ‡ãŠã ã䪶ããâ‡ãŠ
Letter of thanks sent to customer on
D D M M Y Y Y Y
(iii) ØãÆãև㊠Ôãñ ¹ããÌã¦ããè ¹ãã¶ãñ ‡ãŠã ã䪶ããâ‡ãŠ
Acknowledgement received from the customer on
D D M M Y Y Y Y

3
‚ããä¦ããäÀ‡ã‹¦ã ÔãîÞã¶ãã†â (Ìãõ‡ãŠãäʹã‡ãŠ) / Additional Information (Optional)

(¢ã) ‚ãããäÔ¦ã¾ããâ: ‚ã¶ãì½ãããä¶ã¦ã ½ãîʾã Á. ....................................................


(I) Assets: Approximate value Rs. ..........................................................
Ìããֶ㠇ãŠãÀ ªãñ ¹ããäÖ¾ãã Ìããֶ㠂㶾㠇ãŠãñƒÃ ¶ãÖãé
Vehicle Car Two-wheeler Others None
‚ãã¹ã‡ãŠã ‚ããÌããÔã ¹ãõ¦ãð‡ãŠ ÔÌã¾ãâ ‡ãŠã ãä‡ãŠÀㆠ¹ãÀ ãä¶ã¾ããñ‡ã‹¦ãã ‡ãŠã
House you live in Ancestral Owned Rented Employer’s
•ããèÌã¶ã ºããè½ãã ¹ãããäÊãÔããè Á.1 ÊããŒã ¦ã‡ãŠ Á.2 ÊããŒã ¦ã‡ãŠ 5 ÊããŒã Á¹ã† ¦ã‡ãŠ 5 ÊããŒã Á¹ã† Ôãñ ‚ããä£ã‡ãŠ
Life Insurance Policy Upto Rs.1 lac Upto Rs.2 lacs Upto Rs.5 lacs Above Rs.5 lacs
‚㶾ã ãä¶ãÌãñÍã Á.1 ÊããŒã ¦ã‡ãŠ Á.2 ÊããŒã ¦ã‡ãŠ 5 ÊããŒã Á¹ã† ¦ã‡ãŠ 5 ÊããŒã Á¹ã† Ôãñ ‚ããä£ã‡ãŠ
Other investment Upto Rs.1 lac Upto Rs.2 lacs Upto Rs.5 lacs Above Rs.5 lacs
‚㶾㠇ãŠãñƒÃ ‚ãããäÔ¦ã
Any other assets
(šã) Ìã¦ãýãã¶ã ¨ãÉ¥ã - ¾ããäª Öãñ ¦ããñ :
(J) Existing credit facilities, if any:
‡ãŠãÀ ¨ãÉ¥ã Öãú ¶ãÖãé ‚ããÌããÔã ¨ãÉ¥ã Öãú ¶ãÖãé
Car Loan Yes No Housing Loan Yes No
„¹ã¼ããñ‡ã‹¦ãã ¨ãÉ¥ã Öãú ¶ãÖãé ¹ãÆãä¦ã¼ãîãä¦ã ¹ãÀ Öãú ¶ãÖãé
Consumer Loan Yes No Against security Yes No
̾ãã¹ããÀ / ‡ãðŠãäÓã Öãú ¶ãÖãé ãäÍãàãã ¨ãÉ¥ã Öãú ¶ãÖãé
Business / Agriculture Yes No Education Loan Yes No
‚㶾ã Öãú ¶ãÖãé
Others ......................................................................................................................................................... Yes No

(›) ̾ããä‡ã‹¦ãØã¦ã ãäÌãÌãÀ¥ã :


(K) Personal details:
1. ‚ãã¹ã‡ãŠã •ã¶½ãÔ©ãã¶ã :
Your place of birth
2. ãä¶ã¾ããñ‡ã‹¦ãã
Employer:
3. Ìã¦ãýãã¶ã ãä¶ã¾ãìãä‡ã‹¦ã ‡ãŠãè ãä¦ããä©ã
Date of current employment:
4. ãä¶ã¾ããñ‡ã‹¦ãã ‡ãŠã ¹ã¦ãã :
Employer’s Address:

ãä¹ã¶ã ‡ãŠãñ¡ :
PIN Code:
5. ‚ãããäÑã¦ããò ‡ãŠãè Ôã⌾ãã
No. of dependents
6. ‡ãŠãñƒÃ ãäÀͦãñªãÀ ãäÌãªñÍã ½ãò Öö Öãú ¶ãÖãé ¾ããäª Öãâ ¦ããñ „¶ã‡ãŠã ¶ãã½ã ‚ããõÀ ¹ã¦ãã ªò
Any relatives settled abroad: Yes No If yes, please mention their names and addresses:
¶ãã½ã ¹ã¦ãã
Name Address
(i) _________________________________ ______________________________________________________________________
(ii) _________________________________ ______________________________________________________________________
(iii) _________________________________ ______________________________________________________________________

7. ãä¹ãœÊãñ 3 ÌãÓããô ½ãò ‚ãã¹ã ãä‡ãŠ¦ã¶ããè ºããÀ ãäÌãªñÍã ØㆠÖö ‡ãŠ¼ããè ¶ãÖãé 1-5 ºããÀ 5 ºããÀ Ôãñ ‚ããä£ã‡ãŠ
How many times have you been abroad in last three years: Never 1 to 5 times above 5 times

8. ‡ã‹¾ãã ‚ãã¹ã‡ãñŠ ¹ããÔã ‰ãñŠãä¡› ‡ãŠã¡Ã Öõ Öãú ¶ãÖãé ¾ããäª Öãú ¦ããñ ‡ãŠãõ¶ã Ôãã †Ôãºããè‚ãム‡ãŠã¡Ã ‚㶾ã
Do you have a Credit Card: Yes No If yes, which Card: SBI Card Others

9. ½¾ãìÞãì‚ãÊã ¹ã⊡ ½ãò ‚ãã¹ã‡ãŠã ãä¶ãÌãñÍã †Ôãºããè‚ããƒÃ†½ã†¹ãŠ ‚㶾㠇ãŠãñƒÃ ãä¶ãÌãñÍã ¶ãÖãé
Your investments in Mutual Funds: SBIMF Others No investments

10. ‰ãŠ¾ã ãä‡ãŠ† Øㆠ•ããèÌã¶ã-ºããè½ãã „¦¹ã㪠†Ôãºããè‚ããƒÃ Êãヹ㊠‚㶾㠇ãŠãñƒÃ ºããè½ãã ¶ãÖãé
Life Insurance products purchased: SBI Life Others No insurance

11. £ã½ãà / Religion: 12. •ãããä¦ã / Caste:

4
Œãã¦ãã ŒããñÊã¶ãñ ‡ãŠã ¹ãŠãù½ãà - ̾ããä‡ã‹¦ã¾ããñâ ‡ãñŠ ãäÊã†
(•ã½ãã Œãã¦ãñ)
ƒÔã ¹ãŠãù½ãà ‡ãñŠ ªãñ ¼ããØã Öõ â
¼ããØã - I „¶ã ¶ã¾ãñ ØãÆãÖ‡ãŠãñâ ‡ãŠñ ãäÊㆠ- ãä•ã¶Öñâ ‚ãºã ¦ã‡ãŠ ØãÆãև㊠‡ãÆŠ½ããâ‡ãŠ ¶ãÖãè â ãä½ãÊãã Öõ
Ôãâ¾ãì‡ã‹¦ã Œãã¦ãã ŒããñÊã¶ãñ ‡ãŠñ ãäÊã†, ¹ãƦ¾ãñ‡ãŠ ØãÆãև㊠‡ãŠãñ ¹ãð©ã‡ãŠ Á¹ã Ôãñ ¼ããØã-I ¼ãÀ¶ãã ÖãñØãã
¼ããØã - II ÖÀ ¶ã¾ãñ Œãã¦ãñ (ºãÞã¦ã Œãã¦ãã, ÔããÌããä£ã Œãã¦ãã ‚ãããäª) ‡ãŠãñ ŒããñÊã¶ãñ ‡ãŠñ ãäÊã†; Ìã¦ãýãã¶ã †Ìãâ ¶ã¾ãñ
Ôã¼ããè ØãÆãÖ‡ãŠãñ â ´ãÀã ¼ãÀ¶ãã ÖãñØãã

Account Opening Form – For Individuals


(Deposit Accounts)

This form contains two parts.


Part - I is required for new customers, i.e. those who do not have a customer
number at the time of opening an account.
For opening of a joint account, each customer has to fill up the part-I
separately.
Part - II has to be filled up separately for each new account (e.g. Savings
Bank, Term Deposits, etc.), by the existing as well as new customers.

Ô›ñ› ºãõ â‡ãŠ ‚ã©ããæãá „¦‡ãðŠÓ›¦ãã


State Bank for Excellence
5
ØãÆãÖ‡ãŠãñâ ‡ãñŠ ÔãîÞã¶ãã©ãà / For Information of Customers
‡ãŠ. ãä¶ã½¶ããäÊããäŒã¦ã ÔãÖã¾ã‡ãŠ ªÔ¦ããÌãñ•ããò ‡ãŠãè ÔÌã¾ãâ ´ãÀã ‚ã¶ãì¹ãƽãããä¥ã¦ã (‚ã›ñÔ›ñ¡) ¹ãŠãñ›ãñ ¹ãÆãä¦ã¾ããâ ‚ããÌãñª¶ã ‡ãñŠ Ôãã©ã ÊãØãã¶ãã •ãÁÀãè Öõý ƒ¶ã ¹ãÆãä¦ã¾ããò ‡ãŠã ½ãîÊã ªÔ¦ããÌãñ•ã
Ô㦾ãã¹ã¶ã ‡ãñŠ ãäÊㆠ¹ãÆÔ¦ãì¦ã ‡ãŠÀ¶ãã ÖãñØããý
A. Self-attested photocopies of the following supporting documents are required to be attached with the application. Originals
thereof will have to be produced for verification.

i) ‚ãã¾ã‡ãŠÀ Ô©ãã¾ããè Œãã¦ã㠉㊽ããâ‡ãŠ ‡ãŠã¡Ã (¹ãõ¶ã-¹ãã膆¶ã)ý ¾ããäª ¹ãõ¶ã ‡ãŠã¡Ã ¶ãÖãé ƒÍ¾ãî Öì‚ãã Öõ ¦ããñ ¹ãŠã½ãà 60/61 ¹ãÆÔ¦ãì¦ã ‡ãŠÀòý
Income Tax Permanent Account Number (PAN) card. In case PAN card is not issued, Form 60/61 has to be submitted.

ii) ãäÔã¹ãŠÃ ¹ããÔã¹ããñ›Ã: (¾ããäª Œãã¦ãã ŒããñÊã¶ãñ ‡ãŠñ ¹ãŠã½ãà ¹ãÀ ã䪾ãã Øã¾ãã ¹ã¦ãã †Ìãâ ¹ããÔã¹ããñ›Ã ¹ãÀ ã䪾ãã ¹ã¦ãã †‡ãŠ Öãè Öõ)
Passport (where the address is the same as the address mentioned in account opening form)

‚ã©ãÌãã / OR
1. ¹ãÖÞãã¶ã ‡ãŠã ¹ãƽãã¥ã (¹ãðÓŸ 2-Ý - (ii) ¹ãÀ ã䪆 ØㆠªÔ¦ããÌãñ•ããò ½ãò Ôãñ ‡ãŠãñƒÃ ¼ããèý


Proof of identity {Any one. Mentioned in page 2 (E-ii).}

i) ¹ããÔã-¹ããñ›Ã (¾ããäª ¹ã¦ãã ‚ãÊãØã Öõ ¦ããñ) ii) ½ã¦ãªã¦ãã ¹ãÖÞãã¶ã ¹ã¨ã


Passport (where the address differs) Voter ID card

iii) ¹ãõ¶ã ‡ãŠã¡Ã iv) ÔãÀ‡ãŠãÀ/Ààãã ÔãñÌãã ´ãÀã ã䪾ãã ¹ãÖÞãã¶ã ¹ã¨ã
PAN card Govt./Defence ID card

v) ¹ãÆãä¦ããäÓŸ¦ã ãä¶ã¾ããñ‡ã‹¦ãã ´ãÀã ¹ãÖÞãã¶ã ¹ã¨ã vi) ¡ÈãƒãäÌãâØã ÊããƒÔãòÔã


ID card of a reputed employer Driving License

vii) ¡ã‡ãŠÜãÀ ´ãÀã •ããÀãè ¹ãŠãñ›ãñ ¹ãÖÞãã¶ã ¹ã¨ã

(ØãÆãև㊠‡ãñŠ „¹ã¾ããñØã Öñ¦ãì) (To be retained by the Customer)


Photo ID Card issued by Post Office

2. ¹ã¦ãñ ‡ãŠã ¹ãƽãã¥ã (¹ãðÓŸ-2- Ý-(ii) ¹ãÀ ã䪆 ØㆠªÔ¦ããÌãñ•ããò ½ãò Ôãñ ‡ãŠãñƒÃ ¼ããèý
Proof of address {Any one. Mentioned in page 2 (E-ii).}

i) ‰ãñŠãä¡› ‡ãŠã¡Ã Ô›ñ›½ãò› ii) Ìãñ¦ã¶ã¹ãÞããê (¹ã¦ãñ ÔããäÖ¦ã)


Credit card statement Salary Slip (with address)

iii) ‚ãã¾ã‡ãŠÀ/Ôãâ¹ãã䦦ã‡ãŠÀ ½ãîʾããâ‡ãŠ¶ã ‚ããªñÍã iv) ãäºã•ãÊããè ãäÌãÊã


Income Tax/Wealth Tax Assessment Order Electricity Bill

v) ›ñÊããè¹ãŠãñ¶ã ãäºãÊã vi) ºãö‡ãŠ Œãã¦ãã ãäÌãÌãÀ¥ã


Telephone Bill Bank Account Statement

vii) ¹ãÆãä¦ããäÓŸ¦ã ãä¶ã¾ããñ‡ã‹¦ãã ´ãÀã ¹ã¨ã viii) ãä‡ãŠÔããè ½ã㶾ã¦ãã¹ãÆ㹦㠕ã¶ã¹ãÆããä£ã‡ãŠãÀãè ´ãÀã ¹ã¨ã
Letter from a reputed employer Letter from any recognized public authority

ix) ÀãÍã¶ã ‡ãŠã¡Ã


Ration Card

Œã. ªãñ ‚ã²ã¦ã¶ã ¹ãŠãñ›ãñØãÆã¹ãŠ (2.5 Ôãñ.½ããè. x 3.5 Ôãò.½ããè.)


B. Two recent photographs (2.5 cms X 3.5 cms).

Øã. ãä¶ãÀàãÀ ØãÆãև㊠‡ãñŠ ºãã†â Öã©ã ‡ãñŠ ‚ãâØãîŸñ ‡ãŠã ãä¶ãÍãã¶ã ‚ããõÀ „Ôã‡ãŠã Ô㦾ãã¹ã¶ã
C. In case of illiterate customers, Left Thumb Impression (LTI) to be affixed and verified. 
Üã. ‚ãÌã¾ãÔ‡ãŠãò ‡ãŠã Œãã¦ãã ŒããñÊã¶ãñ ‡ãñŠ ãäÊã†, ¾ããäªâ ¹ãÖÞãã¶ã / ¹ã¦ãñ ‡ãŠã ¹ãƽãã¥ã „¹ãÊ㺣㠶ãÖãé Öõ ¦ãºã ¾ãÖ ãä¹ã¦ãã/½ãã¦ãã ‚ããõÀ ¶ãõÔããäØãÇ㊠‚ããä¼ã¼ããÌã‡ãŠ ´ãÀã „¹ãÊ㺣㠇ãŠÀã¾ãã
•ãã†Øããý
D. For opening of accounts of minors, where proof of identity/ address is not available, the same will be provided by the
Father/ Mother and Natural Guardian.

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