Personal Banking

Accounts
Cards
Investments
Taxes
Loans
Others

Account Opening

Resident Individual - CRF (Sample Form)
Resident Individual - Product Form (Sample Form)
Resident Non Individual Account Opening Form (Sample Form)
Term Deposit - Recurring Deposit Form (Sample Form)
FORM 60
NR Customer Relationship Form

Account Modification / Maintenance Requests

Account Level Modification Form
Account related Common Request Form
Standing Instructions Request Form
Signature Change Form
Transfer of Account from One Branch to Other
Request Letter Format for Dormant Account Activation
Request for Linking / Seeding Aadhaar number
Term Deposit Related Requests Form
Change of Status Resident to Non Resident
Deletion of Account Holders
Addition of Account Holders
Account Statement Registration Form
Change of Status Non Resident to Resident
Account Pool Request Form
Identification of Primary Customer Relationship Number
Banker's Verification Form
Debit Authorisation Request Form
Aadhar Linking Seeding Form
Minor to Major MF2
Change of Status from Minor to Major - Letter 2
Minor to Major CASA and Investment
Annexure 1 - One Time Customer Letter for Issuance of Statement
Annexure 1 A - Request Letter Format for Dormant Account Activation (Individual)
Annexure 1 B - Request Letter Format for Dormant Account Activation (Non Individual)
Activate Deactivate Alerts
Home Banking Registration Form

Account Closure

Account Closure Form for Savings, Current and Investment Account

Privy League

Annexure 1 - Consent for Grouping - Addition of Associate
Annexure 2 - Addition of Associate to Group
Annexure 3 - Deletion of Associate to Group
Annexure 4 - Change in Key
Annexure 5A - RV Consent Letter - Branch Banking Customer
Annexure 5B - RV Consent Letter - Priority Banking Customer

Debit Card

Channel Access Request Form - Individual and Non Individual
Form for Beneficiary Registration / Modification
Best Compliments Card Application Form - Individual
Best Compliments Card Application Form - Non - Individual
Gold Debit Card Application Form
Platinum Debit Card Application Form
Multi Currency Application Cum Declaration
Debit Card Customer Dispute Form for ECom transactions
Bill Pay Request Form
Cardholder Dispute Form
Limit Modification Form (Individuals)
Limit Modification Form (Non Individuals)

Credit Card

NRI - Royale Signature Credit Card Application
Best Price Credit Card Application form
Gold Credit Card Application Form
Premium Credit Card Application form
NACH Manadate Instruction Form
Cardholder Dispute Form
KYC & Eligibility Criteria
Auto Debit Authorization Form
Addon Card Application Form
811 #DreamDifferent Credit Card - Credit limit change (using a different FD)
811 #DreamDifferent Credit Card - Credit limit change (using existing underlying FD)
NRI Royale Signature Credit Card - Credit limit change (using a different FD)
NRI Royale Signature Credit Card - Credit limit change (using existing underlying FD)

Mutual Funds

Investment Account Opening Form Individual
Investment Account Opening Form Non Individual
Form for Nomination
Mutual Fund Transaction Request Form
M F Purchase Plus Systematic Transfer Plan Form
M F Systematic Investment Plan Form
M F Systematic Transfer Plan Form
Mutual Fund Switch Request Form
KYC Form - Individual
KYC Forms - Non Individuals

National Pension System (NPS)

New Account opening forms (Residential Individuals)
New Account opening form – NRI
CSRF - 1 - Subscriber Registration Form
Annexure I to CSRF - 1 - Tier II Details
Annexure II to CSRF - 1 - Additional Request Details
Annexure III to CSRF - 1 - Additional Nomination Details
NPS Contribution Instruction Slip (NCIS)
NCIS for Tier II
SI set - up form Tier I
Withdrawal Form Tier II
Request for Change - Correction in Subscriber Details and or Reissue of I - Pin - T - Pin - PRAN Card
Change in signature or Change in photograph
Scheme Preference Change Request

Sovereign Gold Bonds

Sovereign Gold Bonds Application Form

Fixed Deposits

Fixed Deposit Related Requests Form
Active Money

Goods & Services Tax (GST)

GSTIN Updation Request

Tax Payment

Maharashtra Professional Tax Payment Request Form
MVAT and CST Payment Form - Applicable to Maharashtra Only
Tax Payment Request Form - 280
Tax Payment Request Form - 281
Tax Payment Request Form - 282
Tax Payment Request Form - 283
Tax Payment Request Form (Service Tax and Excise Duty)
Custom Duty Payment Request Form
Form 26QB - Property tax payment Form
Tax Payment Request Form Karnataka VAT - CST
Tax Payment Request Form Karnataka - PT
Bruhat Bangalore Mahanagara Palike Application form
Delhi Jal Board Water Bill Payment Form
Chennai Corporation Application Form

Education Loan

Auto Debit Authorization Form
Personal Loan Application Form
Personal Loan Agreement

Gold Loan

Gold Loan Finance
Loan Application Form

Home Improvement Loan

Home Loan Application Form

Home Loan

Home Loan Application Form
Home Loan Agreement
Overdraft Against Property Agreement

Home Loan Balance Transfer

Home Loan Application Form

Loan Against Property

Application Form
Home Equity Loan Agreement
Home Loan Application Form
Overdraft Against Property Agreement

Loan Against Securities

Approved List of Securities
KSA Account Opening Form

Personal Loan

Personal Loan Application Form
Auto Debit Authorization Form
Personal Finance Aapplication Form (Gujarati)
Personal Finance Aapplication Form (Kannada)
Personal Finance Aapplication Form (Marathi)
Personal Finance Aapplication Form (Tamil)
Personal Finance Aapplication Form (Telgu)
Personal Loan Agreement
Personal Loan Application Form (Hindi)
Personal Loan Smart Overdraft
Personal Loan Most Important Terms and Conditions

Business Loan

Business Loan Application

Nomination

Nomination Form - DA1
Nomination Form for Safe Deposit Lockers - SL 1
Nomination Form for Lockers Held Jointly - SL 1A
Form DA2 - Nomination Cancellation
Form DA3 - Nomination Variation

FATCA/CRS

Annexure 1 - FATCA / CRS Declaration For Individual Accounts
Annexure 2 - FATCA / CRS Declaration For Non - Individual Accounts
Annexure 3 - Ultimate Beneficiary Form (UBO) - Additional Pages
W8 BEN E

Remittance

Demand Draft / Fund Transfer
RTGS and NEFT Form
A2 and LRS Application Form

15 G/H

Form 15 G
Form 15 H

Deceased Claim

Declaration cum Request letter from Nominee Claimant CASA TD
Declaration cum Request letter from Surviving Holder CASA TD
Declaration cum Request letter from Claimant Surviving Holder - CASA TD (MOP Jointly)
Annexure 4 - Receipt From Claimant
Receipt From Surviving Partners in case of DD
Undertaking cum Indemnity NOC Legal Heirs
NOC cum Declaration from co - parceners for deletion of name of deceased Karta
Declaration from co - parceners for Closure of the HUF account
Declaration from Mother to act as a representative of HUF till minor son/daughter attains majority
Partnership Letter - on death of any partner
Indemnity and NOC - Missing Persons
Indemnity and NOC - Missing Persons For Uttarakhand
Declaration cum Request letter from Nomine Claimant - Locker in single name
Inventory Format Deceased - Locker Held Singly
Indemnity NOC Legal Heirs for Safe Deposit Lockers
NOC from Surviving Holder for Premat withdrawal of TD
Declaration cum Request letter from Surviving Holder and Nominee - Locker in joint name - MOP Jointly
Inventory Format Deceased Contents of Safety Locker Hired Jointly (ANY MOP)
Declaration cum Request letter from Surviving Holder Nominee - Locker in joint name - MOP E S, F S

RE-KYC

Declaration for Re KYC - Non-Individuals
Declaration for Re-KYC - Resident Individuals
Declaration for Re-KYC (Including FATCA) - Non-Resident Individuals

FASTag

FASTag Application Form
Maintenance Form
FASTag Dispute Form

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Account Opening

Account Modification / Maintenance Requests

Account Closure

Privy League

Debit Card

Credit Card

Mutual Funds

National Pension System (NPS)

Sovereign Gold Bonds

Fixed Deposits

Goods & Services Tax (GST)

Tax Payment

Education Loan

Gold Loan

Home Improvement Loan

Home Loan

Home Loan Balance Transfer

Loan Against Property

Loan Against Securities

Personal Loan

Business Loan

Nomination

FATCA/CRS

Remittance

15 G/H

Deceased Claim

RE-KYC

FASTag

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