SBIMUTUAL FUED CHANGE OF BANK MANDATE SBIMUTUAL FUND

A PARTNER £0R LI£E

A PA R T N E R F 0 R t I F E FORM Change of Bank Mandate Form -
Dear Sir/Madam, Acknowlec
Sponsor : State Bank of India
I / We request you to update the following details in your Investment Manager: SBI Funds Management L
records. (A Joint Venture between SBI and AMUNDI)

Name (Mr./Ms./M/s.): Change of Bank Mandate Form

Folio No/s.: rece
from...................................................
for Folios............................................
Mobile No.: Tel. (Landline): (STD) (subject to verification of
documents)
Tel. (Office): (STD) E-mail ID: Investment Manager:
SBI Funds Management Ltd.,
Change of Bank Mandate: (Refer Instruction for documents to be submitted) Account Type (Pleased) 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kur
Bandra (East), Mumbai - 400 051, Tel.: 91-22 - 61793a
@ Savings @ NRO @ FCNR Email: [email protected] | Website: www.st
Bank Account No.:
@Current MNRE @Others Registrars:
Computer Age Management Services Ltd.
SEBI Registration No.: INR000002813, Rayala Towers
Salai, Chennai - 600 002, Tel.: 044-28435797
Name of Bank: Email: [email protected] | Website: www.c‹

Branch Name & Signature, Date & Stamp of

Address: Receiving Branch of SBI Mutual
Fund

City: Pin:)
MICR Code (9-Digit): IFS Code (11-Digit): INSTRUCTIONS
(This is 9-digit number next to the cheque number.)
CHANGE OF BANK: please submit any one of th
Declaration: document/ s:
I / We have read and understood the contents of the Statement of Additional Information, Scheme Information Document and Key Information “CANCELLED" original cheque leaf of the New a!
Existing registered bank account in the Folio/s (w
Memorandum to the respective Scheme(s) and agree to abide by the same, including any addendum(s) thereto and any terms, conditions, rules unitholder/investor's name is printed on the face of
th
and
regulations of the scheme(s) applicable from time to time. I / We will not hold SBI Funds Management Ltd. and its Registrar liable for any loss Copy of the Bank Passbook / Bank Statement
due (wit
older than 3 months) of the new bank account a!
to delayed execution or rejection of the request for reason of incomplete/incorrect existing bank account wherein the first unitholde
name, bank a/c no. and bank branch is clearly
information. Signature/s as per mode of holding in the Folio: legibl
A letter from the bank on its letterhead certifying in
account information (new and existing bank m
account holders' name, bank a/c no., bank bran
MICR and IFS code. In case the existing bank accoi
closed, investors may submit letter from such
letterhead, confirming the closure of the account '
account details.
IV. In case investors are unable to submit proof of
c
First Unit Holder / Guardian / POA / Second Unit Holder / Third Unit Holder / account (in line with points I, II, III above) they may !
attested copy of PAN (where PAN is registered in th
Authorised Signatory Authorised Signatory Authorised Signatory of existing bank account proof.
V. If Pan is not registered in the folio and the
investor d the existing bank proof, a self-
attested PAN cop
In case of change/variation in signature (as per folio), kindly get your signature/s attested by the Bank Manager in the bellow given format. submitted where the PAN is KYC verified.
VI. Please note that change of bank details from Savin‹
NREAccountandfromNROAccountto NREAccounti!
Investor Name : VII. COOLING PERIOD: Whenever any change of b*
(As per bank Record) request is received simultaneously with or j
submission of a redemption request, Mutual F
maintain a cooling period of ten (calendars days) a
PAN Number :
 precaution against unauthorized / fraudulent t
Signature/s Verified From the day of Change of Bank is implemented th
“(Signature of the Branch Manager/Authorized Official with their Seal and Bank Stamp) (As per bank Record) the redemption proceeds will be paid after completi
period.
VIII. If the IMPS validation of the investor's account fails,
’Name: *Designation: be made through cheque and dispatch to th
registered address in the folio.
(Copies of above documents can be submitted along wit
*Employee Code: Phone Number: documents at any of the branches of SBI Mutual Fund an
document/s will be returned to investors after due vei
attestation. In case the original of any document is
not
*Mandatory Date: verification, then the copy can be attested by an authori:
the bank (Officer grade and above) clearly mentionin
designation and employee number with bank branch sea