Get Bankers Confirmation

Filling out a Bankers Confirmation is an essential process for verifying account information with your bank. This guide will walk you through each section of the form, ensuring a clear understanding and straightforward completion.

Follow the steps to accurately complete the Bankers Confirmation form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by providing the full name of the account holder in the designated section, ensuring it matches the name associated with the Mutual Fund folio address. This includes entering their first name, middle name (if applicable), and last name clearly.
3. In the next sections, enter the complete residential address of the account holder. This should correspond with the address listed on the mutual fund folio.
4. Provide the Permanent Account Number (PAN) as noted in the bank’s records. This is crucial for identification purposes.
5. Fill in the bank details, including the name of the bank, branch, and city. These must match the account details linked to the Mutual Fund folio.
6. Record the bank account number and account type. Ensure that the format is accurate to avoid any validation issues.
7. Input the MICR code and IFSC code associated with the bank branch, which are necessary for electronic fund transfers.
8. Next, provide the updated name and signature of the account holder as per the bank's records. This may require additional verification.
9. The account holder should then sign the form where indicated, confirming that the information provided is accurate.
10. A designated bank manager must sign the form, ensuring that the bank corroborates the details provided.
11. Finally, include the name of the branch manager, and affix the bank and branch seal where required.
12. Once all sections are completed accurately, users can save the changes, download, print, or share the form as needed.

Complete your documentation online to ensure a smooth process.