Fixed Deposit Form

For Office Use

FIXED/RECURRING DEPOSIT

Existing Customers - Resident Individuals/HUF/Overseas Indians

Customer Onboarding Section

Name*

Customer ID *

F I

T M I

PAN***

L A S T

P R E F I X

Branch Name

Branch Code:

D D M M Y Y

Date:

Scheme Code

FD/RD Account Opening Section

MODE OF OPERATION*

Former/ survivor

Jointly by all

Either/ survivor

Receipt

Minor A/C operated by Guardian Others_________________________

Anyone/ survivor

*I would need Fixed Deposit in the form of (Tick one):

Self

TE001

Primary Applicant

Name*

Customer ID*

F I

T M I

L A S T

P R E F I X

Joint Applicant

***If PAN is not available, please fill up Form 60 or 61 separately. PAN/Form 60/61 is not required for NRE/FCNR deposits

TYPE DEPOSIT ACCOUNT

Deposit/Installment Amount:

Interest Payout :(Tick one)

Period: Months Days

Cumulative (Reinvestment) Monthly (MIC) Quarterly (QIC)

Period of RD should be only in multiples of 12 months

Renewal Period:

Months

Auto Renewal:

Auto Closure:

(No auto renewal for Recurring Deposits and FD Plus)

If Yes, please fill “INTEREST PAYMENT/MATURITY PROCEEDS” Section.

Y N

Standing Instruction for RD: Kindly debit my A/C no.

on of every month.

TDS to be deducted:

Form 15H/G

If No,TDS exempt reference No

TDS exempt submission date

D D M M Y YY Y

Y N

SB/CA A/C No

To be collected seprately by Branch wherever applicable.

Note: 1) Interest payment is subject to RBI guideline from time to time. 2) Please refer the latest interest rate chart at the branch or visit www.axisbank.com 3) Interest payment is subject to tax deduction at source.

4) No interest would be paid if the NRE/FCNR deposit is prematurely closed before 1 year and also subject to terms and conditions.

Applicant Signature

Signature*_________________________

INTEREST PAYMENT/MATURITY PROCEEDS

Payment by :

REMITTANCE DETAILS

Cheque Wire Transfer TC FC Debit to Account

Amount `/FC

Currency Type :

INR FC (Please specify Foreign Currency)______________________ Remitted Through______________________________________________

Note: Funds in NRO account cannot be debited for creation of NRE and FCNR deposits.

Please mention no. of Joint Applicants . If more than one joint applicant, use TDJ01 form for joint applicant.

* To avail Senior Citizen Rate of Interest, ensure your Date of Birth is updated in Bank Account. Special rates available for Staff and Senior Citizens are not applicable for NRE/NRO/FCNR/RFC deposits

Simple (Payout) *Applicable for Overseas Indians Only

INITIAL PAYMENT DETAILS

Deposit Amount `

Office use only: Initial Deposit Tran ID

Mode of Payment:

(in words)

Cash

Debit my/ our existing A/C

A/C No.

(as per mode of operation)

To open account with cash, customer can deposit cash upto ` 49,999/- in account opening branch only

Cheque No.

Cheque should be crossed A/C payee and drawn payable to "Axis Bank Ltd. A/c <Applicant Name>"

Drawn on________________________________________Bank_________________________________Branch

Value Date

Applicant Signature

only for A/C Debit

Dated

D D M M Y YY Y

Signature*_________________________

*Applicable for Overseas Indians Only

e-Advice

From

FDOR

Physical Advice

Half-Yearly*

Type of Account:

Fixed Deposit

Recurring Deposit

Tax Saver FD

NRE Deposit NRO Deposit FCNR Deposit RFC Deposit

FD Plus*

*Cannot be closed prior to maturity

For Interest Payment/Maturity Proceeds:

Credit My Axis Bank A/C No

Issue PO

I wish to nominate

NOMINATION (DA1 FORM)*

(Only one individual nominee permitted and to be signed also in case of no nomination)

I do not wish to nominate

Nomination under Section 45 ZA of the Banking Regulation Act, 1949 and Rule2 (1) of the Banking Companies (Nomination) Rules 1985 in respect of bank deposits

Recipient Name

Debit FD Greeting Card processing fee from my existing A/C no

I/We (Name) (Address)

Nominate the following person to whom in the event of my/our/minor's death the amount of deposit in the above account may be returned by AXIS BANK LTD.

Name

If different from Primary Applicant

Relationship with depositor, If any

*As nominee is minor I/We appoint (name)

Address: Same as Primary Applicant

to receive the amount of deposit on behalf of the nominee in the event of my/our/ minor's death during the minority of the nominee

Address: Same as Primary Applicant

If nominee is Minor, Date of Birth

Relationship with minor*

If different

Signature of Witness

Name

Address

Date ,

***

Place

Signature of Primary Applicant

Name

Address

Signature of the Joint Applicant(s)

D D M M Y YY Y

Age

Years

I do not wish to nominate Print Nominee Name:

Y NY N

Rules & Regulations

1)The payout of interest on Term Deposits under Monthly Interest Certificate scheme, takes place at a discounted rate as prescribed under the IBA guidelines. 2)The payout of interest for Quarterly Interest Certificate is applied on

Simple Interest basis. 3) Premature Encashment: a. For Rupee/NRO Term Deposits of a contracted amount less than Rs 5 Crores opened/renewed on or after May 1, 2014 (including Flexi deposits), interest rate shall be 1.00%

below the card rate, prevailing as on the date of deposit, as applicable for the period the deposit has remained with the bank or 1.00% below the contracted rate, whichever is lower. However, for Rupee/NRO Term Deposits closed

within 14 days from the date of booking of the deposit interest rate shall be rate applicable for the period the deposit has remained with the bank or the contracted rate, whichever is lower. b. For Rupee/NRO Term Deposits of a

contracted amount of Rs 5 Crores and above, interest rate shall be 1% below the card rate prevailing as on the date of deposit, as applicable for the period the deposit has remained with the bank or 1% below the contracted rate,

whichever is lower. This would also be applicable on Rupee/NRO Term Deposits closed within 14 days from the date of booking of the deposit. c.Premature Closure will attract a penalty of 1% on the Applicable rate for NRE Fixed

Deposits of amount Rs. 5 Crores and above. Applicable rate will be the prevailing rate on the date of opening of the NRE Fixed Deposit for the corresponding tenor the Fixed Deposit has remained with the Bank d. Premature

Closure will attract a penalty of 1% on the Applicable rate for FCNR or RFC Fixed Deposits of amount above USD 1 million or EUR 1 million or GBP 750,000 or JPY 125 million or AUD 1.5 million or CAD 1.5 million. Applicable

rate will be the prevailing rate on the date of opening of the Fixed Deposit for the corresponding tenor the Fixed Deposit has remained with the Bank e. In case the term deposit is closed prematurely , before completion of the

minimum period of 7 days, no interest shall be paid for the said term deposit. d. In the event of the death of one of the depositor, premature termination and payment of Term Deposits held in 'Either or Survivor' or Former or

Survivor' or 'any one' basis shall be allowed to survivor /s. Such payment to survivor/s shall give valid discharge to the bank. Such premature withdrawal shall not attract any penal charge. However, the interest rate shall be the rate

applicable for the period the deposit has remained with the bank or the contracted rate, whichever is lower. e. In the event of 'With disposal' instructions being 'Either or Survivor' and a premature withdrawal is required by either of

the joint holder even when both are alive: In case either one of us request the bank, to allow either of us to prematurely withdraw the said deposit, the bank is entitled to honour the same. We further affirm that the payment of

proceeds of such deposits to either one of us represents a valid discharge of the bank's liability, provided there is no order from a competent court restraining the bank from making the payment from the said account to either of us.

f. In case the mode of operation is 'Either or survivor' or 'Former or Survivor' or 'Anyone or Survivor', in the event of the death of one of the deposit holder, premature withdrawal is required by the survivor: In the event of the death of

either one of us, the survivor, if he / she so request the bank, to prematurely withdraw the said deposit without seeking the concurrence of the legal heirs of the deceased joint deposit holder, the bank is entitled to honour the same.

We Further affirm that payment of the proceeds of such deposit to the survivor represents a valid discharge of the bank's liability provided. (i)There is no order from a competent court restraining the bank from making the payment

from the said account. (ii) That the survivor would be receiving the payment from the bank as a trustee of the legal heirs of the deceased depositor and that such payment to him/her shall not affect the right or claim that any

person/s may have against the survivor to whom the payment is made. g.Where the deposit is held singly and premature withdrawal is required by the nominee in the event of death of the deposit holder. (i) In the event of my

death, the nominee named for the deposit is entitled to prematurely withdraw the said deposit, if he/she so requests the bank, without seeking the concurrence of my legal heirs. I further affirm that payment of the proceeds of such

deposit to the nominee represents a valid discharge of the bank's liability (ii)That the nominee would be receiving the payment from the bank as a trustee of the legal heirs of the deceased depositor and that such payment to

him/her shall not affect the right or claim that my legal heirs may have against the nominee to whom the payment is made.4) All encashment or withdrawals of Fixed Deposit with repayment instruction as direct credit to the linked

account can be executed at any Axis bank branch.5) For Recurring Deposits, in case of delay in payment of any instalment/s beyond the calendar month month, the depositor /s shall be liable to pay a penalty at the existing

Business Prime Lending Rate +4% for the period of delay. Fraction of a month will be treated as full month for the purpose of calculating such penalty i. e. if the instalment due on 31.05.2011, is paid on 02.06.2011 the delay shall

be treated as one month. The penalty so leviable shall be deducted from the total payment payable at the time of maturity of the Recurring Deposit. 6) For all new Reinvestment Term Deposits to be opened on and after 1st August,

2013 and all existing Reinvestment Term Deposits that may be renewed on and after 1st August 2013, interest reinvested would be net of TDS and hence the maturity value would vary to that extent. 7) Minimum deposit amount for

opening of FD Plus account is greater than ` 15 lacs. 8) FD Plus Deposits cannot be closed prior to date of maturity. Premature withdrawal is not permissible under this scheme except for exception cases which include

bankruptcy/winding up/directions by court/regulators/receiver/liquidator/deceased cases. Premature closure arising out of afore mentioned scenarios in the above cases will result in the change of applicable interest rate from

the FD Plus rate to that of Normal Fixed Deposit rate (as per the prevailing rate) and will include application of penalty.9) In case of minor, minor declaration needs to be filled in. 10) An overdue term deposit or its portion may be

renewed from the date of Maturity, provided the overdue period from the date of maturity till the date of renewal does not exceed 14 days. The rate of interest payable on the amount of the deposit so renewed shall be the

appropriate rate of interest for the period of renewal as prevailing on the date of maturity. If the overdue period is more than 14 days and if the depositor places the entire amount of overdue deposit or at least the principal amount

of deposit as a fresh term deposit, interest may be paid for the overdue period on the amount so placed as a fresh deposit at the rate decided by the Bank which at present is simple interest at Savings Bank interest rates.11)Personal

Information: a. Any updation of my details including personal information, change of address etc. will be provided by me to the bank, along with documents of proof within 2 weeks of such change. I agree to indemnify Axis Bank

for any fraud, loss or damage, due to my providing wrong information or not updating the information that may occur to me and to Axis Bank and based on which the bank may act as true and correct. b. All information provided

by me of any nature (including personal & sensitive information) will be used in the provision of services or facilities, facilitation of transactions, providing information and updates (including value-added services), research and

analytics, credit scoring, verification, participating in telecommunication or electronic clearing network as may be required by law/customary practice by the bank c. All information provided by me of any nature (including

personal & sensitive information) can be shared with agencies/service providers who have an agreement with Axis Bank for business purpose and on need to know basis. Axis Bank shall always strive to comply with the rules and

regulations as applicable from time to time on this context in accordance with the bank's Privacy policy. If I intend to revoke my consent to the sharing of the data, the products/services available to me, pursuant to the consent

provided earlier, shall no longer be available to me, and I shall be required to initiate closure of such products/services.

NRE Deposit: • The minimum period for which an NRE term deposit can be opened is 12 months. • In case the NRE Term Deposit is closed prematurely, before the completion of the minimum period of 12 months, no interest shall

be paid for the said NRE term deposit.

NRO Deposits: • Interest earned in NRO term deposit is subject to deduction of withholding tax @30% plus surcharge/cess (as applicable).

FCNR Deposits: • FCNR deposits are opened for periods ranging between 12 months and five years. • Interest is compounded on half yearly basis under the reinvestment plan if opened for 366 day or more. • In case the FCNR

Deposit closed prematurely, before the completion of the minimum period of 12 months, no interest shall be paid for the said FCNR deposit.

RFC Deposits: • Applicable TDS will be deducted on the interest income earned on RFC deposits. Tax Deducted at Source (TDS) exemption (i.e. TDS would not be deducted) can be claimed on interest earned on the basis of

declaration of RNOR (Resident but Not Ordinarily Resident) status, if eligible, at the start of the financial year. RNOR status shall be determined subject to provision of necessary documents

*Strike out if nominee is not a minor

**Where deposit is made in the name of a minor, the nomination should be signed by a person lawfully entitled to act on behalf of the minor. *** In case of thumb impression, nomination to be filled in as an annexure

FD GREETING CARD REQUEST

* Please fill if required

Relation with

Primary Applicant

Message on Card

(Tick one):

Happy Birthday Congratulations On Your Wedding Happy Anniversary Well Done Surprise Gift for you

* The name of Primary Applicant will reflect as the provider of FD Greeting Card

Signature of Primary Applicant Signature of Joint Applicant

I understand this Greeting Card is a non-transferable document. It cannot be produced as a legal document and does not hold any legal binding.

(Please do not sign this form if it is BLANK. Please ensure all relevant sections and columns are completely filled to your satisfaction and then only sign the form)

I do hereby solemnly declare that the information provided above is up to date and correct and I hereby submit my recent photograph and self-attested photocopy of the KYC documents.

Signature of Primary Applicant* Signature of 1st Joint Applicant Signature of 2rd Joint Applicant Signature of 3rd Joint Applicant

Date

D D M M Y YY YEMP No.

Signature of Bank Official in

whose presence signed

FOR OFFICE USE ONLY

A/C No.

SE Code

A/C Label 1_____________________

A/C Manager

DECLARATION BY THE BRANCH

I hereby certify that this account opening form is complete in all respects and relevant documents have been obtained as per the KYC guidelines of the

Bank and RBI (as amended from time to time) and performed due diligence to verify the genuineness of the customer.

The Account may please be set up in Finacle. Incase of signature mismatch, I certify that the customer has been personally

met and has signed in my presence. Kindly process the request.

For Axis Bank Limited

Branch Head / Authorized Signatory

Name of Official:_____________

Designation: _____________

S. S. Number: _____________

Camp Code

Camp. Reference Number

Ledger No

A/C Label 2_____________________

REP Code

Credit Card Offer:

I wish to apply for Credit Card against

this FD (Please tick if yes)

Applicable for Customer

Customer Onboarding Section - Joint Applicant / Guardian / Karta

Name*

If Yes, Customer ID

If not existing customer, I confirm if found otherwise, bank reserves the right to consolidate the customer IDs as it may decide, without any prior notice to me

F I

T M I

Following fields Are Applicable for new customers or any KYC Modifications Only (for existing customers, address, contact details given below will be updated in all accounts held with the bank)

Date of Birth*#

# If minor/ senior citizen, please provide proof of DOB **If minor please fill Minor Declaration Section

PAN***

or FORM 60/61

***If PAN is not available, please fill up Additional declaration Form 60 or 61

Existing Customer *

Y N

D D M M Y YY Y

Gender*

L A S T

P R E F I X

If No, please proceed to filling the Declaration

TDJ01

Contact details updation required

Y N

ADDRESS DETAILS

Mobile No

Permanent Address *

Landmark*

City*

Communication Address*

Pin code*

State*

Email Address

Please ensure to furnish correct email ID.

Tel. No.(R)

Tel. No. (O)

Same as communication address

Please note the address below

Preferred Language of Communication*

Landmark*

City*

Pin code* State*

Country*

E.G. [email protected]

Country*

Residence Type Owned *

Rented/Leased

Ancestral/Parental

Company Provided

Residence Type Owned *

Rented/Leased

Ancestral/Parental

Company Provided

CUSTOMER PROFILE

(Select any one option)

Occupation *

#Please mention occupation codes as applicable for Non Individuals in case of HUF

Business

Occupation Code *#

Salaried

Self Employed

Retired

Student

Housewife

Others

Annual Turnover/ Income

(Net Credits in ₹lakhs) *

>1-5

>5-10

>10-15

>15-25

>25-50

>50

DECLARATION & SIGNATURE

I do hereby solemnly declare that the information provided above is up to date and correct and I hereby submit my recent photograph and self-attested photocopy of

the KYC documents.

Signature of Joint Applicant

Signature of all other holders

Signature of Bank Official in whose presence signed

PHOTO

EMP No. Date D D M M Y YY Y

35 mm X 35 mm

KNOW YOUR CUSTOMER*

If No, please provide KYC documents (Attach photocopies of the following documents and produce the original copies of these documents for verification)

Identity Proof Document Type

Address Proof Document Type

ID No.

Issuing Authority

Place of Issue

INFORMATION ON OTHER PRODUCTS & OFFERINGS*

I hereby agree to Axis Bank/Subsidiaries/Affiliates/Agents contacting me for various other product updates, marketing promotions, special offers or any such

information from time to time.

Signature___________________________

I do hereby give my consent to receive such information through

SMS Phone Calls

Y NY N Y NY N Y NY N

Account opening through e-KYC (Aadhaar)

Transaction ID

Y N

To be filled by the Branch

Same as primary holder Please note the address below

Married*

Nationality

Minor**

Y N Y NM F T

^T stands for 'third gender'

V1.0/FD Form (Overseas Indians)/14-08-2015

Additional Declarations(Tick as applicable)

FORM 60

[See third proviso of rule 114B]

Form of Declaration to be filed by a person who does not have either a permanent account number or General Index Register Number and who makes payment

in cash in respect of transaction specified in clauses (a) to (h) of rule 114B.

1. Full name and address of the declarant ............................................................................................................................................................................................

2. Particulars of transaction: Opening of Saving/Current Account 3. Amount of the transaction:..............................................................................................................

4. Are you assessed to tax? Yes / No 5. If yes, (i) Details of Ward/Circle/Range where the last return of income was filed? .....................……………………………………..

(ii) Reasons for not having PAN .....................……………….................................................………………………………………………….................................................

6. Details of the document being produced in Support of address in column (1) .....................…………………………………………………………………............................

Verification

I ………………………………………………………, do hereby declare that what is stated above is true to the best of my knowledge and belief. Verified today, the …………

..........................……… day of ……………………20--

PlaceDate ,

Signature_________________________

CLOSE RELATIVE DECLARATION

(To be filled by the applicant's close relative if the applicant does not have any address proof)

I hereby confirm that Mr. / Mrs. (Applicant Name ) ___________________________________________________who is desirous of opening an account with your Bank is my

(Relationship ) _________________________________________________He / She is residing with me since _________________________ (Month ) _____________ (Year ) at

the below mentioned address:

Building Name ___________________________________________________________________________________________ City ____________________________________

State _____________________________ Country ________________________________ PIN Code _____________ Telephone Number _____________________________

The applicant does not hold a documentary address proof in his / her independent name. Since the applicant is residing with me, the address proof in my name is being

provided to the bank for the purpose of address verification. I have no objection towards receiving any correspondence from the bank in the name of applicant at my

above-mentioned address. I enclose herewith the below:

1. Self-attested (Document Name ) ___________________________________________ as Identity Proof

2. Self-attested (Document Name ) ___________________________________________ as Address Proof

Name of the Declarant _______________________________ Customer ID (If an existing customer) ________________________

* * *

* *

* * * *

SIGNATURES MISMATCH DECLARATION

(in case of major mismatch customer needs to submit an affidavit)

The signature on the ID proof / Address / Cheque provided is different from my signature on the Account Opening Form. Please consider the signature on the Account

Opening Form as my updated signature in your Bank records.

Old signature

As per documents/

Existing Customer ID

New signature

as per account

opening form

I agree to indemnify and keep indemnified the Bank at all times from and against all costs, charges, damages, penalties (including attorney fees) suffered and/or incurred

by for any act done or omitted to be done on account of the above declaration.

Signature_________________________

I hereby declare that the date of birth of the minor who is my ____________________ is ______/______/______ and I am his/her natural and lawful guardian/ guardian appointed by

court order, dated ______/______/_____ (copy enclosed). I shall represent the said minor in all future transactions of any description in the above account until the said minor attains

majority. I indemnify the Bank against the claim of the above minor for any withdrawal/transactions made by me in his/her account.

MINOR DECLARATION

Type of Guardian:

Father

Mother

Court Appointed Testamentary Guardian

Full Name of Guardian Mr. Ms.

Signature___________________________