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Get Neft - Mandate Form.cdr
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How to fill out the NEFT - MANDATE FORM.cdr online
The NEFT - MANDATE FORM is essential for facilitating electronic funds transfers directly to your bank account. This guide will provide you with clear and professional instructions on how to complete the form online accurately.
Follow the steps to complete the NEFT - MANDATE FORM.
- Click the ‘Get Form’ button to obtain the NEFT - MANDATE FORM and open it for editing.
- Fill in the 'Policy/Proposal Number' only if you are the proposer or insured. This number is important for identifying the associated insurance policy.
- Enter the 'Intermediary Code' if applicable. This step is to be completed by the intermediary, if there is one involved in your transaction.
- In the section labeled 'I ______________________________________________________________________ in the capacity of (Please tick one)', specify your role by ticking the appropriate box. Options include Proposer, Insured, Claimant, Hospital, Agent, or Broker.
- Provide the particulars of your bank account. Fill in your 'Account Holder's Name', 'Bank Name', 'Account Number', and 'Type of Account' (Savings, Current, or Other). It is crucial to ensure that the account number matches the details on your cheque book.
- Complete the 'Branch Address' and 'MICR Code' fields. The MICR code is a 9-digit number that can be found on cheques issued by the bank and branch.
- Enter the 'IFSC Code', which can also be obtained from your cheque book or bank branch. This code is essential for electronic fund transfers.
- Attach a photocopy of your cancelled cheque or a blank cancelled cheque. If your cheque does not display your name, you must provide a photocopy of your bank statement or obtain bank attestation.
- Read and understand the declaration statement regarding the correctness and completeness of the information provided. Confirm your understanding by signing and dating the form in the designated areas.
- If required, have the bank official complete the 'Bank Attestation' section, which includes signing and stamping to verify your account details.
- Finally, save your changes, download, print, or share the completed form as needed.
Fill out your NEFT - MANDATE FORM online today and ensure a seamless funds transfer process.
A cancelled personalised cheque with the account no. and IFSC code should be submitted along with the NEFT mandate. If the cheque is not personalised, a latest bank statement or copy of passbook (where account number and IFSC code is mentioned) needs to be submitted with the mandate.
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