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BPI Account Opening Referral Program Dear Valued Client, We thank you for your interest in opening a BPI Express Teller Savings account for your remittance and savings needs. Please print this form,
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How to fill out bpi account opening referral

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How to fill out bpi account opening referral

01
Step 1: Obtain a BPI account opening referral form from any BPI branch.
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Step 2: Fill out the referral form with accurate and complete information.
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Step 3: Provide your personal details such as full name, date of birth, and contact information.
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Step 4: Specify the type of BPI account you wish to open, whether it's a savings account, checking account, or other types.
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Step 5: Indicate any additional services or features you want to include with your account, such as online banking or ATM card.
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Step 6: If applicable, provide the required initial deposit amount for your chosen account type.
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Step 7: Double-check all the information you have provided to ensure accuracy and completeness.
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Step 8: Submit the filled-out referral form to a BPI representative at any BPI branch.
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Step 9: Wait for the BPI representative to process your referral and provide you with further instructions.
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Step 10: Follow any additional steps or requirements given by the BPI representative to complete the account opening process.

Who needs bpi account opening referral?

01
Anyone who intends to open a BPI account may need a BPI account opening referral.
02
It is particularly useful for individuals who have been referred by existing BPI clients or employees.
03
Entrepreneurs, professionals, students, and anyone seeking financial services from BPI can benefit from the referral.
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BPI account opening referral is a process where existing BPI clients refer new clients to open an account with BPI.
Existing BPI clients who refer new clients to open an account with BPI are required to file account opening referral.
To fill out bpi account opening referral, existing BPI clients need to provide the necessary information of the new client they are referring.
The purpose of bpi account opening referral is to incentivize existing clients to refer new clients to open an account with BPI.
The information reported on bpi account opening referral includes the name, contact details, and account type of the new client being referred.
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