Get Unclaimed Amount Withdrawal Form - Kotak Mutual Fund

Filling out the Unclaimed Amount Withdrawal Form for Kotak Mutual Fund is a straightforward process that enables users to withdraw unclaimed amounts with ease. This guide will walk you through each step to ensure a smooth experience while handling your funds online.

Follow the steps to complete your form online efficiently.

1. Click ‘Get Form’ button to obtain the Unclaimed Amount Withdrawal Form and open it in the editor.
2. Fill in your folio number, which is the unique identification number assigned to your investment. This is essential for retrieving your account details.
3. Provide your name as per your records. Ensure that the name matches the one registered with the Kotak Mahindra Mutual Fund.
4. Select the scheme name from which you are withdrawing the unclaimed amount. This is important for specifying your account.
5. Indicate the transaction type applicable to your request, such as redemption or refund.
6. Enter the amount you wish to withdraw. Make sure it is the correct amount reflecting your unclaimed funds.
7. Fill in the details of the demand draft (DD), including the DD number and date. These details should correspond to the transaction.
8. Provide your updated bank details including bank name, account number, account type, branch or city, and IFSC code for the amount to be credited.
9. Confirm that the new bank details will replace the old ones for all future transactions related to the specified folios.
10. Update your contact details – email address, residential number, and mobile number – to ensure you receive any communication.
11. Attach the required documents: a cancelled cheque with your name, and a cancelled cheque leaf or bank statement from the old account.
12. Complete the form by signing where indicated for sole/first, second, and third holders, if applicable.
13. Finally, save your changes, then download or print the completed form for your records.

Start completing your Unclaimed Amount Withdrawal Form online today!