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    Service Request Form: (9-Digit Number Next To Your Cheque Number) ( 11 Character Code Printed On A Cheque / Passbook)

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    vatsonwizzluv
    1. The document is a service request form for a mutual fund account. It allows the account holder to update various details like bank account, address, contact information, and nomination. 2. It requests for documents like cancelled cheque, bank statement, or letter to update bank account. For address change, it requires KYC change form and proof of address. 3. The form also allows opting for email and SMS services for account updates. Nomination details of up to 3 nominees can be registered along with their proportions. 4. Instructions provide details on documents required for KYC complied/non-complied folios for address change or registering PAN/KYC. Signatures

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

    Service Request Form: (9-Digit Number Next To Your Cheque Number) ( 11 Character Code Printed On A Cheque / Passbook)

    Uploaded by

    vatsonwizzluv
    106 views2 pages
    1. The document is a service request form for a mutual fund account. It allows the account holder to update various details like bank account, address, contact information, and nomination. 2. It requests for documents like cancelled cheque, bank statement, or letter to update bank account. For address change, it requires KYC change form and proof of address. 3. The form also allows opting for email and SMS services for account updates. Nomination details of up to 3 nominees can be registered along with their proportions. 4. Instructions provide details on documents required for KYC complied/non-complied folios for address change or registering PAN/KYC. Signatures

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    Sundaram MF

    Original Title

    MF form

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    1. The document is a service request form for a mutual fund account. It allows the account holder to update various details like bank account, address, contact information, and nomination. 2. It requests for documents like cancelled cheque, bank statement, or letter to update bank account. For address change, it requires KYC change form and proof of address. 3. The form also allows opting for email and SMS services for account updates. Nomination details of up to 3 nominees can be registered along with their proportions. 4. Instructions provide details on documents required for KYC complied/non-complied folios for address change or registering PAN/KYC. Signatures

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    106 views2 pages

    Service Request Form: (9-Digit Number Next To Your Cheque Number) ( 11 Character Code Printed On A Cheque / Passbook)

    Uploaded by

    vatsonwizzluv
    1. The document is a service request form for a mutual fund account. It allows the account holder to update various details like bank account, address, contact information, and nomination. 2. It requests for documents like cancelled cheque, bank statement, or letter to update bank account. For address change, it requires KYC change form and proof of address. 3. The form also allows opting for email and SMS services for account updates. Nomination details of up to 3 nominees can be registered along with their proportions. 4. Instructions provide details on documents required for KYC complied/non-complied folios for address change or registering PAN/KYC. Signatures

    Copyright:

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

    Folio No
    Name of the First Unit Holder
    1. To Update Bank Details (Refer Instruction 1)
    Please enclose an original cancelled cheque leaf / passbook wherein the bank account number and mutual fund first
    holder name are printed (Mandatory) or a copy of the same attested by your current banker.
    Bank Name

    Bank Branch & City

    Account No.

    Account Type

    MICR Code*

    IFSC/RTGS Code*

    *(9-digit number next to your cheque number)

    (*11 character code printed on a cheque / passbook)

    2. Change of Address- For Non-KYC folios only (Refer Instruction 2)


    For KYC complied folios please submit the KYC Change details form along with self-attested copies of Proof of Address
    ( not more than three months old) and PAN accompanied by the originals for verification.
    Address 1

    Address 2

    Address 3

    City & PIN

    3. Go Green Services: To Update Contact Details (Refer Instruction 3)


    E-Mail
    STD
    Telephone
    Mobile
    By providing the details above, I confirm that I wish to receive the account statement, annual report and other correspondence by email and receive SMS updates on mobile.
    4. Nomination (Refer Instruction 4)
    Mandatory to fill in all fields. Proportion (%) in which units will be shared by each nominee should aggregate to
    100%. In case of single nominee default proportion will be 100%.
    I wish to nominate the following person(s)
    1st Nominee
    Name:...........................................................................
    Address:...........................................................................
    ........................................................................................
    .....................................................................................
    Proportion (%) in which units will be shared by first
    nominee...................%
    If nominee is a minor:
    Date of birth:......................Relationship:......................
    Name of Guardian:.......................................................
    Address of Guardian:....................................................
    .....................................................................................

    2nd Nominee
    Name:...........................................................................
    Address:...........................................................................
    ........................................................................................
    .....................................................................................
    Proportion (%) in which units will be shared by second
    nominee...................%
    If nominee is a minor:
    Date of birth:......................Relationship:......................
    Name of Guardian:.......................................................
    Address of Guardian:....................................................
    .....................................................................................

    3rd Nominee
    Name:...........................................................................
    Address:...........................................................................
    ........................................................................................
    .....................................................................................
    Proportion (%) in which units will be shared by third
    nominee...................%
    If nominee is a minor:
    Date of birth:......................Relationship:......................
    Name of Guardian:.......................................................
    Address of Guardian:....................................................
    .....................................................................................

    5. To Register PAN and KYC (Refer instruction 5)


    First Holder / Guardian PAN

    Second Holder PAN

    Third Holder PAN

    KYC updated (Please tick ): 1st Holder / Guardian: Yes No 2nd Holder Yes No 3rd Holder Yes No
    Signature (Mandatory Field)

    First Holder
    Request Date...........................................................
    Toll Free 1800 103 7237 (India) +91 44 49057300 (NRI)

    Second Holder

    Third Holder
    Place...........................................................................

    SMS SFUND to 56767

    E-mail [email protected]

    SERVICE REQUEST FORM


    Please refer the instructions given below
    Instruction 1
    Original or any one of the following documents may be submitted, or produced for verification, or copy of the same attested
    by the Bank:
    Cancelled original cheque of the new bank mandate with first unit holder name and bank account number printed on the
    face of the cheque.
    Self attested copy of bank statement
    Bank passbook with current entries not older than 3 months
    Bank Letter duly signed by branch manager / authorized personnel.
    Instruction 2
    i) KYC Complied Folios / Clients
    In case of change of address for KYC complied Folios, Mutual Fund Intermediaries shall collect the following supporting
    documents:
    KYC Change details form for Individuals/Non-Individuals.
    Self attested copies of proof of new address* (POA) and PAN accompanied by the originals for verification. In case the
    original of any document is not produced for verification, then the copies should be properly attested by entities authorised
    for attesting the documents as under: http://www.sundarammutual.com/kycdwn/kycdwn.htm
    Any Other document / form that the KRA may specify from time to time.
    *Not more than 3 months old
    ii) KYC Not Complied Folios / Clients
    In case of change of address for KYC Not Complied Folios, Mutual Funds shall collect the following supporting documents:
    Self-attested proof of new address (POA) and
    Self-attested Proof of Identity (POI): Only PAN card copy if PAN is updated in the folio, or PAN / other proof of identity if
    PAN is not updated in the folio.
    Instruction 3
    Go Green E-Update Services: By providing details of your personal email address, you will receive your account statement by
    paperless mode via email, in an efficient and timely manner. You would also be contributing to the environment . The investor
    is deemed to be aware of security risks including interception of documents and availability of content to third parties. Sundaram
    Asset Management provides interesting information on the economy, markets and funds. If you wish to receive your account
    statement, annual report and other such updates by email, please fill in your email address overleaf. Further, by providing your
    mobile number, you can avail of instant SMS alerts for your transactions.
    Instruction 4
    Please indicate a nominee who should be entitled to the benefits of your investment in the event of an untoward development.
    Where a folio has joint holders, all holders should sign the request for nomination even if the mode of holding is not joint.
    Every new nomination for a folio/account will overwrite the existing nomination. Nomination is not applicable in case of nonindividuals or when the account/folio is held on behalf of a minor. Nomination forms cannot be signed by Power of Attorney
    Holders.
    Instruction 5
    In case of Registration of PAN / KYC, Mutual funds shall collect the following supporting documents:
    Self attested PAN Copy in case of registration of PAN along with a written and duly signed request for registration of PAN
    Self attested KYC acknowledgement copy in case of registration of KYC.
    Toll Free 1800 103 7237 (India) +91 44 49057300 (NRI)

    SMS SFUND to 56767

    E-mail [email protected]

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