CHANGE OF BANK AND CONTACT DETAILS FORM

INVESTOR DETAILS

Folio / Account No:

Name of First/ Sole Applicant F I R S T M I D D L E L A S T

Name of Guardian
F I R S T M I D D L E L A S T
(in case of Minor)
Name of Second Applicant F I R S T M I D D L E L A S T

Name of Third Applicant F I R S T M I D D L E L A S T

CONTACT DETAILS

Mobile No. Email ID

Email ID & Mobile No. provided pertains to Self or Family Member (Note: If Email pertains to Family Member please tick any one option from below)
Spouse Dependent Parents Dependent Children Dependent Siblings Guardian

OLD BANK DETAILS

Bank Name

Bank A/c No. Type Current Savings NRO NRE FCNR Others Specify

Branch Name City Pin

IFSC/NEFT Code MICR Code (9 digit)* Payable City:

NEW BANK DETAILS

Bank Name

Bank A/c No. Type Current Savings NRO NRE FCNR Others Specify

Branch Name City Pin

IFSC/NEFT Code MICR Code (9 digit)* Payable City:

DOCUMENTS TO BE SUBMITTED BY THE INVESTOR

Existing Bank Details (Select any one of below) New Bank Details (Select any one of below)
Cancelled Original cheque (bearing account number and first unit holder name Cancelled Original cheque of the new bank mandate with first unit holder name
on the face of the cheque) name bank account number printed on the face of the cheque.
Original bank account statement/ True copy of the bank account statement if Original Self attested copy of bank statement
bank account statement is brought to Designated investor Service Centre (DISC) of
MOMF for physical verification, Bank passbook with current entries not older than 3 months.

Cancelled Original cheque (bearing account number and first unit holder name Bank Letter duly signed by branch manager/authorized personnel
on the face of the cheque)
True copy of the Bank passbook. Original Bank passbook to be brought to DISC for
verification which will be returned across the counter after due verification
Duly stamped original letter from the existing banker on the letter head of the bank
confirming the closure of account in case the bank account is closed

DECLARATION

I/ we hereby declare that particulars given above are correct and I/we understand that my / our application form is liable to be rejected if it is not filled as per the directions provided herein and in case the
correct and complete supporting documents are not provided by me/us. If the above changes is not registered for reasons of incomplete / incorrect information, I / we would not hold Motilal Oswal Asset
Management Company Limited, its registrars and other service providers responsible. I/ we will also inform Motilal Oswal Asset Management Company Limited, above any changes in my/our bank account.

Place
Signatures X First / Sole Applicant Second Applicant Third Applicant
Date

DECLARATION

INSTRUCTIONS1. In case there is more than one holder in the folio then the form needs to be signed by all the holders as per the mode of operation. 2. The first/ sole unit holder in the folio should be
one of the holders of the bank account being registered. 3. Separate form needs to be filled for separate folios of the investor. 4.If the bank account number on the cheque leaf is handwritten or investor
name is not printed on the face of the cheque, bank account statement or pass book giving the name, address and the account number should be enclosed. If photocopies are submitted, investors
much produce original for verification. 5. Bank account change details request will be accepted and processed only if all the details are correctly filled and the necessary documents are submitted. The
request is liable to be rejected if any information is missing or incorrectly filled or if there is deficiency in the documents submitted. 6. Resident individuals can either select bank account type as SB
(Saving Account) or CA (Current Account). 7. Non Resident Individuals need to mandatorily provide NRO or NRE Bank account details. 8. IFSC & MICR code are important for dividend / redemption credits
into your account through NEFT or ECS mode.

ACKNOWLEDGMENT SLIP (To be filled by the investor)

Folio / Account No.:

Received change of Bank mandate F I R S T M I D D L E L A S T

request from Mr./ Mrs.
on