Registration Form Bank PDF Details

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Form NameRegistration Form Bank
Form Length2 pages
Fillable fields0
Avg. time to fill out30 sec
Other namesbank registration form pdf, bank account registration, bank registration form, what is bank registration

Form Preview Example

Name of the Bank
Branch Account number Account type
MICR (9 Digit) IFS Code (11 Character) Branch address Branch City Branch Pin code
I enclose herewith self attested copies of the following documents as listed at ‘B’, C’ and ‘D’ below. I/we are aware that the original documents are required to be produced for verification at the time of submission.
B. Supporting documents for Registration of bank account (any one of the following)
UTI Mutual Fund
A Unitholder’s information:
1. Folio Number :
2. Name of the sole / first holder
3. Scheme / Plan / OptionUTI -
I/ We wish to register the Bank Account Details in my / our folio as mentioned below :
Bank details
(The Form is to be used only where the Bank Account Details are not registered under the Folio.) Please fill in the information below legibly in ENGLISH and in BLOCK LETTERS
Form for Registration of Bank Account Details (First Time)


Cancelled original cheque leaf** Copy of bank passbook or bank statement#

Letter from the bank stating the account number and name of the holders#

**Cheque leaf with printed Account number and name of the 1st Unit Holder to be submitted.

#Pertaining to Previous 3 months from the date of submission.

C.PROOF OF IDENTITY : (any one) : (Please tick against the relevant box)

PAN copy

Aadhar Card

Voter Identity card







Passport copy

Photo Ration Card

Driving License

D. INVESTMENT PROOF : (any one) : (Please tick against the relevant box)

Photo Debit Card

Govt. or Defence identification card.

All UTI Schemes other than UTI ULIP: Original SoA/Membership advice/Unit certificate issued prior to 2007*

Copy of acknowledgement of the application through which investment was made,

Copy of passbook showing debit entry of the investment in the Scheme


Original membership Advice (applicable only for redemption on maturity)

Original receipts of Renewal Contributions paid Original SoA issued prior to 2007* * Applicable for investment made prior to 2007

E. Please update my following details also:-

Mobile No

Email ID

PAN Please attach PAN Card Copy

DECLARATION AND SIGNATURE OF UNITHOLDER/S (To be signed as per the mode of holding)

I/we have read and understood the guidelines printed on the reverse of this Form and agree to abide by the same.

Sole/First Unit holder


Second Unit holder


Third Unit holder








UTI Mutual Fund - Acknowledgement for Form for Registration of Bank Account Details (to be filled in by the investor)

Received, subject to verification, Form for Form for Registration of Bank Account Details from Mr/ Mrs/ Ms : _____________________________________________________________

Folio No : _____________________________________________________________________

Receiving UFC/ Registrar’s official stamp

with date and signature

Registrar: Karvy Computershare Pvt. Ltd., Unit: UTI Mutual Fund, Narayani Mansion, H.No.1-90-2/10/E, Vittalrao Nagar, Madhapur, Hyderabad - 500 081 E-mail:


1.The Form for Registration of Bank Account Details is to be used only by those Unitholders whose bank details are not registered in their folio [if the bank details are not printed on the Statement of Account (SoA)]

2.In order to protect the interest of the investors, following documents are requested for Registration of Bank Account Details:


Proof of Bank Account (Please refer to Para B of the Form on the reverse)


Proof of identity (Please refer to Para C of the Form on the reverse)


Proof of Investment (Please refer to Para D of the Form on the reverse)

3.Please carry the original documents of the copies you wish to submit towards the proof. The original will be returned to you after verification, across the counter.

4.Please fill in the Form in CAPITAL LETTERS.

5.The change of bank account details will be processed subject to verification of signature and subject to receipt of all the required documents.

6.In case you wish to register more than one bank account (upto 5), please fill up “Multiple Bank Account Registration Form”.

7.In case of any assistance, please contact nearest UTI Financial centre.

Check list

The Form is complete in all respects

The form is signed by the holders as per the holding basis Copy of proof of Bank Account is attached

Copy of proof of identity is attached. Copy of proof of Investment is attached


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Step 2: Now you're on the form editing page. You can enhance and add text to the document, highlight words and phrases, cross or check selected words, add images, insert a signature on it, get rid of unrequired fields, or remove them completely.

Provide the required information in every single part to create the PDF bank registration

portion of blanks in bank account details template

Jot down the information in the B Supporting documents for, Cancelled original cheque leaf, C PROOF OF IDENTITY any one, PAN copy Passport copy, Aadhar Card Photo Ration Card, Voter Identity card Driving, Photo Debit Card Govt or Defence, D INVESTMENT PROOF any one, All UTI Schemes other than UTI, UTI ULIP, Copy of acknowledgement of the, Original membership Advice, Applicable for investment made, E Please update my following, and Mobile No area.

stage 2 to filling out bank account details template

Inside the segment discussing Received subject to verification, from Mr Mrs Ms, Folio No, Receiving UFC Registrars official, and Registrar Karvy Computershare Pvt, you are required to note some appropriate details.

Finishing bank account details template step 3

The Check list, The Form is complete in all, The form is signed by the holders, Copy of proof of Bank Account is, Copy of proof of identity is, and Copy of proof of Investment is field is the place where each side can insert their rights and obligations.

step 4 to completing bank account details template

Step 3: Once you have selected the Done button, your form will be obtainable for transfer to every gadget or email address you specify.

Step 4: Be certain to keep away from future worries by getting as much as two duplicates of the file.

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