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Trusts,Associations,Societies,Clubs and Government Entities)Please fill the form in Black Ink and in CAPITAL LETTERS.ALL fields marked*”are mandatory.Date of Application  \nM M  \nIf entity is an existing customer of IDFC FIRST Bank,simply share the Customer ID here  \nand fillonly the sections marked“√”  \nTELL US ABOUT YOUR ENTITY*Entity NameAccount Title*Entity Type  \nAssociationSection 8 CompanyGovernmentInternational Unregistered Club(Rotary/Lions etc)*Segment  \n□□□  \n□Education□Healthcare□Religious Institution  \n□ClubsSports AssociationTrade Association□Professional Association  \n□Housing Society/RWA□Private Trust□Central Govt.Org.  \n□State Govt.Dept./Agency□Defence  \n□Co-operative Credit SocietyQuasi-Govt./Autonomous Body□Registered/Unregistered SHG*Sub-Segment  \n□SchoolCollegeUniversity□National Institutes (IIT/IIM/NIT etc.)  \n□Charitable/Social/Welfare  \n□HospitalResearch CentreCSR Foundation  \n□TempleChurchMosque/Dargah□Gurudwara  \n□Endowment Board□DioceseWaqf Board□SGPC  \n□Sports ClubPrivate ClubGymkhana□Family Trust  \n□PF TrustGratuity/SA trustPension Fund TrustESOP Trust  \n□Gram PanchayatOffice of DDO/BDOMunicipal CorporationMunicipality/Municipal Council  \n□Libraries,archives,museums and other cultural activities*PAN□Form 60We are exempt from the requirement of PAN*Date of Incorporation(We shallsubmit IT exemption certificate and relevant declaration)  \n\n|  |  |  |  |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n\nM MWebsite Address  \n\n|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n\nCOMMUNICATION ADDRESSLandmarkDistrict(If any)  \n\n|  |  |  |  |  |  |  |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n\n\n|  |  |  |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- |\n\n\n|  |  |  |  |  |  |  |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n\nCity  \n\n|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n\n\n|  |  |  |  |  |  |  |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n\nState  \nCountryPin CodeContact Details Mobile                         Landline No.      \n                    \nCB-WB/o3/06-2020  \n(STD Code)(Number)FaxE-mailContd...1/10  \n(STD Code)  \n(Number)  \n\n|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n\nREGISTERED ADDRESSFax  \n\n|  |\n| --- |\n\n\n|  |\n| --- |\n\nRegistered Address  \nYes  \nNo (If no,please fill in below)  \nSame as above  \n\n|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n\n\n|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |","cbCaiekYl97lvCuz","https://ap.wps.com/l/cbCaiekYl97lvCuz","pdf",8983299,"English","# Entity Details\n## Date of Application\n## Entity Type, Segment and Sub-Segment\n## PAN and Date of Incorporation\n# Communication Address and Contact Details\n## Website Address\n## Landmark, District, City, State, Country, Pin Code\n## Mobile, Landline, Fax, E-mail\n# Registered Address\n## Registered Address: Yes/No\n## If No: fill below\n# Contact for Consolidated Statements\n# Additional Documents Shared\n## Entity Proof\n## Address Proof\n## Constitutional and Appointment Documents","[{\"question\":\"Which organizations can use this institutional account opening form?\",\"answer\":\"Trusts, associations, societies, clubs, and government entities can use the form. It also covers different categories such as education, healthcare, religious institutions, and sports clubs.\"},{\"question\":\"What information is required about the entity?\",\"answer\":\"The form collects the entity name, account title, entity type, segment and sub-segment, PAN requirement status (including exemption), and the date of incorporation.\"},{\"question\":\"What documents must be submitted with the application?\",\"answer\":\"It requests entity proof and address proof, including document names, identification numbers (if applicable), and expiry dates when relevant. It also includes constitutional documents and appointment-related documents where applicable.\"}]","Institutional Account Opening Form | PDF",25]