How to Download FD Form of SBI Online 2024

A Fixed Deposit (FD) is an investment instrument which allows you to grow a lump sum over a fixed tenure at a fixed rate of interest. FDs are popular among bank customers as a safe investment option that guarantees consistent interest rates. 

With FD schemes offered by the State Bank of India (SBI), you can grow your invested lump sum amount over time and avail features like guaranteed returns, choice of interest pay-out, liquidity through overdraft (OD) or premature withdrawal. Read on to learn how to access the FD form of SBI to open an FD account with the bank.

What Is the SBI FD Form?

State Bank of India fixed deposit form is an account opening form that you need to fill out with the required information and submit to any SBI branch to initiate the opening of your FD account. Through this form, you can easily book an FD scheme and invest a lump sum amount for a predetermined tenure at a fixed rate of interest. Upon reaching the maturity date, you will receive the FD amount including your initial investment and compound interest.

How to Download the SBI FD Form?

Follow the steps mentioned below to download the FD Form of SBI.

• Step 1: Visit the online portal of the State Bank of India.
• Step 2: Click on ‘Banking Forms’.
• Step 3: Navigate to the section ‘Account Opening Forms’ and click on ‘New Account Opening Form’.

The SBI FD application form will appear on your screen in PDF format which you can download, print and fill out offline.

SBI FD Form for New Customers

If you are a new applicant or customer without any prior association with SBI, then you must complete the Customer Information Sheet (CIF Creation/Amendment) section of the FD account opening form, providing the following details.

1. Section A

You have to provide the following personal details, in Section A of the FD Form of SBI.

1. Name
2. Maiden Name
3. Gender
4. Date of Birth
5. Marital Status
6. Guardian Name and relationship with Guardian
7. Number of Dependents
8. Nationality
9. Citizenship
10. Occupation
11. Organization Name, Designation, Nature of Business
12. Annual Income
13. Source of Funds
14. Category- General/OBC/SC/ST
15. Religion
16. Educational Qualification
17. PAN

2. Section B

You have to provide your contact details in Section B.

1. Email ID
2. Mobile Number
3. Telephone Residence
4. STD Telephone (Office)

3. Section C

You have to submit any one of the following documents as Identity/Address proof in Section C.

1. Voter’s Identity Card
2. Passport
3. Driving License
4. E-KYC
5. Aadhaar Card
6. Letter, containing details of name and address, issued by National Population Register
7. NREGA Job Card
8. VISA Details (in case you are a foreign national)  

4. Section D

You are required to mention the following address details in Section D.

1. ‘Address Type’, wherein the applicant has to tick any one of the boxes:- ‘Residential’, ‘Residential/Business’, ‘Business’, ‘Registered Office’, ‘Unspecified’
2. Address
3. City/Village
4. District
5. State
6. Pin code
7. Country Name

5. Section G

The Section G of the SBI Bank fixed deposit form deals with ‘Declaration-cum-Undertaking-cum-Self-Certification’. Here, depositors have to make a declaration of having read the account opening terms and conditions, voluntarily submitting the Aadhaar Card issued by UIDAI for identification and giving consent to the bank to verify the same with the UIDAI.

SBI FD Form for Old Customers

If you are an old/existing customer of SBI, then you have to fill in the following details in the FD account opening form, before submitting it.

1. Section A

Tick one of the given types of account, depending on your preference and financial standing. 

2. Section B

Tick the mode of operation you wish to choose. The available options include ‘Self’, ‘Former or Survivor’, ‘Either or Survivor’, ‘Anyone or Survivor’, ‘Jointly operated’ or ‘Other’. 

3. Section D

This section pertains to the details related to multi-option deposits and other FD schemes.

1. Choose the type of deposit among the two available options – ‘Term Deposit’ or ‘Term Deposit (Reinvestment)’.
2. Specify the FD tenure either in years, months or days or in combination with any of these.
3. Mention the linked savings/current account number where you wish your interest and maturity proceeds to be credited.
4. Add the debit account number where you wish your interest and maturity proceeds to be credited on maturity.
5. Other information required to fill in includes issuing a banker’s cheque or draft and providing the SB/CA account number from where TDS will be deducted.

4. Section F

Here, you have to provide details regarding your nomination in the nomination Form (Form DA-1)

1. Fill in “type of deposit” and “account number” along with the name and address of the nominee.
2. Further, you need to specify your nominee’s relationship with you, your nominee’s mobile number, address and date of birth.

5. Section G

Section G of the SBI fixed deposit form deals with ‘Declaration-cum-Undertaking-cum-Self-Certification’. Here, you have to make a declaration of having read the account opening terms and conditions, voluntarily submitting the Aadhaar Card issued by UIDAI for identification and giving consent to the bank to verify the same with the UIDAI.

How to Book SBI FD with the SBI FD Form?

To open a fixed deposit account with the State Bank of India, you need to perform the following steps.

• Step 1: Visit the nearest branch of SBI Bank. 
• Step 2: Get direction from bank executives to collect the FD application form.
• Step 3: Attach the KYC documents with the duly filled form and submit it with the deposit money. 

After successfully processing it, the bank will open your FD account and provide you with a downloaded SBI fixed deposit receipt PDF.

Documents Required with FD Form to Open FD With SBI

Here is the list of documents required to open an FD with the State Bank of India, other than the FD form of SBI.

1. Identity Proof 

1. PAN card
2. Aadhaar card
3. Voter ID
4. Driver’s license

2. Address Proof 

1. Passport
2. Bank statement with a cheque

3. Age Proof 

1. PAN card
2. Service discharge certificate
3. Voter ID
4. Aadhaar card

SBI Fixed Deposit Closure Form Download

Closing an SBI FD account is a straightforward process, facilitated by the convenient accessibility of the closure form. Similar to the ease of opening an account, obtaining the SBI fixed deposit closure form is hassle-free, contributing to a smooth and efficient closure experience for account holders.

Final Word

The FD form of SBI is a well-thought-out, detailed form meant to capture all the necessary details of a customer needed by the bank to open an FD account. This form is easily accessible from SBI branches as well as on online platforms, enhancing the account-opening experience of all individuals. 

FAQs

Disclaimer

This article is solely for educational purposes. Stable Money doesn't take any responsibility for the information or claims made in the blog.