Loading
Get Application Form For Tata Retirement Savings Fund
How it works
-
Open form follow the instructions
-
Easily sign the form with your finger
-
Send filled & signed form or save
How to fill out the APPLICATION FORM FOR TATA RETIREMENT SAVINGS FUND online
This guide provides comprehensive instructions on how to complete the APPLICATION FORM FOR TATA RETIREMENT SAVINGS FUND online. By following these steps, you can ensure that your application is filled out accurately and efficiently, allowing for a smooth processing of your investment.
Follow the steps to fill out the application form successfully.
- Click the ‘Get Form’ button to obtain the form and open it in the editor.
- In the distributor information section, fill in the details of the distributor or broker you are working with including their codes as applicable. Ensure that this section is accurately completed to prevent delays.
- If you are an existing unitholder, provide your existing folio number and name of the sole or first applicant in the 'Existing Unitholder Information' section.
- In the 'Applicant’s Personal Details' section, accurately fill in your name, PAN/PEKRN, and select your mode of holding. Make sure to use block letters and leave space between words.
- For KYC details, choose your occupation status, fill in your gross annual income, and provide details about your tax residency status under FATCA laws.
- Complete the details of any additional applicants, ensuring each second and third holder’s information is accurately captured.
- Provide your mailing address and contact details and ensure that it’s complete to facilitate communication.
- In 'First Holder's Bank Account Details,' enter all necessary bank information and ensure that supporting documents, such as a canceled cheque, are submitted.
- Select your preferred scheme details in the 'Scheme Details' section and fill in any additional investment options or auto switch facilities that are applicable.
- In the nomination details section, decide whether or not you wish to nominate someone and fill out the necessary details if you choose to do so.
- Complete the declaration and signatures section by reading the terms carefully, signing, and dating the form.
- Finally, review all your entries for accuracy. You can save changes, download, print, or share the form as required.
Begin completing your APPLICATION FORM FOR TATA RETIREMENT SAVINGS FUND online today!
Unit holders will be required to submit the duly filled in Change of Bank mandate Form along with a cancelled original cheque leaf of the new bank account as well as the bank account currently registered with the mutual Fund (where the account number and first unit holder name is printed on the face of the cheque).
Industry-leading security and compliance
US Legal Forms protects your data by complying with industry-specific security standards.
-
In businnes since 199725+ years providing professional legal documents.
-
Accredited businessGuarantees that a business meets BBB accreditation standards in the US and Canada.
-
Secured by BraintreeValidated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.