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New Signature Update Form

The document outlines the process and requirements for updating a signature in an investment folio. An investor submits a request form with their new signature and provides identification. They must submit documents like PAN card, KYC details, and bank attestation of their account and signature. Exceptions allow alternative documents if the original bank cannot be provided.
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0% found this document useful (0 votes)
674 views

New Signature Update Form

The document outlines the process and requirements for updating a signature in an investment folio. An investor submits a request form with their new signature and provides identification. They must submit documents like PAN card, KYC details, and bank attestation of their account and signature. Exceptions allow alternative documents if the original bank cannot be provided.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Signature Updation

Date:___________________________________
To
The Trustee,
ICICI Prudential Asset Management Company Ltd.

Dear Sir/ Madam,

I___________________________________________________, the undersigned in the capacity of the sole/first untholder/joint


holder, hereby submit the request to update my new signature in the below folio no(s).

Name of Sole/First Unitholder/ Folio No. PAN Reason for new signature updation.
Joint holder

I would request you to carry out the above changes.

Thanking you
Yours Sincerely

Signature of Sole/1st Unitholder/Joint holder

(Please see overleaf for terms and conditions of the documents to be submitted)

ACKNOWLEDGEMENT - Signature Updation Form

Folio No. : ................................................................ Date : ....................................................................

Investor Name : ................................................................................................................................................................................................

SIGN & STAMP

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Annexure 1a
aA

Bank Attestation of Account Details & Account-holder’s signature


(where aggregate value of investment under all folios is up to ₹2 lakhs)

{To be issued on the Bank’s Letter Head


OR
This form itself with Bank Official’s name and Employee code mentioned & Bank seal affixed in the space below }

Date: D D / M M /YYY Y

TO WHOMSOEVER IT MAY CONCERN

This is to certify that Mr. / Ms. _____________________________________________________________________________

is a customer of our bank, namely, ________________________________________________________________________,


Name of the bank

__________________________________________________________________________________________________ branch
having the following Bank Account:
Account number

A/C type Savings Current NRO NRE NRNR Others (Pl. specify)

9-Digit MICR No. 11-Digit IFSC

His/her address, as per our Bank records, is as follows:

City PIN State

Signature Verification by Bankers


Signature of the above customer in the
box alongside, verified & validated with
his/her specimen signature as per Bank’s
records
Signature of the client

Signature of the bank official with Bank’s Seal

Name* of the attesting Bank Official

Designation*

Employee Code*

Telephone Number*

* Mandatory

Bank attestation will be in original and will include name of Signatory, employee code, Designation (Branch Manager & above),
Bank Full seal and Signature.
Terms and Conditions

Documents to be submitted along with Signature updation request:


• PAN card copy (self-attested)
• KYC to be provided
• Folio registered banker's attestation with registered bank a/c details populated in the request

Exception scenarios:
Scenario I
Where investor is unable to give folio registered (old) bank's attestation, then following documents needs to be
submitted along with Signature updation request:
• PAN card copy (self-attested)
• KYC to be provided
• New bank's attestation or Affidavit on Rs.100/- stamp paper requesting for new signature with notary
attestation. Notary attestation will be in original and will include notary registration number with full
address, seal and signature of the notary.
• Document for registered bank mandate stating the investor’s bank a/c number , name of investor, a/c
type, bank branch, IFSC : Cancelled original cheque /self-attested copy of bank account statement or
bank passbook (not older than 3 months)/ bank letter on the letterhead of the bank duly signed by the
branch manager/authorized personnel (not older than 3 months).
Scenario II
Where investor is unable to give folio registered (old) bank's attestation and PAN is also not updated in the folio,
then following documents needs to be submitted along with Signature updation request:
• PAN updation request letter (along with true copy of PAN card, to be verified against original during
acceptance)
• KYC verified investor, if not verified then KYC form along with proofs to be submitted (copies with original
for verification) Where the KYC address is not matching with the folio registered address, and then
documents reflecting name and address as registered in the folio (copies with original for verification).
• New bank's attestation or Affidavit on Rs.100/- stamp paper requesting for new signature with notary
attestation. Notary attestation will be in original and will include notary registration number with full
address, seal and signature of the notary.
• Document for registered bank mandate stating the investor’s bank a/c number , name of investor, a/c
type, bank branch, IFSC : Cancelled original cheque /self-attested copy of bank account statement or
bank passbook (not older than 3 months)/ bank letter on the letterhead of the bank duly signed by the
branch manager/authorized personnel (not older than 3 months).

Kindly Note :
• Signature updation request has to be given as a standalone request only and not with any other processing
request.
• In the absence of old bank a/c proof, the unit-holder shall visit the nearest AMC/CAMS branch office for IPV(In
person verification) with the documents and identity proof.
• Bank attestation will be in original and will include name of Signatory, employee code, Designation (Branch
Manager & above), Bank Full seal and Signature.

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