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    Common Application Form

    Uploaded by

    Jeta Sharma
    This document is an application form for lumpsum and SIP investments in Axis Mutual Fund schemes. It collects information such as applicant details, bank account information, investment details, and nomination details. The form also includes instructions for filling out the various sections and enclosures required to complete the application.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd

    Common Application Form

    Uploaded by

    Jeta Sharma
    140 views2 pages
    This document is an application form for lumpsum and SIP investments in Axis Mutual Fund schemes. It collects information such as applicant details, bank account information, investment details, and nomination details. The form also includes instructions for filling out the various sections and enclosures required to complete the application.

    Original Description:

    AIG Sample Form

    Copyright

    © Attribution Non-Commercial (BY-NC)

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    PDF, TXT or read online from Scribd

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    This document is an application form for lumpsum and SIP investments in Axis Mutual Fund schemes. It collects information such as applicant details, bank account information, investment details, and nomination details. The form also includes instructions for filling out the various sections and enclosures required to complete the application.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    140 views2 pages

    Common Application Form

    Uploaded by

    Jeta Sharma
    This document is an application form for lumpsum and SIP investments in Axis Mutual Fund schemes. It collects information such as applicant details, bank account information, investment details, and nomination details. The form also includes instructions for filling out the various sections and enclosures required to complete the application.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    APPLICATION FORM FOR LUMPSUM / SIP INVESTMENTS

    Application No.

    Form 1

    Distributor Code / ARN

    Sub-distributor code / ARN / Sol ID

    Serial Number, Date and Time Stamp

    ARN-3086
    Upfront commission shall be paid directly by the investor to the AMFI registered distributor based on the investor's assessment of various factors including the service rendered by the distributor.

    1. EXISTING INVESTOR'S FOLIO NUMBER


    (If you have an existing folio number with KYC validated, please mention the number here and skip to section 6. Mode of holding will be as per existing folio number.)

    2. FIRST APPLICANT'S DETAILS


    Name of 1st Applicant (should match with PAN card)

    Title

    Mr.

    Ms.

    M/s

    Date of Birth D PAN*(1st Applicant/Guardian)

    *Mandatory. Refer Instruction 5. Enclose (Please P Attested PAN card copy )

    KYC Acknowledgment* Name of the Guardian if minor / Contact Person for non individuals / PoA Holder name

    For Investments "On behalf of Minor"(Refer Instruction 6) (^Attach mandatory documents as per instructions.) School Certificate/Mark sheet Birth Certificate Proof of Date of Birth Attached^ Passport Any other Court Appointed^ Father Mother Guardian named below is PoA PAN

    Correspondence Address / Overseas Address (For FIIs/NRIs/PIOs)

    City

    City

    State
    Mobile +91

    Pin Code

    Email ID (Refer instruction 11a)


    STD Code

    Tel (Office)

    Tel (Resi)
    Proprietor Other Professional

    Status of Sole / 1st Applicant (Please P ) Resident Individual Trust Partnership Firm PIO Company Occupation (of 1st / Sole Applicant) Housewife Defence Service MICRO SIP (Refer instruction 5b.) Type of Supporting Document

    HUF Specify
    Retired

    Minor

    Society

    FII

    NRI

    Business

    Agriculture

    Other

    Specify

    ID Document Number
    Anyone or Survivor Single M/s

    3. JOINT APPLICANTS DETAILS


    Name of 2nd Applicant (Should match with PAN Card) PAN

    Mode Of Holding (Please PJoint (Default) )

    Title

    Mr.

    Ms.

    (2nd applicant)

    Enclose

    Attested PAN card copy

    KYC Acknowledgment*

    *Mandatory. Refer Instruction 5.

    Email ID
    Name of 3rd Applicant (Should match with PAN Card) PAN
    Enclose

    Mobile +91
    Title
    Mr. Ms. M/s

    (3rd applicant)

    Attested PAN card copy

    KYC Acknowledgment*

    *Mandatory. Refer Instruction 5.

    Email ID

    Mobile +91

    4. BANK ACCOUNT DETAILS FOR PAY-OUT (Mandatory. Refer instruction 4 and avail of Multiple Bank Registration Facility.)
    Bank Name Bank A/c No.
    Branch Address City IFSC Code (11 digit)* MICR Code (9 digit)* Pin
    *Mentioned on your cheque leaf

    A/c Type

    Current

    Savings

    NRO

    NRE

    FCNR

    Others Specify

    5. DEBIT MANDATE (For Axis Bank account holders only. To be used to invest in one scheme at a time only. Refer instruction 3d.)
    TO BE DETACHED BY THE REGISTRAR (KARVY) AND PRESENTED TO AXIS BANK CMS DEPARTMENT D D M M Y Y *To be processed in CMS software under client code AXISMF Date Application No. Name of the account holder(s) authorise you to debit my/our account no. I/ We

    to pay for the purchase of Axis Income Saver amount of ` (in figures) Axis Triple Advantage Fund Axis Midcap Fund

    Axis Tax Saver Fund Axis Equity Fund Please debit an


    Signature of Account Holder

    ` (in words)

    ACKNOWLEDGMENT SLIP (To be filled in by the investor)


    Received subject to realisation, verification and conditions, an application for purchase of Units as mentioned in the application form. From Cheque no. Date Amount

    Name of the account holder(s)


    Scheme

    Application No.

    Stamp & Signature

    Form 1

    6. INVESTMENT & PAYMENT DETAILS


    Payment type (Please 3 ) Non-Third Party Payment Scheme 1 Scheme 2 Scheme 3 Plan Plan Plan Third Party Payment (Please attach 'Third Party Payment Declaration Form') Dividend Frequency (Quarterly/ Half Yearly/ Annual)* Option Dividend Frequency (Quarterly/ Half Yearly/ Annual)* Option Option Dividend Frequency (Quarterly/ Half Yearly/ Annual)*
    *Applicable only for Axis Income Saver

    ONE TIME LUMP SUM INVESTMENT (Do not submit SIP Auto Debit Form for lump sum investments) Payment mode Cheque DD RTGS NEFT
    SCHEME 1

    Debit Mandate^
    SCHEME 2 SCHEME 3

    (^Facility available for Axis Bank account holders only. Please fill in section 5. The Debit Mandate can be used to invest in one scheme at a time only.)

    LUMPSUM

    Investment amount (`) Cheque / DD / RTGS / NEFT No. Cheque / DD / RTGS / NEFT date Drawn on bank / branch name Pay-in bank account no. (For cheques only) Account type (Please P )

    DD/MM/YY

    DD/MM/YY

    DD/MM/YY

    Savings NRE Others

    Current NRO
    Specify

    FCNR

    Savings NRE Others

    Current NRO
    Specify

    FCNR

    Savings NRE Others

    Current NRO
    Specify

    FCNR

    SIP INVESTMENT (normal SIP)


    Monthly SIP amount `
    TM

    MICRO SIP INVESTMENT (Provide 'Type of Supporting Document' & 'ID Document Number' under section 2. Refer instruction 5b.)
    (in figures) ` (in words)

    SIP MATLAB SLEEP IN PEACE

    First SIP Installment details


    Mode of payment Cheque / DD no. Cheque / DD Electronic Debit (Facility available for Axis Bank account holders only. Please fill in section 5.) Cheque / DD date D D M M Y Y

    Drawn On

    Second and subsequent SIP Installment details Till you instruct Axis Mutual Fund to discontinue or SIP period
    Preferred date for monthly debit (Pick any date except 29th, 30th and 31st of the month.) D SIP through post-dated cheques-Cheque Nos. From D

    no. of installments from M M

    to* M M

    *Please fill only if no. of installments have been specified. Otherwise leave blank.

    To

    Date From D D M M Y

    Y To D

    M M

    SIP through Electronic Auto Debit (Please fill and attach the SIP Auto Debit Form along with this form)

    7. NOMINATION DETAILS (Nomination is advisable. If you do not wish to nominate, tick here . Refer instructions.)
    Name Nominee 1 Nominee 2 Nominee 3 Date of Birth Address Guardian Name
    (in case Nominee is a Minor)

    Guardian Signature Allocation % (in case Nominee is a Minor)

    Total=100%

    8. DECLARATION AND SIGNATURE


    Having read and understood the content of the SID / SAI of the scheme, I / we hereby apply for units of the scheme. I have read and understood the terms, conditions, rules and regulations governing the scheme. I / We hereby declare that the amount invested in the scheme is through legitimate source only and does not involve designed for the purpose of the contravention of any Act, Rules, Regulations, Notifications or Directives of the provisions of the Income Tax Act, Anti Money Laundering Laws, Anti Corruption Laws or any other applicable laws enacted by the Government of India from time to time. I / We have understood the details of the Scheme & I / we have not received nor have been induced by any rebate or gifts, directly or indirectly in making this investment. I / We confirm that the funds invested in the Scheme, legally belongs to me / us. In event Know Your Customer process is not completed by me / us to the satisfaction of the Mutual Fund, (I / we hereby authorize the Mutual Fund, to redeem the funds invested in the Scheme, in favour of the applicant, at the applicable NAV prevailing on the date of such redemption and undertake such other action with such funds that may be required by the law.) The ARN holder has disclosed to me/ us all the commissions (in the form of trail commission or any other mode), payable to him for the different competing Schemes of various Mutual Funds from amongst which the Scheme is being recommended to me / us. I/We confirm the I/We do not have any existing Micro SIP investments which together with the current application will result in aggregate investments exceeding ` 50,000 in a year (Applicable for Micro SIP investment only.) For NRIs only - I / We confirm that I am/ we are Non Residents of Indian nationality / origin and that I / We have remitted funds from abroad through approved banking channels or from funds in my/ our Non Resident External / Non Resident Ordinary / FCNR account. I / We confirm that details provided by me / us are true and correct.

    First / Sole Applicant / Guardian

    Second Applicant

    Third Applicant

    Power of Attorney Holder

    QUICK CHECKLIST AND ENCLOSURES


    KYC acknowledgement letter copy attached Self attested PAN card copy attached Email id provided for a greener planet Email id and mobile number provided for online transaction facility Plan / Option name mentioned in addition to scheme name SIP Auto Debit Form attached for SIP investments Multiple Bank Accounts Registration form attached (if you want to register multiple bank accounts so that future payments can be made from any of the accounts) Nomination facility opted Form signed by all applicants Relationship proof between Guardian and Minor (if application is in the name of a Minor) attached Additional documents attached for Third Party payments. Refer instructions.

    Toll Free Website Email

    1800 3000 3300 www.axismf.com [email protected]

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