Get Application Form Sbi Dynamic Asset Allocation Fund

Filling out the Application Form for the SBI Dynamic Asset Allocation Fund online is a straightforward process. This guide will provide you with detailed, step-by-step instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to fill out the Application Form online.

1. Click the ‘Get Form’ button to obtain the application form and open it in the editing interface.
2. In the first section, provide the personal details of the first applicant, including name, gender, date of birth, email ID, and mobile number. Ensure that the name matches exactly as it appears in the bank account.
3. For additional applicants, fill in their names along with their corresponding Personal Account Numbers (PAN) and any necessary KYC documentation.
4. Indicate the mode of holding for the investment (e.g., single, joint, etc.) and fill in the tax status. Ensure that you correctly select your occupation.
5. Provide the full local address for correspondence. If applicable, include the foreign address for Non-Resident Indian (NRI) applicants.
6. Fill in the bank details, ensuring to include the account number, account type, bank name, and branch. Attach a cancelled cheque as proof.
7. Complete the investment and payment details section by selecting the scheme name, plan, and option (growth or dividend). Specify the investment amount and payment method (e.g., cheque).
8. If you wish to hold units in a Demat account, provide the necessary Demat account details including Depository Participant (DP) ID and beneficiary account number.
9. Fill out the gross annual income details to demonstrate your financial standing, indicating if you're a Politically Exposed Person or involved in certain specified services.
10. Complete the nomination section, indicating whether you wish to nominate a person for the unit proceeds in case of death.
11. Sign the declaration section, confirming that you have read the terms and conditions and consent to the terms stated in the application.
12. After thoroughly reviewing all inputs for accuracy, save changes, download the completed form, print a copy, and share it as needed.

Get started on your application today to invest in the SBI Dynamic Asset Allocation Fund online!