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DSPIM COB Form PDF

1. This document is a change of bank mandate form for existing investors of DSP Mutual Fund. 2. It allows investors to update their bank account details for redemption and dividend payments across all schemes in their folio. 3. Investors need to provide their existing bank account details, new bank account details along with supporting documents like original cancelled cheque. 4. The form needs to be signed by all unit holders as per the mode of holding and includes a declaration confirming the updated bank details.

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Mohd Aftab
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
292 views

DSPIM COB Form PDF

1. This document is a change of bank mandate form for existing investors of DSP Mutual Fund. 2. It allows investors to update their bank account details for redemption and dividend payments across all schemes in their folio. 3. Investors need to provide their existing bank account details, new bank account details along with supporting documents like original cancelled cheque. 4. The form needs to be signed by all unit holders as per the mode of holding and includes a declaration confirming the updated bank details.

Uploaded by

Mohd Aftab
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Website: www.dspim.

com
E-mail: [email protected]
Change of Bank Mandate Form Toll Free No: 1800-208-4499 / 1-800-200-4499
(for Existing Investors only)
Please fill only in the space provided. Any additional details/notings/instructions or those provided at a non designated area of the form may not be executed. Kindly
attach necessary documents. New bank mandate will be updated for all schemes in a folio for redemption and dividend. Kindly refer to instructions below.

Folio Number/s

Name of the
First/Sole Unit Holder

PAN/PEKRN
Attach Original Cancelled Cheque of old bank account and new bank account (with name & account number pre-printed) or copy should be produced for verification.

Existing Bank details as registered

Existing Bank A/C No.

Existing Bank Name Please attach Original Cheque/Original Passbook of Existing Bank Account

 If Original Cheque is not attached


Mention the reason here: And
Please visit DSP / CAMS office for In-Person Verification with your original PAN card / Photo identity proof for PAN exempt cases.
[Self attested]. Bring original for verification.

New Bank Mandate Details (to be updated as default bank account)

New Bank A/C No.


New Bank Name Please attach Original Cheque of New Bank Account

A/C Type Savings Current NRE* NRO* FCNR Others __________________________

IFSC Branch City


*If you are changing from Savings account to NRO account, please change the Tax Status in your folio first, using a separate form and attach with this form.

Declaration & Signatures (All holders to sign, if the mode of holding is Joint)

I/We confirm that the bank details mentioned above are true and correct and request DSP Mutual Fund and Registrar to update the new bank details in the folio/s as mentioned above. I/We will not
hold the Fund/AMC/RTA for any delay in payment, if any redemption is submitted within few days or along with change of bank mandate and understand that the AMC/RTA may hold any redemption
payment, pending verification of change in bank mandate. The AMC/RTA reserves a right to call for any additional details and/or documents. I/we also understand that the fund/AMC/RTA reserve a
right to process any redemption with old bank mandate as redemption and change of bank mandate, are considered as two separate requests. Where old bank proof is not provided, I/We confirm that
I/We have personally visited DSP/CAMS office for In Person verification.

Sole/First Unit Holder Second Unit Holder Third Unit Holder

IPV Section In-Person Verification (if original cheque of Existing Bank is not provided). (For Office Use)

Checklist: IPV done by:


Client verification In Person with PAN Card/Photo Name:
Identification Proof Designation:
PAN Card/Photo Identification Proof verified with original Organization:
Signed on copies in official's presence Employee No:
Location:
Date of IPV: Official signature, with Company Seal

Instructions: For Office use only


V6 18/OCT/2019

1. The first/sole unit holder in the folio should be one of the holders of the bank account being registered. 2. This form should be signed
as per the mode of holding only. 3. NRI’s need to mandatorily provide NRO or NRE bank account details. 4. Bank account change request
will be accepted & processed only if all other details are correctly filled and necessary documents are submitted. 5. The request is liable
to be rejected if any information is missing or incorrectly filled. 6. The fund DSPMF also provides the facility to register multiple bank
accounts. By registering multiple bank accounts, the investor can use any of registered bank account to receive redemption/dividend
proceeds. 7. In case of any Unitholder/s who have already opted for multiple bank account registration facility and use this form, then
the bank account mentioned in this form will be updated as new default bank account.

Acknowledgement Change of Bank Mandate: Request Form DSP Mutual Fund


Received, subject to verification, request for change of bank mandate ISC Stamp & Signature

From:
Folio nos:
email: [email protected] www.dspim.com Call: Toll Free No: 1800-208-4499 / 1800-200-4499

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