Fixed Deposit Form: Personal Details
Fixed Deposit Form: Personal Details
(Please fill the form in BLOCK LETTERS only-All fields marked " * " are MANDATORY) Application Date
(A) *PERSONAL DETAILS
APPL. PREFIX Full Name (Please leave one space between words for e.g.) A J A Y R A M M I S H R A
1st
2nd
3rd
If you are an existing customer please move directly to section “C”.
*NAME TO BE DISPLAYED ON CORRESPONDENCE *DATE OF BIRTH Category *Male / Female
1st Appl. D D M M Y Y Y Y M F
2nd Appl. D D M M Y Y Y Y M F
3rd Appl. D D M M Y Y Y Y M F
(B)*PAN No. (If not available please attach Form 60/61) FORM 60 / 61 ATTACHED *MOTHER'S MAIDEN NAME
1st Appl. Y N
2nd Appl. Y N
3rd Appl. Y N
• In case the applicant is a minor, please write parent/guardian's name (as an applicant) below the minor's name.
• As per Section 139A(5A) of the Income Tax Act, every person receiving any sum of income or amount from which tax has been deducted under the provisions of the Income Tax Act shall
provide his PAN number to the person responsible for deducting such tax.
• In case the PAN number is not provided to the Bank as required, the bank shall not be liable for the non availment of the credit of tax deducted at Source.
MAILING ADDRESS : For existing customers, address given below will be updated for the primary applicant in all accounts held with the bank.
*Company Name / Flat No. &
Bldg. Name "Please mention
a prominent
* Road No./Name landmark to ensure
* Landmark that the deliverables
reach you"
* City *PIN Code
*State Country:
* Tel. (O) EXT. No. STD Code * Tel. (R)
Mobile No. Email ID
The Fixed Deposit advice will be dispatched to your recorded mailing address within 3-4 working days of account opening.
(C) If any of the applicants are EXISTING ACCOUNT HOLDERS, please mention the Customer Identification No.
1stAppl. Cust Id 2nd Appl. Cust Id 3rdAppl. Cust Id
ACCOUNT NO . CUSTOMER ID
I confirm that I am an account holder with HDFC Bank Ltd for over six months . I confirm that I personally know the applicant/s detailed above for more than
6 months and confirm his /her identity, occupation and address.
Attach copy of any one : FOR BANK USE
Date:___________________
Signature Verified : Yes
PAN Card Passport
Date of A/c. Opened :
Election ID Card/Ration Card/Driving License** Signature of PB :
Signature___________________________
**Accompanied by cheque signed by you PB Code:
#
NOMINATION: Yes Name of nominee
No, I declare that I do not wish to make a nomination in my deposit account. #
(Please attach Nomination Form)
PAYMENT DETAILS
Amount Rs. ps. Cash (To open an account with cash, the customer must deposit the cash, in person, only at the account branch)
##
In the event of the death of one of the joint account holders, the right to the deposit proceeds does not automatically devolve on the surviving joint deposit account holder, unless there is a survivorship clause.
PERMANENT ADDRESS
Account Opening Rules: Tax Deduction at Source
• All necessary documentation as mandated by the Regulatory/Bank authorities should be provided for opening the accounts.
• TDS rates will be as applicable from time to time as per the Income Tax Act, 1961 and Income Tax rules. The current
• In terms of Reserve Bank of India Directives, interest will be calculated at quarterly intervals on Term Deposits and paid at the rate
rates applicable for TDS would be displayed by the Bank on its website. Currently, TDS is deducted when interest
decided by the bank depending upon the period of deposits. In case of Monthly Deposit Scheme, the interest will be calculated for
the quarter and paid monthly at discounted value. payable or reinvested per customer, per branch,exceeds Rs. 10,000/- in a Financial Year
• In case of premature withdrawal of the fixed deposit based on depositor’s instructions or the instructions of all the joint depositors • No deductions of tax shall be made for taxable interest in the case of an individual resident in India, if such individual
in the case of joint deposit, the bank has the right to recover interest already paid or the penalty, if any, from the proceeds of the furnishes to the Bank, a declaration in writing in the prescribed Form (Form 15G / Form 15 H as applicable) to the effect
fixed deposit in accordance with prevailing regulations of the bank and the Reserve Bank of India. that the tax on his estimated total income for the year in which such interest income is to be included in computing his
• In case the Supersaver / Sweep-in facility is withdrawn, the depositor has to maintain the stipulated Average Quarterly Balance total income will be Nil
for that entire quarter and also in subsequent quarters. • Form No. 15G / 15H to be submitted in Duplicate. A fresh Form No. 15G / 15H to be submitted in each new financial year
• The Deposits of the bank are insured with DICGC and in case of liquidation of the bank, DICGC is liable to pay each depositor through • The Bank shall not be liable for any consequences or loss arising due to delay or non submission of Form 15G / Form
the liquidator, the amount of his deposit upto Rupees one lakh within two months from the date of claim list from the liquidator. 15H. To enable us to serve you better kindly submit the Form No. 15G / 15H latest by May 31st of the new financial year
• Copy of the Terms & Conditions, Service Charges & Fees brochure and the Code of Bank’s Commitment for Individual
Customers can be obtained from the branch/website. Note:- The above is subject to change as per directives of Finance Ministry Govt. of India.
• In case of any complaint relating to features of any of the products, the Grievance Redressal Cell within the bank can be • HDFC Bank computes interest based on the actual number of days in a year. In case, the Deposit is spread over a leap and a
approached for a resolution at [email protected] and if not resolved satisfactorily within 30 days, the non-leap year, the interest is calculated based on the number of days i.e., 366 days in a leap year & 365 days in a non leap year
Ombudsman appointed by the Reserve Bank of India in charge of the region, may be approached
Declaration : I/We have read and understood the Terms & Conditions governing the opening of an account with HDFC Bank and those relating to various services including but not limited to (A) ATMs, (B)
PhoneBanking, (C) Debit Cards, (D) MobileBanking, (E) NetBanking, (F) BillPay facility. I/We accept and agree to be bound by the said Terms & Conditions including those excluding /limiting the Bank's liability. I/We
understand that the Bank may, at its sole discretion, amend any of the services completely or partially with atleast 30 days notice and /or provide an option to switch to other services to me/us. I/We confirm that I/We am/are
resident/s of India. I/We authorise the Bank to disclose, from time to time any information relating to my account to any parent/subsidiary, affiliate and associate of HDFC Bank, and to third parties engaged by the Bank, for
purposes as detailed in the Terms & Conditions Booklet. I/We confirm that I/We am/are in possession of and have read the Terms and Conditions booklet which details the rules governing account operations, the Service
charges and Fees brochure which specifies the charges applicable from time to time for various services and the tear away Customer copy detailing the instructions and account opening rules.
1) Please sign in black ink inside the box provided below. Photographs should be signed across by the applicants.
2) Please ensure that all mandatory fields have been filled correctly else the form is liable to be rejected.
* I/We consent / do not consent to receive information/service etc for Marketing purposes through Telephone/Mobile/SMS/Email by the Bank/its agents. I/We agree and acknowledge that only direct
telephone numbers (not board/general telephone numbers of offices/corporates/employers) will be accepted for registration of “Do Not Call”. I/We am/are aware that post registration I/We may receive a call from the
Bank to verify the correctness of request for registration. I/We confirm that I/We have read and understood the above Declaration, and that the details provided on the form are correct. I/We also confirm that my/our
account been opened by Bank officer Mr./Ms. _________________________________________________ & I/We have signed in his/her presence.
DVU
2 9 9 0 0 0 0
APPROVED BY (BM) FCU
(Lien/Special deposit)
SOURCING
BR CODE
Occupation Salaried Self-employed Retired Self-employed prof. Housewife Politician Student Others (pls specify) ______________
If salaried employed with Private Ltd. Partnership Proprietorship Public Limited Public sector Government Multinational Others (pls specify)_______________
Source of Funds Salary Business Income Agriculture Investment Income Others (pls specify) ____________________
Gross Annual income < 50,000 50,000 - 1,00,000 1,00,000 - 3,00,000 3,00,000 - 5,00,000 5,00,000 - 7,50,000 7,50,000 - 10,00,000
10,00,000-15,00,000 > 15,00,000
Residence type Owned Rented / Leased Ancestral / Family Company provided ABOVE FIELDS ARE MANDATORY