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Old February 3rd, 2018, 01:42 PM
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Can you tell me the process to download the Application Form for Common Transaction as an Existing Investor from the official website of SBIMF (State Bank of India Mutual Fund)?

The process to download the Application Form for Common Transaction as an Existing Investor from the official website of SBIMF (State Bank of India Mutual Fund) is as follows:
Visit the official website of State Bank of India Mutual Fund
Click to “Forms” under “Forms and Downloads” at the bottom of the home page

Click to “Existing Investor”
Click to “Common Transaction Form” under “Other Forms”
On the new page, fill in all the required details and submit

That page will look like this:





Few Things that are to be mentioned in the Form

1. Folio No.
2. Name of the First Unit Holder (Mr. / Ms. / M/s.)
3. Change / Updation of Contact Details of First Unit Holder (Refer Instructions)
Tel. (Off.) Tel. (Res)
Mobile Email
4. PAN and KYC Updation
First Unit Holder
Second Unit Holder
Third Unit Holder
Guardian / POA Holder
5. Change of Address for Non-KYC Folios (Refer Instruction for documents to be submitted)
Address 1
Address 2
City Pin Code
State Country
6. Change of Bank Mandate (Refer Instruction for documents to be submitted)
Bank Account No
Name of Bank
Branch Name & Address
City Pin
MICR Code (9-Digit) IFS Code (11-Digit)

Last edited by Anuj Bhola; October 16th, 2019 at 12:01 PM.
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