Get Hdfc Stp Form

Filling out the Hdfc Stp Form online is an essential step to enroll in the Systematic Transfer Plan offered by HDFC Mutual Fund. This guide will provide you with a clear, step-by-step process to help you effectively complete the form and ensure your application is submitted correctly.

Follow the steps to complete the Hdfc Stp Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the first section, enter your key partner or agent information. Provide the name and AMFI registration number. Additionally, include the sub-agent’s name and code or bank branch code, as well as the date of receipt.
3. Fill in the applicant’s information. Specify the name of the first or sole applicant. If the applicant is a minor, include the guardian's name as well. Additionally, include the names of any second and third applicants.
4. Next, provide the particulars. Input the folio number of the existing scheme or the application number if you are a new investor. Specify the name of the transferor scheme along with its plan and option.
5. Select the type of STP plan and the frequency by ticking one of the appropriate options. Choose between daily, weekly, monthly, or quarterly transfers.
6. Input the date of transfer by selecting one of the specified dates. If applicable, indicate the number of installments required for daily and weekly STPs and the amount to transfer per installment.
7. Indicate your preference for receiving documents via email and fill out the email address for communication.
8. Lastly, review all entered information for accuracy. Sign the form where indicated, ensuring that signatures match those on the application form and in the correct order.
9. Once all fields are completed and verified, save your changes, and download or print the completed form. You may also choose to share your form as needed.

Start completing your Hdfc Stp Form online today!