Get Customer Profile Form (cpf) (for Non Resident Individual)

Completing the CUSTOMER PROFILE FORM (CPF) for non-resident individuals requires careful attention to detail. This guide provides an easy-to-follow, step-by-step approach to ensure you fill out the form correctly and efficiently.

Follow the steps to successfully complete your CPF online.

1. Click the ‘Get Form’ button to access the CUSTOMER PROFILE FORM (CPF) and open it in your preferred editing platform.
2. Begin by entering the application date. Ensure that you fill it in accurately to reflect the date you are submitting the form.
3. Enter your CKYC number, if applicable. If you do not have one, you may skip section 1B, which is optional.
4. Specify your capacity as a customer by selecting 'Individual', 'Authorization Signatory', 'Guardian', or 'Beneficial Owner'.
5. Fill in Section 1, providing your personal details such as title, full name, Aadhaar number (if relevant), religion, and category.
6. Complete section 1B if your KYC details differ from what is provided, including information on your guardian if applicable.
7. Provide information about your FATCA/CRS declaration in section 2, mentioning your residence for tax purposes.
8. Complete section 3 with your overseas address, ensuring you specify the address type, city, country, state, and pin code accurately.
9. Fill in your contact details in section 4, including country code, mobile number, and email address for communication.
10. In section 5, upload the requisite KYC documents such as your identity proof and proof of address, making sure to note the issuing authority and relevant dates.
11. If applicable, complete the PIO declaration in section 5(a) and confirm your educational and employment details in section 6.
12. Indicate your preferences for internet and mobile banking services, along with your choice of debit card variant in section 7.
13. If the applicant is a minor, ensure to fill in the guardian details as per section 8.
14. Review and provide your declaration in section 9, confirming the accuracy of all provided information.
15. Sign the form in section 10 and ensure to affix a recent passport-sized photo as indicated.
16. Lastly, save your changes, and you may download, print, or share the completed form as needed.

Complete your CUSTOMER PROFILE FORM online today to ensure a smooth application process.