Suvidha Tax Saving Fixed Deposit
Account opening form for Individuals / HUF
The Branch Manager,
IDBI Ltd., (dd/mm/yyyy)
Please open my / our Suvidha Tax Saving FD Account at your branch.
(Please fill up a separate form for opening of savings account.)
Name of HUF entity
(Mention names of Karta / Co-parceners)
Title First name Middle name Surname
* To be used for individual account opening also
Date of Birth Gender Mother’s maiden Marital Relationship with PAN (Mandatory for 1st applicant)
(dd/mm/yy) M/F surname status first applicant
Mobile No. Office Phone No. Email ID Existing Customer ID
City State Pin code
Country Phone (Res.) Fax No.
Profession: Salaried q
q Self employed q specify) Others: (Please Annual Income
Customer status: q
Individual (Please specify if customer is senior citizens or staff) q
MINOR ACCOUNT DETAILS
Name of parent / guardian Minor’s Date of Birth (dd/mm/yyyy)
Relationship with minor Father q court order (If yes please affix a copy) q specify)
q Mother q
By Others (Please
Please provide the following documents for compliance with the Bank’s KYC policy.
q Signature proof:
For Identity and
Passport q PAN card q
q Voters ID q Driving licence q card q q card
Photo credit Govt. ID card Employer ID
Others: (Please specify)
For Address proof:
q account statement / Copy of latest Life Insurance Policy / NSC qEmployer q Electricity bill
Latest Bank Letter from Telephone /
q / Senior Citizens copy of age proof is mandatory
In case of Minors
qPassport size photographs to be attached on page 2 in space provided.
qIntroduction by existing IDBI account holder
Name: Mr. / Ms.
First Name Middle Name Surname
Cust ID: Account No.:
I confirm that I am an account holder with IDBI Ltd., for over six months. I confirm that I personally know the applicant detailed herein for more than six months and confirm his / her identity and address.
Introducer’s Signature: Signature verified (for bank use):
INITIAL PAYMENT DETAILS
Cash q A/C No.
# Account opening amount in cash, to be deposited at IDBI branch only.
Cheque No. Dated Drawn on (Name of Bank and branch)
(Cheque should be crossed a/c payee and drawn payable to customer name - IDBI)
Amount Rs.(In (In Words)
MODE OF ACCOUNT OPERATION
Single q Former or survivor q
q ither or survivor q
E Anyone or survivor q
Jointly by all
INTEREST PAYOUT DETAILS
Monthly Quarterly Quarterly Compounding
INTEREST PAYMENT INSTRUCTIONS
For regular Interest payment: q account No.
Credit to IDBI
q - I / We shall represent the minor in all future transactions of any description in the above account till the said minor attains majority. I fully indemnify thebank against
any claim of the above minor for any withdrawal / transaction made by me in his / her account.
q Declaration - I / We have read / understood and accept the terms and condition as applicable to opening and operations of account with IDBI Ltd. in general and
specifically with regard to Suvidha Tax Saving FD which include the contents of CBDT notification 203/2006 dated 28th July 2006 as amended from time to time.
q features of Deposit as per CBDT notification 203/2006 dated 28th July 2006 are: 1) Lock-in period of FD is 5 years. 2) The maturity of FD is 5 years from date of issue.
On maturity the proceeds to be paid back to depositor. 3) Premature withdrawal / Overdraft / Loan against FD is not permitted. 4) A maximum amount of up to Rs. 1 lac can be invested in a FY
per assessee in all banks together. 5) TDS is deductible as per extant rules. 6) Original FD receipt should be produced at the time of maturity to enable Bank to make payment.
7) Replacement of lost or destroyed FD receipt will be subject to compliance with requirements.
PASSPORT SIZE PHOTOGRAPH
(Applicant / Guardian should also sign across photographs)
1st applicant 2nd applicant 3rd applicant
I confirm the above said: I confirm the above said: I confirm the above said:
Signature Signature Signature
Nomination Registration No.
Nomination: Nomination under Sec 45ZA of the Banking Regulations Act, 1949 and Rule 2(1) of the Banking Companies (Nomination) Rules 1985 in
respect of Bank Deposits. (Form DA 1).
I / We (names) nominate the following person whom, in the event of my / our death,
the amount of the deposit in the account may be returned by IDBI Branch.
Name & Address of the Nominee Relationship with the Depositor (If any) Age If Nomine is a minor his / her Date of Birth
^ Not applicable if account holder is minor
* As the nominee is a minor on this date, I / We appoint
(Name, Address & Age) to receive the amount of the deposit /
Insurance claim amount on the account on behalf of the nominee in the event of my / our minor’s death during the minority of the nominee.
Signature (Depositors) , ,
Personal Details & Signature of the Witness:
(1) Name: (2) Name:
For Bank use
I confirm having verified the originals and complied with Bank’s extant guidelines for opening account
Name of the bank official EIN No. Branch Date Signature
DST code: 1 DST code: 2 Employee code: Scheme code
A/c No. cust. id 1 cust. id 2 cust. id 3
Acknowledgement to customer
We confirm having received form No. ________from Mr./Mrs. ________________________
Form Serial No. IN Branch Copy
on(date) _______________. Please refer to the undersigned for any further query.
Name of the customer
Forwarded to CPU / RPU on EIN_________________________ Signature __________________________________