How to fill Common Transaction Slip

Date: 09th Nov 2011

SAMPLE 1 (How to fill Common Transaction Slip for the Change in Address & Bank Details)

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Please mention distributor code if you have invested through a distributor else mention as Direct if no distributor is involved.

Please Fill in existing folio no

Please enter your name, PAN no & tick on KYC requirement

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Please fill in your new address details

Please fill in your new bank details

Please sign here

Please fill in your acknowledgement slip

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SAMPLE 2 (How to fill Common Transaction Slip to give Redemption Request)

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Please mention Pl ti distributor code if you have invested through a distributor else mention as Direct if no distributor is involved. in ol ed

Please Fill in existing folio no

Please enter your name, PAN no & tick on KYC requirement

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Please enter your scheme and h d bank details in which you wish to get the redemption proceeds. Please note that the bank details specified should be one of the registered bank account in the folio.

Please tick on all units to get full redemption else specify the required redemption amount or units.

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Please sign here

Please fill in your acknowledgement slip

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SAMPLE 3 (How to fill Common Transaction Slip to give Switch Request)

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Please mention distributor code if you have invested through a distributor else mention as Direct if no distributor is involved.

Please Fill in existing folio no

Please enter your name, PAN no & tick on KYC requirement

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Please specify your transferor scheme details (from where the switch needs to be done) & transferee scheme details (into which the switch needs to be done).

Please tick on all units to get full switch else specify the required equ ed switch amount or units.

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Please sign here

Please fill in your acknowledgement slip

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SAMPLE 4 (How to fill Common Transaction Slip to give Additional Purchase Request)

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Please mention distributor code if you have invested through a distributor else mention as Direct if no distributor is involved.

In case you have invested through a broker please specify if you have taken advisory service or only service for executing the transaction.

Please Fill in existing folio no

Please specify DEMAT details if you to wish to dematerialize the additional Purchase Units Please enter your name, PAN no & tick on KYC requirement Please specify your investment details

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Please sign here

Please fill in your acknowledgement slip

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Disclaimer : Please note that these formats of the forms are provided as a matter of investor service and the individual investors should consult their financial advisor before using the same, if considered necessary. The details provided herein does not capture everything but only the major points in order to assist the investor to fill up such kind of transaction forms without p any errors in order to avoid rejections. Further the formats of the form may also change from time to time therefore the methodology to fill such kinds of forms may change accordingly. Investors are requested to read the Instructions before filling up the form.

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Thank you y