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FOLIO CONSOLIDATION REQUISITION SIP PLUS (For existing Unit holders only) Date: I/We wish to consolidate all my/our below-mentioned folio numbers into a single folio. Source Folios for Consolidation
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How to fill out folio consolidation form-sip plus-a5:

01
Begin by entering your personal information, such as your name, address, and contact details.
02
Proceed to provide details about the accounts you wish to consolidate. This may include account numbers, investment types, and current balances.
03
Indicate whether you would like to transfer all the funds from these accounts into the folio consolidation form or only a portion.
04
Specify any instructions for the consolidation process, such as reinvesting funds into specific investments or transferring them to another institution.
05
Review the information entered for accuracy and make any necessary corrections.
06
Sign and date the form to acknowledge that the information provided is true and complete.

Who needs folio consolidation form-sip plus-a5:

01
Individuals who have multiple investment accounts and wish to consolidate them into a single account may need the folio consolidation form-sip plus-a5.
02
Investors who desire to simplify their investment management and have a comprehensive overview of their holdings may find this form useful.
03
People looking to streamline their investment paperwork and reduce administrative tasks may consider utilizing the folio consolidation form-sip plus-a5.
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Relevant keywords

Unitholder Unitholders AMC ICICI Folios FOLIO adhered Prudential CONSOLIDATION applicable dividend opt ACKNOWLEDGEMENT consolidate continuation nos wherein Receivers consolidated Nominee holders particulars REQUISITION retained mandate reserves proceeds s

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