Get Canara Robeco Common Application Form Editable

This guide provides a comprehensive overview to assist users in completing the Canara Robeco Common Application Form Editable online. The instructions are designed to be clear and supportive, catering to users regardless of their prior experience with legal documents.

Follow the steps to complete your application form with ease.

1. Click the ‘Get Form’ button to access the application form and open it in your editor.
2. Enter the broker name and application number in the designated fields. This information may be provided by your financial advisor.
3. Fill in your existing unit holder information if applicable by providing your folio number and proceed to the investment and payment details.
4. Complete the PAN and KYC compliance section. Ensure you provide the necessary identification proof as required.
5. Input the applicant's details in block letters, including the names, date of birth, and father or guardian’s name if the first applicant is a minor.
6. Specify the mode of holding and occupation type while indicating the respective options clearly.
7. Provide your mailing address accurately. Ensure to specify the state, city, and pin code.
8. Fill in the bank account details accurately, including the bank name, account type, and IFSC code. Attach a cancelled cheque if necessary.
9. Select your preferred mode of communication regarding your account statements and other updates.
10. Complete the investment details, specifying the scheme name, plan, sub-option, and payment details. Fill in the cheque number and amount.
11. If applicable, provide nomination details. This section is optional for individual applicants.
12. Read and accept the declaration clause carefully and sign where required as the first applicant and any additional applicants.
13. Review all the entered information for accuracy before saving your changes.
14. Once completed, save your changes. You can download, print, or share the form according to your needs.

Take the next step in your investment journey by completing the Canara Robeco Common Application Form online today.