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Get Mutual Fund Change Mode Holding

Form for Change in Mode of Holding for folios having multiple holders only Please fill in the information below legibly in English and in CAPITAL LETTERS To Date UTI Mutual Fund d m y A. Declaration and Signatures All the holders MUST sign irrespective of the mode of holding I / We have read and understood the guidelines on the reverse of the form accordingly request UTI Mutual Fund to change the mode of mode of holding and operation of the folio/s mentioned above. Sole/First Unit holder Second Unit holder Third Unit holder Received subject to verification form for Change in Mode of Holding from Mr/ Mrs/ Ms Folio No Receiving UFC/ Registrar s official stamp with date and signature Registrar Karvy Computershare Pvt. Ltd. Unit UTI Mutual Fund Narayani Mansion H. No.1-90-2/10/E Vittalrao Nagar Madhapur Hyderabad - 500 081 E-mail uti karvy. Unitholder s information Folio Number Name of Sole/ First Unit Holder Name of the 2nd holder B. Updation of new mode of holding Please update the new mode of holding as per details below. Please tick Anyone or Survivor Joint Holding C. Please update my following details also if not registered earlier Mobile No PAN Please attach PAN Card Copy Email ID D. I/we hereby agree that after the updation of new mode of holding/operation any request based on previous holding/operation will not be honoured by the fund. Sole/First Unit holder Second Unit holder Third Unit holder Received subject to verification form for Change in Mode of Holding from Mr/ Mrs/ Ms Folio No Receiving UFC/ Registrar s official stamp with date and signature Registrar Karvy Computershare Pvt. Ltd. Unit UTI Mutual Fund Narayani Mansion H. No*1-90-2/10/E Vittalrao Nagar Madhapur Hyderabad - 500 081 E-mail uti karvy. com Guidelines 1 The request for changing holding basis is applicable for the folios having multiple holders. 2 The holding basis can be changed from Anyone or Survivor to Joint or vice versa* 3 The form is required to be signed by all the holders irrespective of the holding basis of the Folios. 4 After updation of holding basis the request received based on previous holding basis will not be accepted by the fund/ Registrar. Check list The Form is filled up completely. The Form is signed by all the holders. The details of PAN Email Id and Mobile number of the first holder is provided if not provided earlier. Unitholder s information Folio Number Name of Sole/ First Unit Holder Name of the 2nd holder B. Updation of new mode of holding Please update the new mode of holding as per details below. Please tick Anyone or Survivor Joint Holding C. Please update my following details also if not registered earlier Mobile No PAN Please attach PAN Card Copy Email ID D. I/we hereby agree that after the updation of new mode of holding/operation any request based on previous holding/operation will not be honoured by the fund. Sole/First Unit holder Second Unit holder Third Unit holder Received subject to verification form for Change in Mode of Holding from Mr/ Mrs/ Ms Folio No Receiving UFC/ Registrar s official stamp with date and signature Registrar Karvy Computershare Pvt. .

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