Get Customer Information Form (cif) - Razorpay - Fill And Sign ...

Filling out the Customer Information Form (CIF) is a crucial step for a non-resident individual looking to establish an account. This guide provides step-by-step instructions to help you complete the form accurately and efficiently online.

Follow the steps to successfully fill out the CUSTOMER INFORMATION FORM.

1. Click the ‘Get Form’ button to access the CUSTOMER INFORMATION FORM, ensuring you can fill and sign it online.
2. Begin by entering the application date at the top of the form.
3. Fill in your CKYC number if applicable; if you have a KYC number, completing Section 1B may be optional.
4. Select your capacity of customer from the options provided such as individual, authorized signatory, guardian, or beneficial owner.
5. In Section 1A, provide your personal details. This includes your title, full name, Aadhaar number, religion, and category. If applicable, state whether you are a politically exposed person.
6. If details differ from the KYC registry, fill out Section 1B. Include your maiden name, mother's name, marital status, date of birth, gender, and nationality.
7. Complete the FATCA / CRS annexure by indicating your tax residence and providing the necessary tax identification information.
8. Provide your current address details, ensuring you indicate if it's a residential or business address. Attach proof of address as required.
9. Fill in your contact details, including mobile number and email address, as this will be used for communication.
10. Select and provide details of the identification documents you are submitting, including issuance authority and type of visa if applicable.
11. Complete the customer profiler section with educational qualifications, employment type, occupation, source of income, and gross annual income.
12. If the applicant is a minor, provide guardian details, ensuring all necessary declarations are signed.
13. Read and sign the declaration section, affirming that all information is truthful. Ensure your signature is placed within the designated box.
14. Finally, you can save changes, download, print, or share the completed form as required.

Start filling out your CUSTOMER INFORMATION FORM online today for a smooth account setup process.