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Get the free For existing Unitholders ARN- 36160 - FINCARE SERVICES

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Systematic Transfer Plan (STP) Application Form (Please read the instructions before filling up the form) Use this Form if you wish to transfer your investment systematically from one scheme/plan
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How to fill out for existing unitholders arn

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How to fill out for existing unitholders ARN:

Contact the mutual fund company or the designated registrar:

01
Obtain the required forms or documents needed to apply for an existing unitholders ARN.
02
Inquire about any specific information or documentation that may be needed to complete the application.

Complete the application form:

01
Fill in all the necessary personal details, such as name, address, contact information, and PAN (Permanent Account Number).
02
Provide your existing unit holder details, including the scheme name, folio number, and the number of units held.
03
Verify if any additional information is needed, such as bank account details for dividend payouts or redemption proceeds.

Attach supporting documents:

01
Ensure you have copies of all necessary supporting documents, such as identity proof (e.g., Aadhaar card, passport, PAN card) and address proof (e.g., utility bill, bank statement).
02
If applicable, include a copy of the PAN card or Form 60 (in case of a non-PAN holder) for KYC compliance.

Review and sign the form:

01
Double-check all the information provided in the application form to avoid any mistakes or omissions.
02
Sign the form in the designated space, adhering to the mutual fund company's guidelines for signature requirements.

Submit the completed application:

01
After reviewing and signing the form, send it to the mutual fund company or registrar through the preferred method of submission.
02
Consider using a reliable and traceable method such as registered mail or courier for secure delivery.

Who needs for existing unitholders ARN:

Existing unitholders who wish to update or obtain an ARN (Amended Registration Number) may need to fill out the application. An existing unitholder who wants to make changes or additions to their investment, like updating personal details, including bank account information, or transferring units, will require an existing unitholders ARN. Additionally, individuals who did not initially provide an ARN but now want one for convenience or compliance reasons may also need to fill out the application.
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