Get Common Transaction Form

The Common Transaction Form is essential for executing transactions in mutual funds. This guide provides a clear and structured approach to filling out the form online, ensuring that you understand each section and field required for a successful submission.

Follow the steps to complete the Common Transaction Form online.

1. Press the ‘Get Form’ button to download the Common Transaction Form and open it in your preferred editor.
2. Fill in the distributor name and ARN number as required at the top of the form. Ensure that this information is accurate to avoid processing delays.
3. Provide the Employee Unique ID (EUIN) number if applicable, or leave it blank if this is an execution-only transaction. If left blank, you must sign the declaration confirming that the transaction occurred without any advice from the distributor.
4. Enter the details of the unitholders, including names and PAN/PEKRN numbers. This information is mandatory for all transactions and must match the official records.
5. Specify the scheme you are investing in, along with the plan and option selected. If you are making an additional purchase, ensure you provide the necessary bank details and any supporting documents required.
6. If you are switching schemes, indicate the amount or number of units being switched from the current scheme to the desired scheme. Ensure the sequence of names matches that on file with your depository participant.
7. Review the declaration section where you will need to acknowledge understanding of the terms and confirm the legitimacy of your investment sources. All unitholders must sign this declaration.
8. Finally, save the changes to your form. You may download, print, or share the completed form as necessary for your records.

Start filling out the Common Transaction Form online now to manage your mutual fund transactions efficiently.