How to Add Nominee in IDFC Bank Account Online & Offline

Online and offline methods to add nominee’s on your IDFC First Bank account. How to Add Nominee in IDFC Bank Account at Mobile APP, Through IDFC Net Banking. How to Add or Update Nominee in IDFC First Bank. IDFC First Bank Me Nominee Kaise Add Kare.

How to Add or Update Nominee in IDFC First Bank

The privilege to add and change your preferred account nominee without visiting the bank is well embraced by many account users. The service was only limited to visiting the bank, especially during the account opening process. Today, most banking and financial sectors have developed advanced platforms to help in banking services. Account users can operate multiple services using mobile gadgets easily.

The digital ease allows bank customers to decide who to nominate on their accounts anytime. It’s easy to add or change account nominees using internet banking and mobile app facilities. This doesn’t limit users from visiting the bank for the same service. IDFC First bank offers various online banking services to help reach customers through digital devices. The IDFC First bank can check, add and modify the nominee details through the IDFC First bank app or web portal within minutes.

What is Nominee Meaning in Bank

A nominee is a qualified individual nominated or selected by the account holder to receive the account benefits, funds, and any related facilities upon the death of the account user. The nominee can be your children, spouse, parent, any family member, or friends. The IDFC first bank and other banks allow for one nominee per account. This means an account user can have different nominees for different accounts but cannot have two or more nominees for a single account.

After the death of the account user, the bank will provide the nominated member. The bank will request several details such as:

• Death certificate
• Identify documents of the nominee
• A fully filled nominee claim form: note the form should be signed by
• Magistrate/judicial executive
• A bank officer
• Any officer from central or state government
• Two references

Required Details Before Adding a Nominee to Your IDFC First Bank Account

The account holder should have the following information before adding the nominee:

• The nominee’s names and address
• Date of birth
• Registered mobile number
• Net banking and mobile app login credentials.

How to Add Nominee in IDFC Bank Account Offline

Step by step to add nominee in IDFC First bank account offline method

1. Visit the nearest IDFC bank branch or where you opened your account.
2. Request for the nomination form or the DA1 form.
3. Enter all the required details such as:
   • Nominee’s name
   • Address
   • Contact details
   • Next, fill in your account information:
   • Account number
   • Account name
   • Type of account
4. Recheck the details and submit the form to the bank officer in charge.
5. The bank executive will verify the details and approve the request.
6. The process might take 2 to 3 days to complete.

How to Add Nominee in IDFC Bank Account Through Mobile APP

Step by step to add nominee in IDFC First bank online using the mobile app

• Get the IDFC First bank mobile application on your smartphone.
• Register and create login credentials to access the page.
• Log in and select the “More” button followed by the “customer services” option.
• Next, click the “Add or change nominee” button from the list displayed on the screen.
• A new page will show, enter your nominee’s details:
  • Name of nominee
  • Relationship
  • Date of birth
  • Address
• Review the information and click the “submit” button.
• Next, enter your MPIN, and once authenticated, the system will add the nominee details successfully.
• The app will provide a service request number to help with references.

How to ADD or Update Nominee in IDFC First Bank Net Banking

Step by step to add nominee IDFC First bank using internet banking

1. Visit the IDFC first bank net banking portal using the link https://my.idfcfirstbank.com/login
2. Enter your login details to access the page.
3. Select the “More” option and proceed to the “customer services” tab on the menu.
4. Next, select “create new option” followed by the “add/change nominee” button.
5. Proceed to a new page and enter the nominee data:
   • Nominee’s name
   • Date of birth
   • Relationship
   • Address
   • Contact details
6. Recheck the details and select the “confirm” button.
7. The portal will send an OTP code to your registered mobile number.
8. Use the OTP to verify the details and click submit tab.
9. The bank will successfully process the nominee request.
10. A reference number or service request number will be sent for reference.

Also read IDFC First Bank Zero Balance Account Opening Online

FAQs

1. How many nominees are required in one account?

An account user can only add one nominee for their account. However, if the user has multiple accounts, they can add different account nominees.

2. Can I change my nominee anytime?

Yes, the bank allows the accountholder to change nominee details anytime. The account holder can follow the above steps and select the “add/change nominee option to enter new nominee details.