SERVICE REQUEST FORM Folio Number Name of the First Unit Holder 1. To Update Bank Details (Refer Instruction 1) Please enclose an original cancelled cheque leaf / passbook wherein the bank account.
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How to fill out the SERVICE REQUEST FORM - Sundaram Mutual Fund online
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.
- Click ‘Get Form’ button to access the SERVICE REQUEST FORM and open it in your editor.
- Enter your folio number in the appropriate field. This number is essential to identify your account.
- Provide the name of the first unit holder. Ensure that the name matches the records with Sundaram Mutual Fund.
- 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.
- 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.
- Select the status of the first/sole applicant from the provided options and specify occupational details if applicable.
- Provide information about the gross annual income. Select the appropriate category that reflects the individual's annual income.
- Indicate the Politically Exposed Person (PEP) status for each applicant, if applicable.
- Update your contact details in the Go Green section. Enter your email, telephone, and mobile number.
- 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%.
- Register or update the PAN for each holder, marking whether KYC is updated for each one.
- Review all filled information for accuracy. Sign the declaration confirming the information provided is true and correct.
- 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.
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How can I close Sundaram Mutual Fund Online?
Note: The SIP cancellation request must reach us 21 days prior to the next SIP date. Please use one SIP cancellation form per scheme. I/We hereby request you to cancel my Systematic Investment Plan in the above-mentioned folio.
Can mutual fund KYC be updated online?
You can change your KYC for mutual funds in India offline and online. It can be done through KRA (KYC Registration Agency), the AMC office (Asset Management Company) or the R&T office (registrar and transfer agent).
How can I update my KYC in Sundaram Mutual Fund Online?
You need to fill up the new application form and submit at the offices of any SEBI registered Intermediaries, including Mutual Funds. Upon submission of documents, and completion of In-Person Verification (IPV) you would receive a temporary acknowledgement from the place you submit the New KYC Application.
What is the email address of Sundaram Mutual Fund?
In case the investor wish to offer your comments or feedback regarding this Platform or the online services offered on this Platform or if you wish to air any complaints or grievances, you may contact us on 1860 425 7237 or write to us to customerservices@sundarammutual.com.
How can I access my Sundaram Mutual Fund?
Steps to Check Sundaram Mutual Fund Balance Online You need to have a valid email id registered with Sundaram Mutual Fund Account. If not registered, then first get it registered. Visit KFINTECH. Click “Account Statement” and then click on Account Statement by Email/Folio link.
How do I update my KYC details for mutual fund?
To update your mutual fund KYC, you will have to fill 'KYC details change' form. You can get this form from the website of mutual funds and registrar and transfer agents (RTA) such as CAMS and K-Fin. Self-attested copy of PAN is a must with all KYC updation forms.
How to upload KYC for mutual fund online?
2. Online KYC for Mutual Funds Log on to the website of any KYC Registered Agency. Create an account and fill in all the details on the online form. You will have to provide your registered mobile number, PAN Card and other identification details. Upload self attested documents online.
How do I update my KYC online?
How to Update KYC? Visit the bank's online website and complete the login process. Fill in all the required details in the form. Select the KYC documents you are providing as proof of identity and proof of address. Authorise the update by checking the box. Enter the captcha code mentioned. Click 'Submit'.
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