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    Change of Bank Form

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    vikas prajapati
    This document is a form for existing unitholders to change their bank account details associated with their mutual fund folio. It requests the folio number, tax status, mode of holding, names of holders, new and old bank account details, and requires submission of documentation like a bank statement or passbook to verify the new bank account. The form also includes a declaration confirming the unitholder has read the scheme documents and agrees to the terms, and a signature section.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Change of Bank Form

    Uploaded by

    vikas prajapati
    273 views1 page
    This document is a form for existing unitholders to change their bank account details associated with their mutual fund folio. It requests the folio number, tax status, mode of holding, names of holders, new and old bank account details, and requires submission of documentation like a bank statement or passbook to verify the new bank account. The form also includes a declaration confirming the unitholder has read the scheme documents and agrees to the terms, and a signature section.

    Original Description:

    Bankchange for Mutual funf

    Original Title

    change-of-bank-form

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    This document is a form for existing unitholders to change their bank account details associated with their mutual fund folio. It requests the folio number, tax status, mode of holding, names of holders, new and old bank account details, and requires submission of documentation like a bank statement or passbook to verify the new bank account. The form also includes a declaration confirming the unitholder has read the scheme documents and agrees to the terms, and a signature section.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    273 views1 page

    Change of Bank Form

    Uploaded by

    vikas prajapati
    This document is a form for existing unitholders to change their bank account details associated with their mutual fund folio. It requests the folio number, tax status, mode of holding, names of holders, new and old bank account details, and requires submission of documentation like a bank statement or passbook to verify the new bank account. The form also includes a declaration confirming the unitholder has read the scheme documents and agrees to the terms, and a signature section.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    CHANGE OF BANK FORM (COB) (For existing Unitholders only)

    FOLIO NO. (Mandatory): TAX STATUS: MODE OF HOLDING:

    1st Holder
    (Mandatory)
    2nd Holder

    3rd Holder

    Bank Account No.


    ANY ONE DOCUMENT IS REQUIRED TO BE SUBMITTED FOR OLD AND NEW BANK
    ACCOUNT FROM THE BELOW LIST:
    Bank Account Savings Current NRE NRO Others
    Type (Please ) Cancelled original cheque of old and new bank mandate with first unit holder name and
    (Please specify here if others: ___________________________________) bank account number printed on the face of the cheque.
    Self attested copy of old and new bank account statement issued by the concerned bank
    (not older than 3 months).
    Bank Name
    Bank passbook with current entries for new and old bank account not older than 3 months.
    Bank Address Bank letter, on the letterhead of the bank duly signed by branch manager/authorized
    personnel stating the investor’s bank account number, name of investor, account type,
    Bank City bank branch, MICR and IFSC code of the bank branch. (the letter should be not older
    than 3 months).
    MICR Code IFSC Code
    (9 digits) (11 digits) Note:
    1. (i) In case of photocopies of the documents as stated above are submitted, investor must
    YOUR CONFIRMATION/DECLARATION produce original for verification or a copy of the supporting documents duly attested by
    I/We have read and understood the contents of the Scheme Information Document(s)/Key Infromation the concerned bank at any of the AMC branches or official point of acceptance of
    Memorandum(s) & Statement of Additional Information(s) of the Scheme(s) and agree to abide by the transactions.
    terms, conditions, rules and regulations of the Scheme(s) as on the date of this transaction. I/We (ii) The name printed on the cancelled cheque/bank passbook/bank account statement/bank’s
    hereby declare that I am/we are not US Person(s). The ARN holder has disclosed to me/us all the letterhead should be same as per the folio.
    commissions (in the form of trail commission or any other mode), payable to him for the different 2. In absence of old bank account proof, the unitholder shall visit the nearest AMC / CAMS branch
    competing Schemes of various Mutual Funds from amongst which the Scheme is being recommended office for In Person Verification with above documents and Identity proof.
    to me/us. I/We hereby confirm that I/we have not been offered/communicated any indicative portfolio 3. The AMC reserves the right to accept the request, subject to additional verifications, production
    and/or any indicative yield for this investment. of additional documents or In Person Verification of unit holder.
    Signature(s)

    First Holder Second Holder Third Holder

    (To be signed as per Mode of Holding)

    Folio No. ....................................................................................................... Change of Bank Details Date: ...............................................

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