Get Common Application Form.pdf

Filling out the Common Application Form online is an essential step in managing your investment effectively. This guide provides a clear, step-by-step approach to completing each section of the form, ensuring that you can fill it out accurately and efficiently.

Follow the steps to fill out the Common Application Form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the Broker/Distributor Name and ARN. If you are not using a broker, mark it as DIRECT.
3. Indicate whether you are a first-time or existing investor by selecting the appropriate transaction charge option.
4. If you are an existing investor, enter your Folio Number to link your investment to your previous records.
5. In the Applicant’s Information section, fill in the name, date of birth, PAN, and KYC compliance status for the first applicant. Ensure this is completed using block letters.
6. Next, fill in the information for any additional applicants, including their names, relationship to the first applicant, and KYC details.
7. Complete the section with the full address of the first applicant, including city, state, and postal code.
8. Select the Mode of Operation: choose from options like Joint, Single, or Anyone or Survivor.
9. Indicate the Status of the first applicant, selecting one of the options regarding their type of representation.
10. Provide details on the occupation of the first applicant and indicate if they are associated with any high-profile positions.
11. Enter the Bank Account details section, including Bank Name, Account Number, and IFSC code.
12. Detail the Investment specifics, indicating the scheme, plan, and option you wish to invest in.
13. Fill in Payment details, including the payment method and specifics about SIP if applicable.
14. If dematerialization is chosen, enter the Demat account details accurately.
15. Complete the Nomination section, indicating the arrangement of nominees and their details.
16. Make sure to provide confirmations and signatures as required in the final section of the form.
17. After reviewing your entries for accuracy, save your changes, download, print, or share the completed form as needed.

Take the next step in managing your investment by completing and submitting your Common Application Form online today.