One place for all forms

I. Forms for MF - MFU / CAN Form, KYC form, PAN form :

Click below for the forms :

https://drive.google.com

1.     KYC

2.     CAN Registration form

2.0.  Payeez form

2.1   SIP form

2.3   Purchase form

3.     Switch form

4.     Redemption form

49A Pan Form

Documents required:

1 Self attested aadhar card

1 Self attested pan card

1 Photo

1

​ Cheque

Information required:

Place of birth

Citizen 

Mobile Number

Email Id

NRI or not 

Aadhar No.

Pan No.

Cheque - name of holder should be printed (otherwise give passbook copy - which is not more than 2 months old, 1st page and bank closing balance page)- it should be a CTS cheque

​In the Cheque  write - MFU ESCROW ACCOUNT​

Wife date of birth

Mother’s maiden name

Father's name

Nominee

Nominee date of birth

Source of income

Occupation

Income slab to be mentioned

 - 1-5 lakh, 5-10, 10-25, 25-1 cr, 1 cr and above     - which slab ?

II. Forms for Capital Gains Bond,IPO, Corporate Deposit/ FD, NPS, RBI Relief Bond etc

www.karvyvalue.com

III. KYC status

https://www.cvlkra.com/


IV.  Link Aadhaar Card

Aadhaarlinking_individual.aspx - Karvy

camsonline.com/InvestorServices/COL_Aadhar  - Cams

sundarambnpparibasfs.in/web/service/aadhaar - Sundaram MF

franklintempletonindia.com - Franlin Templeton MF