Table of Contents
In the world of banking, KYC, or Know Your Customer, plays a crucial role in ensuring the authenticity of account holders. For State Bank of India (SBI) customers, completing the KYC form accurately is essential. Let’s dive into the details of how to download and fill out SBI KYC Annexure A.
How to Fill SBI KYC Annexure A
To fulfill the needs of its customers, SBI provides a variety of KYC forms. Annexures A, B, and C are some examples of variations of these SBI KYC forms. But today, we’re going to talk about SBI KYC Annexure A.
“KYC Annexure A SBI” helps its customers to update their KYC, but only if there have been no changes made to their official identity documents (Aadhar, PAN) from the last date of KYC submission. Let’s use the example below to better understand it.
- Last year, after opening an SBI savings account, Ravi finished the KYC process. As formal identity documents for KYC, he provided his PAN card and Aadhar card. Since last year, there have been no modifications to his PAN Card and Aadhar Card details.
- But now, SBI staff has asked him to submit a KYC. In this case, Ravi needs to fill out the SBI KYC Form – Annexure A (assuming there have been no changes to official documentation).
We will now begin to learn how to fill out KYC Annexure A State Bank of India. We provided an image of Annexure A below for your convenience.
The first option of the SBI KYC Form Annexure A is to write the name of the branch in which we have a bank account or where we have to submit KYC.
Our next work is to write the account number of your bank account.
You have to write the CKYCR number. You can find it in your passbook or you can ask bank officials, they will assist you in this case.
OVDs Submitted to the Bank are Valid/Not Expired
If your Official Valid Documents (OVD) haven’t expired, you should tick the “YES” option otherwise you should tick “NO”.
If case you select “No”, you have to write down the expiry date of the document in this KYC form.
In this section, you have to enter the name of the person who wants his KYC done.
PAN Number (If Available)
Enter the PAN number of the Applicant.
Write the full address of the KYC applicant like house number, landmark, city, district, state, pin, etc.
In this section, you must specify what kind of work you do, such as Government Job, Doctor, Farmer, Student, etc.
Here, you have to write down the total amount of money you make each year.
Sources of Income
Now you have to tick the appropriate option from where you earn money. For example, if you do a government job, you should tick the “Salary” option. If you are a farmer, tick on the “Agriculture” option.
Enter the mobile number of the KYC applicant.
Write the applicant’s email address here for KYC.
Date & Place
Write the date on which you are filling out this KYC form and the place where you are completing this SBI KYC form in the respective field.
Signature & Name
Your final task is to write your name on the KYC application and sign it.
Download KYC Details Updation Form SBI Annexure A
We have given a link to “Download KYC Annexure A State Bank of India”, You can download it by clicking on the below button.
Documents Required for SBI KYC Form Annexure A
The following documents are valid for SBI KYC.
- Aadhar Card
- PAN Card
- Voter Card
- Driving License
- NAREGA Card
- Passport Size Photograph