Get Sip, Csip Nach Otm Form 151117.cdr - Birla Sun Life Mutual Fund

Filling out the SIP, CSIP NACH OTM Form 151117.cdr for Birla Sun Life Mutual Fund online can be a straightforward process when approached step-by-step. This guide provides detailed instructions to help you navigate each section and field of the form effectively.

Follow the steps to complete your SIP, CSIP NACH OTM Form online.

1. Press the ‘Get Form’ button to access the online form and open it in the editor.
2. Begin by filling in the Distributor Name and ARN/RIA No., as these details are necessary for processing your application.
3. Enter the Sub Broker Name and ARN/RIA No., which is essential if you are using a sub-broker for your investment.
4. Provide the Employee Unique ID No. (EUIN) if applicable. If you are executing this transaction without any advice, confirm by leaving the EUIN box blank and signing the provided declaration.
5. Fill in the details for applicants, including the name, date of birth, gender, and required identification information for all applicants.
6. Indicate your investment details, including the scheme names you wish to invest in under the CSIP, along with the frequency and amount of investment.
7. Choose the CSIP frequency (Monthly) and enter your preferred CSIP dates.
8. If opting for the Step-Up facility, specify the amounts and frequency you wish to apply. Otherwise, leave this section blank.
9. Complete the Nomination Details section, filling in the nominee’s name and relationship. Provide guardian details if the nominee is a minor.
10. Review the Declaration and Signature sections, ensuring all applicants sign where necessary before submitting the form.
11. Once all sections are filled, you may download, print, or save the completed form, ensuring your entries are correct before final submission.

Complete your SIP, CSIP NACH OTM Form 151117.cdr online to start your investment journey with Birla Sun Life Mutual Fund.