Sip Pause Form
Uploaded by
Sakshi GoswamiSip Pause Form
Uploaded by
Sakshi GoswamiSIP pause form
1. PERSONAL DETAILS
Folio No. PAN :
Name of the First Unit Holder :
2. SIP PAUSE REQUEST
Scheme:_______________________________________________ Plan:__________________________ Option:___________________________
SIP Date : 1st 5th 10th 15th 20th 25th 30th (For February, last business day)
(Any other date from 1st to 30th)
Frequency : Daily Weekly (1st, 8th, 15th and 22nd) Monthly Quarterly Half-yearly Annual
Debit Bank Name:________________________________________ Account Number
SIP Installment Amount : `
Number of Installments to be paused:
(Select up to 48 installments in case of weekly, 12 installments for monthly SIP, 4 installments in case of quarterly, 2 installments for
semi-annual & 1 installments for annual SIP & in case of daily SIP, total number of business day will consider)
SIP Pause period : From To
(SIP Pause request must be submitted 15days in advance from the next SIP due date. All the above fields are mandatory otherwise request will be
liable for rejection)
3. DECLARATION
I/We hereby apply to SBI Mutual Fund for SIP Pause as per the details mentioned above and agree to abide by terms & conditions and provisions of
the Scheme Information Document as mentioned from time to time.
4. SIGNATURE/S (To be signed as per mode of holding. In case of non - individual unitholder, to be signed by Authorized Signatories)
First Unit Holder / Guardinan/ Second Unit Holder / Third Unit Holder /
POA / Authorised Signatory Authorised Signatory Authorised Signatory
Sponsor : State Bank of India
SIP pause form
Investment manager : SBI Funds Management Ltd.
Acknowledgement (A Joint Venture SBi and AMUNDI)
SIP PAUSE Form received from....................................................................................................................for Folio......................................................
(subject to verification of documents)
Signature, Date & Stamp of Receiving
Branch of SBI Mutual Fund/CAMS
Terms and Conditions:
1. Investor can Pause SIP at any time he or she so desires by filling in the SIP Pause form and submitting the same at any branch of
SBI MF/CAMS. Pause request should be received 15 days prior to the subsequent SIP date.
2. SIP Pause facility is available for SIP registration with Daily, Weekly, Monthly, Quarterly, Semi-Annual, and Annual frequency.
3. SIP shall restart immediately after the completion of Pause period.
4. SIP Pause facility will allow investor to pause their existing SIP during the tenure of SIP across all frequencies for a period up to 1 Year.
The actual number of installments that will get paused will be as per the SIP frequency.
5. Investors can avail this facility multiple times during the tenure of the existing SIP.
6. SIP Pause facility will not be available for the SIPs sourced/registered through MFU, Exchange & Channel platforms as the mandate is
registered by them.
7. If the SIP Pause period is coinciding with the Top-Up facility, the SIP instalment amount post completion of pause period would be
inclusive of SIP Top-up amount. For e.g. SIP instalment amount prior to Pause period is ` 2,000/- and Top-up amount is ` 1,000/-. If the
pause period is completed after date of Top-up, then the SIP instalment amount post completion of pause period shall be ` 3,000/-.
8. In case of multiple SIPs registered in a scheme, SIP Pause facility will be made applicable only for those SIP instalments whose SIP date,
frequency, amount and Scheme/Plan is specified in the form. Further for different or multiple SIP mandate in the same scheme, separate
SIP Pause Forms are required to be submitted for each SIP mandate.
9. The AMC reserves the right to terminate this facility or modify the conditions of the SIP Pause facility at its discretion.
10. In case of discrepancies in the information provided in the SIP Pause Form and the details registered with the AMC, the details registered
with the AMC shall be considered for processing or in case of ambiguity in the SIP Pause Form, the AMC reserves the right to reject the
SIP Pause Form.
