Get Bank Account Registration

Filling out the Bank Account Registration form is a crucial step in ensuring that your mutual fund transactions are linked to the correct bank accounts. This guide provides clear instructions to help you complete the form efficiently and accurately.

Follow the steps to complete your Bank Account Registration form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your User ID and Permanent Account Number (PAN) at the top of the form. These identifiers help to verify your identity and link the bank accounts accurately.
3. In the section labeled 'A - Addition of Bank Accounts', list the details of each bank account you wish to add. Start with the first bank account by filling out the Account Number, Account Type (savings, current, NRE, NRO, or FCNR), Bank Name, and Branch.
4. Continue to the next bank account fields (Second, Third, Fourth, and Fifth) and repeat the process, ensuring that all details are filled out correctly and that supporting documents are included.
5. After entering all bank account information, navigate to section 'B - Default Bank Account' and select one of the accounts as your default bank account for payment of future redemption and dividend proceeds.
6. Read the Declarations and Signatures section carefully, acknowledging that you understand the terms and conditions of bank account registration. It is essential to ensure that all unit holders sign this section if the account is held jointly.
7. Finally, check that all required fields are filled out properly. Review the attached documents and signatures to ensure completeness. You may now save changes, download, print, or share the completed form as per your needs.

Complete your Bank Account Registration online to secure your investment transactions today.