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SIP 11/16 V1 MULTI SCHEME SIP/CSIP FACILITY APPLICATION FORM SIP (WITH MICRO SIP) INVESTMENT THROUGH NACH/AUTO DEBIT Investment Advisors Name & ARN (PLEASE READ THE INSTRUCTIONS BEFORE FILLING.

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How to fill out the MULTI SCHEME SIP/CSIP FACILITY APPLICATION FORM online

Filling out the MULTI SCHEME SIP/CSIP FACILITY APPLICATION FORM online can be a straightforward process with the right guidance. This guide will walk you through each section and field of the form, ensuring clarity and ease as you complete your application.

Follow the steps to successfully complete your application online.

  1. Click ‘Get Form’ button to access the MULTI SCHEME SIP/CSIP FACILITY APPLICATION FORM and open it in your browser.
  2. Begin by filling in the First Applicant or Authorized Signatory information. Ensure that you include the name as per your official documents and select the appropriate title (Mr., Ms., M/s).
  3. Proceed to the investment details section. Here, you will specify the investment amount, scheme name, and frequency of investments. Be attentive to select your preferred SIP date from the provided options.
  4. If applicable, provide your existing investor folio number and application number in the corresponding fields. This information helps in processing your application efficiently.
  5. Fill out the DEBIT MANDATE section, which allows for automatic deductions from your bank account. Ensure that you attach a cancelled cheque or bank verification to this section.
  6. Complete the nomination details, including the nominee's name and relationship to you. This step is critical for ensuring that your investment is handled correctly in the event of unforeseen circumstances.
  7. Review the declaration section and provide your signature(s). Ensure all required signatures are included, especially if the application has multiple applicants.
  8. After filling out the form, review all entered information for accuracy and completeness. Once confirmed, you may save changes, download, print, or share the form as needed.

Ready to take the next step? Complete your MULTI SCHEME SIP/CSIP FACILITY APPLICATION FORM online today!

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If you are a new customer, Start your investment process with Birla Sun Life SIP in four easy steps: Visit the SIP Calculator tool to select your SIP amount. Select the mutual fund schemes that suit your investment objectives. Fill-up the Application form Online or download the same. (

The investor needs to access the mutual fund website and fill up the online i-SIP form. Personal details such as PAN, bank account number, and SIP related details such as scheme name, SIP amount, frequency of SIP need to be mentioned.

How to open SIP account online Step 1: Collect necessary documents. ... Step 2: Be KYC compliant. ... Step 3: Register / SIGN Up with the AMC website. ... Step 4: Decide Investment Amount and Scheme plan and option. ... Step 5: Decide Payment Mode and Date. ... Step 6: Submit Transaction.

How to Invest in SIP in India? Step 1 - Keep All The Necessary Documents Ready. ... Step 2 - Get Your KYC Done. ... Step 3 - Register For A SIP. ... Step 4 - Choose The Right Plan For Yourself. ... Step 5 - Choose The Amount Which You Want To Invest. ... Step 6 - Choose the Date of Your SIP. ... Step 7 - Submit Your Form.

Personal details such as PAN, bank account number, and SIP related details such as scheme name, SIP amount, frequency of SIP need to be mentioned. The investor also can register nomination in the form and add mutual fund agent's ARN.

Redemption of Units - Using Redemption form In the redemption form one needs to fill in details like unit holder's name, folio number, scheme name including the plan details, and number of units to redeemed (or the redemption amount desired). In addition, all the holders have to sign the Redemption form.

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