Get Common Transation Form

Completing the Common Transaction Form online is a straightforward process designed to assist existing investors with transactions such as redemption, additional purchases, and changes to bank details. This guide will provide you with comprehensive steps to ensure that you fill out the form correctly and efficiently.

Follow the steps to successfully complete the Common Transaction Form.

1. Press the ‘Get Form’ button to obtain the Common Transaction Form and access it in the online editor.
2. Begin by filling in the broker ARN and sub broker ARN codes. These codes are essential for identifying your broker and facilitating transactions.
3. Enter the names and PAN numbers of the first, second, and third account holders as applicable. Ensure that the PAN numbers are accurately filled in, as they are required for identification.
4. Specify the AMC or mutual fund name. This identifies the fund you are transacting with and is crucial for accurate processing.
5. In the designated area, indicate which action you wish to perform: redemption, additional purchase, switching, or change of bank details. Each section requires specific information relevant to the action taken.
6. If you are requesting redemption, specify the amount or indicate that you want to redeem all units. Ensure this is clear for proper processing.
7. For additional purchase requests, provide payment details, including the cheque or DD number, date, and the bank from which it is drawn. This section confirms how you will complete the purchase.
8. If switching funds, make sure to fill in both the 'from' and 'to' scheme details, including options and plans, ensuring all units and amounts are accurately reported.
9. When changing bank details, complete all sections regarding the new bank, including account number and IFSC code, to avoid disruptions in transactions.
10. Finally, fill in your contact details such as mobile number and email ID, and provide your signatures as required. Confirm that you have read the Offer Document and agree to the terms.
11. Once everything is completed, you can save your changes, download the form, print it for your records, or share it as needed.

Complete your documentation online today to streamline your investment transactions.