Get Third Party Payment Declaration Form

The Third Party Payment Declaration Form is an essential document for making payments on behalf of another individual in relation to mutual fund transactions. This guide provides clear, step-by-step instructions on how to complete this form online, ensuring a smooth and error-free submission.

Follow the steps to fill out the form accurately.

1. Click ‘Get Form’ button to access the Third Party Payment Declaration Form and open it in the online editor.
2. Fill in the Beneficial Investor Information section. Include the Folio Number for existing investors, the Application Number, and the name of the first or sole applicant. Ensure that the details are complete and accurate.
3. Proceed to the Third Party Information section. Enter the name of the third party making the payment, their PAN, nationality, and contact details. If the third party is a non-individual, provide the contact person's name, designation, and mailing address.
4. Indicate the relationship of the third party to the beneficial investor by selecting the appropriate status, such as parent or employer. This helps in establishing the validity of the payment.
5. Complete the Third Party Payment Details section. Select the mode of payment and provide mandatory enclosures. Specify any necessary certificates required based on the payment method.
6. In the Declarations & Signatures section, review all the information provided. The third party must confirm their understanding of the rules and be mindful of their obligations. Both the third party and the beneficial investor need to think carefully before signing.
7. Once all sections are filled out correctly, save any changes you have made. You can then download, print, or share the completed form as needed.

Complete your Third Party Payment Declaration Form online today to ensure a seamless transaction process.