We have collected all the major and important forms related to Mutual Funds, Income Tax, PAN, KYC, etc. for your need in one place so that you don't have to hassle around the whole web for the same.
MF Forms Offline
Investment in mutual funds at your ease in any fund house of your choice shown below. We have gathered all the common, STP, SIP forms with ARN and EUIN code attached so that you can track all your investment with us.
Income Tax Forms
We have collected all the forms related to Income tax at one place, according to your needs to get relief from tax from Investment, property, etc; for your ease and to save time so that you don't have to hassle around to find each of them throughout the site.
KYC Forms
Know your customer (KYC) is the process of a business verifying the identity of its clients. Know your customer processes are also employed by companies of all sizes for the purpose of ensuring their proposed agents, consultants, or distributors are antibribery compliant.
| # | Document Type | Link |
|---|---|---|
| 1 | Central KYC |  |
| 2 | KYC Non-Individual Form | |
| 3 | Annexure KYC Non-Individual Form | |
FATCA/UBO Forms
As per regulations, existing investors in Mutual Funds who have opened their accounts prior to 31st October 2015, have to submit Additional KYC, Foreign Account Tax Compliant Act (FATCA), Common Reporting System (CRS) declarations and submit Ultimate Beneficiary Ownership (UBO) details (wherever applicable) latest by 31st December 2015. Kindly note that effective January 1, 2016, financial transactions for purchase/switch of Units are liable to be rejected by the Mutual Funds if these details are not updated.
| # | Document Type | Link |
|---|---|---|
| 1 | FATCA Individual Forms | |
| 2 | FATCA Corporate Forms | |
| 3 | UBO Forms | |
Download Challan Forms
PAN Forms
Permanent Account Number (PAN) is a code that acts as identification of Indians, especially those who pay Income Tax. It is a unique, 10-character alpha-numeric identifier, issued to all judicial entities identifiable under the Indian Income Tax Act 1961.
| # | Document Type | Link |
|---|---|---|
| 1 | PAN 49A New Form | |
| 2 | PAN Change Form | |
BSE STAR MF
We gathered all the forms and documents related to financial education, investments and disclosure here at single place
| # | Document Type | Link |
|---|---|---|
| 1 | BSE AOF | |
| 2 | BSE MF Mandate | |
NSE STAR MF
We gathered all the forms and documents related to financial education, investments and disclosure here at single place
| # | Document Type | Link |
|---|---|---|
| 1 | Debit Mandate | |
| 2 | IIN Form | |
Mutual Fund Utility
We gathered all the forms and documents related to financial education, investments and disclosure here at single place
| # | Document Type | Link |
|---|---|---|
| 1 | CAN Registration Form | |
| 2 | PayEezz Mandate Registration Form | |
Miscellaneous Downloads
We gathered all the forms and documents related to financial education, investments and disclosure here at single place