Get Re-kyc Form For Institution Account Opening - V1 ... - Idfc Bank

Filling out the Re-KYC Form for an institution account opening is an essential step for non-resident individuals seeking to establish their banking relationship with IDFC Bank. This guide will provide you with clear instructions to ensure that you accurately complete each section of the form.

Follow the steps to successfully complete the Re-KYC form.

1. Press the ‘Get Form’ button to access the Re-KYC form and open it in your preferred editor.
2. Fill in the application date using the specified format of day, month, and year in capital letters. Ensure to use black ink if writing by hand.
3. Provide your CKYC number and customer ID if applicable.
4. In the 'Tell us about yourself' section, enter your name exactly as it appears on your passport, along with your passport number and citizenship information.
5. Indicate your PAN (Permanent Account Number), and if you do not possess one, complete Form 60.
6. Input your place and country of birth, and complete your date of birth in the required format.
7. Answer whether you are a Politically Exposed Person (PEP) or related to one by selecting 'Yes' or 'No'.
8. Select your marital status and gender from the options provided.
9. If applicable, enter your maiden name, father's name (if you do not have a PAN), and spouse/mother’s names.
10. Provide your overseas address as per your passport or other documentation, ensuring all lines and postal codes are filled in accurately.
11. Specify your communication address, indicating if it is the same as your overseas address or providing your residence/place of work address.
12. Fill in your address in your country of tax residence if different from the above sections.
13. Complete the 'How would you like us to reach you?' section with your mobile and email details.
14. In the 'Tell us what you do for a living' section, specify your occupation and details regarding your source of funds and income.
15. Read through the declaration section carefully, ensuring you understand and agree to each point stated before signing.
16. Finally, paste a recent color photograph as indicated, sign across it, and complete the signature and date fields.
17. After completion, ensure to save your changes, and download, print, or share the form as necessary.

Start filling out your documents online to streamline your banking experience.