Free form template · Word

Bank Account Change Form

A bank account change form is submitted by an employee who wants salary credited to a different bank account. Because account changes are a common fraud route, the form includes verification steps such as a cancelled cheque, call-back confirmation and an effective payroll month.

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[Company Logo][Company Name]

SALARY BANK ACCOUNT CHANGE REQUEST

Employee Name:: [Employee Name]
Employee ID:: [Employee ID]
Department:: [Department]
Date:: [Date]

Detail	Existing Account	New Account
Account Holder Name	[Name]	[Name]
Bank Name and Branch	[Bank]	[Bank]
Account Number	[Last 4 digits]	[Full account number]
IFSC Code	[IFSC]	[IFSC]
Account Type	[Savings]	[Savings / Salary]

Reason for Change
Proof Attached (cancelled cheque / bank letter)
Requested Effective Payroll Month

Payroll Verification (internal)

Name on proof matches employee record
IFSC validated
Call-back done on registered mobile on [Date] by [Name]
Penny-drop / test credit successful (if used)
Updated in payroll from [Month YYYY]

Privacy notice: [Company Name] collects the details on this page only for crediting your salary and reimbursements. Access is limited to authorised HR staff, and the record will be kept for the duration of employment and the statutory retention period for payroll records, after which it will be securely deleted or destroyed. You may ask HR to see or correct your data, consistent with the Digital Personal Data Protection Act, 2023.

Declaration

I request that my salary be credited to the new account above from the month stated. I confirm I am the holder of this account and that [Company Name] will not be responsible for credits made as per this instruction.

Employee
[Employee Name]
Date: [Date]

Verified by Payroll
[Name]
Date: [Date]

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What this template includes

Old and new account details side by side
Name on account matching employee name
Proof such as cancelled cheque or bank letter
Effective payroll month and cut-off
Call-back verification by payroll
Signatures from employee and payroll

When to use it

An employee opens a new salary account
The current account is closed, frozen or merged after a bank merger
The company moves to a corporate salary account tie-up
IFSC or branch changes after a bank merger

How to customise this template

1Insert your payroll cut-off date
2Name the person who performs call-back checks
3Decide whether joint accounts are allowed
4Add the corporate salary bank if you have one
5Route the form through your HRMS for audit trail

HR tips

Verify every change by calling the employee on their registered number, not one written on the form
Reject changes sent only by email without a signed form
Destroy the cheque copy once verified, or store it in the restricted payroll file
Inform the employee by email when the change is effective

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Frequently asked questions

How do I change my salary bank account?+

Submit this form with a cancelled cheque or bank letter before the payroll cut-off. Payroll will verify and confirm.

Can salary be credited to a joint account?+

Many companies allow it if the employee is the first holder. Check your payroll policy.

Why does payroll call me after I submit the form?+

A call-back confirms that you, and not someone else, requested the change. It protects your salary.

All 50 employee personal & master records →

[Company Logo][Company Name]
EMPLOYEE ADDRESS CHANGE FORM
Employee Name:
[Employee Name]
Employee ID:
[Employee ID]
Department:
[Department]
Date:
[Date]
Address Being Changed
- Current / communication address
- Permanent address
- Both
Detail Old Address New Address
House / Flat No. and Building [Old] [New]
Street / Locality [Old] [New]
City / District [Old] [New]
State and PIN Code [Old] [New]
Effective Date of Change (DD/MM/YYYY)
Proof Submitted (one document)
Proof Reference Number (masked if Aadhaar)
Systems to Update (HR use)
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Employee Address Change Form
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[Company Logo][Company Name]
EMPLOYEE NAME CHANGE FORM
Employee ID:
[Employee ID]
Department:
[Department]
Designation:
[Designation]
Date:
[Date]
Name Details
First Name Middle Name Surname
Existing name in records [First] [Middle] [Surname]
New name requested [First] [Middle] [Surname]
Reason and Proof
- Marriage
- Gazette notification
- Spelling correction to match PAN
- Other: [Specify]
Proof Document Submitted
Document Number / Date
PAN updated with new name (Yes / No / Applied)
Bank account updated (Yes / No / Applied)
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Employee Name Change Form
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[Company Logo][Company Name]
MARITAL STATUS CHANGE INTIMATION (CONFIDENTIAL)
Employee Name:
[Employee Name]
Employee ID:
[Employee ID]
Department:
[Department]
Date:
[Date]
Change Being Reported
- Married
- Divorced
- Legally separated
- Widowed
- Correction of recorded status
Effective Date (DD/MM/YYYY)
Previous Status in Records
Benefit Actions Requested
- Add spouse to group health insurance
- Remove spouse from group health insurance
- Review PF / gratuity / insurance nominations
- No benefit action; update record only
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Employee Marital Status Change Form
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Detail	Old Address	New Address
House / Flat No. and Building	[Old]	[New]
Street / Locality	[Old]	[New]
City / District	[Old]	[New]
State and PIN Code	[Old]	[New]

Effective Date of Change (DD/MM/YYYY)
Proof Submitted (one document)
Proof Reference Number (masked if Aadhaar)

	First Name	Middle Name	Surname
Existing name in records	[First]	[Middle]	[Surname]
New name requested	[First]	[Middle]	[Surname]

Proof Document Submitted
Document Number / Date
PAN updated with new name (Yes / No / Applied)
Bank account updated (Yes / No / Applied)

Effective Date (DD/MM/YYYY)
Previous Status in Records

[Company Logo][Company Name]

NOMINATION / CHANGE OF NOMINEE FORM

Employee Name:: [Employee Name]
Employee ID:: [Employee ID]
Date of Joining:: [Date of Joining]
Date:: [Date]

I hereby cancel my earlier nomination(s) for the benefits ticked below and nominate the following person(s).

Gratuity
Group term life insurance
Group personal accident insurance
Unpaid salary, leave encashment and other dues
Other: [Specify]

Nominee Name	Relationship	Date of Birth	Address	Share (%)	Guardian (if minor)
[Name]	[Relationship]	[DD/MM/YYYY]	[Address]	[%]	[Guardian Name / NA]
[Name]	[Relationship]	[DD/MM/YYYY]	[Address]	[%]	[Guardian Name / NA]
[Name]	[Relationship]	[DD/MM/YYYY]	[Address]	[%]	[Guardian Name / NA]

Note: For Provident Fund, I will file or update my e-nomination through the EPFO member portal using my UAN.

Privacy notice: [Company Name] collects the details on this page only for paying benefits and dues to your nominees. Access is limited to authorised HR staff, and the record will be kept for the duration of employment and until all dues are settled, plus the retention period, after which it will be securely deleted or destroyed. You may ask HR to see or correct your data, consistent with the Digital Personal Data Protection Act, 2023.

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Nominee Change Form

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[Company Logo][Company Name]

DEPARTMENT CHANGE FORM

Employee Name:: [Employee Name]
Employee ID:: [Employee ID]
Effective Date:: [DD/MM/YYYY]
Form Ref.:: [Reference Number]

Detail	Current	New
Department	[Department]	[New Department]
Cost Centre	[Code]	[Code]
Reporting Manager	[Reporting Manager]	[New Manager]
Designation	[Designation]	[Designation / Unchanged]
Shift / Working Hours	[Shift]	[Shift]

Reason for Change
Change in responsibilities
Compensation change (None / As per letter ref.)

Access and Systems

Old department system access revoked
New department access granted
Approval workflows updated in HRMS
Email groups updated

Handover

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Employee Department Change Form

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[Company Logo][Company Name]
DESIGNATION CHANGE FORM
Employee Name:
[Employee Name]
Employee ID:
[Employee ID]
Department:
[Department]
Proposed by:
[Reporting Manager]
Type of Change
- Promotion
- Title realignment (no change in grade)
- Role redesign
- Correction of records
Detail Current Proposed
Designation [Designation] [New Designation]
Grade / Band [Grade] [Grade]
Annual CTC (₹) [CTC] [CTC]
Reporting Manager [Reporting Manager] [Reporting Manager]
Effective Date (DD/MM/YYYY)
Justification (responsibilities, performance, business need)
Approvals
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Employee Designation Change Form
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Detail	Current	Proposed
Designation	[Designation]	[New Designation]
Grade / Band	[Grade]	[Grade]
Annual CTC (₹)	[CTC]	[CTC]
Reporting Manager	[Reporting Manager]	[Reporting Manager]

Effective Date (DD/MM/YYYY)
Justification (responsibilities, performance, business need)

[Company Logo][Company Name]

REPORTING MANAGER CHANGE FORM

Department:: [Department]
Effective Date:: [DD/MM/YYYY]
Initiated by:: [Department Head]
Form Ref.:: [Reference Number]

Employee ID	Employee Name	Designation	Current Manager	New Manager	Dotted-line Manager (if any)
[Employee ID]	[Employee Name]	[Designation]	[Reporting Manager]	[New Manager]	[Name / NA]
[Employee ID]	[Employee Name]	[Designation]	[Reporting Manager]	[New Manager]	[Name / NA]
[Employee ID]	[Employee Name]	[Designation]	[Reporting Manager]	[New Manager]	[Name / NA]

Reason for Change

Handover Checklist

Pending leave, attendance and expense approvals cleared
Current goals and KPIs shared with new manager
Outgoing manager's appraisal input recorded for the period managed
Introduction meeting held on [Date]
HRMS approval workflow updated
Employees informed in writing

Appraisal Ownership for Current Cycle

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Employee Reporting Manager Change Form

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[Company Logo][Company Name]

WORK LOCATION CHANGE FORM

Employee Name:: [Employee Name]
Employee ID:: [Employee ID]
Transfer Letter Ref.:: [Reference Number]
Effective Date:: [DD/MM/YYYY]

Detail	Current	New
Work Location / Branch	[Work Location]	[New Location]
City and State	[City, State]	[City, State]
Establishment Registration No.	[Number]	[Number]
Reporting Manager	[Reporting Manager]	[New Manager]

Compliance and Payroll Changes

Professional tax state changed from [Month YYYY]
Labour welfare fund updated
Employee added to new location register
ESIC dispensary updated (if covered)
City-linked allowance revised as per letter

Relocation Support

Item	Eligible Limit (₹)	Claimed (₹)	Approved by
Travel for employee and family	[Amount]	[Amount]	[Name]
Temporary accommodation	[Amount]	[Amount]	[Name]
Household shifting	[Amount]	[Amount]	[Name]

Form · Word

Employee Location Change Form

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Bank Account Change Form

Preview of the form

Payroll Verification (internal)

Declaration

What this template includes

When to use it

How to customise this template

HR tips

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Frequently asked questions

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