Get India Uti Mutual Fund Form For Updation Of Status From Minor To Major 2015-2025

This guide provides a clear and supportive overview of the steps required to fill out the India UTI Mutual Fund Form for updation of status from minor to major. Following these instructions will help ensure that the form is completed accurately and efficiently.

Follow the steps to successfully complete the form online

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter your folio number in the designated field. This is crucial as it identifies your existing investment in the fund.
3. Provide the name of the minor exactly as it appears in the folio. Accuracy in this detail is important for verification purposes.
4. Fill in the date of birth of the minor. Make sure to use the format specified in the form.
5. Input the guardian's name as listed in the folio. This continues to link the investment to the appropriate legal guardian.
6. If applicable, specify the donor's name who is different from the guardian. This is necessary to establish the relationship in the investment records.
7. Select the scheme for which the status is being updated from minor to major.
8. Submit a photo ID proof. Choose one from the accepted list, including PAN copy, Aadhar card, or any valid government-issued ID.
9. In the bank details section, you may choose to either continue with existing bank details or update to new bank information. If changing, provide the necessary documents like a cancelled cheque.
10. If you are registering new bank details, attach the required proof, such as a bank statement or passbook.
11. Update any mobile number, email, PAN, or KYC information if necessary.
12. In the declaration and signature section, the major must sign the form. This signature must be attested by either the donor or the bank as prescribed.
13. Ensure that all fields are completed and that all required documents are attached before submitting.
14. Once completed, you can save changes, download, or print the form for your records.

Complete your documents online today to ensure a smooth processing of your mutual fund updates.