Download Mahindra Finance FD Form Online 2025

Incorporated in 1991 as Maxi Motors Financial Services Limited (MMFSL), Mahindra Finance has grown into India’s leading financial services provider over the years. Mahindra Finance focuses on serving underserved customers in semi-urban and rural markets. 

Fixed deposit schemes offered by Mahindra Finance are widely popular among customers because of attractive interest rates. Read on to learn everything related to MMFSL FD, and ways to access the Mahindra Finance FD form.

What Is Mahindra Finance FD Form?

The Mahindra Finance FD form is the form you need to fill out and submit to any Mahindra Finance office along with KYC (Know Your Customer) documents, to open a fixed deposit account. It is readily accessible and easy to download from the official website of Mahindra Finance. 

How to Download Mahindra Finance FD Form?

Follow the steps mentioned below to download the Mahindra FD application form.

• Step 1: Visit the official website of Mahindra Finance.
• Step 2: Expand the 'Other Products' drop-down to reveal the options 'Investment' and 'Insurance'.
• Step 3: Within 'Investment', you will find 'Fixed Deposits'. Click on the link to land on the FD page.
• Step 4: Scroll down to the section 'Fixed Deposit Application' at the bottom of the page.
• Step 5: Download the PDF file named 'Application form up to ₹5 crores', by clicking on the ‘Download’ option. 

Mahindra Finance FD Form for New Customers

The process of accessing/downloading and filling out the FD application form is the same for both new and existing/old customers at Mahindra Finance. 

After downloading the Mahindra Finance fixed deposit form, you just need to go through it carefully and fill it out as per the instructions mentioned in the form. 

Go through the following details that you need to specify in the form, based on what information is handy to you.

• Choose an FD tenure, the interest payment frequency, and other important details first. 
• Enter your personal details under ‘First Applicant’.
• Mention the account details of the ‘First Applicant’, followed by details of ‘Mode of Payment’.
• Fill in the account details of the ‘Second Applicant’ and ‘Third Applicant’ (if there are any).
• Enter details of ‘Nominee’.
• Tick all boxes for ‘Declarations’, and enter your signature and photograph wherever applicable, as per the instructions in the form.

Mahindra Finance FD Form for Old Customers

There is no different way of downloading, filling out and submitting the Mahindra Finance FD application form, for old customers. Just follow the same steps that a new customer follows, to open a fixed deposit with Mahindra Finance.

How to Book FD with Mahindra Finance FD Form?

Firstly, download the Mahindra Finance FD application form from the official website and take a print-out, or collect the same by visiting its nearest office. Perform the following steps to open an FD account with this financial institution. 

• Step 1: Fill out the form with all necessary details, and attach all necessary KYC documents with it. If you are a new investor holding a CKYC number, you can mention the same in the application form.
• Step 2:  Submit the form. 

An authorised office representative will send you an FD Receipt to your registered Email ID within 7 working days, upon successful verification of your KYC documents. 

How to Fill Mahindra Finance FD Form?

Filling out the Mahindra Finance FD application form is not at all a hassle, as instructions are mentioned in the form itself, for the applicant’s convenience. You can always consult a branch representative in case you do not understand what a particular field is about, or what to enter in it. However, you need to ensure entering accurate information and avoid overwriting and untidiness.

Documents Required with FD Form to Open Mahindra Finance FD 

Following are the documents required to open an FD at Mahindra Finance, for different entities:

1. Resident Indians

• Passport
• Permanent Account Number (PAN) card
• Driving Licence
• ‘NREGA’ Job card, duly signed by a State Government Officer
• Voter Identity card
• ‘Unique Identification Authority of India’ letter containing details of name, address and Aadhaar number 

2. Non-Resident Indians

• Overseas employment letter (optional for confirmation of residential status and overseas address)
• Copy of the passport with valid visa/OCI as of the beginning of the current financial year and end of the financial year
• PAN card
• PIO cards
• Bank account statement or passbook
• Local address proof (if different from the passport address)
• Voter ID or driving licence
• Local Property papers with registration deed
• EB Bill card
• Tax Residency Certificate from the Income Tax department of the country of which the investor is a resident

3. Trusts and Foundations

• Particulars of trustees, settlers, beneficiaries, and signatories
• Telephone/fax numbers
• Address Proof of the founder, the managers/directors and the beneficiaries
• Declaration of the income source (for investments of ₹1 crore and above)

4. Companies

• PAN card
• Certificate of incorporation
• Address proof (account statement/telephone bill) of the applicant 
• Authorised signatory list
• Photograph of the signatories
• Memorandum of Article & Association with latest Board Resolution and specimen signatures
• ID & address proof of authorised signatories
• Cancelled cheque leaf for account verification

5. Partnerships Firms

• Address proof (account statement, telephone bill) of the applicant 
• PAN card
• Resolution copy
• Partnership Deed
• Photograph of the signatories
• ID & address proof of all authorised signatories
• Cancelled cheque leaf for account verification

6. Sole Proprietorship

• PAN card of the proprietor
• ID and address proof of the proprietor
• Registration Certificate
• Cancelled cheque leaf for account verification

Before opening a fixed deposit, it is essential for individuals to read and understand the terms and conditions carefully and to keep copies of all relevant FD documents for future reference.

Mahindra Finance FD Break Form

Mahindra Finance allows you to break/close your fixed deposit, only after completion of 3 months from the date of the deposit/renewal. If you close it between 3 months and 6 months from deposit/renewal date, you will only get the principal amount you deposited. 

Upon closing the FD after 6 months, you will get your initial investment along with the interest income added at a rate 2% lower than the applicable rate. However, to initiate this closure process, you need to submit an FD closure form at any Mahindra Finance office.

Final Word

Filling out the Mahindra Finance FD form with accurate information and submitting it is all you need to do to kickstart your investment journey. FDs are already a preferable investment option among Indian investors for zero-risk association and assured returns. With Mahindra Finance’s FD schemes, you can avail an interest rate as high as 8.05% per annum.

Explore Other FD Forms:

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