Copy of Dte Letter :
I am directed to
circulate new forms devised for the following purposes:-
1. ATM Card/e-Banking/Mobile Banking Request Form for existing
customers migrated to CBS.
2. ATM Card/e-Banking/Mobile
Banking Request Form for existing customers who have opened accounts after
migration to CBS.
3. Customer Information Updtation Form for existing customers.
It is requested that as and when any customer will ask for issue
of ATM Card or E-Banking/Mobile Banking facility, form mentioned at Sl. No.1
should be used for those who were already having Savings Account before
migration to CBS and this form alongwith KYC Document is to be sent to CPC for
scanning and uploading of latest Signatures, Photograph and KYC documents. CPC
will return these Forms to Post Offices concerned in a separate
packet and post offices should file these forms (date-wise) in a separate Guard
File named as "Channel Request Forms File".
If any customer who opened savings account after migration to CBS
applies for ATM Card, E banking/Mobile Banking, Form mentioned at Sl.No.2
should be used and this form need not to be sent to CPC but should be filed in
the same guard file named " Channel Request Forms".
If any customer either old or new, want to update its KYC
information, Form mentioned at Sl. No. 3 should be used and if signatures or
photograph is to be updated, form should be sent to CPC and CPC will upload
this form and return to post office concerned. For this purpose also, a
separate guard file is to be maintained with name" Customer Information
Updation File". In other cases, post office should not send this form to
CPC but file locally in the same guard file.
It is requested to start a drive for updation of Customer
Information of the existing customers and CBS post offices should always
remember that any Modification in CIF has to be verified by Supervisor and only
after verification, modification will be updated in Finacle and if it is not
verified, it will block EOD.
Regards,
(Kawal Jit Singh)
Assistant Director (SB-II)
Postal Directorate
New Delhi
Contact No. 011-23036224,
011-23096108
Mob:- 09899998054
