How to Fill Form DA1 for Bank Nomination is important for savings accounts, fixed deposits, recurring deposits, and other bank deposits. This guide explains the complete step-by-step process with sample filled forms and important bank nomination rules.
What is Form DA1?
Form DA1 is a bank nomination form used to nominate a person for savings accounts, fixed deposits, recurring deposits, and other deposits. The nominee can claim the money from the bank after the account holder’s death, subject to bank rules.
Sample filled form DA1 :
Example 1
Example 2
Documents Required for Form DA1
Bank account details
Passbook or deposit receipt
Nominee full name and address
Relationship with account holder
Date of birth if nominee is a minor
Guardian details if nominee is below 18 years
Step-by-Step Process to Fill Form DA1
Step 1: Write Account Holder Name
Write your full name exactly as registered in the bank account.
Step 2: Enter Bank Name and Branch
Mention the bank name and branch where the account is maintained.
Step 3: Fill Deposit Details
Select the deposit type such as Savings Account, FD, RD, or Current Account. Account numbers given in sample form are fake only to explain you so fill it correctly.
Step 4: Write Nominee Details
Enter nominee name, address, relationship, and age carefully.
Step 5: Minor Nominee Details
If the nominee is below 18 years, write the date of birth and guardian details.
Step 6: Place and Date
Write the place and current date correctly.
Step 7: Signature
Sign the form exactly as per bank records.
Step 8: Submit Form
Submit the form to your bank branch and keep acknowledgement if provided.
Form DA1 may be slightly differ in all banks but basic format is same so do not get panic.
Important Points
One nominee can be added for multiple deposits.
Nomination can be changed later using a fresh form.
Minor nominee requires guardian details.
Banks may ask for ID proof in some cases.
Always verify spelling before submission.
FAQs
Is Form DA1 mandatory?
No, but it is highly recommended for smooth claim settlement.
Can I change nominee later?
Yes, nomination can be changed anytime through the bank.
Can a minor become nominee?
Yes, but guardian details must be provided.
Can one form cover multiple accounts?
Yes, many banks allow multiple deposits in one form.
Do I need witnesses?
Witnesses are generally needed for thumb impression cases.
Conclusion
Filling Form DA1 correctly helps ensure that your bank deposits are transferred smoothly to your nominee in the future. Always double-check details before submitting the form to your bank.