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We have collected all the major and important forms related to mutual funds, tax, PAN, KYC, etc. for your need in one place so that you don't have to hassel around the whole web for the same.

Client on Boarding Form

Investor Identification Number is a generated identification number for the investor and it will be the single identifier for the investor to transact on NSE NMF II.

Personal Details Form

You simply fill the personal details on page 1 and sign at all the places marked

KYC
Form

Each investor has to undergo KYC process only once in the securities market.

FATCA
Form

Investors have to provide the information in the stand alone FATCA declaration form.

NACH (One-time) Mandate

Implementing this mandate will allow transactions to be cleared in real-time mode at once.

IIN Registration Form

IIN is a single identification number that works with all mutual funds as per NSE NMF II

Instructions & help :-

  • You simply fill the personal details on page 1 & sign at all the place marked ()
  • For FATCA, use one form for one applicant, if you are applying jointly provide the FATCA Form.
  • NASCH & IIN Form should be provided jointly.
  • KYC should be provided for each individual.
  • Attach following documents:-
    • 1 Passport Size photo.
    • PAN Card Copy (Self Attested)
    • Address Proof Copy (Self Attested)
    • Cancelled Cheque with Name ("National Securities Clearing Corporation Limited") written on it.

Note:-

  • Please do not fill anything inside or fill exactly with reference to the attached proofs.
  • Please issue a single cheque for all your investments in the name "National Securities Clearing Corporation Limited".

Mutual Funds Forms

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.

Download Challan Forms

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 KYC Individual Form
2 KYC Non-Individual Form
3 Annexure KYC Non-Individual Form
4 KYC Change Form

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

Important Downloads

We gathered all the forms and documents related to financial education, investments and disclosure here at single place