Get Common Application Form For Debt And ... - Sbi Mutual Fund

Filling out the COMMON APPLICATION FORM FOR DEBT AND LIQUID SCHEMES provided by SBI Mutual Fund can be an essential step in your investment journey. This guide offers a detailed walkthrough to help you easily complete the form online, ensuring all relevant fields are accurately filled.

Follow the steps to successfully complete your application form.

1. Click the ‘Get Form’ button to obtain the form and open it in the editing interface.
2. Begin with the particulars of the first applicant. Fill in your existing folio number if you are a current unitholder, along with your name and PAN details.
3. Provide your date of birth using the required format, along with your email ID. Remember that providing your email is mandatory if the applicant is a minor.
4. Indicate your contact information. Fill in the telephone numbers and mobile number as needed, and specify the relationship of the guardian if applicable.
5. Complete the particulars for any additional applicants (second and third applicants). Repeat similar steps as above, ensuring that PAN and mandatory documents are included.
6. Indicate your status by selecting the appropriate options for general information regarding occupation, mode of holding, and whether the applicant is an NRI.
7. Fill in the relevant contact details, including local addresses and foreign addresses if applicable.
8. Provide your bank particulars. This is a critical step and requires accurate bank account details, including the account number, type, and MICR code.
9. If applicable, select your preferred method for direct credit of dividends or redemption amounts, along with attaching a cancelled cheque.
10. Complete the investment and payment details section. Specify the scheme name, plans, sub-plans, and payment frequency, ensuring the investment amount is clearly stated.
11. If opting for a systematic investment plan (SIP), complete the relevant details such as SIP dates and frequency.
12. If applicable, complete the nomination section, providing information about the nominee and their relationship to the applicant.
13. Sign the declaration section, affirming that all information provided is accurate and free from any misleading claims.
14. Finally, review all entries for accuracy and completeness. Once confirmed, save changes, print, or share the completed form as needed.

Start your investment journey by completing the COMMON APPLICATION FORM online today.