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Clean Note Policy

The Clean Note Policy aims to ensure the circulation of good quality currency notes and coins, with banks required to sort and issue only clean notes while discouraging writing on them. It includes guidelines for handling counterfeit notes, note refund rules, and facilities for exchanging soiled or mutilated notes, with strict adherence to RBI regulations. Additionally, banks must maintain records of processed notes and report counterfeit detections to police authorities, ensuring proper handling and preservation of counterfeit notes.

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0% found this document useful (0 votes)
7 views31 pages

Clean Note Policy

The Clean Note Policy aims to ensure the circulation of good quality currency notes and coins, with banks required to sort and issue only clean notes while discouraging writing on them. It includes guidelines for handling counterfeit notes, note refund rules, and facilities for exchanging soiled or mutilated notes, with strict adherence to RBI regulations. Additionally, banks must maintain records of processed notes and report counterfeit detections to police authorities, ensuring proper handling and preservation of counterfeit notes.

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mszzsm10
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We take content rights seriously. If you suspect this is your content, claim it here.
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CLEAN NOTE POLICY

NOTE REFUND RULES


SESSION OUTLINE
 CLEAN NOTE POLICY

 HANDLING OF COUNTERFEIT NOTES

 NOTE REFUND RULES

 FACILTY FOR EXCHANGE OF NOTES & COINS

 CURRENCY CHEST OPERATIONS

 RBI GUIDELINES FOR LEVY OF PENAL INTEREST OR


/AND WRONG REPORTING
Objective of Clean Note Policy of RBI is to
provide good quality currency notes &
coins to general public.

It implies that that note packets are not to


be stapled with pins but are to be secured
with paper bands etc.

Writing on currency notes is also


Clean discouraged.

Note RBI has directed all banks to sort out notes


Policy into issuable and non-issuable, and issue to
the public only the clean notes.

Banks are also required to extend note


exchange facilities to public freely based
on their guidelines & note refund rules.
Similarly, the customers will tender at their
banks notes only in unstapled condition

Under the present system of mechanized


processing of banknotes, inscription or
scribbling on any part of the banknote would
render it to be classified as unfit for reissue
Clean So, dealing officers and staff to forthwith stop
Note writing / scribbling of any kind on any part of
the banknote to ensure achievement of the

Policy objectives of clean note policy

Branches will strictly follow the RBI's instructions


issued, from time to time, under the Clean
Note Policy
Bank has installed note sorting machines
capable of segregating the notes into
issuable, non-issuable and suspect
categories in all bank branches.

Note packets are to be prepared as per


Clean Note Policy of Reserve Bank of India.

Clean
The remittances of non-issuable, soiled and
Note mutilated notes are required to be sent to
RBI at regular intervals.
Policy
RBI has a scheme of incentives & penalties
for banks in this regard. It is known as the
Currency Distribution & Exchange Scheme
for rendering customer service to public.
Failure of the branch/back office/Currency Chest to
impound counterfeit notes detected at their end will be
construed as willful involvement of the receiving
Cashier/Cash officer/Joint Custodian concerned in
circulating counterfeit notes and penalty, if any imposed by
RBI will be recovered from erring employees apart from
taking action as Bank may deem fit.

With a view to facilitating the detection of counterfeit


Handling of notes, all branches/ identified back offices should be
equipped with ultra- violet lamps / other appropriate

Counterfeit banknote sorting / detection machines.

Currency
Note
The branches shall maintain a daily record of the notes
processed through the Note Sorting machines, including
the number of counterfeits detected.
 It is necessary to ensure that the cash handling
staff in banks and treasuries / subtreasuries is
fully conversant with the security features of a
banknote

Handling of
Counterfeit  The design and security features of all the
banknotes must be displayed prominently at
Currency the branches for information of the public
Note
 Details of security features are available at the
link [Link]
Handling of Counterfeit Currency Note

Bank notes tendered over


the counter or received
Counterfeit money is imitation
directly at the back office/ Counterfeit notes shall be
currency produced without
Currency Chest through bulk impounded by all Bank
the legal sanction of the
tenders should be examined branches.
government
for authenticity through Note
Sorting Machines (NSMs).

No credit to customer’s
account is to be given for
In no case, the counterfeit
counterfeit note, if any,
notes should be returned to
detected in the tender
the tenderer or destroyed by
received at branches over
the bank branches.
the counter or at the back-
office / currency chest.
Handling of Counterfeit Currency Note

Each Bank Note which on examination of various security


features/parameters is determined as counterfeit one by the concerned
official at counter or back office/Currency Chest will be stamped as
“Counterfeit Note” with a stamp having uniform size of 5 cm X 5cm.

Each such impounded note shall be recorded under authentication, in


Forged Note Detection and Impounding Register under authentication of
cash officer and Accountant of the branch/office concerned
Issue of Receipt to tenderer

When a banknote tendered at the counter of a branch/back office or


currency chest is found to be counterfeit, an acknowledgement receipt
must be issued to tenderer in the prescribed format

The receipt in running serial number should be authenticated by receiving


official and tenderer.

The receipt is to be issued even in cases where the tenderer is unwilling to


countersign it.
Handling of Counterfeit Currency Note

Counterfeit notes so detected and impounded must be


entered on the same day in Counterfeit Currency
Reporting(CCR) portal, available in SBI Times=> More
Links=> SBI Single Sign on => Counterfeit Currency
Reporting.

Branches will report such Fake Indian Currency Notes


(FICNs) on CCR portal also which are detected by RBI in
remittances sent to them or detected during inspection
conducted by RBI
an acknowledgement receipt must be
issued to tenderer in the prescribed
format, after stamping of notes as
prescribed above. The receipt in running
serial number should be authenticated by
receiving official and tenderer. The
receipt is to be issued even in cases
where the tenderer is unwilling to
countersign it.
Issue of
Receipt
to Notice to this effect should be displayed
tenderer prominently at the offices / branches for
information of the public
Reporting to Police
For cases of detection of counterfeit notes up to 4 pieces, in a single
transaction, a consolidated branch wise report in the prescribed
format (Annex III) based on data extracted from CCR portal should be
sent by the Branch Manager to the Police Authorities or the Nodal
Police station, along with the suspect counterfeit notes, at the end of
the month.

For cases of detection of counterfeit notes of 5 or more pieces, in a


single transaction, the counterfeit notes should be forwarded by the
branch immediately to the local police authorities or the Nodal
Police Station for investigation by filing FIR in the prescribed format
(Annex IV)

Branch would also forward a copy of the format to


the Nodal Officer for information. Acknowledgement
to be obtained and kept on record.
Chief Manager (Compliance & Risk) of the
concerned RBO will act as Nodal Bank Officer for all
the districts falling under the jurisdiction of the RBO

All cases of reporting of counterfeit note detected


should be routed through the Nodal Bank Officer
only and he will be the single point of contact for all
activities related to detection, impounding and
reporting.

FILING OF However, reporting through the Nodal Bank Officer


may delay due to large number of branches in an
FIR RBO spread over districts/geographies.

Branches should, therefore, report to Police


Authorities under advice to Nodal Bank Officer to
minimize delay and ensuring better compliance
In case any difficulty is faced by the Offices/
Branches due to reluctance of the police to receive
monthly consolidated statement/ file FIRs, the
matter may be sorted out in consultation with the
Nodal Officer of the police authority designated to
coordinate matters relating to investigation of
counterfeit bank notes cases.

The list of Nodal Police Station may be obtained


from the respective Regional Office of Reserve

Reporting Bank.

to Police
A copy of the monthly consolidated report/ FIR shall
be sent to the Forged Note Vigilance Cell
constituted at LHO by the Nodal Officer
Preservation of Counterfeit Notes
received from Police Authorities

 All Counterfeit Notes received back from the police


authorities/ Courts be advised to FNVC and should be
carefully preserved in the safe custody of the branch
where these were detected and a record thereof be
maintained by the branch in a separate folio in Branch
Documents Register.

 Counterfeit Notes, which are the subject matter of


litigation in the court of law should be preserved by the
branch concerned for three years after conclusion of the
court case

 These Counterfeit Notes at branches should be subjected


to verification on a half-yearly basis (on 31st March and
30th September) by the Branch Manager.
 SOILED NOTES

 MUTILATED NOTES

Reserve  EXTREMELY BRITTLE

Bank of  BURNT
India (Note  CHARRED
Refund)
Rules, 2009  DELIBERATELY CUT NOTES
 Soiled Notes- A ‘soiled note' means a note which
has become dirty due to normal wear and tear
and also includes a two-piece note pasted
together wherein both the pieces presented
belong to the same note and form the entire
note with no essential feature missing
Reserve
Bank of
 These notes should be accepted over bank
India (Note counters in payment of Government dues and
Refund) for credit to accounts of the public maintained
with banks
Rules, 2009
 However, in no case, these notes should be
issued to the public as re-issuable notes and shall
be deposited in currency chests for onward
transmission to RBI offices as soiled note
remittances for further processing.
EXCHANGE OF SOILED NOTES

 Notes presented in small number: Where the number of notes


presented by a person is up to 20 pieces with a maximum
value of Rs.5000 per day, banks should exchange them over
the counter, free of charge.

 Notes presented in bulk: Where the number of notes


presented by a person exceeds 20 pieces or Rs.5000 in value
per day, banks may accept them, against receipt, for value
to be credited later. Banks may levy service charges

 In case tendered value is above Rs.50000, banks are


expected to take the usual precautions.
MUTILATED NOTES

A mutilated note is The notes so presented


a note of which a Mutilated notes shall be accepted,
portion is missing, or may be presented exchanged and
which is composed at any of the bank adjudicated in
of more than two branches. accordance with
pieces. Reserve Bank of India
(Note Refund) Rules
Notes of less than Rs.50 denomination

Full Value will be paid if the single


largest undivided piece of the
"mutilated" note is more than 50% of
the area of the respective No provisions for payment of Half
denomination. Value
NIL- if the largest undivided piece
of the damaged note is 50% or less
than the area of the original note
Notes of denomination Rs.50 or more

Zero Value : If the area of the


Half Value : If the area of the
single largest undivided
single largest undivided
piece of the mutilated note
piece is between 40% to
is less than 40% of the area of
80% of the original note
the respective denomination

Full Value : If the area of the single


largest undivided piece is more than
80%.
Full Value : If there are two pieces of
the same note and each piece has
an area of 40% or more.
 After adjudicating mutilated notes, the
Prescribed Officer is required to record his
order by subscribing his initials to the dated
'PAY'/ 'PAID'/ 'REJECT' stamp.

 The 'PAY' /'PAID' & 'REJECT' stamps should


also carry the name of the bank and
branch concerned and held under the
custody of the 'Prescribed Officer' to avoid
misuse. Mutilated / defective notes bearing
MUTILATED 'PAY'/'PAID’ (or 'REJECT') stamp of any RBI
Issue Office or any bank branch
NOTES
 if presented for payment again at any of
the bank branches should be rejected
under Rule 6(2) of Reserve Bank of India
(Note Refund) Rules, 2009 and the tenderer
should be advised that the value of such
note/s cannot be paid since the same has
already been paid as is evident from the
PAY/PAID stamps affixed on it/them
 The full value paid notes have to be remitted
by all branches to the chest branches with
which they have been linked and therefrom
to the Issue Offices concerned together with
the next soiled note remittance

 The half value paid notes and rejected notes,


which are held by the chest branches in their
MUTILATED cash balance, may either be remitted
separately packed together with the full value

NOTES paid notes or sent by registered and insured


post as and when required.

 The full value paid notes will be treated as


chest remittance by the Issue Office while the
half value paid notes and rejected notes will
be treated as notes tendered for adjudication
and processed accordingly
 All branches of banks in all parts of the
country are mandated to provide the
following customer services:
 (i) Issuing fresh / good quality notes and
coins of all denominations on demand,

Facility for  (ii) Exchanging soiled


defective notes, and
/ mutilated /

exchange  (iii) Accepting coins and notes either for


transactions or exchange. In terms of
of notes section 6 (1) of The Coinage Act, 2011,

and coins  None of the bank branches shall refuse to


accept small denomination notes and / or coins
tendered at their counters. All coins in the
denomination of 50 paise, ₹1, ₹2, ₹5, ₹10 and
₹20 of various sizes, theme and design issued
from time to time by the Government of India
continue to be legal tender
 Notes which have turned extremely brittle
or are badly burnt, charred or inseparably
stuck up together and, therefore, cannot
Extremely withstand normal handling, shall not be
Brittle, accepted by the bank branches for
exchange.
Burnt,
Charred,
Stuck-Up  Instead, the holders shall be advised to
tender these notes to the Issue Office of
Notes Reserve Bank of India concerned where
they will be adjudicated under a Special
Procedure.
Cash Retention Limit

 Cash held by our Non currency Chest Branches is


the property of SBI whereas cash in currency chest
branches is the property of RBI.

 Cash balances at Hand Balance branches are idle


assets and have opportunity loss

 Every Branch is required to maintain an optimum


cash balance at branches to meet the
requirements of customers. Any excess cash
holding beyond a limit is shifted to linked currency
chest branch/CAC.

 A limit for every branch is required to be fixed. This


limit is called Cash Retention Limit.
 Branches, Urban and Metro Branches serviced
by CAC/SCAB and other Branches.
Cash
Retention  Insurance of Cash and other valuables “On
Premises” and “In Transit”.
Limit
 Cash Retention Limit of Branches may be
reviewed in the months of May/June every year
and to make it applicable w.e.f. 1st July every
year.
 Cash retention limit of branches is fixed as
under :
Cash  Rural – up to Rs. 10.00 lacs**

Retention  Semi-Urban – above Rs. 10.00 lacs-Rs.20.00 lacs

Limit  Urban & Metro – Above Rs. 20.00 lacs.


 All Branches required to pay Central Office
Interest on cash available at the Branches @9%
p.a. (Cash available at the Branch = Branch
Cash Balance + Cash Balance with SWO).
Approval of Cash Retention Limit

 Cash Retention Limit Approval By

 Upto ₹10 lakhs Chief Manager


(Compliance
&Operation / Chief
Manager (GB)

 >₹10 lakhs & upto ₹20 lakhs Regional Manager

 > ₹20 lakhs Deputy General Manager


(B&O)
THANK YOU

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