Closure of Savings Current Investment Account PDF

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Kotak Mahindra Bank

Closure of Savings / Current / Investment Account

I/We hereby request you to close my/our

Account Number located at branch and dispose the balance as follows:

Credit to my/our other account number (Kotak Bank Account only)

Send Demand Draft to my/our mailing address on record


Collect Demand Draft at branch

RTGS/NEFT Destroyed Enclosed


Debit Card(s) No
Unused Cheque(s) Sr. No. to
Please stop un-presented cheques as these will not be honoured after the account is closed. The Bank will not be liable / responsible for the return / dishonour of the same.

DEMAT ACCOUNTS linked to the above account for debit of service charges
I/We are closing the account(s) separately
Please link it to my/our other account number (Kotak Bank Account only)

For maturity/interest payments on our TERM DEPOSITS, please


Credit my/our other account number (Kotak Bank Account only)

Pay by Demand Draft payable at to my/our mailing address on record


ActivMoney (incorporate the details mentioned in RTGS Forms for Beneficiary details)
Term Deposit All Term Deposit No.

and credit my/our Account No. (Kotak Bank Account only)


Investment Account
Close the following Accounts

Account No.1 Account No.2 Account No.3


Signature should be as per the mode of operation
Note: For closure of Investment Account, investments will continue with AMC and customer can approach AMC directly for future services

Lockers (if applicable) Locker No


Surrender
Dr. charges to my/our new account (Kotak Bank Account only)

OTHER INSTRUCTIONS GIVEN:


(Please furnish details e.g. Standing Instructions, etc.)
The reason I wish to close my account (Please give a brief indication of the reason for closure)

(Please use the space on the backside of this form to furnish further details)
For any other Reason

Signature(s)
Guardian in case of Minor Account Holder Account Holder Account Holder
Date
Please Note:
Phone Banking PIN, Net Banking PIN and Debit Cards issued to customers will be de-linked from the accounts closed above. In case the customer holds any other account in addition to
the account being closed, he/she need not surrender/destroy the PINs, Debit Card as they will continue to be linked to any such accounts held by the customer as per original instructions.
RTGS / NEFT*
Beneficiary A/c.
Beneficiary Bank Name
Beneficiary Branch Name
Beneficiary Bank IFSC Code
Beneficiary Bank A/c. Type
For Bank Use only
(For all applicants) Yes N.A. Yes N.A.
Cheque book collected/destroyed CD Limit zeroised
Debit card collected/destroyed Direct Debits/Standing Instructions Cancelled
Locker surrendered Net Banking Access Cancelled
Debit card de-linked/Hotlisted Mobile Banking Access Cancelled
Demat account closed IVR Access Cancelled
If yes, holding in demat account nullified Account in TOD (CH001)
Memos checked and actioned (To Zeroise Account)
BM’s Signature

Balance in the A/c


Service Charges Net Amount
DD # Dated
Credit Account # Reasons for closure
(Enter closure code)
UTR #
Documents sent to CPC on Input Authoriser

For Bank Use only :


Signature Verification Branch Stamp : Employee Code and Name :

Employee Signature :

Acknowledgement Slip
We acknowledge the receipt of customer modification instruction type from Mr. /Mrs. / Ms
relating to customer relationship number under service request number

Date: Bank Official


For Kotak Mahindra Bank Ltd.,
(Sign and stamp)

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