Get 2015-06-1223-sbimf Sip Stp Swp Form Copy - Sbi Mutual Fund

This guide provides a detailed overview of how to properly fill out the 2015-06-1223-SBIMF SIP STP SWP Form for SBI Mutual Fund online. By following the steps outlined below, users can ensure their forms are completed accurately and submitted without issues.

Follow the steps to complete the form correctly.

1. Click the ‘Get Form’ button to access the form online and open it in the form editor.
2. Enter your Folio Number(s) in the designated field to identify your account.
3. Input the Unit Holder Name, which is the name of the minor involved in this form.
4. Provide the Existing Registered Guardian's Name for reference.
5. Select the reason for changing the guardian by ticking the appropriate box. Options include Mother, Father, Court-Appointed Legal Guardian, Demise of Existing Guardian, or By Mutual Consent.
6. If selecting 'Demise of Existing Guardian', attach a duly notarized or attested copy of the death certificate.
7. For 'By Mutual Consent', include the Consent or No Objection (NOC) from the existing registered guardian.
8. Provide proof of relationship with the minor for the new guardian in the designated field.
9. Fill in the PAN of the new guardian, ensuring it matches the KYC acknowledgment.
10. State the reason for the change and ensure mandatory documents corresponding to that reason are attached.
11. Furnish contact details, including an email address and mobile number of the new guardian.
12. Complete the communication address section, providing full details as required.
13. Provide bank account details for the minor. Include the bank name, account number, account type, bank branch and city, MICR code, and IFSC code.
14. Attach required documents such as a cancelled cheque, bank statement, or a bank letter certifying account information.
15. Ensure both the existing and new guardian provide their signatures in the designated areas. The signature must be duly verified by the bank.
16. Finalize your form by reviewing all entries, making any necessary adjustments, and then save your changes. Download, print, or share your completed form as needed.

Start completing your documents online today for a smoother process.