Get Franklin Templeton Mutual Fund - Common

This guide provides step-by-step instructions for filling out the FRANKLIN TEMPLETON MUTUAL FUND - COMMON application form online. Whether you are a first-time investor or an experienced one, this comprehensive guide will assist you in completing the form efficiently and correctly.

Follow the steps to successfully complete the application form

1. Click ‘Get Form’ button to obtain the form and open it in the applicable editor.
2. Begin by providing the distributor information and advisor ARN, if applicable. Ensure that all entries are accurate and complete.
3. In the 'Transaction Charges' section, indicate whether you are a first-time or existing mutual fund investor by selecting the appropriate option.
4. Fill in the 'Existing Unitholders' section, providing the first applicant's name and customer folio number in block letters.
5. Provide the 'Account No.' and 'Unit Holder Information' including the name, city and country of birth, and date of birth.
6. Indicate your gender and enclose necessary documents like PAN card and proof of identity and address.
7. For minor applicants, fill out guardian details and relationship, ensuring to include supporting documents.
8. Complete the 'Mode of Operation' section, including details of any joint holders.
9. Enter the KYC/FATCA/CRS/UBO details for all applicants, selecting their respective statuses.
10. Disclose occupation details, gross annual income range, and provide net worth information if applicable.
11. Complete the 'Bank Details' section, ensuring you attach a cancelled cheque or a copy of the cheque for verification.
12. In the 'Investment Details' section, specify the amount you wish to invest and any payment details like cheque number and bank information.
13. Provide details for the depository account, if you wish to hold units in Demat mode.
14. Complete the 'Nomination Details' section, ensuring to sign if you wish to nominate someone.
15. Read and confirm the declaration at the end of the form, ensuring all information is accurate before signing.
16. Once all sections are filled out completely, review the form for accuracy, save your changes, and proceed to download, print, or share as needed.

Start filling out your FRANKLIN TEMPLETON MUTUAL FUND - COMMON application form online today!