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Bank Change & SIP Cancel

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nilanshu067
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0% found this document useful (0 votes)
23 views2 pages

Bank Change & SIP Cancel

Uploaded by

nilanshu067
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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CHANGE OF BANK FORM (COB) (For existing Unit holders - Individual / HUF / Sole Proprietor only)

FOLIO NO. (Mandatory): TAX STATUS: MODEOF HOLDING:


1st Holder
(Mandatory) IcICI
2nd Holder PRUDENTIAL3!
3rd Holder MUTUAL FUND

Bank Account No. DOCUMENT REQUIRED FOR BOTH OLD/EXISTING AND NEW BANK MANDATE:
Bank Account
Any One Document to be submitted for the respective mandate. All documents
Savings Current NRE NRO Others should have the First Unit Holder's Name, Account Number, Account type,
Type (Please /
Pease specity here if others ) IFSC, MICR, Bank address details.

Bank Name JUL


New Bank Mandate :
Original cancelled cheque
Bank passbook (with current entries not older than 3 months)
Bank Address
Self-attested Bank account statement issued by the concerned bank (not older
Bank City than 3 months) OR, Bank letter, on letterhead of the bank duly signed by branch
manager/authorized personnel stating the investor's bank details.
MICR Code IFSC Code AND
(9 digits) (11 digits)
Old/Existing Bank Mandate:
YOUR CONFIRMATION/DECLARATION
Original cancelled cheque
IWe have read and understood the contents of the Scheme Information Document(s)/Key Infromation
Memorandum(s) &Statement of Additional Information(s) of the Scheme(s) and agree to abide by the terms, Bank passbook (with current entries not older than 3 months)
conditions, rules and regulat1ons of the Scheme(s) as on the date of this transaction. We hereby declare that In case of non-availability of old bank proof, In-Person verification (IPV) is mandatory.
Iam/we are not US Person(s). The ARN holder has disciosed to me/us all the commissions (in the form of For IPV - Original with self attested copies of PAN Card as per the applicable Mode of
trail commission or any other mode). payable to him for the different competing Schemes of various Mutual Holding/ Photo ldentity Proof for PAN Exempt Investors like Passport, Voter ID, Ration

Signaturels)
Funds from amongst which the Scheme is being recommended to me/us. We hereby confirm that l/we have Card, Driving License.
not been offered/communicated any ind1cative portfolio and/or any indicative yield for this investment.
NOTE
1. In case of photocopies of above documents are submitted, unit holder must procure
original for verification at any of the AMC branches or official point of acceptance of
transactions.
2. The name printed on the documents should be same as per the folio.
First Holder Second Holder Third Holder 3. The AMC reserves
serves the right to accept the request, subject to additional verifications,
(To be signed as per Mode of Holding) production of additional documents or In Person Verification of unit holder.

Folio No. Change of Bank Details Data:


Your Services
Solutions
Partner

Request for Cancellation of SIP /SWP/STP (ich wtucheve oppleobe)


CMS
To

Mutual Fund

Sub Cancellat ion of SIP/SWP/STP

Ref Folio No:

Scheme (Source scheme in cose of STP):

Target Scheme (arplicable only in cose of STP)

SIP / SWP/ STP start date End date

SIP / SWP / STP date


(The specific date of the month on which the SIP/STP/SWP is to be in effect)

Dear Str /Madam,

Please cease my SIP/SWP /STP [tick whichever applicatble) registered in the above referred Folio No. t
Scheme for Rs. and stop the auto debit of Rs
from ny Bank
account number with effect from
Ispecafy month &year from which you need to cancel/stop SIP/SWP/STP].

Signature(s):

Date:

* Note: This request form to cease SIP/SWP/STP (t stop auto debit can be submitted at any date of the month t>
CAMS CSCs and the same would be processed subject to the terms and conditions indicated tby the resrect
Mutual Fund from time to time.

ACKNOWLE DGEMENT

We acknowledge the receipt of the request for canccllation of SPSWP/STP from


Mr./Ms. /M/s. in Folio No
Scheme Narne n Mutua iund
(subject to scrutiny and verification].

Date of receipt at CAMS CSC

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