Get Common Application Form

Filling out the COMMON APPLICATION FORM online is a streamlined process designed to help users provide essential information efficiently. This guide offers clear instructions for each section of the form, ensuring a smooth experience for all users.

Follow the steps to complete the COMMON APPLICATION FORM online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with agent information, if applicable, by entering the broker code and ARN number. This section is specifically for AMFI registered members.
3. Next, provide existing unit holder information by filling in the folio number and sub broker code if relevant.
4. In the unit holder information section, fill in block letters with the name of the first or sole applicant, ensuring to complete all mandatory fields, such as date of birth and PAN number.
5. If there are additional applicants, enter the details for the second and third applicants, including their names, dates of birth, and other relevant information as required.
6. Proceed to provide bank account details, which are mandatory. Include the name of the bank, account number, and applicable codes.
7. Fill in the investment details, specifying the scheme name, plan, and payment details as instructed.
8. Complete the email communication section by indicating preferences for receiving account statements via email, including the desired frequency of communication.
9. Include nomination details if necessary and ensure all declarations and signatures are completed by the applicant(s) and guardian, if applicable.
10. Once all sections are filled, review the information for accuracy. You can then save changes, download, print, or share the completed form.

Complete your COMMON APPLICATION FORM online today and ensure your information is submitted accurately and efficiently.