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INSTRUCTIONS FOR FILING THE FORM This application form is for Resident Investors/Iris etc. who are eligible to invest, and should be completed in English in BLOCK LETTERS & BLACK/BLUE INK only. Any

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How to fill out sip_swp_stp form_for existing investor_may11p65

How to fill out the sip_swp_stp form for existing investor_may11p65:

01

Start by entering your personal details such as your name, address, and contact information in the designated sections of the form.

02

Next, provide your existing investor details, including your current folio number, registered email address, and PAN (Permanent Account Number) number.

03

Proceed to select the type of transaction you wish to make – whether it is a Systematic Investment Plan (SIP), Systematic Withdrawal Plan (SWP), or Systematic Transfer Plan (STP).

04

If you have chosen SIP, indicate the amount or number of units you would like to invest. Provide the frequency (such as monthly, quarterly) and the start date for the SIP.

05

For SWP, specify the amount or number of units you wish to withdraw. Specify the frequency and start date for the SWP.

06

If you have opted for STP, mention the source scheme from which you want to transfer funds, the target scheme where you want to transfer the funds, and the amount or number of units to be transferred. Indicate the frequency and start date for the STP.

07

Ensure that you provide accurate bank account details for updates and account verification. Include your bank account number, IFSC code, and the name of the bank branch.

08

Lastly, review all the information you have entered to ensure its accuracy and completeness. Sign and date the form before submitting it to the relevant authority.

Who needs the sip_swp_stp form for existing investor_may11p65?

Investors who are looking to make systematic investment plans, systematic withdrawal plans, or systematic transfer plans may need to fill out the sip_swp_stp form for existing investor_may11p65. This form is specifically designed for existing investors who want to manage their investments effectively and make regular transactions in mutual funds. It enables them to specify their investment preferences, such as the amount, frequency, and start date for SIPs, SWPs, or STPs. By filling out this form, investors can avail the benefits of a disciplined approach to investing and enjoy the convenience of automated transactions.

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