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Application Forms

KIM & Application Form
Common Form – Financial Transactions
Common Form - Non Financial Transactions
PIN Form - Existing Investors
PIN Form - New Investors
My Target Value Savings Account - Application Form

Service Forms: Investors

Bank Accounts Registration Form
Change of Bank Mandate Form
Updation of Address Contact Details Form
PAN & KYC Updation Form
Nomination Form
Lien Marking Format
Folios Consolidation Form
Minor Attaining Majority Form
Change of Registered Guardian Request Form
Change in Broker Form
Change in Mode of Holding Form
Change of Name/ Signature (Individuals/ NRIs) Form
Change of Name (Non-Individuals) Form
Unclaimed/ Misplaced Redemption/ Dividend Form
Cheque Re-Issuance Form
Change Folio to Target Value Form
Change of Target Amount/ Scheme Form

Service Forms: Distributors

Account Statement Requisition Form
Distributor Details Updation Form
Nomination form for Distributors
Updation of Bank details of Distributors
Declaration of Self Certification
Transfer of Business - Indemnity
Mailback Services Form
KYD application form - Individual
KYD application form - Non-Individual

SIP/STP/SWP/DTP Forms

SIP Auto Debit Form
SIP - Post Dated Cheques - Registration Form
STP/SWP/DTP-Registration Form
SIP/SSIP New Bank Registration / Change of Payment Mechanism Form.
SIP/STP No Entry Load Form
SIP/STP/SWP/DTP - Cancellation Form
SSIP Common Transaction Form

Transmission Documents

Summary of Documents Required (Matrix)
Transmission Request Form
Annexure I New Bank Mandate Format
Annexure II-Indemnity - Where Nominee is registered
Annexure III - Indemnity - Where Nominee is not registered
Annexure IV - Affidavit by legal heir (individually) - Where Nominee is not registered
Annexure V - Indemnity by Coparceners

KYC (CVL) Forms/ Third Party Declarations

KYC Forms
Third Party Payment Declaration Form
Demand Draft - Bank Certificate
Payment on Behalf of Minor
Custodian Payment - Declaration

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