Nancyvarkey: Nancyvarkey moved page Showcase-Tutorials/C2/SBI-Account-Opening/English to Digital-India/C2/SBI-Account-Opening/English without leaving a redirect

2017-07-12T05:47:43Z

Nancyvarkey moved page Showcase-Tutorials/C2/SBI-Account-Opening/English to Digital-India/C2/SBI-Account-Opening/English without leaving a redirect

PoojaMoolya at 11:58, 16 January 2017

2017-01-16T11:58:51Z

Nancyvarkey at 10:55, 16 January 2017

2017-01-16T10:55:50Z

Nancyvarkey: Created page with " {| style="border-spacing:0;" | style="border:1pt solid #000001;padding:0.176cm;"| '''Visual Cue''' | style="border:1pt solid #000001;padding:0.176cm;"|
2017-01-16T10:54:06Z

Created page with " {| style="border-spacing:0;" | style="border:1pt solid #000001;padding:0.176cm;"| <center>'''Visual Cue'''</center> | style="border:1pt solid #000001;padding:0.176cm;"| <cen..."

New page

{| style="border-spacing:0;"
| style="border:1pt solid #000001;padding:0.176cm;"| <center>'''Visual Cue'''</center>
| style="border:1pt solid #000001;padding:0.176cm;"| <center>'''Narration'''</center>

|-
| style="background-color:#f9beff;border:1pt solid #000001;padding:0.176cm;"| Title slide
| style="border:1pt solid #000001;padding:0.176cm;"| Hello and welcome to this spoken tutorial on opening a '''Savings Bank '''account in a bank.

|-
| style="background-color:#f9beff;border:1pt solid #000001;padding:0.176cm;"| Learning Objectives

Show main character holding “gullak” filled with coins and going to the bank

<center>[[Image:]] [[Image:]][[Image:]]</center>
| style="border:1pt solid #000001;padding:0.176cm;"| In this tutorial we will learn about

* the formalities to open a '''Savings Bank''' account in a bank.

|-
| style="background-color:#f9beff;border:1pt solid #000001;padding:0.176cm;"| Slide

Main character [[Image:]]

Remove the red crossmark [[Image:]]
| style="border:1pt solid #000001;padding:0.176cm;"| Need confirmation.Any person above the age of 18 years is entitled to open a '''Savings Bank''' account.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Image of bank logos

[[Image:]]
| style="border:1pt solid #000001;padding:0.176cm;"| We can open a '''Savings Bank '''account in any bank that offers banking and financial services.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| <center>[[Image:]]</center>
| style="border:1pt solid #000001;padding:0.176cm;"| To open an account, we will need to visit the nearest branch of the bank…..

….and get '''Form 60.'''

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Image of Form 60 of SBI bank

But blur the SBI logo and name
| style="border:1pt solid #000001;padding:0.176cm;"| '''Form 60''' looks like this.

For demonstration purpose, I will be using '''SBI''' bank’s '''Form 60'''.

The same form will be available in other banks also with minor variations.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Animation

Flip through the 8-pages quickly
| style="border:1pt solid #000001;padding:0.176cm;"| It is a set of 4-8 pages, in a form of a booklet.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Image of Page 1
| style="border:1pt solid #000001;padding:0.176cm;"| On the first page, we can see the title “'''Account Opening Form'''”.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Image of Page 2
| style="border:1pt solid #000001;padding:0.176cm;"| Turn to the next page.

This is the account opening form that we have to fill, if we do not have a '''PAN card'''.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Zoom into the first section
| style="border:1pt solid #000001;padding:0.176cm;"|

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around Full name and address of declarant

Radha Tiwari should appear in Name.

Geeta Niwas, Bolakodi Post, Barkapur, Uttar Pradesh, 229001 should appear in Address.
| style="border:1pt solid #000001;padding:0.176cm;"| First of all, we have to write our full name and address.

So, I will write my name and house address.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around Particulars of transaction - Opening of account(s)

Text in the blank space

Savings Bank

Wipe it out and replace the text

Current
| style="border:1pt solid #000001;padding:0.176cm;"| Next, we have to specify which type of account we want to open.

For eg:

# Savings Bank account
# Current account

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Wipe out Current and display text in the blank space

Savings Bank
| style="border:1pt solid #000001;padding:0.176cm;"| I am going to write '''Savings Bank account.'''

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Animation/Image

In the below image, use the same graphic as the one used above in Learning Objectives slide

[[Image:]]

Instead of Deposit, text will be Savings Bank account

Replace text Savings Bank account with Current account and text Interest with Overdraft
| style="border:1pt solid #000001;padding:0.176cm;"| A Savings Bank account is one in which small savings can be made.

We can earn a small amount of interest on the balance held in the savings account.

Current Account is generally for business purposes.

The bank will not pay any interest on the balance held therein but gives overdraft facility.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around

Amount of the transaction

Text in the blank space

Rs.500
| style="border:1pt solid #000001;padding:0.176cm;"| Come back to '''Form 60'''.

Next, we have to specify the '''Amount of the transaction'''.

I will write Rs.500

You can write any amount of your choice.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around

Are you assessed to tax? YES/NO

Checkmark on No
| style="border:1pt solid #000001;padding:0.176cm;"| The next field is

'''Are you assessed to tax?'''

We will say '''No '''here.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around

# If yes,
## Details of Ward/Circle/Range where the last return of income was filed:
## Reason for not having permanent account number/General Index Register Number:

| style="border:1pt solid #000001;padding:0.176cm;"| Since we said '''No''', we can skip these fields.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around

Details of documents being produced in support of address in column (1)

| style="border:1pt solid #000001;padding:0.176cm;"| We have to submit a valid address proof along with our form, such as:

# '''Ration Card'''
# '''Passport'''
# '''Driving License'''
# '''Electricity Bill''', etc.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around

Details of the document being produced in support of address in column (1)
| style="border:1pt solid #000001;padding:0.176cm;"| Since '''Ration Card '''is the most common address proof, I will write '''Ration Card '''here.

You can write the document that you prefer to give as address proof.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around Verification
| style="border:1pt solid #000001;padding:0.176cm;"| Next part is '''Verification'''.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around first blank
| style="border:1pt solid #000001;padding:0.176cm;"| Here, we will write our name in the '''first blank '''space.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around next 3 blanks
| style="border:1pt solid #000001;padding:0.176cm;"| In the next 3 blanks, we will write the date on which we are filling this form.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| 20 June, 2015 should appear in the blanks

| style="border:1pt solid #000001;padding:0.176cm;"| I am filling this form on '''20 June 2015'''. So, I will write '''20 June 2015'''.

You have to write the date on which you are filling this form.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around '''Place'''

Text in the blank space Barkapur
| style="border:1pt solid #000001;padding:0.176cm;"| I am from '''Barkapur''' so I will write '''Barkapur''' in '''Place'''.

You have to write the place from where you belong.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around

SIGNATURE OF THE DECLARANT

Make signature appear
| style="border:1pt solid #000001;padding:0.176cm;"| Lastly, sign the form.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around '''Nomination Form.'''
| style="border:1pt solid #000001;padding:0.176cm;"| Next section is '''FORM DA-1 '''i.e. '''Nomination Form.'''

|-
| style="border:1pt solid #000001;padding:0.176cm;"| In the below image, use the same graphic as the one used above in Learning Objectives slide

[[Image:]]

Instead of Interest, text will be Savings Bank amount

Remove the upper arrow completely.

[[Image:]]

Show same 3D character in above position
| style="border:1pt solid #000001;padding:0.176cm;"| Its always a good practice

* to nominate the name of the person
* to whom the account holder wants the amount in the savings account to go to
* in case of the account holder’s death due to any reason.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| [[Image:]]

Use coloured characters

[[Image:]][[Image:]]

[[Image:]] [[Image:]]

| style="border:1pt solid #000001;padding:0.176cm;"| A nominee can be

* an adult, for eg: spouse, parent, sibling

OR

* a minor, for eg, our own child, niece, nephew

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around first blank.

Text in the first blank Radha Tiwari
| style="border:1pt solid #000001;padding:0.176cm;"| Once again, fill the name here in the first blank.

So, I will fill Radha Tiwari in the first blank.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around second blank.

Text in the second blank Barkhapur branch
| style="border:1pt solid #000001;padding:0.176cm;"| In the second blank, we have to fill the details of the bank in which the account is held.

So, I will write '''Barkhapur branch'''.

You have to write the name of your bank and branch here.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around Type of deposit and Account number.

Text in Type of deposit Savings

Text in Account number
| style="border:1pt solid #000001;padding:0.176cm;"| '''Details of Deposits '''need to be mentioned here.

# Type of deposit will be '''Savings'''
# Account number will be blank as of now, as our account is not yet active

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around Details of the Nominee

Make following text appear as per narration

* Asha
* Suryakant
* Tiwari
* Daughter
* 10 years
* 02/10/2004
* Geeta Niwas, Bolakodi Post
* Barkapur
* 229001
* Uttar Pradesh

| style="border:1pt solid #000001;padding:0.176cm;"| '''Details of the Nominee''' has to be filled here.

* Name
* Middle Name
* Last Name
* Relationship with the depositor
* Age
* Date of Birth
* Address
* City
* PIN
* State

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Image

[[Image:]]
| style="border:1pt solid #000001;padding:0.176cm;"| If the nominee is a minor on the date mentioned in the form, then the account holder will have to

* appoint an adult
* to receive the amount on their behalf
* in case of the account holder’s death due to any reason.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around As the nominee is a minor...
| style="border:1pt solid #000001;padding:0.176cm;"| We have to fill this section, if the nominee is a minor.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around Shri/Smt

Text in the blank space

Shanta Misra
| style="border:1pt solid #000001;padding:0.176cm;"| Here in '''Shri/Shrimati''', we have to fill the name of the appointed adult'''.'''

I will write '''Shanta Misra.'''

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around Address

Text in the blank space

Shantidham, Behind Parimal Trust Primary School, Cherai Post, Jaunpur, Uttar Pradesh, 222002
| style="border:1pt solid #000001;padding:0.176cm;"| Then fill out the address details.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around Date

Text in the boxes '''20 06 2015'''
| style="border:1pt solid #000001;padding:0.176cm;"| Next is the '''Date '''field.

I will write '''20 06 2015 '''in the boxes.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around '''Place'''

Text in the blank space Barkapur
| style="border:1pt solid #000001;padding:0.176cm;"| Then I will write '''Barkapur''' in '''Place'''.

You have to write the place from where you belong.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around

SIGNATURE OF THE DECLARANT

Make signature appear
| style="border:1pt solid #000001;padding:0.176cm;"| Lastly, sign the form within the given box.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Text in the blank space
| style="border:1pt solid #000001;padding:0.176cm;"| Below this, we have to get the signature, name and address of two witnesses.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Image

[[Image:]] [[Image:]]

Use coloured characters.
| style="border:1pt solid #000001;padding:0.176cm;"| Witnesses are people who know us from a long time.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Two names and addresses

Mohini Sharma

Sharma Niwas

Bolakodi Post

Barkapur

229001

Uttar Pradesh

Hemant Pratap Singh

551/132 McLeod Road, Singar Nagar,

Alambagh, Barkapur

229005

Uttar Pradesh
| style="border:1pt solid #000001;padding:0.176cm;"| So, we should request two of our acquaintances to be our witnesses and complete this part of the form.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Image of completed form.
| style="border:1pt solid #000001;padding:0.176cm;"| This completes the procedure of filling '''Form 60'''.

|-
| style="border:1pt solid #000001;padding:0.176cm;"|
| style="border:1pt solid #000001;padding:0.176cm;"| PAUSE

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Image of page 4

Red box around

Identification Details

| style="border:1pt solid #000001;padding:0.176cm;"| Go to page 4 now.

The first section here is '''Identification Details'''.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around Proof of identity

Red box around Proof of address
| style="border:1pt solid #000001;padding:0.176cm;"| There are two columns here-

# '''Proof of identity'''
# '''Proof of address'''

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box one-by-one around

# Passport
# Voter ID card
# PAN card
# Driver’s license

Check mark on Voter ID card.
| style="border:1pt solid #000001;padding:0.176cm;"| In '''Proof of identity '''column, we will give the details of any one of our photo-identity cards.

The common options listed here are-

# Passport
# Voter ID card
# PAN card
# Driver’s license

We have to tick any one of the listed options based on the id we have.

So, I will tick mark '''Voter ID card'''.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Image of Voter ID card.

Keep on one side and show form again.

Text 041925 to appear or any other number

Image of Driving License
| style="border:1pt solid #000001;padding:0.176cm;"| In the second part of the same column, write the number as shown on the '''Voter ID card'''.

If you have chosen another option, for eg, '''Driving License''', then write that number.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Image of Voter ID card.

Keep on one side and show form again.

Text Barkapur to appear
| style="border:1pt solid #000001;padding:0.176cm;"| Next, write the place of issue of the card.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Image of Voter ID card.

Keep on one side and show form again.

Text 01/09/2002 to appear
| style="border:1pt solid #000001;padding:0.176cm;"| Lastly, write the date of issue of the card.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Image of Ration Card.

Keep on one side and show form again.

Check mark on Ration Card.
| style="border:1pt solid #000001;padding:0.176cm;"| In '''Proof of address '''column, we have to give the details of our address.

Remember, I had opted '''Ration Card '''earlier.

So here, I will tick the '''Ration Card''' option.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Image of Ration Card.

Keep on one side and show form again.

Text AJ-0129 to appear

Image of Bank account statement
| style="border:1pt solid #000001;padding:0.176cm;"| In the second part of the same column, write the number as shown on the '''Ration Card'''.

If you have chosen another option, for eg, '''Bank account statement''', then write that number.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Image of Ration Card.

Keep on one side and show form again.

Text Barkapur to appear
| style="border:1pt solid #000001;padding:0.176cm;"| Next, write the place of issue of the '''Ration Card '''or other document being furnished.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Image of Ration Card.

Keep on one side and show form again.

Text 10/02/2008 to appear
| style="border:1pt solid #000001;padding:0.176cm;"| Lastly, write the date of issue of the '''Ration Card''' or other document being furnished.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around

Introduction Details
| style="border:1pt solid #000001;padding:0.176cm;"| The second section on this page is '''Introduction Details.'''

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Image

[[Image:]]

| style="border:1pt solid #000001;padding:0.176cm;"| Introducer:

A person who already has a bank account in the same branch of that bank has to introduce us.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around Shri/Smt

Image of Pass Book.

Keep on one side and show form again.

Text in the blank space

Manoj Misra
| style="border:1pt solid #000001;padding:0.176cm;"| We have to fill the name of our introducer here as given in the introducer’s pass book.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around CIF no. and account number

Image of Pass Book.

Keep on one side and show form again.

Text in the blank space 192837465 and 9621786
| style="border:1pt solid #000001;padding:0.176cm;"| Then fill the CIF no. and the account number as given in the introducer’s pass book.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around months/years

Image of Pass Book.

Keep on one side and show form again.
| style="border:1pt solid #000001;padding:0.176cm;"| After this, fill the number of months or years that the introducer has held this account for.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around months/years
| style="border:1pt solid #000001;padding:0.176cm;"| In the last blank, fill the number of months or years that the introducer knows you for.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around Date

Text in box 20/06/2015
| style="border:1pt solid #000001;padding:0.176cm;"| Here, we will fill the date.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around Signature box
| style="border:1pt solid #000001;padding:0.176cm;"| Then the introducer will sign here.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around Signature
| style="border:1pt solid #000001;padding:0.176cm;"| Lastly, we will sign the undertaking.

|-
| style="border:1pt solid #000001;padding:0.176cm;"|
| style="border:1pt solid #000001;padding:0.176cm;"| PAUSE.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Image of page 5
| style="border:1pt solid #000001;padding:0.176cm;"| Now come to page 5.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around passport size photo box
| style="border:1pt solid #000001;padding:0.176cm;"| Here we have to paste our passport size photo inside this box.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| Red box around first signature box
| style="border:1pt solid #000001;padding:0.176cm;"| And sign in the first box as shown here.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| [[Image:]] [[Image:]]
| style="border:1pt solid #000001;padding:0.176cm;"| With this, our '''Account Opening''' application form is complete.

And it is ready for submission to bank along with a copy of our documents.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| [[Image:]]

Show Ration Card, Voter ID card
| style="border:1pt solid #000001;padding:0.176cm;"| When we go to the bank, we have to

* take a photocopy of our '''Ration Card '''and '''Voter ID Card'''
* along with the original '''Ration Card''' and '''Voter ID card '''for verification
* and our completed application form.

If you have furnished other documents as proof of identity and address, make sure that you have a copy of those.

We will also have to ensure that we have pasted our passport size photo on page 5.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| [[Image:]]

Put a desk in front of officer
| style="border:1pt solid #000001;padding:0.176cm;"| The verifying officer will check if

* the form is filled properly
* and the documents are correct.

|-
| style="border:1pt solid #000001;padding:0.176cm;"| [[Image:]]

Show character with form

Show character with passbook

Show character with passbook and Rs.500 going into his passbook.
| style="border:1pt solid #000001;padding:0.176cm;"| Once the verification is done, our application will be processed.

Our savings bank account will be opened in that branch of bank.

We can now deposit whatever amount we wish to save in this account.

|-
| style="background-color:#f9beff;border:1pt solid #000001;padding:0.176cm;"| Summary slide
| style="border:1pt solid #000001;padding:0.176cm;"| Let us summarise.

In this tutorial, we learnt the procedure to open a '''Savings Bank''' account in a bank.

|-
| style="background-color:#f9beff;border:1pt solid #000001;padding:0.176cm;"| Slide
| style="border:1pt solid #000001;padding:0.176cm;"| The Spoken Tutorial Project Team

* creates audio-video tutorials on various informative and general awareness topics
* and also conducts training programmes.

For a complete list of topics, please visit http://spoken-tutorial.org

|-
| style="background-color:#f9beff;border:1pt solid #000001;padding:0.176cm;"| Previous slide
| style="border:1pt solid #000001;padding:0.176cm;"| For more details, pls write to contact@spoken-tutorial.org

Hope this tutorial was helpful.

This is Nancy Varkey along with the animation team from IIT Bombay signing off.

Thank you for watching.

|}

← Older revision	Revision as of 05:47, 12 July 2017
(No difference)

@@ Line 7: / Line 7: @@
 |-
 | style="background-color:#f9beff;border:1pt solid #000001;padding:0.176cm;"| Title slide
-| style="border:1pt solid #000001;padding:0.176cm;"| Hello and welcome to this spoken tutorial on opening a '''Savings Bank '''account in a bank.
+| style="border:1pt solid #000001;padding:0.176cm;"| Hello and welcome to this spoken tutorial on opening a '''Savings Bank '''account.
 |-
@@ Line 63: / Line 63: @@
 Flip through the 8-pages quickly
-| style="border:1pt solid #000001;padding:0.176cm;"| It is a set of 4-8 pages, in a form of a booklet.
+| style="border:1pt solid #000001;padding:0.176cm;"| The form is a set of 4-8 pages, in a form of a booklet.
 |-

@@ Line 28: / Line 28: @@
 Remove the red crossmark [[Image:]]
-| style="border:1pt solid #000001;padding:0.176cm;"| Need confirmation.Any person above the age of 18 years is entitled to open a '''Savings Bank''' account.
+| style="border:1pt solid #000001;padding:0.176cm;"| Any person above the age of 18 years is entitled to open a '''Savings Bank''' account.
 |-

Digital-India/C2/SBI-Account-Opening/English - Revision history

Nancyvarkey: Nancyvarkey moved page Showcase-Tutorials/C2/SBI-Account-Opening/English to Digital-India/C2/SBI-Account-Opening/English without leaving a redirect

PoojaMoolya at 11:58, 16 January 2017

Nancyvarkey at 10:55, 16 January 2017