hdfceservices form new

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  • 8/6/2019 HDFCEservices Form New

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    Please tick the box next to the service you wish to register for, fill in the form and sign in the space provided.

    Folio Number(s)

    Name of Sole / FirstUnit Holder

    Name of Parent/Guardianin case of minor

    Date of Birth of

    Sole / First Unit HolderMothers maiden name ofSole / First Unit Holder

    Name of SecondUnit Holder

    Name of ThirdUnit Holder

    E-mail ID

    E-mail ID*

    PAN*

    PAN*

    Name of the Bank Branch

    Account Number

    Account Type [Please tick (3)]

    Bank City

    PAN*

    *Note : (i) Furnishing of your Permanent Account Number (PAN) is compulsory for investments irrespective of value. In the absence of PAN proofsuch applications will not be accepted. (ii) Presently Know Your Customer (KYC) Compliance is mandatory for investments of Rs. 50000/- or more.(iii) In case you have already submitted the PAN proof / KYC Compliance proof for the above Folio(s), you need not attach thedocument(s) once again.

    BANK ACCOUNT DETAILS

    IFSC Code

    Proofenclosed (Please 3)

    KYC Compliant*

    KYC Compliant*

    KYC Compliant*

    Yes

    Yes

    Yes

    If yes, proof enclosed (Please3)

    If yes, proof enclosed (Please3)

    If yes, proof enclosed (Please3)

    No

    No

    No

    Proofenclosed (Please3)

    Proofenclosed (Please3)

    (Please refer to point no. 12 mentionedin the Terms and Conditions)

    (Please refer to point no. 12 mentionedin the Terms and Conditions)

    (Please refer to point no. 12 mentionedin the Terms and Conditions)

    Signature(s)

    (Mandatory)

    First Unit Holder / Guardian Second Unit Holder Third Unit Holder

    IeDocs: I/We would like to receive Account Statements,newsletters, annual reports and other statutoryinformation documents by email.

    ePayouts: I/We authorise HDFC Mutual Fund to credit my/our

    payouts through NEFT / ECS

    Please fill in Black ink in BLOCK letters. Under each of the services, all fields are mandatory. For multiple folios, Unit Holding pattern shouldbe the same i.e.names and order of holding of all Unit Holder(s) in all the folios should be the same. If not, please use separate forms.

    For Docs, kindly fill in the below mentioned details.e

    SAVINGS CURRENT NRE NRO FCNR

    *The Email ID should be same as mentioned under (I) above, if any.

    For Payouts,e kindly fill in the below mentioned details.

    For HDFCMFOnlin & , please fill the below mentioned details. The HPIN will be allotted subject to form being complete in all respects.In case of multiple Folios, one HPIN per Folio will be allotted.

    e HDFCMFMobile

    D D / M M / Y Y Y Y

    / /

    In case the mode of holding is joint, all Unit Holder(s) are required to sign.

    Signature(s) should be as it appears on the Scheme Investment Application Form recorded with us and in the same order.

    (I)

    (II)

    (III)

    HDFCMF ServicesRequest Forme

    HDFCMFOnlin &HDFCMFMobil : I/We would like totransact online and so would like to register for my/ourHDFCMF Personal Identification Number (HPIN)

    e e

    * facility is available only for Mobile numbers registered in India.eAlerts

    (IV)For , kindly fill the below mentioned details.eAlerts

    Mobile No.* +91

    eAlerts: I/ We would like to receive SMS Updates.

    I / We understand that the details furnished as above will replace any existing details in my/our Folio(s). I / We have read and understoodthe terms andconditions applicable to e e facility and confirm that I / we shall be bound by them.Terms and conditions are available at our investor Service Centres or on our websiite www.hdfcfund.com

    HDFCMFOnlin & HDFCMFMobil

    (Mandatory for Credit via NEFT / RTGS) (11 Character code appearing on your cheque leaf.If you do not f ind this on your cheque leaf. please check for the same with your bank)

    The 9 digit MICR Codenumber of my/our Bank

    (The 9 digit code appears on your cheque next to the cheque number)

  • 8/6/2019 HDFCEservices Form New

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    To avail any of the above mentioned services, please fill in the HDFCMF ervices Request Form and mail it back to us.Se

    Go lectronic with HDFCMF Servicese e

    SMS HDFCMF to 56767 email: [email protected]

    Client Services : Mistry Bhavan, 2nd Floor, 122, Dinsha Vachha Road, Churchgate, Mumbai - 400 020. Fax: 022-2282 1144

    Regd. Office : Ramon House, 3rd Floor, H.T. Parekh Marg, 169, Backbay Reclamation, Mumbai - 400 020.

    Website: www.hdfcfund.com

    HDFCMFOnlinTRANSACT ONLINE

    e HDFCMFMobile

    PurchaseRedeemSwitchDownload Account StatementsView account details and portfolio valuationRequest documents by email

    PurchaseRedeemSwitchView account details and portfolio valuationRequest for Account StatementsCheck latest Net Asset Value (NAV)

    To avail of these services, you need to register for an HDFCMF Personal Identification Number (HPIN)

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    M U T U A L F U N D

    HDFCMFMobile

    HDFCMFMobil - Now transacting withHDFC M utual Fund is in your hands!Transact using your mobile phoneanywhere, anytime

    e

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    3 3

    3 3

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    HDFCMFOnlin - Transact online 24 hours a day,7 days a week, 365 days a year and discovera whole new w ay of transacting withHDFC Mutual Fund

    e

    ConvenientEasy to store / retrieve

    Docs3 3

    3 3HDFC Mutual Fund offers you the convenience ofreceiving documents by email at no addition al cost to you.

    Free of CostQuick

    Get SMS alerts forPurchaseRedemptionSwitch

    eAlerts

    Please check out our new SMS Service Online demoon our w ebsite

    333

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    Dividend declarationAnd other alerts.

    PayoutsSave your time and experience the convenience of receiving your dividend and redemption payout(s), if any, directly intoyour bank account. This facility can be opted by selecting RBI's National Electronic Fund Transfer (NEFT) or ElectronicClearing Service (ECS**) provided by us. NEFT and ECS facilitates faster, reliable and trouble free credit of redemption /dividend into your bank account. It is also one of the safest mode of payment as it eliminates possibilities of fraudulentencashment of redemption / dividend instruments or any possible loss while in postal transit to you.

    Di dendN FTvi E

    **ECS facility can be availed for dividend pa youts only.

    1800 233 67676000 6767