Feedback

How to Download and Fill Jana Small Finance Bank's CASA Account Opening Form for Existing Non-Individuals

Embarking on the journey of opening a Current Account or Savings Account with Jana Small Finance Bank for existing non-individual entities? Understanding and completing the CASA Account Opening Form is the first step towards establishing your banking relationship. This guide is designed to assist you in downloading and filling out the form accurately and efficiently.

Download Link: CASA Account Opening Form for Existing Non-Individuals (PDF)

Step-by-Step Guide:

Download the Form: Visit the provided link to access the CASA Account Opening Form. Click on the download icon or right-click and select "Save As" to save the form to your device for easy access.

Understanding the Form Sections:

• Account Details: Start by filling in the account opening date, lead generation code, account type, branch details, and product information.
• Entity Information: Provide essential details about the entity, including the mode of operation and existing credit facilities with other banks.
• Authorized Signatory Details: Fill in the details of authorized signatories and their FATCA declarations.
• Initial Deposit Details: Specify the deposit amount and mode of payment for the initial funding of the account.
• Services Required: Indicate the services required, such as debit card issuance or nomination facility.
• Acknowledgment: Acknowledge the details provided and agree to the terms and conditions by signing the declaration section.

Completing the Form:

• Use block letters and ensure all fields are filled accurately.
• Attach relevant documents, such as FATCA declarations and initial deposit proof, as required.
• Review the filled-in form to avoid any errors or omissions before submission.

Submission:

• Visit the nearest Jana Small Finance Bank branch to submit the filled-in form along with the necessary documents.
• Ensure all signatures are provided where required, including those of authorized signatories and partners, if applicable.

Follow-Up:

• After submission, follow up with the bank to track the status of your account opening process.
• Be prepared to provide any additional information or documents requested by the bank for verification purposes.

Key Points to Remember:

• Provide accurate and complete information in the form to expedite the account opening process.
• Familiarize yourself with the terms and conditions mentioned in the form and adhere to them.
• Keep copies of all submitted documents for your records and future reference.

By following this guide, you can ensure a smooth and hassle-free experience while downloading and filling out Jana Small Finance Bank's CASA Account Opening Form for existing non-individual entities. Take the first step towards availing banking services tailored to your entity's needs and aspirations!