How to Fill the SBI FD KYC Form

Let's understand through this step-by-step guide on how to complete the SBI KYC form, and who needs to fill it out.

What is an SBI FD KYC Form?

The SBI FD KYC form is the form by which the personal, contact, and identification details of the customers are gathered. This form facilitates compliance by the bank with RBI guidelines while opening a new deposit account, like Fixed Deposits. It facilitates secure transactions and guards against identity fraud. Existing customers can skip filling out this form, unless their accounts have to be updated.

You can obtain the KYC form by:

• Downloading it from the official SBI website

• Visiting the nearest SBI branch

However, there is a provision that allows you to update your SBI KYC online.

How to Fill SBI FD KYC Form

Use this step-by-step guide to fill out the KYC form correctly. The form is segregated into sections according to personal and financial information:

Section A: Personal Information

Fill in your basic information:

• Full Name (as per PAN or Aadhaar)

• Father’s/Spouse’s Name

• Gender

• Date of Birth

• Marital Status

• Nationality

• Occupation (Salaried, Self-Employed, Retired, Student, etc.)

• PAN Number (Compulsory)

Section B: Contact Information

Give your contact information:

• Current Address: Provide house number, street, city, state, pin code, and country.

• Permanent Address: If different from the current address.

• Mobile Number (mandatory)

• Email Address (optional but strongly recommended)

• Telephone Number (domicile/business, wherever possible)

Section C: Required Documents for SBI KYC Update

Documents depend upon the account category. This breakdown applies:

1. For Individual Accounts:

   • Aadhaar card

   • Passport

   • Voter ID

   • Driving licence

   • NREGA card

   • Letter from the National Population Register

2. For NRI Accounts:

   Proof of Identity

   • Valid passport

   • Valid visa or residence permit/work permit

   • OCI or PIO card

   Proof of Overseas Address

   • Utility bill (electricity, water, gas, etc.)

   • Bank statement from an overseas bank

   • Driving license issued abroad

   • Rent agreement/lease deed

   • Government-issued ID with address

3. For Minor Accounts:

   • Identity proof of the guardian handling the account

How to Update SBI KYC Online

SBI allows customers (holding an SBI savings account or other accounts) to update their KYC details online through multiple channels. You can do this via SBI Net Banking or the YONO app. Step-by-step instructions are outlined below.

1. Updating SBI KYC via Internet Banking

   Follow these steps to update your KYC using SBI's net banking:

   • Log in to your SBI net banking account with your credentials.

   • Navigate to the ‘My Accounts & Profile’ section.

   • Choose ‘Update KYC’, enter your profile password, and click ‘Submit’.

   • Select your bank account from the drop-down and click ‘Submit’ again.

   • Provide the updated details, upload the necessary documents, and submit the form.

   • An OTP will be sent to your registered mobile number—enter it to complete the process.

   Once updated, your KYC details will reflect across all accounts linked to your Customer Information File (CIF).

2. Updating SBI KYC via YONO Mobile App

   You can also update your KYC using SBI’s YONO app, which offers a seamless experience for banking services. Here's how:

   • Open the YONO app and log in using your MPIN.

   • Tap the menu icon on the top left and go to ‘Service Request’.

   • Select ‘Update KYC’, enter your profile password, and hit ‘Submit’.

   • Enter the necessary details, upload the required documents, and submit.

   • You’ll receive an OTP on your registered number—enter it and click ‘Submit’.

   • If successful, you will see a confirmation: “Successful KYC for CIF has been updated in bank records

Who Needs to Fill the SBI FD KYC Form?

You need to fill out the SBI FD KYC form in the following cases:

1. New Customers:

   Mandatory for opening an FD if you don’t already have an account with SBI.

2. Existing Customers:

   Required if your KYC is outdated or incomplete.

3. Minors:

   Guardian’s KYC is mandatory when opening an FD in a minor’s name.

4. Non-Resident Indians (NRIs):

   Must submit additional documents such as OCI/PIO card, visa, passport with foreign address, and a copy of NRE/NRO account statements.

5. Firms & Trusts:

   Need to submit the entity’s KYC documents along with authorised signatory proofs.

Key Takeaway

Completing the SBI FD KYC form is an important step in opening or maintaining a Fixed Deposit account with SBI. This detailed guide ensures you understand how to fill the SBI KYC form correctly, with clarity and confidence. Keep your documents handy, follow the steps carefully, and refer to an SBI FD KYC form sample if needed. A properly filled form means faster account activation and a seamless process for savings.

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