Joint Account Mandate doc 2025

1. Click ‘Get Form’ to open the Joint Account Mandate document in the editor.
2. Begin by filling in the 'Account No.' field at the top of the form. This is essential for identifying your joint account.
3. In the section labeled 'From:', enter the full names of all customers involved in the joint account. Ensure accuracy as this information is crucial for bank records.
4. Review each clause carefully, particularly those outlining the powers granted to signatories. Make any necessary adjustments directly in the document.
5. Proceed to sign and date the document at the bottom. Each customer must provide their signature and full name, ensuring compliance with bank requirements.
6. Once completed, save your changes and download or share the document as needed, utilizing our platform's seamless integration features.

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