Post Office Forms Guide

Opens a Post Office Savings Bank account - savings account, RD, TD, MIS, SCSS, PPF, SSA or NSC. One form covers most small-savings schemes with the scheme ticked inside.

Documents: Photo, Aadhaar or other ID/address proof, PAN (mandatory above threshold amounts), initial deposit, nominee details.

Deposit cash or cheque into a POSB account (savings, RD instalments, PPF, loan repayments).

Documents: Passbook or account number; cheque if depositing by cheque.

Withdraw money from a savings or other POSB account at the counter.

Documents: Passbook; ID proof for larger withdrawals.

Close a POSB account on maturity or prematurely (premature closure needs the prescribed lock-in to have passed and may cost interest).

Documents: Passbook, ID proof; certificate/passbook of the scheme being closed.

Register, change or cancel a nominee on a POSB account or certificate - strongly recommended at account opening.

Documents: Nominee name, address, relationship; witness details.

Submit or update identity and address proof, or certify the account holder is alive (life certificate for SCSS/POSB pension-type payouts).

Documents: Aadhaar, PAN, current address proof, photo.

Declaration that total income is below the taxable limit so TDS is not deducted on interest (15H is for senior citizens).

Documents: PAN is compulsory - filed each financial year.

Extend a PPF account in 5-year blocks after the 15-year term (with or without further deposits), and for PPF loan/withdrawal requests.

Documents: PPF passbook; extension must be filed within the prescribed window after maturity.

Proposal to buy a Postal Life Insurance or Rural PLI policy (Whole Life, Endowment, Anticipated Endowment, Children policy etc.).

Documents: Age and ID proof, income/employment proof, medical reports where required, photo, nominee details.

Pay premium at the counter, surrender a policy, or take a loan against the surrender value after the policy has run the prescribed period.

Documents: Policy bond/document, premium receipt book, ID proof; loan needs assignment forms.

Claim the sum assured on policy maturity, or a death claim by the nominee/legal heir.

Documents: Original policy bond, death certificate (for death claims), claimant ID, discharge voucher.

Send money by domestic Money Order / eMO - payee name, address and amount are written on the form.

Documents: Cash plus MO commission; sender ID for larger amounts.

Consignment note used when booking Speed Post, registered post or parcels - captures addresses, weight, contents declaration and insurance.

Documents: Article packed and weighed; contents declaration; ID for international bookings.

Mandatory declaration of contents and value for articles sent abroad by post - small packets use CN22, parcels use CN23.

Documents: Itemised contents, values, sender signature; attach to the article.

Green acknowledgement card attached to a registered article; the addressee signs it on delivery and it is returned to the sender as proof.

Documents: None - filled by sender at booking.

Application for Gramin Dak Sevak posts (BPM/ABPM/Dak Sevak) submitted on the official GDS engagement portal during a notified cycle.

Documents: 10th marksheet, DOB proof, caste/EWS certificate where applicable, computer knowledge certificate, photo, Aadhaar.