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  • Uti Mutual Fund Form

Get Uti Mutual Fund Form

A/Post City/Town* State Pin* *PAN OF 1ST APPLICANT/FATHER/MOTHER/GUARDIAN (whose particulars are furnished in the form) AADHAR CARD NO. Enclosed PAN Card Copy Please ( ) Know Your Customer (KYC)* Acknowledgement copy OVERSEAS ADDRESS (Overseas address is mandatory for NRI / FII applicants in addition to mailing address in India) City* State Country* Zip/Pin* NAME IN FULL OF THE FATHER (OR) MOTHER / GUARDIAN (IN CASE OF MINOR) $ / CONTACT PERSON FOR INSTITUTIONAL APPLICANTS F I.

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How to fill out the Uti Mutual Fund Form online

Filling out the Uti Mutual Fund Form online can be a straightforward process when guided step-by-step. This guide will help you understand each section and field of the form, ensuring you provide all necessary information accurately.

Follow the steps to complete the Uti Mutual Fund Form online.

  1. Click ‘Get Form’ button to obtain the form and open it in the editor.
  2. Begin by filling in your personal details. This includes selecting whether you are a first-time investor or an existing investor in mutual funds. Ensure to provide your name, date of birth, and address in capital letters as specified.
  3. Next, provide the required information about your financial advisor or distributor. Include the ARN, name, and any relevant codes. If you're not interacting directly with a distributor, check the box indicating the EUIN is intentionally left blank.
  4. Fill in the details for each applicant. If there are multiple applicants, ensure each person's personal information, including their name, PAN number, and date of birth, is accurately recorded.
  5. Complete the sections outlining your payment details. Include the method of payment and ensure to attach any necessary documentation like a cheque or bank details.
  6. Provide information on your nominee if applicable. Ensure to fill out the details completely, including the name and relationship to the nominee.
  7. Finally, review the declaration and ensure all signatures of the applicants are present. Save changes and proceed to download, print, or share the completed form as needed.

Complete your Uti Mutual Fund Form online to take the next step in your investment journey.

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Missed Call Service by UTI Mutual Fund. You may give a Missed Call to +91 9289 607090 to know your folio value. We request you to save the 10 digit mobile no with the prefix of the Country Code for India with a + sign viz +91 9289 607090 on your handset with the Name. ... Advantages: How it works? Features & Pre-Requisites.

Certificate of registration/incorporation. Memorandum and Article of Association. Address proofs. Resolution of the Board of Directors to open an account for investment in Mutual Funds Schemes. List and signature/s of authorised person/s. Deed of declaration of HUF. Bank Statement. Trust deeds (for Trusts)

In case the User desires to redeem, he/she has to approach his/her depository participant and submit necessary form/s. As an alternative, redemption request can be placed through depository participants & Exchanges specified intermediaries where NSE MFSS/ BSE STAR platform is available for trading of mutual fund units.

Unit Trust of India (UTI) was established in 1963 by an Act of Parliament. It was set up by the Reserve Bank of India and functioned under the Regulatory and administrative control of the Reserve Bank of India.

One can invest in mutual funds by submitting a duly completed application form alongwith a cheque or bank draft at the branch office or designated Investor Service Centres (ISC) of mutual Funds or Registrar & Transfer Agents of the respective the mutual funds.

How can you invest in mutual funds? Determine your financial goals. The type of investments you choose depends on what you are trying to achieve. ... Research mutual funds. ... Outline your asset mix. ... Buy mutual fund shares. ... Keep track of your investments.

In the redemption form one needs to fill in details like unit holder's name, folio number, scheme name including the plan details, and number of units to redeemed (or the redemption amount desired). In addition, all the holders have to sign the Redemption form.

Specify how much money you will be putting into the mutual fund. The form should include a summary of how much money you are investing in the mutual fund. The money may be put into a variety of funds, but the total amount you are paying should be specified. Give your bank account information.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232