Get Common Application Form - Kotak Mutual Fund

This guide aims to provide clear and straightforward instructions on filling out the COMMON APPLICATION FORM for Kotak Mutual Fund online. Whether you are a first-time investor or have experience in mutual funds, this step-by-step approach will help you complete the form accurately.

Follow the steps to complete your application form effectively.

1. Press the ‘Get Form’ button to obtain the COMMON APPLICATION FORM and open it in your document editor.
2. Begin with the 'Sub-Broker’s Name & ARN' and 'Investment Advisor’s Name & ARN'. Fill in the respective details as required.
3. Next, fill in the application date in the format DD/MM/YYYY and provide the necessary signatures where indicated.
4. In 'Unitholder Information', indicate whether you have previously invested in any mutual funds. If yes, provide your name, folio number, and PAN details.
5. Complete the 'New Applicant's Personal Information' section, filling out the names, PAN, date of birth, nationality, and country of birth for all applicants.
6. Specify whether you or any applicant is categorized as a politically exposed person (PEP) and provide tax reference numbers where applicable.
7. For correspondence details, ensure to provide both permanent and overseas addresses if applicable, along with contact numbers.
8. In the investment details section, specify the scheme, plan, option, and investment amount clearly.
9. Complete the nomination details for individuals applying singly or jointly, providing details of nominees and any guardians if necessary.
10. Review the form for accuracy, save your changes, and you may download, print, or share the completed form as needed.

Complete your COMMON APPLICATION FORM online today for your investment in Kotak Mutual Fund.