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TERMS AND CONDITIONS A. SYSTEMATIC INVESTMENT PLAN B. SIP AUTO DEBIT (ECS)/DIRECT DEBIT/SI/PCs FORM 1) In accordance with SEMI requirements, SIP Application Form and date of initial Payment Instrument
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Start by downloading the principal-sip-swp-stp form for existing investors from the i-firmbiz website or any authorized platform.
02
Read and understand the instructions mentioned on the form carefully. Familiarize yourself with the different sections and requirements.
03
Begin by entering your personal information accurately. This typically includes your name, address, contact details, and client identification number (if applicable).
04
Provide relevant details regarding your existing investments. This may include the scheme name, folio number, and investment amount. Make sure to fill in this information correctly to ensure accurate processing.
05
If you wish to initiate a systematic investment plan (SIP), specify the desired frequency, amount, and starting date for the SIP.
06
If you want to opt for a systematic withdrawal plan (SWP), indicate the frequency, amount, and date on which you want to receive the withdrawals.
07
In case you prefer a systematic transfer plan (STP), mention the scheme from which you want to transfer, the scheme to which you want to transfer, and any additional details as required.
08
Review all the information you have entered to ensure accuracy and completeness. Verify that you have not missed any mandatory fields.
09
Sign the form as required, following the specified format. If the form requires a witness signature, make sure to arrange for it accordingly.
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Submit the filled-out form along with any additional documents, if required, to the designated office or address mentioned on the form.

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01
Existing investors who wish to make changes to their investment plans, such as starting a systematic investment plan (SIP), systematic withdrawal plan (SWP), or systematic transfer plan (STP), need to fill out the principal-sip-swp-stp-form-for-existing-investor - i-firmbiz.
02
Investors who want to update their personal information, change investment schemes, or make any modifications to their existing investment details will also require this form.
03
This form is specifically designed for individuals who are existing investors with i-firmbiz or any other platform authorized to accept this form. Non-existing investors or new investors may have different forms or procedures.
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Principal SIP SWP STP form for existing investor - I / firm-Biz is a form used by existing investors or firm businesses to make changes to their investments such as setting up Systematic Investment Plans (SIPs), Systematic Withdrawal Plans (SWPs), or Systematic Transfer Plans (STPs).
Existing investors or firm businesses are required to file the principal SIP SWP STP form for existing investor - I / firm-Biz.
To fill out the principal SIP SWP STP form for existing investor - I / firm-Biz, investors or firm businesses need to provide their personal information, investment details, and instructions for setting up SIPs, SWPs, or STPs.
The purpose of the principal SIP SWP STP form for existing investor - I / firm-Biz is to facilitate existing investors or firm businesses to make changes to their investments and set up regular investment plans.
The principal SIP SWP STP form for existing investor - I / firm-Biz must include personal information of the investor or firm business, details of the investment to be modified, and instructions for setting up SIPs, SWPs, or STPs.
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