Bank account registration 2026

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  1. Click ‘Get Form’ to open the bank account registration form in the editor.
  2. Begin by entering your Folio Number and Application Number if you are an existing unit holder. For new investors, leave the Application Number blank.
  3. Fill in your PAN and the name of the Sole/First Unit holder in capital letters as required.
  4. In Part A, provide details for any new bank accounts you wish to add. Specify the Account Type, Bank Account Number, MICR Code, Bank Name, Branch Name, and IFSC Code. Ensure all fields are completed accurately.
  5. Attach a cancelled cheque or other required documents for each bank account listed. This is crucial for verification purposes.
  6. In Part B, select one of the accounts listed in Part A as your Default Bank Account for future transactions.
  7. Complete the declaration section by signing where indicated. All applicants must sign if it’s a joint account.

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A bank account number is a unique set of digits assigned to the account when you open a bank account. Financial institutions will assign such numbers to each account you hold. Businesses and banks use these numbers to identify your account.
A Bank Account Registration Form is a ready-to-use form template designed to streamline the account opening process for retail banking customers, business clients, and facilitate the work of bank branch staff and relationship managers.
The Bank Account Registration Form is designed to allow banks collect relevant details required to register a new account. With this form, customers can indicate the type of account they want to create, upload a form of identification, fill out their contact details, etc.
Registered Account means any Account you have set up to transfer money to through Online Services. There is no limit to the number of Registered Accounts you can set up on Online Banking. You can register up to nine Accounts on Phoneline Banking.
A registered account is an investment account that is given tax-deferred or tax-sheltered status by the government. Income earned on the account is not taxed until withdrawal or in the case of a TFSA, is typically not subject to taxation. Examples include: RRSP (Registered Retirement Savings Plan)
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The bank account register displays transaction information specific to the bank account, such as current balance, last reconciled balance and date, ending balance, and detailed transaction information.

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