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Enrolment Form D DIVIDEND T TRANSFER P PLAN (Please read terms & conditions overleaf) Enrolment Form No. The Application Form should be completed in ENGLISH and in BLOCK LETTERS only. Please tick.

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How to use or fill out the DTP Form.pdf - HDFC Mutual Fund online

This guide provides a clear and systematic approach to filling out the DTP Form for HDFC Mutual Fund online. By following these instructions, users can ensure that they complete the form accurately and efficiently.

Follow the steps to complete the DTP Form with confidence.

  1. Press the ‘Get Form’ button to access the DTP Form and open it in your preferred PDF editor.
  2. Complete the form in English and in block letters. Ensure to tick the appropriate box where applicable and strike off any sections that are not relevant to your application.
  3. In the enrolment section, indicate whether you are applying for new registration or cancellation of enrolment. Fill in the relevant items under sections (A) and (C) based on your choice.
  4. Provide the mandatory PAN details in section (A). Make sure to attach a PAN proof unless it has already been validated.
  5. Fill in the particulars, including the folio number of the source scheme, and specify both the source and target schemes in section (B).
  6. Indicate your preferences for receiving documents via email and provide your email address, marking the appropriate boxes in section (B).
  7. For cancellation requests, complete the relevant fields in (C), ensuring all information is accurate.
  8. Sign the form as the first/sole unit holder, guardian if applicable, and any other required signatures in the designated areas.
  9. If additional space is needed, fill out separate enrolment forms to accommodate all necessary information.
  10. After completing the form, save your changes and download the document. You can then print it or share it as needed.

Submit your completed DTP Form online for prompt processing and enjoy the benefits of HDFC Mutual Fund.

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Use our mutual fund calculators like SIP calculator, goal planning, Impact of Inflation calculator, or Know Your investment Personality in a click. There's more to what we offer on our App! If you haven't downloaded it yet, here's why you should! Know what makes HDFC MFOnline Investors one of the best mutual fund app!

0:32 3:39 Down under folio. Number. Now you can select the required statement. Option and click on send yourMoreDown under folio. Number. Now you can select the required statement. Option and click on send your statement will then be sent to your registered. Email id in the same menu statement.

PAN has to be KYC compliant and either your email ID or mobile number should be registered in KYC records. Existing investors of HDFC Mutual Fund can click on 'Don't have a User ID' to register and start using HDFC MFOnline Investors. Email ID has to be present in folio.

Updation of PAN Fund Name + Folio No. Self-attested PAN card copy images of First holder / all holders. In case of Minor Folio, PAN card copy of Guardian duly self-attested by Guardian should be made available for upload.

0:43 1:42 First select the exchange. Then select your asset management company or AMC. Name next select yourMoreFirst select the exchange. Then select your asset management company or AMC. Name next select your fund category. Followed by the subcategory. Search for the scheme name.

In addition to the above, investors can also view and download their mutual fund Portfolio & CAS on the portal of MFCentral (https://.mfcentral.com/), a collaborative online services hub launched jointly by KFintech & CAMS for the convenience of investors to transact across all their folios across all mutual funds.

Dividend Transfer Plan (DTP) Certain mutual fund houses offer a Dividend Transfer Plan which allows unit holders to opt for an automatic reinvestment of the dividend earned by them into a different scheme. This facility is subject to minimum and maximum amount limitations and available only on certain eligible schemes.

Just give a missed call on 8506936767 and you will receive SMS and account statement. All this at zero call charges!

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