Get Transaction Form For Existing Investors ... - Money Matics

This guide provides step-by-step instructions on filling out the transaction form for existing investors at Money Matics. This form allows users to make additional purchases, redeem units, switch between schemes, and update personal information with ease.

Follow the steps to successfully complete your transaction form.

1. Click ‘Get Form’ button to obtain the transaction form and open it in your preferred editing platform.
2. Fill in the distributor/broker code along with the sub-broker code, if applicable, in the designated fields.
3. Enter the date of the transaction in the provided field.
4. Provide the unitholder's name as per the registered details. Select the appropriate title such as Mr, Ms, or M/s.
5. Complete the PAN details section. This is mandatory if the investment amount is INR 50,000 or more. Attach the necessary proof of PAN if applicable, or provide Form 60 or Form 61 if PAN is not available.
6. In the additional purchase section, indicate the scheme name, sub-option (growth or dividend), and plan. Set your frequency preference for dividends.
7. Fill in the bank details accurately, including account number and type, ensuring they relate to the account held in your name.
8. If you wish to redeem units, specify the scheme, and either provide the amount in figures and words, or indicate the number of units you want to redeem.
9. For switching units, clearly denote the scheme you are switching from and to, as well as the option and sub-option, if applicable.
10. If you need to change contact information or email communication preferences, ensure that the new address and email are entered clearly.
11. Sign the declaration and provide the necessary information to endorse your commitment to the terms outlined in the document.
12. After completing the form, save your changes. You can then download, print, or share the completed form as required.

Begin your online transaction by completing the form today!