Get Icici Prudential Swp Form

Filling out the Icici Prudential Systematic Withdrawal Plan (SWP) Form online is a straightforward process that enables users to manage their investments. This guide provides step-by-step instructions to ensure that all necessary information is accurately entered to facilitate your request.

Follow the steps to complete the Icici Prudential Swp Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Select the type of transaction you are initiating by indicating whether this is a new registration or a cancellation. Use the appropriate checkbox provided on the form.
3. Enter your folio number in the designated field to identify your investment account.
4. Specify the amount you wish to withdraw each month or quarter in the designated section, ensuring that it aligns with your investment strategy.
5. Choose the specific plan or fund from which you want to initiate the withdrawal by selecting from the dropdown menu.
6. Indicate the start date for your systematic withdrawal by entering it in the format MMYYYY in the specified section.
7. If applicable, specify the end date by entering it in the same format. This will help clarify the duration of your withdrawal plan.
8. Include the names and signatures of all account holders involved in the investment. Ensure each name is clearly printed and that signatures match your official documents.
9. If you need to change your bank account for the SWP payments, provide the new bank account number and select the account type (savings, current, NRE, NRO, etc.).
10. Complete the bank details section including bank name, address, city, MICR code, and IFSC code. Double-check the accuracy of these details to avoid payment issues.
11. Upload any required documents, such as a cancelled cheque or a bank statement, as outlined in the form's instructions. Ensure that these documents are up to date.
12. Review all filled information for accuracy before proceeding to save changes. Once satisfied, download the completed form, print it for your records, or share it as necessary.

Complete your Icici Prudential SWP Form online today and manage your investments with ease.