NEFT Form: How to Download & Fill

Filling up a NEFT form is quite a simple and hassle-free process and the customer can take the help of a bank employee for this purpose. Given below is a sample of the HDFC NEFT application form and the step-by-step process involved in filling the same:

Step 1: You can download the NEFT form from the bank website, if available, or pay a visit to the home branch for the same.

Step 2: Fill in the branch code, name, date and time as seen on the top left hand corner of the HDFC NEFT Form, and proceed to tick NEFT along with cheque number and amount.

Step 3: Fill in all the beneficiary details such as:

1. Name
2. Account number
3. Address
4. Bank name and branch
5. IFSC code
6. Amount to be credited (in figures and numbers)

Step 4: The next step is to fill in the remitter details as follows:

1. Name
2. Account number
3. Cash deposited for the transfer ( in case of non-customer)
4. Amount to be transferred in words and figured
5. Signature

Step 5: Once the form is filled, the customer has to submit it at the designated country in the bank. The fund transfer should be done within a 24-hour window.

Step-by-Step Process to Filling NEFT Form

Filling out an NEFT form correctly ensures that your fund transfer is processed without delays or errors. Here's a step-by-step guide to filling the NEFT form accurately:

• Beneficiary DetailsName of the beneficiary Bank name and branch Account number (double-check for accuracy) IFSC code of the beneficiary’s branch
  • Name of the beneficiary
  • Bank name and branch
  • Account number (double-check for accuracy)
  • IFSC code of the beneficiary’s branch
• Remitter DetailsYour name Your bank account number Contact details
  • Your name
  • Your bank account number
  • Contact details
• Transaction DetailsAmount to be transferred Type of account (Savings/Current) Date of transaction
  • Amount to be transferred
  • Type of account (Savings/Current)
  • Date of transaction
• Signature & DeclarationSign the form at the bottom as required by the bank Submit the form along with any ID proof if needed
  • Sign the form at the bottom as required by the bank
  • Submit the form along with any ID proof if needed

Once submitted, the bank processes the transaction using the NEFT system.

Documents Required for NEFT Form

While the NEFT form itself is the main requirement, banks may ask for additional documents based on the transaction amount or customer profile. Here are the commonly required documents:

1. Duly filled NEFT Form
2. Valid Government ID Proof (Aadhaar, PAN, Voter ID)
3. Cheque leaf (optional, for account validation or large transfers)
4. Proof of transaction purpose (in some cases for compliance reasons)

Note: For existing account holders making regular transfers, minimal documentation is typically needed.

Online vs Offline NEFT Form Differences

While both online and offline NEFT processes allow fund transfer, they differ in convenience, method, and process:

What is an NEFT Form

1.  In simple terms, a NEFT form is an application form that is used by walk-in customers to send money through NEFT to others.
2. In other words, it is a written request, asking the concerned branch to carry out the fund transfer on behalf of the sender.
3. It generally has two sections, one for beneficiary details and the other for remitter details.

Where is the NEFT Form Used

A NEFT application form is typically used at a bank, where the customer fills up the slip and submits it to the banking representative for fund transfers using this method.