Get the free SYSTEMATIC TRANSFER PLAN (STP) FORM - Instructions

SYSTEMATIC TRANSFER PLAN (STP) FORM (Please read the instructions on the overleaf before filling up the form) BROKER ARN CODEBOOK CODE (ARN CODE) RIA/PMR CODE#Employee Unique Identification No. (RUIN)BROKER

How to fill out systematic transfer plan stp

How to fill out systematic transfer plan stp

1. To fill out a systematic transfer plan (STP), follow these steps:
2. Contact your mutual fund company and inquire if they offer an STP facility.
3. Understand the terms and conditions associated with the STP facility, such as minimum transfer amount, frequency of transfers, and any charges involved.
4. Decide on the source scheme and target scheme for the transfer. The source scheme is the mutual fund scheme from which you want to transfer funds, and the target scheme is the scheme where you want the funds to be transferred.
5. Fill out the STP application form provided by the mutual fund company. This form will require you to provide details such as your name, folio number, source scheme details, target scheme details, transfer frequency, and transfer amount.
6. Attach any necessary documents as mentioned in the application form, such as a canceled cheque or bank account details.
7. Submit the filled out application form and supporting documents to the mutual fund company either physically or through online channels.
8. Upon the successful verification of your application, the mutual fund company will activate the STP facility, and the transfers will start as per the specified frequency and amount.
9. Monitor your STP transactions periodically and make any necessary adjustments or modifications as required.

Who needs systematic transfer plan stp?

1. Systematic Transfer Plan (STP) is beneficial for individuals who:
2. - Have a lump sum amount to invest but prefer a staggered approach instead of investing the entire amount at once.
3. - Want to transfer funds between two different mutual fund schemes in a systematic and disciplined manner.
4. - Wish to take advantage of market volatility by regularly transferring funds from an equity scheme to a debt scheme or vice versa.
5. - Want to automate the process of transferring funds from one scheme to another according to their preferred frequency, thereby saving time and effort.

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