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Get Lic Mutual Fund Transaction Slip
How it works
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Open form follow the instructions
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Easily sign the form with your finger
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Send filled & signed form or save
How to fill out the Lic Mutual Fund Transaction Slip online
Filling out the Lic Mutual Fund Transaction Slip online is a straightforward process that ensures your investment transactions are handled efficiently. This guide will walk you through each section of the slip, providing clear instructions to help you complete it accurately.
Follow the steps to complete your transaction slip.
- Click ‘Get Form’ button to obtain the Lic Mutual Fund Transaction Slip and open it for filling.
- Begin by entering your application number or folio number in the designated field. This information is essential for identifying your investment account.
- Next, input the transaction date. Make sure to select the correct date for when the transaction is being made.
- Choose the type of transaction you are processing: Purchase, Switch-in, SIP/STP Registration, or Other. Mark the appropriate option based on your intention.
- Fill in the name of the first or sole applicant/unit holder or guardian. Ensure the name matches the official records.
- If applicable, proceed to enter the names of the second and third applicants/unit holders. Provide their names as required.
- Select the mutual fund scheme you wish to invest in from the dropdown options made available.
- Indicate the amount you wish to invest in the specified field, ensuring it aligns with the Schemes' minimum investment requirements.
- Enter the name of the distributor handling the transaction along with their ARN Code and Sub-Distributor ARN Code to ensure proper identification.
- Review the declaration from investors regarding the Employee Unique Identity Number (EUIN). Confirm that you are intentionally leaving this box blank as per the instructions provided.
- Lastly, sign the form in the required signatures area. All applicants must sign if the mode of holding is joint.
- Once all fields are filled out correctly, you can save any changes made, download, print, or share the form as needed.
Complete your Lic Mutual Fund Transaction Slip online today for a seamless investment experience.
In case the User desires to redeem, he/she has to approach his/her depository participant and submit necessary form/s. As an alternative, redemption request can be placed through depository participants & Exchanges specified intermediaries where NSE MFSS/ BSE STAR platform is available for trading of mutual fund units.