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YSR BHIMA BANK ACCOUNT OPENING SOP | YSR BHIMA SURVEY | YSR BHIMA | YSR BHIMA VOLUNTEER SURVEY REPORT
Standard Operating Procedure for opening of Jandhan accounts to YSR Bima
beneficiaries
Standard Operating Procedure for opening of Jandhan accounts to YSR Bima
beneficiaries
1. YSR బీమా రైస్ కార్డు bread earner కు జన్ ధన్ బ్యాంకు ఖాతాను తెరిపించుటకు , PMJJBY మరయు PMSBY
అప్లికేషను ప్రింటింగ్ పూర్తీ చేసి, అన్ని సచివాలయాలకు 14.09.2020 నాటకి DPM (SS)వారికీ అందేలా చేయవలెను.
2. బ్యాంకులచే న్నయమాంచబడిన Busine ss Correspondent లిస్టు తీసుకోని వాలాంటీర్ వారీగా లొకేషన్ మ్యాపింగ్ 15.09.2020 లోపు చేయాలి.
3. YSR బీమా లబ్దిదార్డలకు జన్ ధన్ ఖాతాలు తెలుచుటకు LDM గారి ద్వార బ్యాంకర్ కు ఆదేశాలు ఇప్పించాలి
4. జన్ ధన్ అకాంట్, PMJJBY మరయు PMSBY అప్లికేషను నింపుట పై WEA, వాలాంటీర్, బీమా మీత్ర మరియు
బ్యాంకు మీత్రలు శిక్షణ కార్యక్రమాలు 15.09.2020 లోపు పూర్తి చేయాలి.
5. జన్ ధన్ అకాంట్ తెరవటాన్నకి అప్లికేషన్ న్నాంపేటపుపడు వాలాంటీర్డి తీస్టకోవలసిన జాగ్రత్ిలు:
i) పాలసీదార్డ యొకక 3 పాస్ పోర్ు సైజ్ ఫోటోలు, ఆధార్ కార్డు జిరాక్స్ సమరపాంచవలెను.
ii) ఫోటోలు లేన్న వారకి మాందుగానే ఫోటోలు తీయాంచవలెను.
Draft for approval
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Standard Operating Procedure for opening of Jandhan accounts to YSR Bima
beneficiaries
1. To open Jan Dhan Bank Account for YSR Insurance Rice Card bread earner, PMJJBY and PMSBY
The application should be completed and the DPM (SS) ward should be sent to all the secretariats by 14.09.2020.
2. Location Mayaplong as Volunteer by List of Busine ss Correspondent Authorized by Banks
Must be done by 15.09.2020.
3. Direct the banker through LDM Gara Dara to know the Jan Dhan accounts of YSR insurance beneficiaries.
4. Jan Dhan Accounts, PMJJBY and PMSBY Application on WEA, Volunteer, Insurance Matra and
Banks must complete the training program by 15.09.2020.
5. Precautions to be taken by the volunteer when applying for opening Jan Dhan Accounts:
i) 3 passport size photos of the policyholder, Aadhaar card should be submitted by Xerox.
ii) Photos should be taken as soon as possible for those who do not have photos.
iii) The name of the customer should be written on the Aadhaar card. If there is a difference in Aadhaar and a difference in the rice card, Aadhaar
Write the name on the rice card alias alias. (For example: Krishna in Aadhaar is Krishna in Rice Card
If Muri is Anna – write Krishna alias Krishna Muri).
iv) The date of birth should be written on the Aadhaar card.
v) Write the policy number of the policyholder on the mobile number.
vi) There should be only one nominee in YSR insurance and Jan Dhan accounts.
vii) All the details in the application are attached to a photo in BX above the namps and at the bottom of the page singature / LTI of
Policy Dardanna Santcom should be taken where the applicant is.
viii) Randu signatures in the application, PMJJBY and one signatures in the PMSBY application.
ix) Is there a deformity in the 7th column of the PMSBY application? Along with the details if there is a disability where you are
Ward should also write the profession.
x) The relative (wife / mother / daughter) of the nominee should write to the policy dealer.
xi) Name of the caretaker of the nominee minor, relative to the caretaker of the minor (ammamama / nanimama /
Tatyaya / Itradalu) should be written.
6. Collect 3 types of application filled by Volunteer with 3 passport size photos and complete any day on that day
Bank to volunteer in providing business corresponding entries
7. Talk to Business correspondent, WEA and Volunteer, when to open accounts in any area
Beneficiaries should be informed of any missteps made by the timeline.
8. Business Correspondent Whoever the ward is in that village / ward All the volunteer beneficiaries in the village are in the village
/ Ward Secretariat or to a suitable location PlipPlanchi Accounts screenplan, ekyc must be completed. Veeraki
Bank Matras and Insurance Matras help.
9. Bank Accounts Opening Program From 16.09.2020 to 23.09.2020 Business Correspondent Volunteer,
Bank bills and insurance bills should be filled with help.
10. Beneficiary details for making bank accounts in Business correspondent (BC) app
Troth
The acknowledgment number has arrived. Volunteer who took that number from BC, Bank Matra /
Care should be taken with the insurance policy notes.
11. The bank that opened the Jan Dhan account in Volunteer Bank for the beneficiaries of YSR Insurance
App that corrects account details, account number, IFSC code, bank branch details again
I have to enter.
12. To upgrade this bank account, open the app in the Volunteer Path Audit and select the accounts for the previous beneficiaries.
The newly opened bank account details should be mentioned where the number is entered.