Get Reluance Invest Easy Mandate Form

This guide provides step-by-step instructions on how to complete the Reluance Invest Easy Mandate Form online. By following these clear and concise directions, users can efficiently fill out the necessary information for their investment mandates, ensuring compliance and ease of use.

Follow the steps to complete the Reluance Invest Easy Mandate Form online.

1. Click 'Get Form' button to obtain the mandate form and open it in the editor.
2. Fill in mandatory fields marked with an asterisk (*) in capital letters. This includes distributor information, applicant details, and bank account details. Ensure you provide accurate information to avoid processing delays.
3. In the 'Applicant Details' section, enter the names of the applicants in the designated fields. Note that this facility is available only for individual investors with a specified mode of holding.
4. Specify the upper limit per transaction by stating an amount equal to or less than Rs. 1 crore. Ensure this aligns with your intended transaction limits.
5. Provide contact details, including the email ID and mobile number of the sole or first applicant. This information is crucial as it will supersede existing contact details in the records.
6. Indicate the preferred mode for receiving your IPIN (Internet Personal Identification Number). Choose either physical or online mode, and follow the respective instructions for your selection.
7. Enter your bank account details accurately, ensuring the names match those on your bank records. Fill in the branch address and include the mandatory MICR code.
8. Attach mandatory enclosures, such as a blank canceled cheque or a copy of a cheque. This ensures your bank details are verified.
9. Review all filled sections carefully, double-check for accuracy, and ensure no mandatory fields are left empty.
10. Once all the information is correctly filled, you can save changes, download the completed form for your records, and print it if necessary.
11. Finally, submit the completed form as per your discretion to the responsible authority or institution to initiate the processing.

Start completing your Reluance Invest Easy Mandate Form online today to streamline your investment process.