If you have a joint account, each holder is a separate "customer." You may need to submit separate forms or ensure all joint holders sign the same form, depending on the specific bank branch's requirement. However, standard practice is individual KYC forms for each holder.
RBI’s Master Direction on KYC (updated 2021–2023) mandates that all entity accounts must identify and verify beneficial owners. Annexure B serves as a self-declaration, reducing the need for separate affidavits. Without it, SBI may freeze or restrict non-individual accounts. sbi kyc annexure b form pdf 2023 download
The form is a standard document used by the State Bank of India (SBI) for the periodic updation of customer records (Re-KYC). While it is often referred to as the "2023" version, this form remains the active template for individual KYC updates in 2024 and 2025. How to Download the Form If you have a joint account, each holder
: Verified copies are also available on platforms like ClearTax for quick access. Key Sections of the Form Annexure B serves as a self-declaration, reducing the
Yes. While the form is labeled "2023," it remains valid until SBI releases a 2024 revision. The RBI KYC master circular is still active.
SBI KYC Annexure B is a mandatory document used by the State Bank of India (SBI) for individual customers
| Field | Existing Details (as per bank records) | New Details (to be updated) | | :--- | :--- | :--- | | Name | Rajesh Kumar | Rajesh Sharma (After marriage) | | Address | Old Street, City | New Street, City | | Mobile | 9876543210 | 9988776655 |