Union Bank of India Additional Applicant Joint Holder Details Form Download

The provided PDF contains pages 1 and 2 of the Union Bank of India Account Opening Form (AOF) / Signatory Information (p. 1). It focuses on the primary applicant or individual signatory details, rather than a separate “Additional Applicant/Joint Holder” specific extension form (p. 1).

Here are the key points and sections included in this document:

• Personal Details: Captures name, maiden name, spouse’s name, father’s name, mother’s name, gender, and date of birth (p. 1).
• Demographics: Asks for nationality, religion, caste, place of birth, country of birth, and residential status (e.g., Resident Indian, NRI, Foreign National) (p. 1).
• Identification: Dedicated fields for PAN number, Aadhaar number, Form 60, and a passport-sized photograph slot with a cross-signature requirement (p. 1).
• Profile: Captures occupation type (Business, Service, Student, etc.), education level, and employment details (p. 1).

• Local Address: Section for the complete communication address including city, district, state, country, pin code, mobile number, and email ID (p. 1).
• Permanent Address: A separate section to fill out if the permanent address is different from the local communication address (p. 1).

• Income Details: Categorized check-boxes for Annual Family Income (ranging from less than ₹50,000 to over ₹1 Crore) and Net Worth (p. 1).
• Credit Facilities: A declaration section where the applicant must state if they enjoy existing fund-based or non-fund-based credit facilities (like home, vehicle, or business loans) with Union Bank or other banks (p. 2).

• Identity & Address Proof: Slots to fill in document codes, identification numbers, issuing authorities, and expiry dates (specifically for Passports or Driving Licenses) (p. 2).
• Tax Laws: Information required if the individual is a tax resident in more than one country, including Tax Identification Numbers (TIN) (p. 2).
• Certification: A multi-point compliance undertaking regarding FATCA/CRS rules, data accuracy, Central KYC Registry consent, and a final signature/thumb impression box (p. 2).

If you want, I can:

• Provide the list of valid KYC document codes typically used here
• Explain the FATCA/CRS declaration requirements for Indian banks
• Help you understand how to fill out the Form 60 section if you don’t have a PAN

Download PDF Click here

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