Get Account Update Form

Filling out the account update form online is a straightforward process that allows users to update their account information efficiently. This guide provides step-by-step instructions to ensure that your form is completed accurately and effectively.

Follow the steps to complete your account update form.

1. Press the ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your general information. Fill in your account name and account number, ensuring all information is typed in capital letters.
3. In the 'Request for account update' section, specify the account update type and provide the reason for the change.
4. Fill out the primary investor's details, including their contact number. If there are co-investors, provide their information in the designated fields.
5. Include the beneficiary's information, authorized signatory details, and addresses (both present and permanent). Ensure each section is fully completed.
6. Provide additional details such as phone numbers, email addresses, occupation, and civil status. You must complete all relevant fields.
7. When enrolling in mutual fund services, specify your preferences for facsimile and electronic mail instructions.
8. In the declaration section, read the statement of acknowledgment carefully and ensure you agree with the terms before signing.
9. Submit the form by saving changes, downloading a copy for your records, or printing it for submission. Ensure all signatures over printed names are included where required.

Complete your account update form online today to ensure your information is up to date.