Free form template · Word

Bank Account Details Form

A bank account details form records the account into which an employee's salary and reimbursements will be credited, supported by a cancelled cheque or bank letter. Payroll uses it at joining and whenever an employee asks to change the salary account.

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[Company Logo][Company Name]

BANK ACCOUNT DETAILS FORM

Employee Name:: [Employee Name]
Employee ID:: [Employee ID]
Request Type:: New Joiner / Change of Account
Effective from Payroll Month:: [Month YYYY]

A. Bank Account Details

Account Holder Name (as in bank records)
Bank Name
Branch Name and City
Account Number
Re-enter Account Number
Account Type (Savings / Salary)
IFSC Code
MICR Code (optional)

B. Previous Account (for change requests only)

Previous Bank Name
Previous Account Number (last 4 digits)
Reason for Change

C. Proof Attached

Cancelled cheque with name printed
Bank passbook first page copy
Bank letter / statement with account details

D. Payroll Verification

Verification method (penny-drop / bank letter / call-back)
Verified on
Verified by

Declaration

I request [Company Name] to credit my salary and other payments to the account above. The account is in my name. I will not hold the company responsible for delays caused by incorrect details provided by me, and I will inform payroll in writing before changing this account.

Signature of Employee
[Employee Name]
Date: [Date]
Place: [Work Location]

Payroll
[Name]
Date: [Date]

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What this template includes

Account holder name matching the employee name
Account number entered twice to catch typos
IFSC and branch for correct routing
Proof attached, such as cancelled cheque
Effective payroll month for changes
Payroll verification with penny-drop or manual check

When to use it

At joining, before the first salary run
When an employee requests a change of salary account
When salary credit has bounced due to wrong details
When the company changes its salary banking partner

How to customise this template

1Add your payroll cut-off date for changes
2Remove the change section if used only for new joiners
3Add a joint-account rule if your policy restricts them
4Add verification method used by your payroll vendor

HR tips

Accept only accounts in the employee's own name
Verify changes by calling the employee to prevent fraud
Process changes only before payroll cut-off
Store cheque copies securely

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Frequently asked questions

What bank details are needed for salary?+

Account holder name, account number, bank and branch name and IFSC code, with a cancelled cheque, passbook copy or bank letter as proof.

Can salary be credited to someone else's account?+

Most companies credit salary only to an account in the employee's own name, sometimes allowing a joint account where the employee is the first holder.

How do I change my salary account?+

Submit a fresh bank details form with proof before the payroll cut-off. Payroll verifies the new account and applies it from the next salary.

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[Company Logo][Company Name]
EMPLOYEE PERSONAL DETAILS FORM
Employee Name:
[Employee Name]
Employee ID:
[Employee ID]
Purpose:
New record / Update of existing record
A. Identity
First Name
Middle Name
Last Name / Surname
Name as per PAN
Date of Birth (DD/MM/YYYY)
Place of Birth
Gender
Nationality
Religion (optional)
B. Family
Marital Status
Date of Marriage (if applicable)
Spouse's Name
Father's Name
Mother's Name
Number of Children
C. Contact and Address
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[Company Logo][Company Name]
SALARY ACCOUNT OPENING REQUEST
Ref. No.:
[Reference Number]
Date:
[Date]
Part A: Employee Request and Consent
Employee Name [Employee Name]
Employee ID [Employee ID]
Designation [Designation]
Mobile Number
Email ID
Preferred Branch / City
Existing account with this bank (Yes / No)
I request [Company Name] to introduce me to [Bank Name] for opening a salary account and I consent to the company sharing my name, employee ID, designation, contact details and date of joining with the bank for this purpose.
Signature of Employee
[Employee Name]
Date: [Date]
Place: [Work Location]
Part B: KYC Readiness Checklist
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First Name
Middle Name
Last Name / Surname
Name as per PAN
Date of Birth (DD/MM/YYYY)
Place of Birth
Gender
Nationality
Religion (optional)

Marital Status
Date of Marriage (if applicable)
Spouse's Name
Father's Name
Mother's Name
Number of Children

Employee Name	[Employee Name]
Employee ID	[Employee ID]
Designation	[Designation]
Mobile Number
Email ID
Preferred Branch / City
Existing account with this bank (Yes / No)

[Company Logo][Company Name]

FAMILY DETAILS DECLARATION FORM

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

1. Immediate Family

Name	Relationship	Date of Birth / Age	Occupation	City
[Name]	Father	[Age]	[Occupation]	[City]
[Name]	Mother	[Age]	[Occupation]	[City]
[Name]	Spouse	[Age]	[Occupation]	[City]
[Name]	Child	[Age]	[Occupation]	[City]
[Name]	Sibling	[Age]	[Occupation]	[City]

2. Relatives Working in [Company Name] or Group Companies

Name	Relationship	Department	Designation
[Name]	[Relationship]	[Department]	[Designation]
[Name]	[Relationship]	[Department]	[Designation]

3. Relatives Linked to Vendors, Customers or Competitors

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Family Details Declaration Form

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[Company Logo][Company Name]

PREVIOUS EMPLOYMENT DETAILS FORM

Employee Name:: [Employee Name]
Employee ID:: [Employee ID]
Total Experience:: [Years] years [Months] months

1. Employment History (most recent first)

Employer and City	From (MM/YYYY)	To (MM/YYYY)	Designation	Last CTC (₹ p.a.)	Reason for Leaving
[Employer]	[MM/YYYY]	[MM/YYYY]	[Designation]	[Amount]	[Reason]
[Employer]	[MM/YYYY]	[MM/YYYY]	[Designation]	[Amount]	[Reason]
[Employer]	[MM/YYYY]	[MM/YYYY]	[Designation]	[Amount]	[Reason]

2. Verification Contacts

Employer	Employee ID There	HR Contact Name	HR Email / Phone	May We Contact? (Yes / No)
[Employer]	[ID]	[Name]	[Email / Phone]	[Yes / No]
[Employer]	[ID]	[Name]	[Email / Phone]	[Yes / No]
[Employer]	[ID]	[Name]	[Email / Phone]	[Yes / No]

3. Career Gaps (more than 3 months)

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Previous Employment Details Form

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[Company Logo][Company Name]

EDUCATION DETAILS FORM

Employee Name:: [Employee Name]
Employee ID:: [Employee ID]
Designation:: [Designation]

A. School Education

Level	School Name	Board	Year of Passing	Marks / Grade
Class 10	[School]	[Board]	[YYYY]	[%]
Class 12 / Diploma / ITI	[School / Institute]	[Board]	[YYYY]	[%]

B. Higher Education

Degree and Specialisation	College	University	Mode (Regular / Distance / Online)	Year	Marks / CGPA
[Degree]	[College]	[University]	[Mode]	[YYYY]	[Score]
[Degree]	[College]	[University]	[Mode]	[YYYY]	[Score]
[Degree]	[College]	[University]	[Mode]	[YYYY]	[Score]

C. Professional Certifications and Licences

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Education Details Form

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[Company Logo][Company Name]
NEW EMPLOYEE JOINING FORM
Company:
[Company Name]
Employee ID:
[Employee ID]
Date of Joining:
[Date of Joining]
Please fill all sections in capital letters and attach self-attested copies of the documents listed in Section 7. Paste a recent passport-size photograph in the box provided.
1. Personal Details
Full Name (as per PAN)
Father's / Spouse's Name
Date of Birth (DD/MM/YYYY)
Gender
Marital Status
Blood Group
Nationality
Mobile Number
Personal Email ID
Aadhaar (last 4 digits / masked copy)
2. Address
Current Address with PIN Code
Permanent Address with PIN Code
Years at Current Address
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New Employee Joining Form
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[Company Logo][Company Name]
NEW EMPLOYEE INFORMATION FORM
Company:
[Company Name]
Expected Date of Joining:
[Date of Joining]
Section 1: Basic Information
Full Name
Preferred Name (for email and ID card)
Mobile Number
Personal Email ID
City of Residence
Section 2: Role Information (to be pre-filled by HR)
Designation [Designation]
Department [Department]
Reporting Manager [Reporting Manager]
Work Location [Work Location]
Work Pattern (Office / Hybrid / Remote / Shift)
Section 3: IT and Access Requirements
Form · Word
New Employee Information Form
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Full Name (as per PAN)
Father's / Spouse's Name
Date of Birth (DD/MM/YYYY)
Gender
Marital Status
Blood Group
Nationality
Mobile Number
Personal Email ID
Aadhaar (last 4 digits / masked copy)

Current Address with PIN Code
Permanent Address with PIN Code
Years at Current Address

Designation	[Designation]
Department	[Department]
Reporting Manager	[Reporting Manager]
Work Location	[Work Location]
Work Pattern (Office / Hybrid / Remote / Shift)

[Company Logo][Company Name]

EMPLOYEE BIODATA

Company:: [Company Name]
Post Applied / Appointed:: [Designation]
Photograph:: [Paste passport-size photograph]

1. Personal Particulars

Full Name
Father's / Husband's Name
Date of Birth and Age
Native Place and District
Present Address
Permanent Address
Mobile Number
Marital Status
Height and Weight
Identification Marks (1) and (2)
Aadhaar (last 4 digits / masked copy)

2. Educational Qualification

Examination	School / Board / University	Year of Passing	Percentage / Grade
[10th / SSC]	[Board]	[YYYY]	[%]
[12th / HSC / ITI]	[Board]	[YYYY]	[%]
[Graduation / Diploma]	[University]	[YYYY]	[%]

3. Work Experience

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Full Name
Preferred Name (for email and ID card)
Mobile Number
Personal Email ID
City of Residence

Bank Account Details Form

Preview of the form

A. Bank Account Details

B. Previous Account (for change requests only)

C. Proof Attached

D. Payroll Verification

Declaration

What this template includes

When to use it

How to customise this template

HR tips

Hire top talent from BetterJobs

Frequently asked questions

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