Get Conversion Request Form For Existing Mutual Fund Units

Filling out the conversion request form for existing mutual fund units is an essential step for users seeking to convert their holdings into dematerialized form. This guide provides a clear and user-friendly approach to completing the form online, ensuring all necessary details are accurately captured.

Follow the steps to complete your conversion request form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in the CSC Reference Number and Date fields, ensuring accurate information is entered. This helps track your request effectively.
3. Address the form to Computer Age Management Services Pvt. Ltd. at the specified address. It is essential to ensure the name and address are correctly entered.
4. Indicate your Demat Account number and confirm that you are the holder of the account listed.
5. List the details of the units you wish to dematerialize in the designated table, including the Folio Number, Name of the Scheme, Number of Units, and ISIN (to be filled by RTA).
6. Sign the form in the spaces provided for each holder. It is important to include signatures for all joint account holders.
7. Attach the required documents, such as a self-certified statement of account and a client master report.
8. Review all filled fields for accuracy before proceeding. Confirm that there are no omissions or errors.
9. Once satisfied with the information, save any changes made to the form. You may also choose to download or print the form for your records or to share it as required.

Complete your conversion request form online today to ensure your mutual fund units are dematerialized efficiently.