FOR EXISTING MUTUAL FUND UNITS (REPRESENTED BY STATEMENT OF ACCOUNT) INTO DEMATERIALISED FORM - THROUGH DEPOSITORY PARTICIPANT Serial No (Pre Printed) Date: I/We request you to convert the following units represented by Statement of Account (enclosed) issued by the Issuer into my/our account as per the details given below: Client ID Sole/First Holder Name Second Holder Name Third Holder Name Type of Security MF Units/Others (please specify) Folio Number Details of Units: Fre.
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How to fill out the Conversion Request Form online
Filling out the Conversion Request Form online is a straightforward process that allows users to request the conversion of existing mutual fund units into dematerialized form. This guide provides detailed steps to help you navigate each section of the form effectively.
Follow the steps to complete the Conversion Request Form.
- Click ‘Get Form’ button to obtain the form and open it in the editing interface.
- Begin by entering the date on which you are filling out the form in the designated field.
- Provide your Client ID, along with the names of all holders involved (sole/first, second, and third holder) as specified in the form.
- Select the type of security you are requesting conversion for; ensure to indicate whether they are mutual fund units or other specified securities.
- Fill in the Folio Number linked to the mutual fund account from which you are requesting the conversion.
- In the 'Details of Units' section, specify the number of free units available for conversion. You can also designate 'All' if you are exercising the option for all units.
- Provide the ISIN (International Securities Identification Number) for the mutual fund units and the name of the mutual fund.
- Include the unit description and quantity of units you wish to convert, making sure to follow the guidance regarding exercising the option for all units.
- If applicable, fill in the details of any locked-in units, including ISIN, reason for lock-in, and the release date.
- Review the declaration section to confirm that all provided information is accurate and that the units are not already dematerialized or subject to any liens.
- Obtain the required signatures from all holders in the signature section.
- If needed, complete the participant authorization section by entering the name and signature of the official, along with the participant's stamp and date.
- Before finalizing, double-check all fields for accuracy and completeness.
- Finally, save the changes, download the completed form, or share it as required.
Begin your document submission process now by completing the Conversion Request Form online.
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