SBI FD Form

 
Within the broader fixed deposit category, this form can be used for opening regular fixed deposit account, Term Deposit with reinvestment, annuity deposit, tax saving scheme and CAPS GAIN account. Individuals can also open Multi-Option Deposit scheme or auto sweep, saving plus account and recurring deposit through this SBI FD form.

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• Manage all FDs in one place
• No Bank A/C Required

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SBI Fixed Deposit Form

The SBI FD form is available online and also at SBI branch offices.

For Existing SBI Customer

The existing customer of SBI has to submit FD account opening form and fill in the below mentioned details:

• In Section A of the SBI FD form, the depositor would have to tick Type of Account – Fixed Deposit or CAPS GAIN (SB) depending the type of FD the depositor wishes to open
• In Section B of the FD form, the depositor needs to tick any one of the following boxes — “Self”, “Either or Survivor”, “Former or Survivor”, “Anyone or Survivor”, “Jointly operated” or ‘Other’ depend on the mode of operation the depositor wishes to choose
• Section D of the SBI FD Form pertains to the details related to Multi-Option Deposit and other FD schemes.

Book FDs at Interest rate upto 8.00% p.a

 Manage all FDs in one place

 No Bank A/C Required

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Part 2 of Section D is to be filled by depositors wishing to open SBI Multi Option Deposit Scheme (MODS)

• First the depositor would have to tick Type of Deposit – Term Deposit” or “Term Deposit (Reinvestment)”
• Then, the depositor needs to specify the FD tenure either in years, months or days or in combination of any of these
• The depositor is also required to mention linked savings/current account number where he wishes his interest and maturity proceeds to be credited
• SBI offers two options under reverse sweep facility for breaking the MOD – “Last in first out”, and “First in first out”. In case, if the depositor does not choses any option, “Last in first out” option will be considered.

Part 3 of the Section D is to be filled by depositors wishing to open SBI Recurring Deposit

• Depositor is required to fill in monthly or core monthly instalment in numerical and words and specify tenure in either years or months or days or in combination of any of these
• The depositor is also required to add debit account number where he wishes his interest and maturity proceeds to be credited on maturity
• Other information required to fill in includes issuing a banker’s cheque or draft and providing SB/CA account number from where TDS will be deducted
• In Section F of the SBI FD Form, the depositor has to provide details regarding his nomination wherein the depositor has to fill in the following details in the nomination Form (Form DA – 1)
• Depositor needs to fill in “type of deposit” and “account number” along with the name and address of the nominee
• Further, relationship with the depositor, mobile number, address and date of birth of the nominee has to be specified by the depositor in the SBI FD form
• Section G of the SBI FD Form deals with “Declaration-cum-Undertaking-cum-Self – Certification” wherein the depositor has to declare that he has read terms & conditions of account opening, details provided are true and does not maintain a Basic Savings Bank Deposit Account (BSBDA) with any other bank or branch.

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For New Customers

Applicants who are new to the SBI also needs to fill in the form “Customer Information Sheet (CIF Creation/Amendment)” wherein the following details required to be filled:

• In Section A of the SBI FD form, the applicant would have to provide the following personal details
  • Name
  • Maiden Name
  • Date of Birth
  • Gender
  • Marital Status
  • No. of Dependents
  • Guardian Name and relationship with Guardian
  • Nationality
  • Citizenship
  • Occupation
  • Organization Name; Designation; Nature of Business
  • Annual Income
  • Source of Funds
  • Religion
  • Category- General/OBC/SC/ST
  • Educational Qualification
  • PAN

• Section B deals with the following contact details of the applicant
  • Mobile Number
  • Email ID
  • STD Telephone (Office)
  • Telephone Residence

• In Section C, the applicant has to submit any one of the following ID type for proof of Identity/Address
  • Passport
  • Voter’s Identity Card
  • Driving License
  • Proof of possession of Aadhaar Number
  • E-KYC
  • Offline
  • NREGA Job Card
  • Letter issued by National Population Register containing details of name and address

For Foreign Nationals – VISA Details, Issue Date and Issued By

• In Section D, the applicant is required to mention the following address details
  • Address Type wherein the applicant has to tick any one the box – “Residential/Business”, “Residential”, “Business”, “Registered Office”, “Unspecified”
  • Address
  • City/Village
  • District
  • State
  • Pin code
  • Country Name

• Section G of the SBI FD Form deals with Declaration CUM Undertaking CUM Self – Certification wherein the depositor has to declare that he has read terms & conditions of account opening, submitted the Aadhaar Card issued by UIDAI voluntarily for identification and gives consent to the bank that they can verify the same with the UIDAI

How to Download SBI FD Form?

Here are the the steps on how to download the SBI FD Form

1. Visit https://www.onlinesbi.sbi page
2. Hover on “Apply for SB/Current Account” and click on “Banking Forms”
3. Go to section “Account Opening Forms” and click on “New Account Opening Form”

Or

To Download click here

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