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change-of-signature-form-may23

This document is a request form for individuals, NRIs, sole proprietors, and HUF-Kartas to change their signature or name associated with their folio. It outlines the necessary details, reasons for the change, mandatory documents required for both signature and name changes, and the process for in-person verification. Additionally, it includes an acknowledgment section for the receipt of the request, subject to verification.

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Hardik Nagpal
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32 views

change-of-signature-form-may23

This document is a request form for individuals, NRIs, sole proprietors, and HUF-Kartas to change their signature or name associated with their folio. It outlines the necessary details, reasons for the change, mandatory documents required for both signature and name changes, and the process for in-person verification. Additionally, it includes an acknowledgment section for the receipt of the request, subject to verification.

Uploaded by

Hardik Nagpal
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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Change of Signature / Name : Request Form

For Individuals / NRIs / Sole Proprietors / HUF-Karta

1. Folio No

2. Request For (Please ): Change of Signature Change of Name

3. Change For Sole/First Unit Holder Second Unit Holder Third Unit Holder

4. PAN No. of holder


requesting change

5. Give details below:


Old New

Signature Signature if applicable Sign Here

Name Old name for records New name for records

6. Reason for change:

7. Signature as per mode of holding:

Signature of 1st/Sole holder Signature of 2nd holder Signature of 3rd holder

Name of 1st/Sole holder Name of 2nd holder Name of 3rd holder

8. Mandatory documents (to be enclosed)

Change of Signature: Change of Name:


1. In-Person Verification (IPV) at CAMS/DSPAM Offices. 1. KYC records should reflect the new name,
2. PAN card copy / Attested photo identity proof for PAN OR
exempt cases. [Self attested]. Bring original 2. KYC Change Details Form, with following documents
for verification. (OR full KYC to be done with all documents, if KYC
not done earlier):
PAN card copy in New name / Photo identity proof
for PAN exempt cases. [Self attested]
Marriage Certificate / Divorce Deed / Gazetted copy
of name change, copies duly attested.
Bring original for verification.

9. IPV Section (In-Person Verification) for Change of Signature (For Office Use)

Checklist: IPV done by:


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

 The fund and the RTA reserve a right to call the customer for any additional documents or in-person verification and keep this request or any
other transaction in abeyance or reject, pending fulfilment of such requirements.
 Please allow upto seven business days for updation of the new signature before submitting a redemption/any other request.

ACKNOWLEDGEMENT Change of Name / Signature: Request Form DSP MUTUAL FUND

Received, subject to verification and without prejudice, request for updation of new names / signatures in:

Name of the Sole/First Unit Holder

Folio No/s
ISC Stamp & Signature
email: [email protected] www.dspim.com Call: Toll Free No: 1800-208-4499 / 1800-200-4499

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