Get Jm Financial Systematic Investment Plan

Filling out the JM Financial Systematic Investment Plan online can seem daunting, but this guide will provide clear and concise instructions to make the process straightforward. Whether you are a first-time investor or looking to renew your existing plan, understanding each section will help ensure your application is submitted accurately.

Follow the steps to complete the form effectively.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. Complete the initial section by entering your name and Broker Code/ARN. This information identifies you as the applicant and links your plan to your broker.
3. For the AUTO DEBIT registration, select whether this is a New Regular SIP or a New Special SIP. Specify if this application is for a renewal or continuation of an existing SIP.
4. Fill in the investment details, including your Folio No. or Application No. depending on whether you are an existing unitholder or a new applicant. Provide the name of the first applicant and their email address and mobile number.
5. Indicate the SIP installment amount and periodic details. Choose your desired start and end dates, making sure to adhere to the minimum investment timeline.
6. Select the SIP frequency. You will choose between monthly or quarterly, keeping in mind that monthly is the default option.
7. Input your bank account details, ensuring to provide the correct Bank Name, Address, Account Number, and MICR code. Specify the type of account you are using.
8. Attach mandatory enclosures, including a blank cancelled cheque and a copy of the cheque, to verify your bank account details.
9. Review the authorizations section to ensure that you allow the debit of your accounts for SIP payments. Confirm that the signature matches the bank's records.
10. At the last section, sign and date your application form as required. Ensure that all signatories are included if it is a joint account.
11. Once completed, save changes, download the form as a PDF, print it if necessary, or share it with your advisor or relevant parties.

Start your financial journey today by completing your JM Financial Systematic Investment Plan online!