Core Banking Solution (CBS) Account Number Updation Form: D D M M Y Y Y Y

CORE BANKING SOLUTION (CBS) ACCOUNT NUMBER UPDATION FORM
(Please read the guidelines on the reverse of the form carefully).

Please fill in the information below legibly in English and in CAPITAL LETTERS
To:
Date:
UTI Mutual Fund D D M M Y Y Y Y
A UNIT HOLDER DETAILS
1. Folio Number :
2. Name of Sole/ First Unit Holder :
3. Scheme / Plan / Option UTI -
B. CBS BANK ACCOUNT DETAILS

My existing Bank account has been changed to CBS Bank Account number by the bank as under :-
Existing A/c number as per Folio
New CBS A/c number

*MICR (9 digit number next to your cheque number)
*IFSC Code (11 digit code)
(If you do not find this on your cheque leaf, Please check for the same with your local Bank Branch)
* Mandatory fields
C. DOCUMENT PROOF (Mandatory to be submitted)*

* Cancelled Cheque leaf / copy of original cheque leaf with printed Account number and name of the 1st Unit Holder to be
submitted.
 Original cheque leaf
 Photocopy of Cheque Leaf (Original cheque leaf should be produced for immediate verification & return.)
D. Please update my following details also (if not registered earlier)

Mobile No PAN Please attach PAN Card Copy
Email ID
E. DECLARATION AND SIGNATURE OF UNITHOLDER/S (To be signed as per the mode of holding)
I/we have read and understood the guidelines printed on the reverse of this Form and agree to abide by the same.
Sole/First Unit holder Second Unit holder Third Unit holder
(To be signed by All Unitholders if units are held jointly)
UTI Mutual Fund - Acknowledgement for CBS ACCOUNT NUMBER UPDATION FORM (to be filled by the unit holder)
Received, subject to verification, Form for CBS ACCOUNT NUMBER UPDATION FORM Details
from Mr/ Mrs/ Ms : _____________________________________________________________
Receiving UFC/ Registrar’s official stamp

Folio No : _____________________________________________________________________ with date and signature
Registrar: Karvy Computershare Pvt. Ltd., Unit: UTI Mutual Fund, Narayani Mansion, H.No.1-90-2/10/E, Vittalrao Nagar, Madhapur, Hyderabad - 500 081 • E-mail: [email protected]
Guidelines
1) This form shall be used for Updation of Core Bank A/c No. MICR & IFSC Code (if not registered earlier) , retaining all
other bank detail such as Bank Name , Branch Name, Branch Address etc.
2) If MICR and IFSC code are existing in the folio , the same shall be retained.
3) A Cancelled cheque Leaf Or a Copy of cheque leaf consisting of the New CBS bank account No. and Account Holders
Name preprinted on same shall be Mandatory . If Copy of cheque leaf is provided the original cheque leaf may be
produced for verification and immediate return.
4) The CBS Account updation form shall be processed subject to verification of signature and subject to receipt of all the
other requirements.
5) Please fill in the Form in CAPITAL LETTERS.
6) For registration of PAN, a self - attested PAN Card copy is to be provided alongwith the Original PAN Card for verification
and immediate return.
7) In case of any assistance , please contact nearest UTI Financial Center (For details of UFC visit www.utimf.com).
*********
Check list
 The Form is complete in all respects.
 The form is signed by the holders as per the holding basis.
 A Cancelled cheque Leaf OR a Copy of cheque leaf consisting of the New CBS bank account No. and Account
Holders Name preprinted on same is submitted .
 If Copy of cheque leaf is provided the original cheque leaf shall be produced for verification and immediate return.
 All other details of Bank such as Bank name , Branch Name etc. remains the same.
 Folio No and Scheme details should be filled in Complete.
 Core Bank A/c No., MICR and IFSC code should be filled in accurately and legibly.
 Mobile No., Email and PAN details are provided (If not registered earlier).
 In case of PAN Updation, a self attested PAN Card copy is provided alongwith the Original PAN Card for verification
and immediate return.

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Core Banking Solution (CBS) Account Number Updation Form: D D M M Y Y Y Y

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CORE BANKING SOLUTION (CBS) ACCOUNT NUMBER UPDATION FORM

(Please read the guidelines on the reverse of the form carefully).

A UNIT HOLDER DETAILS

B. CBS BANK ACCOUNT DETAILS

New CBS A/c number

C. DOCUMENT PROOF (Mandatory to be submitted)*

 Original cheque leaf

D. Please update my following details also (if not registered earlier)

Sole/First Unit holder Second Unit holder Third Unit holder

(To be signed by All Unitholders if units are held jointly)

Receiving UFC/ Registrar’s official stamp

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