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Get Dividend Transfer Plan (dtp) Application Form - Uti Mutual Fund
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How to fill out the Dividend Transfer Plan (DTP) Application Form - UTI Mutual Fund online
Filling out the Dividend Transfer Plan (DTP) Application Form for UTI Mutual Fund online can streamline your investment process. This guide provides user-friendly, step-by-step instructions to help you navigate the application with ease.
Follow the steps to successfully complete your DTP application online.
- Click ‘Get Form’ button to access the DTP application form and open it in the editor.
- Fill in your personal details. Start with the folio number, scheme name, and the plan you are currently invested in. Ensure that this information matches the existing records of your investment.
- Specify the destination scheme details. Provide the target scheme name and option where you wish to transfer your dividends. This section is crucial for the execution of your dividend transfer.
- Enter the names of all applicants. Ensure the first, second, and third applicant names are listed in the same order as in your source scheme application.
- Select your communication preferences. Indicate if you wish to receive account statements, annual reports, and transaction confirmations via email.
- Acknowledge that you have read the Scheme Information Document (SID) and the Key Information Memorandum (KIM). You need to agree to the terms and conditions of the DTP before proceeding.
- Sign the application to confirm your consent. If applicable, ensure all signatures are included for all applicants listed.
- Provide your Permanent Account Number (PAN) and contact details including email and mobile number. This information is mandatory as per regulatory guidelines.
- Review all entered details for accuracy. Confirm everything is correctly filled out before submission.
- Once satisfied with the information you have provided, you can save your changes, download, print, or share the form as necessary.
Complete your DTP application online today to simplify your investment management!
The old name of the UTI mutual fund was Unit Trust of India. Established in 1963, it was the first mutual fund company in India and laid the foundation for the mutual fund industry in the country. Today, you can easily access products like the Dividend Transfer Plan (DTP) Application Form - UTI Mutual Fund to streamline your investments and benefit from years of institutional expertise.
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