Follow the steps to accurately complete the Citi00002000000037 form

1. Press the ‘Get Form’ button to access the form and open it in your editing tool.
2. Begin by filling in the distributor information section. Provide details such as Distributor/Broker ARN, Sub-Broker Code, and EUIN as applicable. If you are unsure about any of these values, refer to your distributor for assistance.
3. Indicate whether you are a first-time investor or an existing investor by ticking the appropriate checkbox. This helps in processing your application correctly.
4. Complete the PAN details section. It is mandatory for all applicants, and proper proof should be attached if required.
5. Fill in the investor and investment details. Include names, folio/application numbers, and the scheme you are interested in.
6. Move on to the SIP and payment details. Specify the frequency by selecting monthly or quarterly, and indicate the SIP amount in figures and words.
7. Select the auto debit dates based on your preferences. Ensure you choose from the stipulated dates such as 1st, 10th, 15th, or 25th of the month.
8. Authorize the debit by signing where indicated for the primary account holder and any additional account holders.
9. Read and understand the declaration thoroughly before signing to confirm that all details provided are correct.
10. Finally, save changes to your filled form, and download it for printing or sharing as needed.

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