1. Home
  2. Distributor Corner
  3. Resources
  4. Resources

Distributor Resources

Forms and Downloads

Application Forms

With co-branding

Common Transaction Form

Without co-branding

Common KIM & Application form for Equity and Hybrid Funds

Application Form & KIM For Principal Small Cap Fund

KIM & Application Form for Principal Midcap Fund

Declaration for Ultimate Beneficial Ownership (UBO) Form

Systematic Transaction Plan & Systematic Withdrawal Plan

SMS Transaction - Registration Forms

CKYC Form for Individual Investors

Supplementary CKYC Form for Individual Investors

KYC Application Form - Non-Individual

FATCA & CRS Declaration and Supplementry Information - Non Individ ...

Regular Withdrawal Plan Form

Aadhaar Linking Form - Individual

Aadhaar Linking Form - Non Individual

FATCA & CRS Declaration and Supplementary Information - Individual

Super SIP Form

Trigger Registration

Distributor Forms

Without co-branding

Bank Mandate Update Form

Empanelement Form

KYD Application Form (Individual)

Declaration of Self Certification Forms (DSC)

EUIN Declaration Remediation Form

KYD Application Form (Non-Individual)

Service Request Forms

Without co-branding

Transmission :Individual Affidavits by the Legal Heirs–Annexure IV (wh ...

SIP / STP / SWP cancellation form

Change in Account Information (Name, Contact Details,Mode of Holding,P ...

Folio Consolidation Requisition Form

Change in Status - Minor attaining Majority

Correction or Revalidation of Warrant

Change in Guardian

Confirmation of Bank Details with Signature Attestation Form - Annexur ...

Nomination Registration Form

Third Party Declaration Certificate : for Employer on behalf of Employ ...

Multiple Bank Accounts Registration

Third Party Declaration Certificate : for Custodian on behalf of an FI ...

Third Party Declaration Certificate : for DDPayorder issued by bank ag ...

Third Party Declaration Certificate:For investments made in the name o ...

Third Party Declaration Certificate : for DDPayorder issued by bank de ...

Transmission : Request Letter from Surviving Unit Holder for Deletion ...

Transmission : Request letter Format from Nominee (where Nominee is re ...

Transmission : Request letter Format from Legal heirs (where Nominee i ...

Transmission : Indemnity Bond by Legal Heirs- Annexure III (where Nomi ...

Transmission in HUF : Request letter from New Karta

Transmission Documents Matrix - Ready Reckoner

Transmission in HUF : Indemnity Bond from Legal Heir in case of Disso ...

Transmission in HUF : Indemnity Bond from New Karta - Annexure V

Updation in Account Information and Supplementary Know Your Client (KY ...

Debt and Money Market Trades as on Aug 31, 2018

Transmission : Request letter Format from Legal heirs

Transmission : Request letter Format from Legal heirs