Get Mutual Funds Forms: Download

Filling out the Mutual Funds Forms is an essential process for individuals looking to invest in mutual funds. This guide offers clear, step-by-step instructions to help you complete the application accurately and efficiently.

Follow the steps to successfully complete the Mutual Funds Forms.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin filling out the identity details section. Enter your name as it appears on your identification documents. Include your father's or spouse's name as applicable. Affix a recent passport-size photograph in the designated area.
3. Indicate your gender by ticking the appropriate box. Please provide your date of birth in the specified format, and select your nationality from the options provided.
4. Select your marital status by ticking the corresponding box and provide your Permanent Account Number (PAN). If you are not a resident, ensure that you attach the required passport copy.
5. Fill in your contact details, including your address for correspondence, telephone numbers, mobile number, and email id. Ensure accuracy in each field.
6. Provide proof of address by selecting one valid document from the options provided, ensuring it is not older than three months and tick the corresponding box.
7. Complete the Other Details section by indicating your gross annual income and occupation. Tick the appropriate boxes corresponding to your income range and occupational status.
8. If applicable, indicate whether you are a politically exposed person (PEP) or related to one by ticking the corresponding box.
9. Review all the information you have entered for accuracy. Once verified, sign the declaration section at the bottom of the form, confirming that the details provided are correct.
10. Finally, save your changes, download the completed form, or print it for submission. Ensure that you keep a copy for your records.

Start completing your Mutual Funds Forms online today!