Get Tata Mutual Fund. Combined Application Form

Completing the Tata Mutual Fund Combined Application Form online can be straightforward with the right guidance. This comprehensive guide will walk you through each step, ensuring that you fill in the necessary details accurately and efficiently.

Follow the steps to successfully complete the application form.

1. Press the 'Get Form' button to access the application form. Make sure you have the necessary information and documents ready to fill out the form.
2. In the first section, enter your distributor information, including the broker or agent code. Be accurate, as this information is essential for processing your application.
3. If you are an existing unitholder, provide your folio number along with your name to proceed to the next section.
4. Next, fill in your demat account details ensuring that the names match those recorded by your Depository Participant. If not provided, the units will be allotted in physical form.
5. Select your mode of holding and your occupation status by choosing from the provided options.
6. Complete the personal details of all applicants in block letters as specified. Ensure that the PAN and contact details are accurate.
7. Provide the mailing address and confirm whether you wish to receive account statements and other communications via post or email.
8. Fill out the bank account details for the first holder as these are mandatory for processing the application.
9. Choose the scheme and option for your investment. Make sure to specify the amount you wish to invest.
10. After completing all sections, review the information for accuracy. Once confirmed, save changes, download the form, print it, or share it as needed.

Begin your investment journey today by completing your application form online!