Opening of Individual account of a child of 10 years or more in DOP Finacle

Opening of Individual account of a child of 10 years or more in DOP Finacle 


Please note that in Finacle entering of DOB is mandatory while opening an account. Finacle treats all depositors as minor if age on the date of opening an account is less than 18 years and asks Guardian CIF. In some schemes, a child of 10 years and more age can open and operate account independently without guardian.   To accommodate this, following procedure should be followed:-

Depositor should not be asked to fill Guardian details in the Account Opening Form (AOF).

Signature and Photograph of minor of 10 years or more is to be taken on the Account opening form.

Create Minor CIF and note down Minor CIF ID in Account Opening Form in place of Depositor CIF ID.

In the column of Guardian details and guardian CIF, Counter PA should enter CIF ID as 300668762

In Finacle, when account is opened, select mode of operations as SELF and in the field of guardian CIF, enter 300668762. 

In CPC, while scanning the AOF, CIF ID of minor is to be entered.

Note:-  CIF ID 300668762 has been created centrally with dummy data. When CIF ID will be entered, system will show following details :-

Last Name / Short Name - GUARDIAN
DoB - 01/07/1960 
Document type - ADPRF with unique id 3dec2014email.
Document code -PSBID
Nationality- Indian
Tax deducted at source as - NOTAX

13 comments

Dear sir,
How can I open New RD Account being a MPKBY agent.
Please give me Detailed information step by step.

From where CIF ID as 300668762 is created

Sir,
How to find MIS interest still date, please provide MENU

Invoke HTM menu >> GO>> ADD>>> C/ cnp>> GO
ON 2ND SCREEN----ENTER A/C ID AS SOLID + 0337.>>>
ENTER ANY AMOUNT ON THE INTEREST BOX....
ENTER MIS A/C NO ON Ref No ... Addl part transaction>>> GO>>>
-------
ON 3RD SCREEN AMOUNT WILL BE SHOW BOTH SIDE LEFT & RIGHT AS YOU HAVE ENTERED ON 1ST SCREEN.

DELETE THAT AMOUNT ON BOTH SIDE>>>> ENTER MIS A/C NO AGAIN AS REF NO BOX>> THEN GO>>>

ON 3RD SCREEN VARIOUS AMOUNT WILL SHOW. CHECK THE BOX AND AMOUNT WILL BE SELCTED--- ON BOTTOM THE TOTAL AMOUNT WILL BE FIXED BY THE SYSTEM ,,, YOU CAN KNOW HOW MUCH INT DUE TO THE CUTOMER..

Invoke HTM menu >> GO>> ADD>>> C/ cnp>> GO
ON 2ND SCREEN----ENTER A/C ID AS SOLID + 0337.>>>
ENTER ANY AMOUNT ON THE INTEREST BOX....
ENTER MIS A/C NO ON Ref No ... Addl part transaction>>> GO>>>
-------
ON 3RD SCREEN AMOUNT WILL BE SHOW BOTH SIDE LEFT & RIGHT AS YOU HAVE ENTERED ON 1ST SCREEN.

DELETE THAT AMOUNT ON BOTH SIDE>>>> ENTER MIS A/C NO AGAIN AS REF NO BOX>> THEN GO>>>

ON 3RD SCREEN VARIOUS AMOUNT WILL SHOW. CHECK THE BOX AND AMOUNT WILL BE SELCTED--- ON BOTTOM THE TOTAL AMOUNT WILL BE FIXED BY THE SYSTEM ,,, YOU CAN KNOW HOW MUCH INT DUE TO THE CUTOMER..

sir , Today i have opened two mpkby rd new accounts 1000/- each. while checking the SB LOT / sb pass book commission amount of one of the RD a/c is not credited to agent sb account. I have checked the account in indiapost agent portal and both rd a/cs are properly linked with agent ..pl give solution

you directly submitt your AOF form to counter PA.He will open with zero balance..then you directly prepare your list in agent portal..

reaSON IS YOU SHOULD NOT OPTED FOR "TRANSACTOION REQUIRED -> 'YES' CHECK IT

sir please tell me process of rd accont open zero balance

my boss was searching for Virgin Atlantic MEDIF a few days ago and was informed of a document management site that has a searchable forms database . If you have been needing Virgin Atlantic MEDIF also , here's a http://pdf.ac/9PbCO9

Haw can modify unique Guardian CIF 300668762 . kyo ki is cif main na pan card lga hai or na form 60 lga hai.


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