Key Forms (In Alphabetical Order) |
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Please note: W.E.F. November 1, 2015, it is mandatory for NEW Investors to provide additional KYC, FATCA and Beneficial Ownership (UBO) details. Failing these the applications will be rejected. Click here for the guidelines. This is an editable pdf Form. Unfortunately, due to certain limitations imposed by Adobe, this data cannot be saved online. We therefore request you to please fill in the details and then:
Distributors can type their ARN before filling in the other details. Investors opting for the 'Direct Plan', should type the word 'Direct' in the box meant for the Distributor Code. Please call us on 1800-266-7790 or e-mail [email protected] with the subject line 'Problem in .pdf file'. We will revert with a solution within one working day. Download Application Form Instructions: Please fill up pages 20-24 of this Form, for your initial investment. Page 25 contains a grid which mentions the relevant documentation to be attached alongwith the Form. In case you are submitting both the applications (Lumpsum + SIP) concurrently, you need not attach two separate cheques, as long as you are using the same bank account for both the transactions. You may deposit this Form either at your nearest CAMS Investor Service Centre or send it to any of our branches. Please do not courier your Application Form to CAMS.
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Form for Nomination or Cancellation of Nomination. To be filled in by Individual(s) applying Singly or Jointly.
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Filling and submitting this 'One Time Mandate' Form will give you the flexibility regarding the amount that you wish to invest in our scheme.
You can authorise the bank to accept any investment instruction upto a pre-decided maximum amount. Investments can currently be undertaken offline or online. We will extend this facility to transactions over SMS or telephone, in the future. This can be submitted either in addition to the SIP Form or in lieu of one. Download OTM FAQs Top-Up Explained |
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Transaction slip is for one transaction only. This form is for use of Existing Investors Only. To be filled in CAPITAL LETTERS.
If you wish to fill out the form electronically, please print a copy once you are done. You cannot save it. Download |
SIP/STP/SWP |
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Investors must read the Key Information Memorandum and the instructions before completing this Form. The Application Form should be completed in English and in BLOCK LETTERS only.
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Other Forms (In Alphabetical Order) |
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Form T1- Deletion of name/s of Joint Holders in case of death of the 2nd or 3rd Holder
Form T2- Transmission of Units by Surviving Joint Holder/s where the 1st holder is Deceased Form T3- For Transmission of Units on death of the Sole holder / all Joint Holders Form T4- Change of Karta upon demise of the registered Karta Form T5- Transmission Request Form for settlement of claim by surviving members of a HUF Annexure-IA Bank Attestation of Account Details & Account-holder's signature Annexure-IB Bank Attestation of Account Details & signature of the New Karta of the HUF Annexure-II Bond of Indemnity to be furnished jointly by all Legal Heirs including the Claimant Annexure-III Individual Affidavits to be given by ALL the Legal Heirs Annexure-IV No-Objection Certificate from the Legal Heir(s) Annexure-V Indemnity Bond for Change of Karta in respect of MF Units upon demise of the Karta Annexure-VI Bond of Indemnity to be submitted by the Claimant on dissolution of HUF or where there are no surviving members after demise of the Karta Nomination Form |