Get Common Transaction Form

Filling out the Common Transaction Form online can be a straightforward process when guided properly. This guide provides step-by-step instructions to ensure that you complete each component accurately and efficiently.

Follow the steps to complete the Common Transaction Form online.

1. Click the 'Get Form' button to acquire the Common Transaction Form and open it in your preferred platform.
2. Fill in the Broker Code and Sub Broker Code, if applicable. This information helps identify your specific investment and relationship with the brokerage.
3. Enter the date of filling out the form. Ensure this is current to avoid processing delays.
4. Provide the Unit Holder Information, including the folio number and mode of holding. Specify the scheme associated with your investment.
5. If making an Additional Purchase Request, indicate the amount you wish to invest, both in words and figures. Include details like where the payment is drawn from and the cheque or DD number if applicable.
6. For a Redemption Request, specify the amount or units you wish to redeem. You can choose to redeem all units or a specified amount.
7. If you want to make a Switch/Transfer Request, refer to the offer document of the relevant schemes. Fill out the amount or units you wish to switch and the target scheme.
8. If changing your bank details, fill in the name of the bank, account number, address, account type, city, pin code, MICR code, and IFSC code.
9. For updating your mobile number and email ID, provide the new details in the specified fields. Keep this information current.
10. Read and acknowledge the declaration statement. Sign and date the form as needed. Ensure that all joint holders sign if applicable.
11. After completing the form, save your changes. You may then download, print, or share the form as required.

Complete your Common Transaction Form online today for seamless processing of your transactions.