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TATA MUTUAL FUNDARN181211Mulla House, First Floor, M.G. Road, Fort, Mumbai 400 001Systematic withdrawal plan Form 1. INVESTOR DETAILSFolio No.1 Holder NamePANstDate of BirthCKYCd d / m / mobile No.y2nd

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How to fill out systematic withdrawal plan form

01

Obtain a systematic withdrawal plan form from your financial institution or download it from their website.

02

Fill out your personal information including name, address, and account number.

03

Choose the frequency and amount of the withdrawals you would like to make.

04

Specify the investment funds or assets from which you would like the withdrawals to be made.

05

Sign and date the form.

06

Submit the form to your financial institution for processing.

Who needs systematic withdrawal plan form?

01

Individuals who want to receive regular payments from their investment accounts.

02

Retirees who are looking to supplement their income with regular withdrawals from their retirement savings.

03

People who want to automate their investment strategy and ensure consistent withdrawals over time.

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What is systematic withdrawal plan form?

Systematic withdrawal plan form is a form used to request regular withdrawals from an investment account.

Who is required to file systematic withdrawal plan form?

Investors who want to set up regular withdrawals from their investment accounts are required to file systematic withdrawal plan form.

How to fill out systematic withdrawal plan form?

Systematic withdrawal plan form can be filled out by providing personal information, investment account details, desired withdrawal amount and frequency.

What is the purpose of systematic withdrawal plan form?

The purpose of systematic withdrawal plan form is to set up a consistent and scheduled withdrawal strategy from an investment account.

What information must be reported on systematic withdrawal plan form?

Information such as investor's name, account number, withdrawal frequency, withdrawal amount, and bank details must be reported on systematic withdrawal plan form.

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