Get Comprehensive Service Form

Filling out the Comprehensive Service Form online can be a straightforward process when you understand each component and its requirements. This guide will walk you through the necessary steps to complete the form accurately and efficiently.

Follow the steps to complete the Comprehensive Service Form online.

1. Click 'Get Form' button to access the Comprehensive Service Form and ensure it is opened for editing.
2. In the first section, enter the name of the scheme you wish to apply for in the designated field. Make sure to spell it correctly to avoid any processing delays.
3. Fill in your agent code and folio/ID number in the respective fields. This identifies your investment account.
4. Provide your full name in the next field. If applicable, include the name of the first member or any other signatory relevant to the application.
5. Next, enter your current address. Ensure that this is accurate, as it will be used for all future correspondence.
6. In the section dedicated to additional units purchase, specify the scheme name again and the amount you wish to invest, both in numbers and words. Choose your payment method, either cash, cheque, or demand draft, and fill in the details accordingly.
7. If applicable, complete the section regarding nomination. Enter the nominee's name, their relation to you, and if they are a minor, include the date of birth and details of the guardian.
8. Fill in the bank details section accurately if you wish to update your bank account information. Include the account type, account number, bank name, MICR code, and address.
9. Indicate your preference regarding income distribution. You can choose to reinvest or discontinue reinvestment of income.
10. If there are any changes to your address or for future correspondence, fill in this section. Remember to include signatures as required.
11. Finally, after reviewing all the information filled in for accuracy, you may save changes, download the form, print it, or share it as necessary.

Complete your Comprehensive Service Form online today for a smooth investment experience!