Get the free Tata Retirement Savings Fund Transaction Slip

This document is a transaction slip for the Tata Retirement Savings Fund, detailing the process for investment, redemption, and switch requests, along with relevant instructions for the investors.

How to fill out tata retirement savings fund

How to fill out Tata Retirement Savings Fund Transaction Slip

1. Begin by filling out your personal details at the top of the slip, including your name and account number.
2. Specify the type of transaction you are performing (e.g., contribution, redemption).
3. If applicable, enter the amount you wish to contribute or redeem.
4. Provide any necessary documentation as instructed, such as proof of identity or address.
5. Sign and date the transaction slip at the designated area.
6. Submit the completed slip to your financial advisor or at the nearest Tata office.

Who needs Tata Retirement Savings Fund Transaction Slip?

1. Individuals looking to invest in the Tata Retirement Savings Fund.
2. Current investors who wish to redeem or increase their investment in the fund.
3. Financial advisors assisting clients with retirement fund transactions.

People Also Ask about

What is the return of Tata Retirement Savings fund?

1. Current NAV: The Current Net Asset Value of the Tata Retirement Savings Fund - Progressive Plan - Regular Plan as of Aug 29, 2025 is Rs 63.45 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: -2.04% (1yr), 15.89% (3yr), 16.46% (5yr) and 14.54% (since launch).

How much time is taken for redemption of a mutual fund?

Redemption Processing Time Generally, you can expect the following processing times: Liquid Funds: 1-2 working days. Equity, Debt, and Conservative Hybrid Funds: 2-4 working days.

How do I check my fund value with folio number?

You can check your mutual fund status using your folio number through several methods. Log on to the mutual fund company's website or app with your folio number and other required details online. You can also use the website of an AMC or registrar like CAMS, though registration may be required on a registrar's site.

What is the exit load of Tata retirement savings fund?

Return/Risk: The fund is performing poorly than its category. Exit Load: Exit load of 1% if redeemed before 61 months.

For pdfFiller’s FAQs

What is Tata Retirement Savings Fund Transaction Slip?

The Tata Retirement Savings Fund Transaction Slip is a document used to facilitate transactions related to the Tata Retirement Savings Fund, allowing investors to make deposits, withdrawals, and other changes to their accounts.

Who is required to file Tata Retirement Savings Fund Transaction Slip?

Investors who wish to make transactions within the Tata Retirement Savings Fund, such as contributions or withdrawals, are required to fill out and submit the Transaction Slip.

How to fill out Tata Retirement Savings Fund Transaction Slip?

To fill out the Tata Retirement Savings Fund Transaction Slip, investors need to provide their personal details, account number, the type of transaction (deposit or withdrawal), the amount, and any additional required information as specified on the form.

What is the purpose of Tata Retirement Savings Fund Transaction Slip?

The purpose of the Tata Retirement Savings Fund Transaction Slip is to record and process investment actions taken by account holders in the fund, ensuring clear documentation of all transactions for regulatory and personal record-keeping purposes.

What information must be reported on Tata Retirement Savings Fund Transaction Slip?

The information that must be reported on the Tata Retirement Savings Fund Transaction Slip includes the investor's name, account number, transaction type, transaction amount, date of transaction, and signature of the investor.