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Form for SIP / Micro sip (Auto Debit×ECS Facility) (Please read instructions) Name of Financial Advisor and ARN Sub ARN Code Sub Code MO Code EU No. UTI RM No. I INVESTMENT SIP MICRO SIP E071171

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How to fill out uti sip form

How to fill out UTI SIP form:

01

Obtain the UTI SIP form: You can download the UTI SIP form from the official website of UTI Mutual Fund or obtain it from any of their branches.

02

Fill in personal details: Start by filling in your personal details such as name, address, contact number, and email address in the appropriate sections provided on the form.

03

Choose the SIP scheme: Indicate the specific SIP scheme you wish to invest in by selecting from the options mentioned on the form. Ensure that you thoroughly understand the details of the scheme before making a selection.

04

Provide bank account details: Enter your bank account number and the name of the bank where you hold the account. This information is essential for setting up the SIP and for the processing of future transactions.

05

Fill in the SIP amount: Specify the amount you want to invest through the Systematic Investment Plan (SIP). This can be a fixed amount or a variable amount, depending on your investment strategy.

06

Determine the SIP frequency: Choose the frequency at which you want to make your investments. Options typically include monthly, quarterly, or annually. Select the frequency that aligns with your financial goals and preferences.

07

Provide nominee details: If you wish to nominate someone to receive your investment in case of any unforeseen circumstances, fill in the relevant nominee details on the form.

08

Sign and date the form: After carefully reviewing the information provided, sign and date the UTI SIP form in the designated spaces. Failure to sign the form may result in the rejection of your application.

Who needs UTI SIP form?

Individuals interested in investing in UTI Mutual Fund schemes through a Systematic Investment Plan (SIP) will require the UTI SIP form. This form is necessary for initiating SIP investments and ensures that your investments are properly tracked and processed by UTI Mutual Fund. Whether you are a first-time investor or an existing investor looking to start a SIP, filling out the UTI SIP form is a vital step in your investment journey with UTI Mutual Fund.

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What is uti sip form?

UTI SIP form is a Systematic Investment Plan form that allows investors to regularly invest a fixed amount in UTI mutual funds.

Who is required to file uti sip form?

Any individual or entity who wishes to invest regularly in UTI mutual funds through a systematic investment plan.

How to fill out uti sip form?

UTI SIP form can be filled out by providing personal details, choosing the mutual fund scheme, selecting the SIP amount and frequency, and providing bank details for auto debit.

What is the purpose of uti sip form?

The purpose of UTI SIP form is to help investors in building wealth over time by making regular investments in UTI mutual funds.

What information must be reported on uti sip form?

Information such as personal details, choice of mutual fund scheme, SIP amount and frequency, bank details for auto debit, and declaration of consent for SIP mandate.

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