Get Conversion Request Form For Existing Mutual Fund ... - Hdfc Securities

This guide provides detailed instructions for users who need to fill out the Conversion Request Form for existing mutual fund units at HDFC Securities. By following these steps, users can smoothly complete the form and facilitate the conversion of their mutual fund units into dematerialized form.

Follow the steps to complete the Conversion Request Form effectively.

1. Press the ‘Get Form’ button to access and download the Conversion Request Form.
2. Begin by filling in the branch code and branch name at the top of the form.
3. Enter the date on which the form is being filled out.
4. On the next lines, provide the name and employee code for the person requesting the conversion.
5. In the section regarding your request, specify the details of the mutual funds that you wish to convert. Include your DP ID and Client ID.
6. Indicate the type of security, which could either be MF units or another type, by specifying if necessary.
7. Fill in the folio number associated with your mutual fund units.
8. Provide details of the units, including the ISIN, mutual fund name, and specify the quantity for free and locked-in units accordingly.
9. In case you are including any locked-in units, include the requisite details such as ISIN, lock-in reason, and the lock-in release date.
10. If you need more space for any information, attach an annexure in the same format.
11. Complete the declaration section by confirming that all the information provided is accurate and that the units are free from any encumbrances.
12. Sign the form where required, ensuring all holders have signed off.
13. Once the form is completed, save your changes, and you can choose to download, print, or share the form for submission.

Complete your Conversion Request Form for Existing Mutual Fund online today!