Get Kotak-mutual-fund-application-form.pdf

Filling out the Kotak mutual fund application form online can seem daunting, but with the right guidance, it becomes a straightforward process. This guide will provide you with step-by-step instructions to complete the form accurately and efficiently.

Follow the steps to fill out the form effectively.

1. Press the ‘Get Form’ button to access the Kotak mutual fund application form and open it in your preferred editor.
2. Begin by filling in your personal details. Include your Permanent Account Number (PAN) and the name of the sole or first unit holder in the designated fields.
3. Proceed to section A, titled 'Addition of Bank Accounts.' Here, you need to provide details for each bank account you wish to register. Fill in the bank account number, account type, bank name, branch name, city, PIN code, MICR code, and IFSC code for all accounts you intend to register.
4. For each bank account listed, ensure to attach one of the required documents for verification, such as a cancelled cheque with the name pre-printed or a bank statement.
5. In section B, specify one bank account as the 'Default Bank Account.' This account will be used for future redemption and dividend proceeds. Fill in the bank account number and bank name accordingly.
6. If you need to delete any bank accounts, navigate to section C titled 'Bank Account Deletion Form.' Provide the relevant bank account numbers and names for accounts you wish to delete.
7. Ensure all signatures are completed as required. All unit holders must sign if the mode of operation is indicated as 'Joint.' For non-individual unit holders, signatures from authorized signatories are necessary.
8. Review all fields for accuracy. It is crucial that all information is correctly filled and that the necessary documents are attached. Incomplete forms may be rejected.
9. Once you have finalized your entries, save any changes made to the form. You may then download, print, or share the completed form as necessary.

Complete your Kotak mutual fund application form online today for a seamless investment experience.