Downloads
50 Essential Forms related to Mutual Funds
Here’s a table of Downloads with various types of forms related to mutual funds, including their purposes and links to download each form as a PDF where applicable. The links point to general resources and common forms used in mutual fund transactions.
| Form Name | Description | Download Link |
|---|---|---|
| NFO Application Form | Used to apply for new fund offers (NFOs). | Download PDF |
| KYC Application Form | Know Your Customer form for individual and non-individual. | Download PDF |
| SIP Registration Form | Used to enroll in a Systematic Investment Plan. | Download PDF |
| Lumpsum Investment Form | For making a one-time investment in mutual funds. | Download PDF |
| Switching Form | To switch investments between different mutual fund schemes. | Download PDF |
| Redemption Form | Used to redeem units from a mutual fund scheme. | Download PDF |
| Dividend Reinvestment Form | To opt for dividend reinvestment in mutual funds. | Download PDF |
| Change of Address Form | For updating address details in mutual fund records. | Download PDF |
| Nomination Form | To nominate a person to receive funds in case of death. | Download PDF |
| Change of Bank Mandate Form | For changing bank account details linked to mutual funds. | Download PDF |
| Account Statement Request Form | To request account statements from the mutual fund house. | Download PDF |
| Annual Statement Request Form | To request annual mutual fund statements. | Download PDF |
| Tax Exemption Form | For claiming tax exemptions on mutual fund investments. | Download PDF |
| FATCA Declaration Form | For compliance with the Foreign Account Tax Compliance Act. | Download PDF |
| Power of Attorney Form | To authorize someone to act on behalf of the investor. | Download PDF |
| Scheme Information Document (SID) | Contains details of the mutual fund scheme. | Download PDF |
| Key Information Memorandum (KIM) | Provides key information about the mutual fund scheme. | Download PDF |
| Client Registration Form | For new client registration with mutual funds. | Download PDF |
| Transaction Statement Request Form | To request a transaction statement for mutual fund holdings. | Download PDF |
| Transfer of Units Form | To transfer mutual fund units to another person. | Download PDF |
| Consolidated Account Statement | A statement showing all mutual fund transactions. | Download PDF |
| Asset Allocation Form | For changing the asset allocation in your mutual fund portfolio. | Download PDF |
| Compliance Form | For regulatory compliance with mutual fund norms. | Download PDF |
| Investment Declaration Form | To declare investments for tax purposes. | Download PDF |
| Risk Profiling Questionnaire | For assessing the risk profile of an investor. | Download PDF |
| Transaction Confirmation Form | To confirm transaction details with the mutual fund house. | Download PDF |
| Scheme Change Request Form | To request changes to the selected scheme. | Download PDF |
| Rejection of Nomination Form | To reject a previously filed nomination. | Download PDF |
| Withdrawal Form | For withdrawing an application for mutual fund investment. | Download PDF |
| Investment Cancellation Form | To cancel a mutual fund investment request. | Download PDF |
| Transfer of Mutual Fund Units Form | To transfer mutual fund units to a family member. | Download PDF |
| Systematic Withdrawal Plan Form | To set up a systematic withdrawal plan (SWP). | Download PDF |
| Change of Phone Number Form | To update registered phone number. | Download PDF |
| Change of Email ID Form | To update registered email ID. | Download PDF |
| Investor Awareness Form | For educating investors about mutual funds. | Download PDF |
| Complaint Registration Form | To register a complaint related to mutual fund services. | Download PDF |
| Grievance Redressal Form | For addressing grievances with mutual fund houses. | Download PDF |
| Corporate Actions Form | To address corporate actions related to mutual fund units. | Download PDF |
| Distribution Form | For appointing a distributor for mutual fund transactions. | Download PDF |
| Investment Portfolio Review Form | To review and assess the investment portfolio. | Download PDF |
| Portfolio Update Form | To update the mutual fund investment portfolio. | Download PDF |
| Transaction Amendment Form | To amend details of a mutual fund transaction. | Download PDF |
| Feedback Form | To provide feedback regarding mutual fund services. | Download PDF |
| Investor’s Consent Form | For obtaining investor consent for various services. | Download PDF |
| Statement of Holdings Form | For requesting a statement of current holdings in mutual funds. | Download PDF |
This table lists commonly used forms related to mutual funds. You can access the respective forms by
Also Read : All About Mutual Funds: A Quick Guide