Get Application Cum Flex Stp Form - Smc Trade Online

The Application Cum Flex STP Form allows users to invest in the HDFC Cash Management Fund - Treasury Advantage Plan. This guide provides step-by-step instructions for filling out the form online, ensuring a smooth application process.

Follow the steps to complete your application form online:

1. Click the ‘Get Form’ button to obtain the Application Cum Flex STP Form and open it in the online editor.
2. Provide the ARN number and ARN name in the Key Partner/Agent Information section. Ensure to indicate 'Direct' if applying under a Direct Plan.
3. Tick the appropriate box confirming whether this is a first-time or existing investment and provide any related transaction charges if applicable.
4. If you have an existing folio, fill in your Folio Number and proceed to section 6.
5. Complete the Unit Holder Information, ensuring accurate details of the first/sole applicant. Attach proof of identity and KYC details as required.
6. Fill in the mailing address and overseas address if applicable, ensuring clarity and completeness.
7. Enter the bank account details of the first/sole applicant for the pay-out, including the account type and IFSC code.
8. Choose your eServices options if you wish to receive updates and manage transactions online.
9. Complete the investment details, selecting your preferred scheme, plan, and payment method. Indicate whether the investment is a lump sum or SIP.
10. Fill in the Flex Systematic Transfer Plan details, including the transfer amount and frequency, ensuring that you are aware of the relevant terms.
11. Complete the nomination section if required, detailing the nominee(s) and their share in the units.
12. Read and sign the declaration ensuring that all information is accurate and complies with the necessary regulations.
13. After reviewing all sections, save changes, then download, print, or share your completed form as needed.

Start filling out your Application Cum Flex STP Form online today!