State Bank of India Forms — Download & Instructions
Every common State Bank of India form, who needs it, the documents required, and how to fill it correctly the first time.
Available State Bank of India forms
Account Opening Form
Purpose: Open a new savings or current account.
Who needs it: Anyone starting a new banking relationship with the bank.
Documents required: Photo ID (Aadhaar/PAN/passport), address proof, passport photos, and initial deposit.
KYC Update Form
Purpose: Refresh your Know Your Customer details (ID, address, contact).
Who needs it: Existing customers whose KYC is due for periodic re-verification.
Documents required: Updated ID and address proof, recent photograph, and account number.
Cheque Book Request Form
Purpose: Request a new cheque book for your account.
Who needs it: Account holders who have run out of cheque leaves or need a fresh book.
Documents required: Account number, registered signature, and (sometimes) the requisition slip from your old book.
Address Change Form
Purpose: Update the mailing or permanent address on your account.
Who needs it: Customers who have relocated or whose address proof has changed.
Documents required: New address proof (utility bill, Aadhaar, rent agreement) and account/customer ID.
Nomination Form (DA-1 / Form 'A')
Purpose: Add or change a nominee for your account or deposit.
Who needs it: Any account or FD holder who wants to nominate a beneficiary.
Documents required: Nominee's name, address, relationship and date of birth, plus your account details.
NEFT / RTGS Form
Purpose: Authorise an offline NEFT or RTGS transfer at the branch.
Who needs it: Customers making a fund transfer in person rather than online.
Documents required: Beneficiary name, account number, beneficiary bank IFSC code, amount, and your account details.
Fixed Deposit Form
Purpose: Open a fixed or recurring deposit.
Who needs it: Customers placing a lump sum (FD) or monthly amount (RD) for a fixed term.
Documents required: Account number, deposit amount, tenure, payout/renewal instructions, and nominee details.
How to fill any State Bank of India form
- Download the form from the official bank website linked below, or pick it up at any branch.
- Fill every field in block letters with black or blue ink; do not leave mandatory boxes blank.
- Enter your account number and registered mobile number exactly as the bank has them on record.
- Attach self-attested copies of the required documents listed for that form.
- Sign in the same style as your account signature — mismatched signatures are the most common reason forms are rejected.
- Submit the form at your home branch (or the nearest branch) and keep the acknowledgement slip.
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