Ilovepdf Merged PDF
Ilovepdf Merged PDF
KYC Number
Retirement Advisor Code
1, PERSONAL DETAILS:
Name of Applicant In lull Slid WI smtI 1 Kumerli 1
First Name ' FICATHAMESH
Middle Name HARISHKUMAR
Last Name MODEM
Maiden Name (ff ant)
Father's Name HARISHKUMAR RATILAL MODHA
Mothers Name' DEV5MITA HARISHKUMAR MODEM
Date of Eldh ' 72 1. / 0 7 / 91916
City of Birth • PORBANDAR
Country of Birth INDIA
Marital Statue Married Unmarried Others Gender ' yf Male Female Others
Nationality* IN-Indian
Spouse Name'
Residential Statue Indian
2 PROOF OF IDENTRY(PolE
Passport spry Date
PaseP011
Voter ID card PAN Card FILPM670IF
Driving License Driving LIcensa expiry Date
UID (Aarthaar) NREGA JOB Card
Others
3, PROOF OF ADDRESS (PoA)
Proof &Address Passport vi Driving License Aadha r card Voter ID card (VEGA Job Card I Ration card .1 Others [
Registered Lease Sale agreement of residence
Latest Gas BM Electricity Bill TelephoneRandline) BM
Road/Street/Lana
Areatocality/Taluka IAHMEDABAD
SteD/U.T, GUJARAT
Country INDIA
0.2 PERMANENT ADDRESS DETAILS: 111 Tick ( ) In the box in case the address is same as above.
Address Type' Residential/Business V Residential I I Business I Registered Unspecified
Flat/Room/Door/Block no. TRIPADA t GAYATRI SOCIETY
RoadReeetilane
Areatocelity/Taluka PORBANDAR
SINGU.T. GUJARAT
Country INDIA
R CONTACT DETAILS
Tel. (011) 8866076695 Tel. (Res) : 91333860910
Mobile y 91 9723736767
Ematl ID MODHA2107GGMAIL . COM
6. OTHER DETAILS
Occupation Details
State/UX. GUJARAT
Country INDIA
Bank MICR 380053002 IFS code KVBL0002201
(I) PENSION FUND SELECHON (Tier I): Please read below conditions before opting for the choice of Pension Funds:
All Citizen Model: Subscribers Under All CitUen model has the op ion to Moose one of The a Stable PFs as per their choice in the table below.
Corporate Model: Subscribers shall have the option to choose one of the available PFs as per the below table In consolation with their respective Employer.
' Selection of Pension Fund D mandatory both in Active and Auto Choice. In rase. you do net indicate a choice of PE, please note that It is deemed that you have
consented forthe default PF specified by PERO& Currently, SBI Pensio Funds Private Limited is I e default PF.
DI INVESTMENT OPTION (Available for All Citizen Model and Corporate Model Subscribers)
ACtive Choice Auto Choice
For details on Auto Choice, please refer to the Offer Document. Please note:
1.1n case you select Active choice fill up section III below and if you select Auto Choice NI up section IV below.
2.In case you do not indicate any Investment option, your funds Mil be invested in Auto Choice (LC 50).
3. In case you have opted for Auto Choice and 511 up section III below relating to Asset Allocation,
the Asset Allocation Instructions will be ignored and Investment will be made as per AutaChoice.
gig Asset Allocat n (to be filled up only In case you h ve selected the 'Active Choice investment option)
%share 70 15 10 5 AO%
Please note:
Upto 50 years f age, the maximum permitted Equity Investment. is 75% of he total asset allocetin .
From 51 years arid above, maximum permitted Equity Investment will be as per the equity allocati n matrix provided In Annexure A. The tapering off of equity
allocation will be carried out as per he matrix on dale of birth.
The total alloc Ion across E. C and G asset classes must be equal to 100%. In case, the allocatio is left blank andfor does not equal 100%, the applkation shall
be rejected.
Asset class E- Equity and related instruments; Asset darts C- Corporate debt and related instrum nts; Asset class G- Government Bonds and related
Instruments; Asset Class A-Mtemative Investment Funds including Instruments like CMI3S,MBS,REITS.A1Fs JEW% etc.
(lv)Auto Choice Option go be filled up only In case you have selected the Auto choice' investment option). In case, you do not indicate a choice of LC.
your funds will be Invested ae per C 50.
Life Cycle (LC)Funds Please tick
LC 75 Mae:-
1. LE 75-ills the Ere cycle fund where the cap to Emaylnyestmanfis is %% Gibe rad asset
2.watt nista Lire cycle fund *heft Lhe Gap to Emily Inv-ww. fs is MY of me wird asset
LC 50 3. LC 25-it Wale LIR cycle rural where OleGapto EquilyInvestmants Is Meths total asset
LC 25
I further agree to be bound by the terms and conditions of provision of services by CRA, from time to time and any amendment thereof as approved by
pFROA. whether complete r peel& without any new declaration being furnished by me. I shall be bound by the terms and conditions for the usage of I-PIN
(to access CRA webeite and view details) &T-PIN.
Date El
7 @ 1 5 17 1 2 1 e 1 1 F
Rape:
f- H.roodka,
iiilifieddiumt
Szgnakire/Thumb lnipressiorr of Subscnber In black ink
r L11 In case of male and RTI In case of female/
12. DECLARATION ON FATC111(Foreign Account Tax Compliance Act) COMPLIANCE:
Section r
US Person YES NO ,/
Section IF I
For the purposes of taxa On, I am a resident in the to' owing counties and my Tax Man neaten Number (TINMfunctional equivalent In each oountj is Set I
out below or I have Indicated that a TIN/functional equNalent le unavailable (kindly fill details of all countries of tax residence If more than one):
Counby/onunhies of Address In Me Tax Identification Number TIN/ Functional equivalent Validity of documentary
tax residency jurisdiction (1111)/Functienal equivalent Number Issuing Country evidence provided
for Tax Residence Number
Date 0 O s
Piece MerstOkeark
r rfludly,L
Signature/Thumb Impression ofSubscriber In black Ink
Name of subscriber": PRATHAMESH HARISHWMAR MODHA r LT In case of male and RTI In case of female)
13. TO BE FILLED BY POP-SP
Receipt No. el 7 digits)
To be filled by POP-SP
Name:
Designation:
Place:
Received at Oat :
ACKNOWLEDGEMENT
Name of the Subscriber PRATHAMESH HAKISHKUMAR ROMA
Data