GDS BO Forms - GDS Brahmastra | List of Essential Documents Required in Branch Post Office (BO)

Cheat Book for BO Documentation: A Must-Have Tool for Document Needs. Download List of Essential Documents Required in Branch Post Office (BO) in PDF.

For anyone working in a Branch Office (BO), handling the documentation and paperwork can often feel overwhelming. With numerous forms, requests, and reports, keeping track of everything becomes essential. The Cheat Book for BO documentation serves as a comprehensive tool to streamline these tasks, ensuring that all necessary forms and documents are readily accessible.

This guide provides an organized index of essential documents, making it easy to find exactly what you need, when you need it. From proposals to claims, and account opening to withdrawals, this book is an indispensable resource for Branch Office operations.

Index of Essential Documents Required in a Branch Office (BO)

1. Index Page – Page 1
2. HO Daily Account – Page 2
3. GDS Ledger – Page 3
4. Charge Report – Page 5
5. Deposit Slip – Page 6
6. Withdrawal Slip – Page 7
7. Account Opening Slip & KYC Form – Page 8
8. Form 60 – Page 10
9. Insured Account Slip – Page 12
10. Application for Premature Closure of Account – Page 13
11. Application for Extension of RD/TD/PPF/SSA Account – Page 14
12. Application for Withdrawal from RD/PPF and SSA Accounts – Page 15
13. Nomination Form – Page 16
14. Account Transfer Form – Page 17
15. RD/MIS Auto-debit Facility Form – Page 19
16. ATM Card/Internet/Mobile/SMS Banking Application – Page 20-21
17. PLI Proposal Form – Page 23-30
18. RPLI Proposal Form – Page 31-35
19. Renewal of PLI/RPLI – Page 36
20. PLI/RPLI Claim Application (Death Cases) – Page 37-40
21. Form for Maturity Claim/Survival Benefit (RPLI/PLI) – Page 41-43
22. Application for Loan on Security of PLI Policy – Page 44-46
23. Application for New Aadhar or Aadhar Correction – Page 49-55

Detailed Overview of Important Forms

1. HO Daily Account (Page 2)

This document records the daily financial transactions occurring in the Head Office. It ensures proper accounting of all BO transactions and keeps track of day-to-day expenses and revenue.

2. GDS Ledger (Page 3)

A key tool for monitoring government-operated savings (GOS) accounts, ensuring that all transactions and balances are correctly managed in line with government policies.

3. Charge Report (Page 5)

This report provides details about the financial and administrative charges that the BO incurs, helping monitor expenses and revenue effectively.

4. Account Opening Slip & KYC Form (Page 8)

Required for opening any new account in a BO, this form ensures that the customer’s identity is verified through the KYC process.

5. Application for Premature Closure of Account (Page 13)

In cases where customers wish to close their accounts before maturity, this form handles the necessary steps and documentation for early closure.

6. Nomination Form (Page 16)

A crucial form for appointing a nominee for savings accounts and insurance policies, ensuring smooth transition in case of the account holder’s demise.

7. PLI/RPLI Proposal Form (Pages 23-30 for PLI, 31-35 for RPLI)

These forms are used for submitting proposals for Postal Life Insurance (PLI) and Rural Postal Life Insurance (RPLI) schemes. These are essential for enrolling new customers.

8. Renewal and Claim Applications for PLI/RPLI (Pages 36-43)

Renewal and claim forms for both PLI and RPLI are crucial for maintaining policy continuity and facilitating maturity, survival, or death claims.

9. Loan Application on Security of PLI Policy (Page 44-46)

This form is used by policyholders to avail a loan against their PLI policy, offering financial aid without disturbing their savings.

10. Aadhar-Related Forms (Pages 49-55)

These forms cater to applications for new Aadhar registrations or updates/corrections to existing Aadhar details, ensuring customer identification is always up-to-date.