Get National Electronic Funds Transfer Mandate Form

Successfully completing the National Electronic Funds Transfer Mandate Form is essential for facilitating seamless monetary transactions. This guide will help you navigate the form efficiently, ensuring all required details are accurately provided.

Follow the steps to complete the mandate form with ease.

1. Click the ‘Get Form’ button to access the National Electronic Funds Transfer Mandate Form and open it in your preferred online editor.
2. Begin by filling in the name of the policyholder, ensuring that the full name is correctly entered as per official documents.
3. Enter the policy number associated with your account, which helps in identifying your insurance record.
4. Input the current date in the specified format.
5. Provide your contact number for any follow-up or confirmation regarding your application.
6. Fill in your email address for electronic communication and updates related to your form submission.
7. Enter your PAN card number as per the requirements of the form.
8. Attach a photocopy of your passbook if you do not have a cancelled cheque available, as this serves as proof of your bank details.
9. Specify the name of your bank and the branch where your account is held.
10. Select the account type from the provided options: Savings, Current, Cash Credit, or NRI.
11. Fill in your bank account number accurately.
12. Provide the IFSC code of your bank branch for electronic fund transfers.
13. Fill in the MICR code of your bank, which is necessary for successful transactions.
14. Ensure that you have enclosed the mandatory documents: a cancelled CTS compliant cheque leaf and a copy of your PAN card.
15. If the policy is assigned, obtain and attach the required documents for the assignee.
16. Sign in the designated area, first as the policyholder and, if applicable, also as the assignee.
17. Finally, review all entered information for accuracy before saving, downloading, or printing the completed form.

Complete your National Electronic Funds Transfer Mandate Form online today for efficient electronic transactions.