Get Cbs Account Number

Filling out the Cbs Account Number form online is a straightforward process. By following the steps outlined in this guide, you can ensure that all required information is accurately provided for a smooth updating of your account details.

Follow the steps to complete the Cbs Account Number form

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Start by entering your folio number in the designated space. This number identifies your investment account.
3. Next, input the name of the sole or first unit holder in the provided field. Ensure that it matches the name associated with your account.
4. Fill in the scheme name under which the investment is held. This is usually the name of the mutual fund or investment scheme.
5. In the CBS bank account details section, enter your Core Banking Solution (CBS) account number. This is the primary account number for your banking transactions.
6. Select the type of account by checking the appropriate box. Options include Savings, Current, NRE, NRO, FCNR, or Others.
7. Provide the name of your bank in the specified field to identify where your CBS account is held.
8. Enter the branch name of your bank. This information helps to refine the bank details during processing.
9. Input the MICR code and IFSC code in their respective fields. The MICR code is a 9-digit number typically found on your cheque, while the IFSC code is an 11-character alphanumeric code.
10. Select one form of document proof from the given options (photocopy of cheque leaf, bank passbook, or bank statement) and ensure it is attached. This document should clearly reflect your name, bank name, account number, and account type.
11. Finally, the form must be signed by all unitholders. Ensure each unitholder provides their signature where indicated.
12. After completing the form, you can save changes, download, print, or share the form as needed for submission.

Complete your documents online today for a hassle-free experience.