Digital-India/C2/SBI-Account-Opening/English
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Title slide | Hello and welcome to this spoken tutorial on opening a Savings Bank account. |
Learning Objectives
Show main character holding “gullak” filled with coins and going to the bank
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In this tutorial we will learn about
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Slide
Main character [[Image:]] Remove the red crossmark [[Image:]] |
Any person above the age of 18 years is entitled to open a Savings Bank account. |
Image of bank logos
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We can open a Savings Bank account in any bank that offers banking and financial services.
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To open an account, we will need to visit the nearest branch of the bank…..
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Image of Form 60 of SBI bank
But blur the SBI logo and name |
Form 60 looks like this.
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Animation
Flip through the 8-pages quickly |
The form is a set of 4-8 pages, in a form of a booklet. |
Image of Page 1 | On the first page, we can see the title “Account Opening Form”. |
Image of Page 2 | Turn to the next page.
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Zoom into the first section | |
Red box around Full name and address of declarant
Geeta Niwas, Bolakodi Post, Barkapur, Uttar Pradesh, 229001 should appear in Address. |
First of all, we have to write our full name and address.
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Red box around Particulars of transaction - Opening of __________ account(s)
Savings Bank Wipe it out and replace the text Current |
Next, we have to specify which type of account we want to open.
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Wipe out Current and display text in the blank space
Savings Bank |
I am going to write Savings Bank account. |
Animation/Image
In the below image, use the same graphic as the one used above in Learning Objectives slide [[Image:]]
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A Savings Bank account is one in which small savings can be made.
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Red box around
Amount of the transaction
Rs.500 |
Come back to Form 60.
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Red box around
Are you assessed to tax? YES/NO
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The next field is
Are you assessed to tax?
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Red box around
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Since we said No, we can skip these fields. |
Red box around
Details of documents being produced in support of address in column (1)
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We have to submit a valid address proof along with our form, such as:
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Red box around
Details of the document being produced in support of address in column (1) |
Since Ration Card is the most common address proof, I will write Ration Card here.
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Red box around Verification | Next part is Verification. |
Red box around first blank | Here, we will write our name in the first blank space. |
Red box around next 3 blanks | In the next 3 blanks, we will write the date on which we are filling this form. |
20 June, 2015 should appear in the blanks
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I am filling this form on 20 June 2015. So, I will write 20 June 2015.
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Red box around Place
Text in the blank space Barkapur |
I am from Barkapur so I will write Barkapur in Place.
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Red box around
SIGNATURE OF THE DECLARANT
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Lastly, sign the form. |
Red box around Nomination Form. | Next section is FORM DA-1 i.e. Nomination Form. |
In the below image, use the same graphic as the one used above in Learning Objectives slide
Show same 3D character in above position |
Its always a good practice
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[[Image:]]
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A nominee can be
OR
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Red box around first blank.
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Once again, fill the name here in the first blank.
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Red box around second blank.
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In the second blank, we have to fill the details of the bank in which the account is held.
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Red box around Type of deposit and Account number.
Text in Account number __________ |
Details of Deposits need to be mentioned here.
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Red box around Details of the Nominee
Make following text appear as per narration
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Details of the Nominee has to be filled here.
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Image
[[Image:]] |
If the nominee is a minor on the date mentioned in the form, then the account holder will have to
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Red box around As the nominee is a minor... | We have to fill this section, if the nominee is a minor. |
Red box around Shri/Smt
Shanta Misra |
Here in Shri/Shrimati, we have to fill the name of the appointed adult.
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Red box around Address
Shantidham, Behind Parimal Trust Primary School, Cherai Post, Jaunpur, Uttar Pradesh, 222002 |
Then fill out the address details. |
Red box around Date
Text in the boxes 20 06 2015 |
Next is the Date field.
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Red box around Place
Text in the blank space Barkapur |
Then I will write Barkapur in Place.
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Red box around
SIGNATURE OF THE DECLARANT
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Lastly, sign the form within the given box. |
Text in the blank space | Below this, we have to get the signature, name and address of two witnesses. |
Image
[[Image:]] [[Image:]] Use coloured characters. |
Witnesses are people who know us from a long time.
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Two names and addresses
Mohini Sharma Sharma Niwas Bolakodi Post Barkapur 229001 Uttar Pradesh
551/132 McLeod Road, Singar Nagar, Alambagh, Barkapur 229005 Uttar Pradesh |
So, we should request two of our acquaintances to be our witnesses and complete this part of the form. |
Image of completed form. | This completes the procedure of filling Form 60. |
PAUSE | |
Image of page 4
Identification Details
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Go to page 4 now.
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Red box around Proof of identity
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There are two columns here-
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Red box one-by-one around
Check mark on Voter ID card. |
In Proof of identity column, we will give the details of any one of our photo-identity cards.
We have to tick any one of the listed options based on the id we have.
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Image of Voter ID card.
Keep on one side and show form again. Text 041925 to appear or any other number
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In the second part of the same column, write the number as shown on the Voter ID card.
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Image of Voter ID card.
Keep on one side and show form again. Text Barkapur to appear |
Next, write the place of issue of the card. |
Image of Voter ID card.
Keep on one side and show form again. Text 01/09/2002 to appear |
Lastly, write the date of issue of the card. |
Image of Ration Card.
Keep on one side and show form again.
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In Proof of address column, we have to give the details of our address.
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Image of Ration Card.
Keep on one side and show form again. Text AJ-0129 to appear
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In the second part of the same column, write the number as shown on the Ration Card.
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Image of Ration Card.
Keep on one side and show form again. Text Barkapur to appear |
Next, write the place of issue of the Ration Card or other document being furnished. |
Image of Ration Card.
Keep on one side and show form again. Text 10/02/2008 to appear |
Lastly, write the date of issue of the Ration Card or other document being furnished. |
Red box around
Introduction Details |
The second section on this page is Introduction Details. |
Image
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Introducer:
A person who already has a bank account in the same branch of that bank has to introduce us. |
Red box around Shri/Smt
Keep on one side and show form again.
Manoj Misra |
We have to fill the name of our introducer here as given in the introducer’s pass book. |
Red box around CIF no. and account number
Keep on one side and show form again.
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Then fill the CIF no. and the account number as given in the introducer’s pass book. |
Red box around months/years
Keep on one side and show form again. |
After this, fill the number of months or years that the introducer has held this account for. |
Red box around months/years | In the last blank, fill the number of months or years that the introducer knows you for. |
Red box around Date
Text in box 20/06/2015 |
Here, we will fill the date. |
Red box around Signature box | Then the introducer will sign here. |
Red box around Signature | Lastly, we will sign the undertaking. |
PAUSE. | |
Image of page 5 | Now come to page 5. |
Red box around passport size photo box | Here we have to paste our passport size photo inside this box. |
Red box around first signature box | And sign in the first box as shown here. |
[[Image:]] [[Image:]] | With this, our Account Opening application form is complete.
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[[Image:]]
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When we go to the bank, we have to
If you have furnished other documents as proof of identity and address, make sure that you have a copy of those.
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[[Image:]]
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The verifying officer will check if
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[[Image:]]
Show character with passbook Show character with passbook and Rs.500 going into his passbook. |
Once the verification is done, our application will be processed.
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Summary slide | Let us summarise.
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