Follow the steps to fill out the form accurately and efficiently.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred document editor.
2. Fill in the transaction details, including your account name, account number, contact number, investment type, initial and additional investments, email address, fund name, amount, currency (Peso or Dollar), and the amount in words. Make sure to type all information in capital letters.
3. Proceed to the payment details/options section. Indicate your chosen payment method — cash deposit, check deposit, post-dated check, bills payment, or fund transfer/remittance. Fill in any required details such as payment date, reference/check number, bank name, and branch name.
4. In the declaration section, affirm that all information provided is accurate and that all investments are made through legitimate sources. Sign over your printed name as required for each authorized signatory.
5. Review the important reminders regarding the investment application, including submission guidelines, cut-off times, and rules about digital signatures.
6. After confirming all fields are filled out completely and correctly, save changes to the form. You may also download, print, or share the form as needed.

Complete your investment application form online promptly to ensure timely processing.