Get Otm Debit Mandate Form Nach/ecs/direct Debit/si Date D D M M Y Y Y Y Applicable For Lumpsum

Filling out the OTM Debit Mandate Form is essential for facilitating automatic transactions for lumpsum purchases or systematic investment plans. This guide provides a clear, step-by-step approach to ensure users can successfully complete the form online.

Follow the steps to accurately fill out the OTM Debit Mandate Form

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in the date in the format D D M M Y Y Y Y in the designated field. This reflects the date you are completing the form.
3. Select the appropriate checkbox for ‘UMRN’ to indicate if you are creating, modifying, or canceling an existing mandate.
4. Enter the sponsor bank code, HDFC Mutual Fund details in the specified fields, and choose whether the account to be debited is SB, CA, CC, or others.
5. Provide your bank account number along with the bank's name and branch details.
6. Input the IFSC or MICR code pertaining to your bank account.
7. Indicate the amount to be debited and select the frequency (Monthly, Quarterly, Half-Yearly, Yearly, or As & when presented) for the transaction.
8. Add reference information including the folio number and application number, along with your phone number and email ID for communication.
9. Select the type of debit between 'Fixed Amount' and 'Maximum Amount' based on your preference.
10. Specify the duration for which the debit mandate is applicable by mentioning start and end dates.
11. Provide your signature and the names as recorded in your bank's records. If there are multiple account holders, ensure all required signatures are present.
12. Review the completed form thoroughly for accuracy and completeness.
13. Save any changes made to the form, and then download, print, or share the form as necessary.

Complete your OTM Debit Mandate Form online today for hassle-free transactions.