Get Axis Bank Field Verification Annexure 3

Filling out the Axis Bank Field Verification Annexure 3 can seem daunting, but with this step-by-step guide, you can navigate the process smoothly. This document is crucial for users who need to declare securities acquired in their Portfolio Investment Scheme (PIS) account.

Follow the steps to successfully complete your Annexure 3 form.

1. Press the ‘Get Form’ button to retrieve the Axis Bank Field Verification Annexure 3 and open it for editing.
2. Fill in the date at the top of the form. This date should reflect when you are completing the form.
3. Address the letter to the Manager of Axis Bank Ltd., including the appropriate branch details.
4. In the subject line, clearly state 'Recording of acquisition of securities in PIS Account No.' followed by your specific PIS account number.
5. Complete the section for the 'Name of the Company' where you acquired the securities.
6. Indicate the 'Type of Investment,' selecting from options such as Shares or Convertible Debentures.
7. Mention the nature of the investment, checking the appropriate box for IPO, Rights, Bonus, NONPIS, or PIS Purchase.
8. Enter the 'Acquisition Date' of the securities.
9. Specify the 'Quantity' of the securities acquired.
10. Fill in the 'Cost of Acquisition,' including any premium paid.
11. Record the 'Folio Number' associated with your investment.
12. Indicate whether the investment is 'Repatriable' or 'Non Repatriable' based on your investment's nature.
13. Provide the 'Ref. No./RBI Approval' related to the company's issuance of shares or debentures.
14. Add your signature and name at the bottom to finalize the declaration.
15. After completing all fields, save your changes, and then download, print, or share the completed form as needed.

Complete your Axis Bank Field Verification Annexure 3 online today for efficient document management!