Get Service Request Form - Sundaram Mutual Fund

Filling out the SERVICE REQUEST FORM for Sundaram Mutual Fund is a straightforward process that allows users to update important information regarding their investments. This guide will provide you with clear, step-by-step instructions tailored to your needs.

Follow the steps to accurately complete the SERVICE REQUEST FORM.

1. Click ‘Get Form’ button to access the SERVICE REQUEST FORM and open it in your editor.
2. Enter your folio number in the appropriate field. This number is essential to identify your account.
3. Provide the name of the first unit holder. Ensure that the name matches the records with Sundaram Mutual Fund.
4. Complete the section for updating bank details. Attach an original cancelled cheque or a bank passbook that shows your bank account number and the name of the first unit holder. Provide the necessary bank details including Bank Name, Account Number, MICR Code, Bank Branch & City, Account Type, and IFSC/RTGS Code.
5. Fill out the mandatory KYC details. Indicate whether the applicant is an individual or non-individual. If non-individual, ensure to attach the Ultimate Beneficial Ownership (UBO) declaration form.
6. Select the status of the first/sole applicant from the provided options and specify occupational details if applicable.
7. Provide information about the gross annual income. Select the appropriate category that reflects the individual's annual income.
8. Indicate the Politically Exposed Person (PEP) status for each applicant, if applicable.
9. Update your contact details in the Go Green section. Enter your email, telephone, and mobile number.
10. Fill in the nomination section by providing details of each nominee. Specify the proportion of shares for each nominee, ensuring that total nominations sum to 100%.
11. Register or update the PAN for each holder, marking whether KYC is updated for each one.
12. Review all filled information for accuracy. Sign the declaration confirming the information provided is true and correct.
13. Once you have completed all sections, save your changes. You can download, print, or share the filled-out form as required.

Start filling out your SERVICE REQUEST FORM online to manage your Sundaram Mutual Fund investments effectively.