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Get Customer Master Form
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How to fill out the Customer Master Form online
Filling out the Customer Master Form online is a crucial step for establishing your banking relationship. This guide provides detailed instructions to help you accurately complete each section of the form with confidence.
Follow the steps to fill out the form accurately.
- Click the ‘Get Form’ button to obtain the Customer Master Form and open it for editing.
- Enter the name of the account holder in the designated field. Ensure to select the appropriate title (Mr./Ms.) to properly identify yourself.
- Fill in your date of birth in the format DD/MM/YYYY. This information is vital for account verification.
- Complete the address section with both your permanent and present addresses. Include all relevant details such as the district, city, and state.
- Answer if you are a minor, and if so, specify your relationship with the minor and provide guardian details including full name and address.
- Select your marital status, and indicate your occupation by choosing from the listed options (e.g., Government Sector, Private Sector, Retired, etc.).
- Submit a copy of one identity proof document, entering the respective number (e.g., CID No, Passport No) as needed.
- Write a brief introduction about how long you have known the introducer and their relationship to you, along with their name and address.
- For a minor's account, make the necessary guardian declaration and sign to confirm that you will manage the account until the minor reaches adulthood.
- Finally, ensure all information is accurately filled, then save your changes. You can download, print, or share the completed form as needed.
Start completing your Customer Master Form online today.
The customer master record contains information and processing instructions that the system uses to process sales orders, accounts receivable transactions, and credit and collections information.
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