Get Common Application Form

The Common Application Form serves as a standardized method for individuals to apply for various financial investment opportunities. This guide will provide detailed steps to assist you in accurately completing the form online, ensuring you have all necessary information ready.

Follow the steps to successfully complete your Common Application Form online.

1. Press the 'Get Form' button to access the Common Application Form and open it in your chosen online editor.
2. Begin by providing your distributor or broker information, including their ARN and employee code, if applicable. Ensure the details are accurate, as any discrepancies may delay the processing of your application.
3. Fill in your PAN and KYC compliant status details, which are mandatory. Attach any necessary documentation to validate your KYC status.
4. Enter the personal details for the sole or first applicant, ensuring to input your name in capitals as it appears in your bank account. Include the date of birth and contact information, such as phone numbers and email addresses.
5. If the first applicant is a minor, provide information about the guardian, including their name and relationship to the minor.
6. Complete the section on occupation and tax status, selecting the appropriate options that relate to the applicants.
7. Provide bank account details for the first applicant, ensuring all required information such as account type, number, and branch details are filled accurately. Attach a copy of a cancelled cheque, if necessary.
8. If applicable, fill out the investment details, including gross and net amounts, and choose the mode of payment for the investment.
9. For systematic investment plans (SIPs), outline the frequency, start, and end dates, as well as the SIP amount. Ensure to mention if it qualifies as a Micro SIP.
10. If desired, complete nomination details, specifying nominees' relationships and birth dates, as well as their proportions of units shared.
11. Review and sign the declaration section to affirm that you understand the terms and that your investment is legitimate. Provide necessary signatures as indicated.
12. Finally, save the form with all your changes, download a copy for your records, and share or print the document as necessary.

Begin your online application process today by filling out the Common Application Form with confidence.