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Get the free Common Application Form For Franklin India Taxshield and Templeton India Pension Plan

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This document serves as an application form for investing in the Franklin India Taxshield and Templeton India Pension Plan, collecting necessary personal, financial, and investment details of applicants.
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How to fill out common application form for

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How to fill out Common Application Form For Franklin India Taxshield and Templeton India Pension Plan

01
Visit the official Franklin Templeton website or the appropriate financial institution’s page.
02
Locate the Common Application Form for Franklin India Taxshield and Templeton India Pension Plan.
03
Download the form in PDF format or fill it out online if that option is available.
04
Fill in your personal details such as name, address, date of birth, and contact information.
05
Provide details of your financial status, including income and existing investments to assess suitability for the plans.
06
Select the investment amount and the frequency of investment (lump sum or systematic investment plan).
07
Review the terms and conditions of both the Franklin India Taxshield and Templeton India Pension Plan.
08
Sign and date the application form.
09
Submit the completed form either online or via postal service to the specified address.
10
Keep a copy of the application for your records.

Who needs Common Application Form For Franklin India Taxshield and Templeton India Pension Plan?

01
Individuals looking to invest in tax-saving options in India.
02
Individuals planning for retirement and seeking a pension plan to secure their future.
03
People wanting to diversify their investment portfolio with mutual funds.
04
Taxpayers looking to avail of deductions under Section 80C of the Income Tax Act.
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The Common Application Form for Franklin India Taxshield and Templeton India Pension Plan is a standardized form used by investors to apply and invest in these mutual funds. It simplifies the application process by consolidating necessary information and documentation required for investment.
Individuals or entities looking to invest in the Franklin India Taxshield and Templeton India Pension Plan are required to fill out and submit the Common Application Form. This includes new investors as well as existing investors wishing to make additional investments.
To fill out the Common Application Form, investors should provide their personal details, including name, address, contact information, and KYC (Know Your Customer) documentation. Additionally, they need to specify the amount of investment and select the plan they wish to invest in before signing and submitting the form.
The purpose of the Common Application Form is to streamline the investment process by gathering all necessary information in a single document. It helps mutual fund companies to verify investor identity, process applications efficiently, and ensure compliance with regulatory requirements.
The Common Application Form must include personal identification details such as name, date of birth, gender, address, and contact information. Investors must also provide KYC details, bank account information, investment amount, and their choice of scheme within the Franklin India Taxshield and Templeton India Pension Plan.
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