Get Kfintech Common Transaction Form

The Kfintech Common Transaction Form is designed for existing investors to facilitate various transactions, including additional purchases, redemptions, switches, and changes to personal details. This guide provides a detailed overview and step-by-step instructions on how to efficiently fill out the form online.

Follow the steps to complete the Kfintech Common Transaction Form online:

1. Press the ‘Get Form’ button to access the Kfintech Common Transaction Form in your preferred document editor.
2. Fill in your AMC/Mutual Fund details at the top of the form. Specify the scheme name and ensure you use a separate transaction slip for each scheme.
3. State your existing account or folio number. This is crucial for identifying your investment account.
4. Provide the name of the sole or first account holder. Make sure to spell the name exactly as it appears in the records.
5. Select the appropriate scheme option (Direct or Regular) and plan (Direct or Regular) as applicable to your investment.
6. If you are submitting an additional purchase request, fill in the payment details including cheque or DD number, draw date, bank name, and branch.
7. For redemption requests, indicate the amount you wish to redeem or specify 'ALL Units' if applicable.
8. If you are switching between schemes, list the details of the current scheme and the scheme you wish to switch to, along with the associated options.
9. For address or bank account changes, provide the new information only if it has changed.
10. Ensure that all signatories (if a joint account) have signed the form in the designated areas.
11. Once all sections are completed, review the form for accuracy, then save, download, or print the completed form for submission.

Complete your Kfintech Common Transaction Form online today!