Multiple Bank Account Registration Form

This is a recommended standard form.
AMCs may have a higher standard of risk mitigation measures, choose to change and enhance the design and additional Instructions and Terms and Conditions, but so as not to change the basic content or reduce risk mitigation norms. Mutual Fund Logo Address of MF
Folio No.
(For Existing Unit Holders)_________________________
Multiple Bank Accounts Registration Form

Please strike unused sections to avoid unauthorised use. OR Application No
(for New Unit Holders) ________________________________
Permanent Account Number (PAN)
Name of Sole / First Unit Holder ________________________________________________________
A ADDITION OF BANK ACCOUNTS

Please register my/our following bank accounts for all investments in my/our folio. I/we understand that I/we can choose to receive payment proceeds in any of these accounts, by making a specific request in my/our redemption request. I/We understand that the bank accounts listed below shall be taken up for registration in my/our folio in the order given below and the same shall be registered only if there is a scope to register additional bank accounts in the folio subject to a maximum of five in the case of individuals and ten in the case of non individuals.
For each bank account, Investors should produce original for verification or submit originals of the documents mentioned below.
Account No. Bank Name City MICR Code^ Document attached (Any one) Account No. Bank Name City MICR Code^ Document attached (Any one) Account No. Bank Name City MICR Code^ Document attached (Any one) Account No. Bank Name City MICR Code^ Document attached (Any one)
Account type Branch PIN code IFSC Code^^
Savings
Current
NRE
NRO
FCNR
_________
Cancelled Cheque with name pre-printed

Bank statement
Current
Pass book
NRE NRO
Bank Certificate
FCNR _________
^ 9 digit code on your cheque next to the cheque number.
^^ 11 digit code printed on your cheque.
Savings

Bank statement
Current
Pass book
NRE NRO
Bank Certificate
FCNR _________
Savings

Bank statement
Current
Pass book
NRE NRO
Bank Certificate
FCNR _________
Savings
Bank statement
Pass book
Bank Certificate
B - DEFAULT BANK ACCOUNT

From among the bank accounts registered with you or mentioned above, please register the following bank account as a Default Bank Account into which future redemption and/or dividend proceeds, if any of the above mentioned folio will be paid: Bank Account No. Bank Name
SIGNATURES (To be signed as per mode of holding. In case of non-Individual Unit holders, to be signed by AUTHORISED SIGNATORIES)
Sole / First Applicant / Unit holder
Second Applicant / Unit holder
Third Applicant / Unit holder
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This is a recommended standard form. AMCs may have a higher standard of risk mitigation measures, choose to change and enhance the design and additional Instructions and Terms and Conditions, but so as not to change the basic content or reduce risk mitigation norms.
Mutual Fund Logo Address of MF
C - Bank Account Deletion Form

Permanent Account Number (PAN)
Folio No.
_______________________________
Name of Sole / First Unit Holder ________________________________________________________
Please delete the following Bank accounts as registered accounts for my/our above folio: Bank Account No. Bank Name Bank Account No. Bank Name Bank Account No. Bank Name Bank Account No. Bank Name
Deletion of a default bank account is not permitted unless the investor mentions another registered bank account as a default account in Part B of this Form. SIGNATURES (To be signed as per mode of holding. In case of non-Individual Unit holders, to be signed by AUTHORISED SIGNATORIES
Sole / First Applicant / Unit holder
Second Applicant / Unit holder
Third Applicant / Unit holder
Instructions and Terms and Conditions: 1. This facility allows a unit holder to register multiple bank account details for all investments held in the specified folio (existing or new). Individuals/HuF can register upto 5 different bank accounts for a folio by using this form. Non-individuals can register upto 10 different bank accounts for a folio. For registering more than 5 accounts, please use extra copies of this form. 2. Please enclose a cancelled cheque leaf for each of such banks accounts. This will help in verification of the account details and register them accurately. The application will be processed only for such accounts for which cancelled cheque leaf is provided. Accounts not matching with such cheque leaf thereof will not be registered. If the bank account number on the cheque leaf is handwritten or investor name is not printed on the face of the cheque, bank account statement or pass book giving the name, address and the account number should be enclosed. If photocopies are submitted, investors must produce original for verification. 4. Bank account registration/deletion request will be accepted and processed only if all the details are correctly filled and the necessary documents are submitted. The request is liable to be rejected if any information is missing or incorrectly filled or if there is deficiency in the documents submitted. 5. The first/sole unit holder in the folio should be one of the holders of the bank account being registered. 6. The investors can change the default bank account by submitting this form. In case multiple bank accounts are opted for registration as default bank account, the mutual fund retains the right to register any one of them as the default bank account. 7. A written confirmation of registration of the additional bank account details will be dispatched to you within 10 calendar days of receipt of such request. 8. If any of the registered bank accounts are closed/ altered, please intimate the AMC in writing of such change with an instruction to delete/alter it from of our records. 9. The Bank Account chosen as the primary/default bank account will be used for all Redemption payouts/ Dividend payouts. At anytime, investor can instruct the AMC to change the default bank account by choosing one of the additional accounts already registered with the AMC. 10. If request for redemption received together with a change of bank account or before verification and validation of the new bank account, the redemption request would be processed to the currently registered default (old) bank account. 11. If in a folio, purchase investments are vide SB or NRO bank account, the bank account types for redemption can be SB or NRO only. If the purchase investments are made vide NRE account(s), the bank accounts types for redemption can be SB/ NRO/ NRE. 12. The registered bank accounts will also be used to identify the pay-in proceeds. Hence, unit holder(s) are advised to register their various bank accounts in advance using this facility and ensure that payments for ongoing purchase transactions are from any of the registered bank accounts only, to avoid fraudulent transactions and potential rejections due to mismatch of pay-in bank details with the accounts registered in the folio. 3.
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Multiple Bank Account Registration Form

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This is a recommended standard form.

Multiple Bank Accounts Registration Form

Permanent Account Number (PAN)

Name of Sole / First Unit Holder ________________________________________________________

A ADDITION OF BANK ACCOUNTS

Account type Branch PIN code IFSC Code^^

Cancelled Cheque with name pre-printed

^ 9 digit code on your cheque next to the cheque number.

^^ 11 digit code printed on your cheque.

Cancelled Cheque with name pre-printed

Cancelled Cheque with name pre-printed

Cancelled Cheque with name pre-printed

B - DEFAULT BANK ACCOUNT

Sole / First Applicant / Unit holder

Second Applicant / Unit holder

Third Applicant / Unit holder

Mutual Fund Logo Address of MF

C - Bank Account Deletion Form

Name of Sole / First Unit Holder ________________________________________________________

Sole / First Applicant / Unit holder

Second Applicant / Unit holder

Third Applicant / Unit holder

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