Get Standing Instructions Request Form.p65 - Kotak Mahindra Bank

Filling out the Standing Instructions Request Form is a straightforward process that allows you to set up or cancel standing instructions on your bank account. This guide provides step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to complete your standing instructions request form.

1. Click ‘Get Form’ button to obtain the Standing Instructions Request Form and open it in the editor.
2. Begin by entering your request in the 'I/We' section, specifying whether you want to set up or cancel a standing instruction on your account.
3. Fill in your account number in the designated field, which is referred to as the funding account.
4. Indicate the amount for the standing instruction both in figures and in words for clarity.
5. Select the type of transaction you wish to perform — fund transfer or issuance of a banker’s cheque. If you choose fund transfer, complete the beneficiary details, including their name and account number.
6. If issuing a banker’s cheque, provide the beneficiary's address so that the cheque can be sent directly to them.
7. Specify the frequency of the standing instruction: daily, weekly, fortnightly, quarterly, half-yearly, yearly, or monthly.
8. Enter the start date and, if applicable, the end date for the standing instructions.
9. Provide a short purpose for setting up or canceling the standing instruction.
10. Sign the form where required, ensuring that all authorized signatories have included their signatures.
11. Lastly, save your changes, and download, print, or share the completed form as necessary.

Complete your Standing Instructions Request Form online and ensure your banking needs are met effortlessly.