PGIM India Mutual Fund: Invest in Mutual Funds Online

KIM

SID & SAI

Scheme Summary Document

Product Literature

Product Presentation

Fund Factsheet

Other Forms

FINANCIAL TRANSACTIONS FORM

Common Application Form

SIP Transaction Form

Transaction Form

Request Format For Claiming Unclaimed Sums

STP Form

STP Modification Form

SIP Modification Form

SWP Form

INVESTOR SERVICE REQUEST FORMS

Non-Financial Transaction Form

Nomination Form

Name Change/Correction Request Form

Multiple Bank Registration Form

Minor To Major Form and Annexure

FATCA Form - Entity

FATCA Form - Individual

Declaration Form Of Non-Profit Organization (NPO)

Form 121

Third Party Payment Declaration

UBO Form

Declaration Of Female Karta In HUF

KYC FORMS

CKYC Form - Individual

CKYC Form - Non Individual

KYC Form - Individual

KYC Form - Non Individual

FATCA Form - For KYC

TRANSMISSION FORMS AND FORMATS

Transmission Matrix

FORM -QTP

FORM-1 Request for Deletion of name(s) of Joint Holders in case of death of the 2nd and 3rd Joint Holders

FORM-2 Request for Transmission of Units by Surviving Joint Holder(s) on demise of 1st unit holder

FORM-3 Transmission Request Form (under Simplified category and other than QTP Category)

FORM-4 Transmission to New Karta_Claimant (on death of HUF Karta or on Dissolution of HUF)

Annexure-1 BOND OF INDEMNITY

Annexure-2 AFFIDAVIT-CUM-NO OBJECTION DECLARATION

Annexure-3 Bank Attestation of Signature & bank account details

Annexure-4 Bank Attestation of Signature of new Karta

Annexure-5 BOND OF INDEMNITY-Change of Karta

PARTNER SERVICE REQUEST FORMS

Distributor Empanelment Form

Change in Mutual Fund Distributor Form

EUIN Remediation Form

PARTNER SERVICE REQUEST FORMS - AUM TRANSFER CIRCULAR AND ANNEXURE

ARN Circular no. 25 - Centralised Process for AUM Transfer from one MFD to another

Annexure 1a & 1b - Sample of letter to be sent by Transferor MFD to MF clients to inform about change of ARN

Annexure 1(C ) - Sample of letter to be sent to MF clients of deceased MFD for change of ARN code

Annexure 2 - Application form for Transfer of AuM to be submitted by Transferor

Annexure 3 - Application for Transfer of AuM - Covering letter to RTAs

Annexure 4 - Declaration be submitted by Transferee MFD

Annexure 5 - Application form for Transfer of AuM to be submitted by Nominee & Legal heir of deceased MFD

Annexure 6 - NOC from other legal heirs for transfer of AUM in favour of one of the legal heirs

Annexure 7 - Individual Affidavits to be given by ALL the Legal Heirs

Annexure 8 - Bond of Indemnity furnished jointly by all Legal Heirs for Transfer of AUM without Legal Representation

Annexure 9 - Bank Attestation of Signature & bank ac details of legal heir

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