Get the free lic mutual fund transaction slip

Form pertaining to Employee Unique Identity Number (RUIN) box in the Application Form / transaction slip for subscription of Units in the Scheme(s) of LIC Mutual Fund To, LIC Mutual Fund I / We hereby

How to fill out lic mutual fund transaction

How to fill out lic mutual fund transaction

1. Start by obtaining the application form for LIC mutual fund transactions from any LIC branch or LIC official website.
2. Fill in your personal details such as name, contact information, date of birth, PAN card number, etc., as required in the form.
3. Provide your bank account details like account number, IFSC code, etc., for transaction purposes.
4. Indicate the type of transaction you wish to make, such as purchase, redemption, switch, or SIP.
5. If you are making a purchase transaction, specify the amount or quantity of units you want to buy and the scheme in which you want to invest.
6. In case of a redemption transaction, mention the number of units to be redeemed and provide the necessary details of your bank account where the redemption proceeds should be credited.
7. If you want to switch your investment from one scheme to another, clearly mention the details of existing investment and the desired scheme to be switched to.
8. For setting up Systematic Investment Plan (SIP), mention the frequency, amount, and duration of the SIP.
9. Carefully review all the information filled in the form, attach any required documents, and sign the form in the designated places.
10. Submit the duly filled and signed form along with any required documents to the nearest LIC branch or send it to the prescribed address mentioned on the form.
11. After successful submission, you will receive an acknowledgment receipt or transaction statement for future reference.

Who needs lic mutual fund transaction?

1. Anyone who wishes to invest in mutual funds can opt for LIC mutual fund transactions.
2. Individuals who want to grow their wealth through investing in various schemes offered by LIC mutual funds.
3. Investors who prefer professional management of their investments and a diverse range of investment options.
4. People looking for long-term wealth creation, retirement planning, or achieving specific financial goals.
5. Individuals who want to take advantage of tax benefits offered by certain LIC mutual fund schemes.
6. Customers who trust LIC's brand reputation and want to benefit from their experience in financial services.

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