Get Channel Access Request Form

The Channel Access Request Form is a crucial document for organisations seeking access to various banking services. This guide provides clear, step-by-step instructions for completing the form online, ensuring that users of all experience levels can navigate the process confidently.

Follow the steps to successfully fill out the Channel Access Request Form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling in the details of your organisation. Include the name of the organisation, the first name, middle name, and last name of the authorised signatory, as well as the Customer Relationship Number.
3. Provide the email address of the authorised signatory, which is mandatory for Net Banking access. You will also need to select the services required such as Debit Card, Net Banking, and Phone Banking.
4. Indicate the account types that the organisation requires access to, including Deposit Accounts, Demat Accounts, and Investment Accounts.
5. For the primary Debit Card account, specify the account intended for use. Note that if no account is specified, the first account opened with Kotak Mahindra Bank will be treated as the primary account.
6. Fill in the name and designation of the authorised signatory along with their signature, ensuring it is accompanied by the stamp of the organisation.
7. If applicable, repeat the previous steps for a second authorised signatory, providing their Customer Relationship Number and email address, as well as the required services.
8. After completing the form, review all entries for accuracy. Once confirmed, save the changes, and consider downloading, printing, or sharing the form for your records.

Complete your Channel Access Request Form online today to streamline your banking services.