Get Systematic Investment Plan (sip) / Micro Sip Form - L&t Mutual Funds - Infinitywealthplanners

Filling out the Systematic Investment Plan (SIP) / Micro SIP Form for L&T Mutual Funds can be straightforward with the right guidance. This comprehensive guide will walk you through each section of the form, ensuring you complete it accurately and efficiently.

Follow the steps to successfully complete the form online.

1. Press the ‘Get Form’ button to obtain the SIP / Micro SIP Form and open it in your preferred document editor.
2. Begin filling out the form by providing your Distributor Code. If you are directly investing and do not have a distributor, indicate 'DIRECT' in this section.
3. Next, you need to enter the Sub-Distributor ARN, ARN, and EUIN if applicable. These fields are essential for identifying your investment agent.
4. Fill in the Branch Code and Time Stamp, followed by the Relationship Manager’s Name and their mobile number.
5. Complete the Initial Commission section, noting that it is meant to be paid directly to the distributor based on the service rendered.
6. For Transaction Charges, select whether applicable based on your investment amount. If investing through a distributor, understand the deduction methods outlined.
7. In the 'Applicant Information' section, fill in the names of each applicant, including PAN/PEKRN, ensuring that KYC documents are enclosed.
8. Proceed to the 'SIP & Investment Details' section. Specify whether this is a New SIP Registration or an update to existing bank details.
9. Indicate the scheme name and select your preferred option, such as Growth or Dividend sections. Provide the SIP Amount and select the account type along with the suitable frequencies.
10. Complete the 'Declaration & Signatures' section, ensuring all applicable applicants sign the form as per their bank account's mode of holding.
11. Fill out the Debit Mandate Form for NACH/ECS/Auto Debit if you have opted for automatic payments. Ensure that the MICR and IFSC codes are accurate.
12. Review the checklist provided at the end of the form to ensure all necessary fields are completed, and all applicants have signed accordingly.
13. Finally, save your changes, and decide whether to download, print, or share the completed form as needed.

Start filling out your document online now for a hassle-free investing experience.