CSB Bank Customer Service Request Form for Family Banking Form Download

The CSB Bank Customer Service Request Form for Family Banking allows domestic and NRI customers to link family accounts under a single banking group and upgrade their individual Current or Savings Accounts to premium variants.

The program features three distinct tier options based on Average Monthly Balance (AMB) or Total Relationship Value (TRV), including Savings Accounts (SA) and Term Deposits (TD):

• Access Control: The program is operational strictly by invitation only from CSB Bank. [1]
• Parent Authority: The Main/Parent Account holder maintains absolute authority to remove family members from the group.
• Communication Rules: Program alerts, product feature update emails, and SMS notifications are sent exclusively to the parent account holder. Account details are not shared across members.
• Automatic Debits: Activating Debit/ATM cards or Internet banking automatically authorizes the bank to debit the respective secondary accounts.
• Group Size Capacity: The multi-page physical layout contains dedicated signature blocks to accommodate a main client and up to 8 additional family members.

• Deliverables Location: Cheque books and debit cards are routed directly to the applicant’s registered home mailing address or the maintaining base branch.
• Service Scope: On-form check boxes allow each group addition to individually request a Debit Card, a Cheque Book, or both services at setup.

If you are planning to fill out this form, let me know if you need help with how to structure the parent-child account mapping or understanding the specific documentation required for the family members.

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