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How to fill out the HDFC MUTUAL FUND FORM NEW.pdf online
Completing the HDFC Mutual Fund Form online is a straightforward process. This guide provides clear, step-by-step instructions to help you navigate through each section of the form efficiently and with confidence.
Follow the steps to successfully complete your application form.
- Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
- Begin by reviewing the Key Information Memorandum and the instructions provided on the cover page, ensuring that you understand all vital information before filling out the form.
- In 'Existing Unit Holder Information', provide your folio number if you are an existing investor. If not, proceed to fill out the 'Mode of Holding' section according to your preference (i.e., Anyone or Survivor, Joint).
- Next, fill out the 'Unit Holder Information', including details like date of birth, name, nationality, and PAN/PEKRN number of the first applicant. Make sure that all necessary proofs are attached as per the requirements.
- Continue by filling out the contact details, mailing address, and other necessary information of the first applicant. Indicate your preference for receiving communications, including email alerts and personal identification number registration if necessary.
- If applicable, fill in the details for joint applicants, ensuring that each person’s information, including occupation and PEP status, is accurately recorded.
- Lastly, review and sign all declarations in the 'Declaration & Signature/s' section. Ensure all signatures are appropriately placed and information is verified.
- Finally, save your changes, download, print, or share the application form as needed to complete your submission.
Begin filling out your application form online today and take your first step towards investing with HDFC Mutual Fund.
Creating a new folio in HDFC Mutual Fund online is straightforward. Start by visiting the HDFC website and locating the option for new investors. Fill in the required details as guided in the HDFC MUTUAL FUND FORM NEW.pdf. Following these steps will allow you to manage your investments efficiently and easily.
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