Get Annexure 18.1 Cdsl Dp Operating Instructions ... - Kunvarji

Filling out the Annexure 18.1 CDSL DP Operating Instructions is essential for converting existing mutual fund units into electronic format. This guide provides clear and comprehensive instructions to assist you in completing the form accurately and efficiently.

Follow the steps to fill out the Annexure 18.1 form correctly.

1. Press the ‘Get Form’ button to obtain the form and open it in your editing tool.
2. Complete the section marked for Depository Participant details. This includes filling in the name and address of the participant, along with the DRF number and date in the specified formats.
3. In the 'I/We request you to convert...' section, input your demat account details. Include your DP ID, Client ID, and names of all holders, ensuring accuracy in line with your registered accounts.
4. Fill out the total number of pages contained in your Statement of Account, and provide the folio number, ISIN, mutual fund name, and the quantity of units seeking conversion.
5. Specify any lock-in details and the expiry date relevant to your request if applicable.
6. Review the declaration section. By signing, you confirm that the mutual fund units are registered in your name and free from any encumbrances.
7. Once all sections are completed, you have the option to save your changes. You may then download, print, or share the form as needed.

Complete your documents online today for a seamless conversion process.