UTI Common Application Form
UTI Common Application Form
2022/
OPEN-ENDED EQUITY AND HYBRID SCHEMES
(OCBs ARE NOT ALLOWED TO INVEST IN UNITS OF ANY OF THE SCHEMES OF UTI MF)
TIME STAMP
Registrar Sr. No.
ARN/RIA Code^ Name of Financial Advisor Sub ARN Code Sub Code/ M O Code EUI No.@ UTI RM No.
Bank Branch Code
ARN-4483
^ By mentioning RIA code, I/we authorise you to share with the Investment Adviser the details of my/our transactions.
!"#$%&'($))*++*$%'+,-..'/0'!-*1'1*#0(&.2'/2'&,0'*%30+&$#'&$'&,0'4567'8'97:5'(0#&*;01' <7'56'#0=*+&0#01'>*+&#*/?&$#+'/-+01'$%'&,0'*%30+&$#+@'-++0++)0%&'$"'
various factors including the service rendered by the distributor.
A' 78B0' ($%;#)' ' &,-&' &,0' C 79' /$D' *+' *%&0%&*$%-..2' .0"&' /.-%E' /2' )08?+' -+' &,*+' *+' -%' F0D0(?&*$%G$%.2H' &#-%+-(&*$%' I*&,$?&' -%2' *%&0#-(&*$%' $#' -13*(0' /2' &,0'
distributor personnel concerned or notwithstanding the advice of in-appropriateness, if any, provided by such distributor personnel and the distributor
has not charged any advisory fees for this transaction. ( Please tick and sign below when EUIN box is left blank) (refer instruction ‘w’).
Signature of 1st Applicant / Guardian Signature of 2nd Applicant Signature of 3rd Applicant
TRANSACTION CHARGES TO BE PAID TO THE DISTRIBUTOR !"#$%&$ '()* %+, -+$ -. '/$ 0$#-12 !3$.$4 5+&'46)'(-+ 7(82
5 9: 9 ;53<= =5:> 5?@><=A3 5? :B=B9C ;B?D< 5 9: 9? >E5<=5?F 5?@><=A3 5? :B=B9C ;B?D<
OR
` 150 will be deducted as transaction charges per Subscription of ` 10,000 and above ` 100 will be deducted as transaction charges per Subscription of ` 10,000 and above
Existing Unit Holder information : 5. ,-6 /%G$ %+ $H(&'(+I ;-#(- ?-J 1('/ "9? K LMN G%#(O%'(-+P Q$+'(-+ ,-64 ;-#(- ?-J R
APPLICANT’S PERSONAL DETAILS Mr. Ms. Mrs. M/s * Denotes Mandatory Fields
Name of First Applicant
; 5 3 < = : 5 D D C >
L A S T Date of Birth d d m m y y y y Mandatory for minors
Date of birth will be taken as per the KYC record (Not applicable for minor child)
NAME IN FULL OF THE FATHER (OR) MOTHER / GUARDIAN (IN CASE OF MINOR) $$ / CONTACT PERSON FOR INSTITUTIONAL APPLICANTS
Mr. Ms. Mrs.
; 5 3 < = : 5 D D C > L A S T
$$ Proof of date of birth and proof of relationship with minor to be attached or else sign the declaration on the reverse (Refer instruction ‘f ’).
*PAN/PEKRN$ OF 1ST APPLICANT/FATHER/MOTHER/GUARDIAN Enclosed "9?V">L3? N93DV5D "3AA; NA"M
First Applicant’s Address (Do not repeat the name) Name & Address of resident relative in India !.-4 ?35&2 !"JAJ S-H ?-J (& +-' &6.T)($+'2
Village/Flat/Bldg./Plot*
Street/Road/Area/Post
City/Town* State Pin*
OVERSEAS ADDRESS !AG$4&$%& %OO4$&& (& Q%+O%'-4, .-4 ?35 V ;"5 %UU#()%+'& (+ %OO('(-+ '- Q%(#(+I %OO4$&& (+ 5+O(%2
City*
State Country* Zip/Pin*
PAYMENT DETAILS (Refer Instruction ‘y’) (Please ensure that the cheque complies to the CTS 2010 standard)
Address F;GH!G/7%
(this is a 9-digit number next to your cheque number)
5;< N-O$
City Pin*
(this is a 11-digit number)
Account No.
Unitholding Option Physical Mode Demat Mode (if Demat account details are provided below, units will be allotted, by default, in Electronic Mode only)
DEMAT ACCOUNT DETAILS - Please ensure that the sequence of names as mentioned in the application form matches with that of the account held with any one
of the Depository Participant. Demat Account details are compulsory if demat mode is opted above
National Depository Name _________________________________ Central Depository Name ___________________________________________________
Securities Depository
D" 5D ?-J Target
Depository Services
S$+$T)(%4, 5D ?-J
Limited (India)
Account No. Limited
Enclosures : Client Master List (CML) Transaction cum Holding Statement D$#(G$4, 5+&'46)'(-+ <#(U !D5<2
FRIEND IN NEED DETAILS 5+ )%&$ B=5 :; (& 6+%0#$ '- )-QQ6+()%'$ 1('/ Q$V6& %' Q, V -64 4$I(&'$4$O %OO4$&&P 5 V 1$ %6'/-4(Y$ B=5 :; '- )-44$&U-+O
with the following person to ascertain my/our updated contact details. (refer instruction - k)
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Details of Identity
Sr.
Name Address such as PAN / % of ownership
No.
Passport
[Please attach self attested copy of PAN/Passport (proof of photo identity) along with application form]
?-'$ R 5DN_ ` 5+)-Q$ D(&'4(06'(-+ )6Q N%U('%# _('/O4%1%#
GENERAL INFORMATION - Please ( ) wherever applicable
STATUS: H%')7%$,!;$7)=)76-2! Minor through guardian HUF Partnership Trust
Sole Proprietorship Society / Club Body Corporate AOP B";
##
<K;! VH;! Foreign Nationals Listed Company LLP
E$2)',%7!MV/,!0/&!K&/3,N^^!G/?*-$4! Other Unlisted Company K;"
Others (Please specify) ________________________________________________________________________________________
^^ MV/,!0/&!K&/3,N!G/?*-$4!-'!7%3$%7!6$7%&!G/?*-$)%'!D+,!LD+,!/0!_`Wa1YX_ZOC
##
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DETAILS UNDER FATCA (FOREIGN TAX COMPLIANCE ACT) AND CRS (COMMON REPORTING STANDARD) (Refer Instruction ‘z’)
Information to be provided by all Applicants in the same sequence of Names as given in this Application form
D&%!4/6!-!,-P!&%')7%$,!/0!-$4!+/6$,&4!/,(%&!,(-$!;$7)-!c
;0!No, please tick here: First Applicant Second Applicant Third Applicant
;0!Yes>!*2%-'%!322!)$!,(%!K-&,)+62-&'!)$!,(%!*&%'+&)9%7!</&?!0/&!<D8GD1GH@!-$7!-,,-+(!),!#),(!,()'!D**2)+-,)/$!</&?C
ACKNOWLEDGEMENT
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[UTI-LTEF (Tax Saving) is eligible for deduction under section 80C Sr. No. 2022/
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Received from Mr / Ms / M/s
(scheme name)
An application under
along with Cheque$/DD$/NEFT/RTGS dated
Ref. No./Unique Serial No. (For Cash)
Drawn on (Bank) @,-?*!/0!E8;!DFG!"03+%1
Authorised Collection Centre
for `# )*#&<=>%?2
$
!G(%Q6%'!-$7!7&-0,'!-&%!'695%+,!,/!&%-2)'-,)/$C
NOMINATION DETAILS (Please ) (please sign if you do not wish to nominate)
;1R%!(%&%94!$/?)$-,%!,(%!6$7%&?%$,)/$%7!V/?)$%%!,/!&%+%)=%!,(%!-?/6$,'!,/!?4!1!/6&!+&%7),!)$!,(%!%=%$,!/0!?4!1!/6&!7%-,(C!!;1R%!-2'/!6$7%&',-$7!
that all payments and settlements made to such Nominee and signature of the Nominee acknowledging receipt thereof, shall be a valid discharge by
the AMC / Mutual Fund / Trustee.
;$=%',/&'!#(/!#)'(!,/!$/?)$-,%!,#/!/&!,(&%%!*%&'/$'!?-4!322!)$!,(%!'%*-&-,%!0/&?!*&%'+&)9%7!0/&!,(%!'-?%!-$7!-,,-+(!),!#),(!,()'!-**2)+-,)/$!0/&?C
;1R%!7/!$/,!#)'(!,/!$/?)$-,%
Sign.
here
Signature of 1st Applicant / Guardian Signature of 2nd Applicant Signature of 3rd Applicant
OPTION FOR DESPATCH OF STATEMENT OF ACCOUNT (SoA) / ABRIDGED ANNUAL REPORT (AAR)n
Applicable to NRIs
SoA in Physical Form At my Overseas address as mentioned above
AAR in Physical Form 8/!9%!7)'*-,+(%7!,/!?4!&%')7%$,!&%2-,)=%N'!-77&%''!)$!;$7)-!-'!?%$,)/$%7!-9/=%
n "$!*&/=)7)$.!%?-)2])7!)$=%',/&'!'(-22!&%+%)=%!'+(%?%!#)'%!-$$6-2!&%*/&,!/&!-$!-9&)7.%7!'6??-&4!,(%&%/01!-++/6$,!',-,%?%$,'1!,&-$'-+,)/$!+/$3&?-,)/$>!+/??6$)+-,)/$!/0!+(-$.%!/0!-77&%''>!+(-$.%!/0!9-$f!7%,-)2'!%,+C!,(&/6.(!%?-)2!/$24C
*Mobile No. Tel. (R) STD CODE Tel. (O) STD CODE
First
Applicant
Details
*E-mail Alternate E-mail
;1#%! (%&%94! -6,(/&)'%! E8;! DFG1! E8;! F<! ,/! '%$7! )?*/&,-$,! )$0/&?-,)/$>! ,&-$'-+,)/$! 6*7-,%'! -$71/&! -$4! /,(%&! &%2%=-$,! 7%,-)2'! ,/! ?%16'! /$
R(-,'D**!$6?9%&C!;0!4/6!J"!V"8!#)'(!,/!&%+%)=%!+/??6$)+-,)/$!/$!R(-,'D**>!,)+f!,(%!9/P!#
Sign.
here
Signature of 1st Applicant / Guardian / POA^^ Signature of 2nd Applicant / POA^^ Signature of 3rd Applicant / POA^^
Name of 1st Authorised Signatory Name of 2nd Authorised Signatory Name of 3rd Authorised Signatory
_____________________________________ __________________________________ ___________________________________
Designation ___________________________ Designation __________________________ Designation _________________________
^^K/#%&!/0!D,,/&$%4!LK"DO!H%.)',&-,)/$!V/CmmmmmmmmmmmmmmmmmmmmmmmmmL)0!-2&%-74!&%.)',%&%7O!L&%0%&!)$',&6+,)/$!M-9NO
Notes :
_C! ;0!,(%!-**2)+-,)/$!)'!)$+/?*2%,%!-$7!-$4!/,(%&!&%Q6)&%?%$,!)'!$/,!062322%7>!,(%!-**2)+-,)/$!)'!2)-92%!,/!9%!&%5%+,%7C
2. Consolidated Account Statement (CAS) will be sent within 10 days of the following month of the transaction.
3. C'%1?%#%*?=>%#,-1,#1''#DEF#F"5/')1*0%#C>""3#1*(#C.G##(%,1)'?#1>%#<)H%*7#31)')*<#I-)0-#+"=>#1//')01,)"*#I)''#$%#>%J%0,%(K#C.G#*",#
applicable for Micro SIP.
4. All communication relating to issue of Statement of Account, Change in name, Address or Bank particulars, Nomination, Redemption, Death
Claims etc., may please be addressed to the Registrar :
LM?#D&*#!%0-*"'"<)%?#C>)H1,%#N)5),%(O!E$),!d!E8;F<>!@%2%$)6?!8/#%&!B>!K2/,!V/'C!Z_!e!ZY>!<)$-$+)-2!J)',&)+,!>V-$-f&-?.67->!@%&)2)$.-?*-224!F-$7-2>!
! g47%&-9-7!]!WXXXZY!h!;$7)-!Board:!XiX]aj_a!YYYY>!Fax nod!XiX]aj_a!_kkk>!Email:!6,) f3$,%+(C+/?