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COMMON APPLICATION FORM FOR UTI-CHILDREN S CAREER PLAN (UTI-CCP), UTI-EQUITY TAX SAVINGS PLAN (UTI-ETSP), UTI-UNIT LINKED INSURANCE PLAN (UTI-ULIP) AND UTI-RETIREMENT BENEFIT PENSION FUND (UTI-RBP).

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How to fill out the Common App Form (UTI - RBP) online

This guide provides users with a comprehensive and supportive walkthrough on how to properly fill out the Common App Form (UTI - RBP) online. Following these instructions will help ensure that the form is completed accurately and efficiently.

Follow the steps to fill out the Common App Form (UTI - RBP) online.

  1. Press the ‘Get Form’ button to acquire the form and open it in your editing software.
  2. In the Distributor Information section, provide your ARN, financial advisor's name, and any relevant codes. Only authorized distributors are allowed to process transactions.
  3. Confirm the nature of your transaction by ticking the appropriate box for transaction charges, indicating if you are a first-time investor or an existing unit holder.
  4. Complete the Applicant’s Personal Details section, entering all required fields in capital letters. Ensure that you provide accurate information about yourself and the beneficiary if applicable.
  5. For the beneficiary child under UTI-CCP, fill in their name and date of birth. Additional parental information will be necessary if the applicant is a minor.
  6. Indicate your preferred contact and mailing address. Be sure to include overseas address if you are applying as an NRI.
  7. Complete the investment and payment details, selecting the appropriate scheme, plan, and investment options available.
  8. Review and confirm your application details to ensure accuracy. It is crucial to have all disclosed information validated.
  9. Finally, you can save your progress, download the completed form, print it, or share it as required. Ensure all sections are finalized before submission.

Get started with filling your Common App Form (UTI - RBP) online today!

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You will get a mutual fund account statement for transacting through SIPs or lump sum investments. You will also find the folio number in that statement. You can call the toll-free number of the AMC or send them an email to get the folio number. You can visit the office of your AMC to ask for the folio number.

UTI Mutual Fund offers you the convenience of online logging the request for Account Statement. Please enter your Folio number or 1st Holder's PAN or Email ID registered under the Folio, in the box provided below and choose the option of delivery.

If one has ever invested in mutual funds, the folio number is the address where the mutual fund units are housed.

Statement of Account As and when an investor makes a mutual fund transaction, the fund houses generally send a confirmation e-mail, which may also contain the account statement. It provides the general details, including the fio number, address etc.

Unit Trust of India (UTI) was established in 1963 by an Act of Parliament. It was set up by the Reserve Bank of India and functioned under the Regulatory and administrative control of the Reserve Bank of India.

The Uti Folios Consolidation Form offers a one-page summary of your company's financial standing that can be used by both the business owner and tax professionals. This form consolidates all income and balance sheet items into one document for a clear understanding of your company's overall fiscal health.

UTI MF offers Pull based SMS services to investors who have registered their mobile numbers in their folios. Investors may send the pre-defined keywords to the dedicated short code number 5607090 to avail the various SMS services.

How it works? All you have to do is to press the missed call number +91 9289 607090 from your handset saved as "UTI Missed Call" After 2 to 4 rings, the call gets disconnected automatically. In less than 5 minutes, SMS response would be received by you carrying the foliowise value of your investments.

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