Get Distributor Empanelment Form - Cafemutual.com

Completing the Distributor Empanelment Form is a crucial step for individuals and organizations seeking to engage with IDFC Mutual Fund. This guide offers clear instructions and insights on efficiently filling out the form online, ensuring all necessary details are accurately provided.

Follow the steps to complete your Distributor Empanelment Form correctly.

1. Click the ‘Get Form’ button to access the Distributor Empanelment Form and open it for editing.
2. Begin by providing your photograph if you are an individual applicant. Then, fill out the name section in block letters. Choose the proper designation (Mr./Ms./M/s) as applicable.
3. Enter your address for communication in block letters and include the PIN code, telephone numbers, mobile number, and fax, if available. Provide two email addresses for contact.
4. Indicate your tax status by ticking the relevant box for either individuals or non-individuals. For non-individuals, specify your type, such as sole proprietorship, partnership firm, etc.
5. Complete the additional information section: for individuals, include your date of birth; for non-individuals, provide your date of incorporation and educational qualifications.
6. Fill in the PAN number and attach a copy of your PAN card or KYD acknowledgment, as instructed.
7. Provide nominee details, especially if the nominee is a minor. Include their name, address, date of birth, and legal guardian’s information.
8. Input your bank account details, including account number, bank name, branch, MICR code, and IFSC code. This information is essential for processing your brokerage payments.
9. Indicate your preferred method of receipt for brokerage. You may select options such as direct credit, cheque, or other specified methods.
10. Attach all required documents, such as cancelled cheque leaves, certificates, and identity proofs as specified in the checklist section on the form.
11. Review the terms and conditions. Acknowledge your understanding by signing and dating the application at the end of the form.
12. Once all fields are complete, you can save your changes, download the completed form, print a copy for your records, or share it as needed.

Start completing the Distributor Empanelment Form online today to take the next step in your journey with IDFC Mutual Fund.