Get Joint Account Opening Form

Opening a joint account is a significant step in financial management for individuals partnering together. This guide provides a clear and structured approach to filling out the JOINT ACCOUNT OPENING FORM online, ensuring all necessary details are accurately provided.

Follow the steps to complete the form effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in the account name section with the specific name you desire for the joint account.
3. In the 'Personal Details (A)' section, provide the surname and other names of the first person. Be sure to include their title, date of birth, sex, and attach a passport photograph.
4. Complete the contact details for the first account holder, including email, fax, mobile number, and both residential and mailing addresses.
5. Fill in the nationality and country of residence fields for the first person.
6. Repeat steps 3-5 for the second account holder in the 'Personal Details (B)' and 'Contact Details (B)' sections.
7. Complete the same for any additional account holders in the 'Personal Details (C)' section if applicable.
8. In the 'Mode of Payment for Account' section, indicate your preferred payment method, either by cheque or bank transfer, and fill in your bank details if you select bank transfer.
9. Specify the signing mandate in the 'Client’s Signature Mandate' section. Select how many signatories will be required for transactions on the account.
10. Provide all necessary signatures and affix passport photographs where required.
11. Fill in 'Particulars of Account Holder' with all required information including account name, date, and necessary codes.
12. Review and confirm the waiver and declaration sections, ensuring all persons signing understand and agree to the terms.
13. Finally, save changes, download, print, or share the form as needed.

Complete your JOINT ACCOUNT OPENING FORM online to manage your finances collaboratively.