Get L T Mf Common Application Form Pdf

This guide will assist you in effectively completing the L T Mf Common Application Form Pdf online. We will break down each section of the form, providing detailed steps to ensure a smooth and accurate submission process.

Follow the steps to accurately complete the application form.

1. Click the ‘Get Form’ button to obtain the form. This action will open the form in your designated editor.
2. Begin by filling out the distributor information. Indicate the distributor or broker ARN and sub-broker code if applicable. Ensure to note that only empanelled distributors or brokers can distribute units.
3. Enter your existing unitholder information, including your folio number if you are a current investor. If not, skip this section.
4. Complete the applicant’s personal details by entering the name of the first applicant. Use block letters and ensure to leave a box blank between two words. Provide gender, date of birth, and PAN details. Indicate any applicable enclosed documents.
5. For joint applicants, repeat step 4 for the second and third applicants, ensuring all details are accurately entered, including their gender and date of birth.
6. In the bank account details section, provide your bank account number, account type, and bank name. Make sure to follow SEBI guidelines and include the copy of your cheque leaf.
7. Outline your investment and payment details, indicating whether you are opting for a lump sum investment or a systematic investment plan (SIP). Specify the schemes and payment mechanisms accordingly.
8. Complete the electronic clearing service section if you wish to receive dividends in your bank account through this facility. Provide the necessary authorizations.
9. If you wish to nominate someone for your investments, check the nomination option and ensure to attach the nomination form.
10. Review all the entered information for accuracy. Once verified, sign and date the declaration section, confirming your understanding of the terms of the investment.
11. Finally, save your changes, download the completed form for your records, and be prepared to print or share it as needed.

Complete your application form online today and take the first step towards your investment goals!