Fi Salary Program-Registration process

Pre-onboarding

Please ensure:
● You register with your own phone number that has been linked to YOUR aadhar card and not of
any family members
● Your Aadhaar & PAN linking is mandatory
● You have your physical PAN card (In proper condition, Original only) with you to complete your
KYC to open a full KYC account
● You watch this video and have a seamless onboarding experience :)

Onboarding

Step 1: Download the Fi app

- Play Store (Android): https://play.google.com/store/apps/details?id=com.epifi.paisa
- App Store (IOS): https://apps.apple.com/in/app/fi-money-save-invest-smart/id1531564767

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 Step 2: Register your phone number
- Register with Aadhar-linked Phone Number, verify OTP
- Understand and agree with terms & conditions

Step 3: PAN Card

- Enter PAN Card Details & Date of Birth- AS PER PAN CARD

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 Step 4: Eligibility Check (Some may have this step, some of you may not go through this step)
- Verify your work status: Choose the right option for you

Step 5: Employment Details

- Declare Employment Type (Select closest option)
- Declare Annual Income range (Select the most appropriate range from options)

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 Step 6: Family Details
- Fill father’s legal name exactly AS PER PAN CARD (Please double check for spelling mistakes,
spaces etc)
- Choose your nominee

Step 7: Aadhar Verification

- Enter Aadhar number
- You will receive OTP on the phone number linked to the Aadhar, enter the same correctly

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 Step 8: Record a Selfie Video
- Please ensure this is taken in a well-lit place, with no other people in the background and read
the numbers on the screen clearly & loudly
- This step might take some time to verify. In case this takes longer than 2 hours, reach out to your
Fi POC.

Step 9: Video KYC

- Please take this call in a quiet, well-lit room with no noise in the background.
- Ensure you have your original, physical PAN Card and a piece of paper and a pen.
- Once the call is connected with a Federal bank agent, they will ask a few basic questions post
which you will have to display your PAN card on the video and then sign on the piece of paper
and display that to the agent as well.
- Verification of Video KYC may take a few minutes, at this step, if your app says that it may take
1-3 days for your account to be verified, please reach out to your Fi POC.

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 Step 10: Upgrade to Salary
- Voila! Your savings account is opened, all you need to do is click the “Upgrade your Account”
option on the top-left corner of your home screen, choose the “Salary Plan” option and verify
your employer from the drop down. Please check your organization’s legal name with your HR
and enter the right option accordingly.
- One last & most critical step: Share your account details with your HR and your benefits will get
automatically activated the day your salary gets credited into the account.

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In case you get stuck at any step, please reach out to the Fi representative via your HR team.