Get Form For Sip / Micro Sip (auto Debit/ecs Facility) - Uti Mutual Fund

Completing the Form For SIP / Micro SIP (Auto Debit/ECS Facility) for UTI Mutual Fund is a straightforward process. This guide aims to provide detailed step-by-step instructions to help you navigate each section of the form with ease, ensuring a smooth online submission.

Follow the steps to fill out the form accurately for successful submission.

1. Press the ‘Get Form’ button to retrieve the form and open it for editing.
2. Begin by entering the name of your financial advisor along with the ARN (AMFI Registration Number) in the designated fields. This information is vital for processing your application correctly.
3. Fill in your personal details in the 'First/Sole Applicant Information' section, including full name, PAN, date of birth, mobile number, and email address. Ensure this information is accurate to avoid any delays.
4. Specify whether you wish to opt for physical mode or demat mode for account management. If opting for demat mode, provide the required depository details such as DP ID and account number.
5. Provide the details of your SIP or Micro SIP, including the scheme name, investment amount, frequency (monthly or quarterly), and the specific starting and ending dates for the investment period.
6. Complete the bank account details section with the account type, number, bank name, and the necessary codes. Ensure that the account holder’s name matches the application.
7. Review the transaction charges section and select whether you are a first-time investor or an existing investor, confirming the respective charge deduction.
8. Make sure to sign where required in the form—each applicant must provide their signature as it appears in bank records.
9. Attach any mandatory documents such as a cancelled cheque or the Client Master List to support your application.
10. Save any changes, and you can now download the completed form, print it, or share it according to your requirements.

Start filling out your SIP/Micro SIP application form online today to secure your financial future!