Continuing a tradition of trust. Application Form for Equity, Balanced, MI and ELSS Schemes HDFC GROWTH FUND l HDFC EQUITY FUND l HDFC TO 200 FUND l HDFC CAITAL BUILDER FUND HDFC BALANCED FUND l HDFC RUDENCE FUND l HDFC LONG TERM ADVANTAGE FUND (an open - ended equity linked savings scheme with a lock-in period of 3 years) l HDFC TAXSAVER (an open - ended equity linked savings scheme with a lock-in period of 3 years) l HDFC INDEX FUND l HDFC CORE & SATELLITE FUND HDFC REMIER MULTI-CA FUND l HDFC MF MONTHLY INCOME LAN (an open-ended income scheme. Monthly income is not assured and is subject to availability of distributable surplus) Investors must read the Key Information Memoramdum and the instructions before completing this Form. CEQ 1. KEY ARTNER / AGENT INFORMATION Name and AMFI Reg. No. (ARN) ARN- Sub Agent s Name & Code FOR OFFICE USE ONLY 2. EXISTING UNIT HOLDER INFORMATION (lease fill in your Folio No. and all other details in the Application Form - refer Instruction 2) lease note that applicant details and mode of holding will be as per existing Folio Number. Folio No. 3. STATUS (of First/Sole Applicant) Individual NRI artnership Trust HUF AO Company FIIs Minor through guardian BOI Body Corporate Society / Club Others (please specify) 4. UNIT HOLDER INFORMATION (refer instruction 3) DATE OF BIRTH NAME OF FIRST / SOLE ALICANT DD MM YYYY Mr. Ms. M/s. NAME OF GUARDIAN (in case of First / Sole Applicant is a Minor) / CONTACT ERSON DESIGNATION (in case of non-individual Investors) Mr. Ms. NAME OF THE SECOND ALICANT Resident NRI NAME OF THE THIRD ALICANT Resident NRI MODE OF HOLDING Single Joint Anyone or Survivor Mr. Ms. Mr. Ms. OCCUATION (of First/Sole Applicant) Service Student rofessional Housewife Business Retired Agriculture Others (please specify) (* refer instruction 13 on ermanent Account Number ) ( Refer instruction 16 on Mutual Fund Identification Number) MAILING ADDRESS OF FIRST / SOLE ALICANT (.O. Box Address may not be sufficient) CITY STATE IN CODE OVERSEAS ADDRESS (in case of NRIs/FIIs) (.O. Box Address may not be sufficient) CONTACT DETAILS OF FIRST / SOLE ALICANT STD Code Telephone : Off. Res. Mobile Fax E-mail 5. BANK ACCOUNT DETAILS (refer instruction 4) lease note that as per SEBI Regulations it is mandatory for investors to provide their bank account details 6. E-MAIL COMMUNICATION (refer instruction 7) I/We wish to receive the following documents via e-mail in lieu of physical document(s) [lease (4)] Account Statement Newsletter Annual Report Other Statutory Information 7. ELECTRONIC CLEARING SERVICE (ECS) (refer instruction 8) You may choose to receive dividend, if declared, in your bank account through the Electronic Clearing Service. The 9 digit MICR Code number of my/our Bank & Branch is : I / We authorise to credit my / our dividend through ECS. lease (4) 8. ERSONAL IDENTIFICATION NUMBER (IN) (refer instruction 10) Do you want a IN assigned? Yes No I N B L O C K L E T T E R S Name of the Bank Branch Account No. Bank City Account Type SAVINGS CURRENT NRE NRO FCNR (The 9 digit code appears on your cheque next to the cheque number)... continued overleaf ACKNOWLEDGEMENT SLI (To be filled in by the Investor) Head office : Ramon House, 3rd Floor, H.T. arekh Marg, 169, Backbay Reclamation, Churchgate, Mumbai 400020 Received from Mr. / Ms. / M/s. an application for urchase of Units of HDFC Growth Fund HDFC Equity Fund HDFC Top 200 Fund HDFC Capital Builder Fund HDFC Balanced Fund HDFC rudence Fund HDFC Long Term Advantage Fund HDFC TaxSaver HDFC Index Fund HDFC Core & Satellite Fund HDFC remier Multi-Cap Fund HDFC MF Monthly Income lan alongwith Cheque / DD as detailed overleaf. lease Note : All urchases are subject to realisation of cheques / demand drafts. CEQ ISC Stamp &
9. INVESTMENT DETAILS lease (4) Choice of Scheme / lan / Option (refer instruction 5) HDFC Growth Fund HDFC Equity Fund HDFC Long Term Advantage Fund (Lock-in eriod : 3 years) HDFC TaxSaver (Lock-in eriod : 3 years) HDFC Index Fund HDFC Capital Builder Fund HDFC Balanced Fund HDFC rudence Fund HDFC Core & Satellite Fund Option 10. AYMENT DETAILS (refer instruction 6) Cheque / DD No. Amount of Cheque/DD in figures (Rs.) (i) Drawn on (Bank / DD charges, if any, in figures (Rs.) (ii) Total Amount (i) + (ii) HDFC remier Multi-Cap Fund Option in figures (Rs.) in words Account Type [lease (4)] SAVINGS CURRENT NRE NRO FCNR HDFC Top 200 Fund SENSEX lan Nifty lan SENSEX lus lan Growth Option only HDFC MF Monthly Income lan Short Term lan Long Term lan Option Monthly Quarterly Option Monthly Quarterly ayout ayout ayout ayout Reinvestment Reinvestment Reinvestment Reinvestment Scheme Name lan Option Cheque / DD Date Branch Name) 11. NOMINATION (refer instruction 12) I / We do hereby nominate the person more particularly described hereunder to receive the amount to my / our credit in event of my / our death. NOMINEE DETAILS Name Address : : The Nominee is a minor whose guardian is : Address of the Guardian : Date of Birth : (to be furnished in case the Nominee is a minor) Relationship : Note : The Noimination shall supercede previous nomination, if any. 12. DOCUMENTS Memorandum & Articles of Association Trust Deed Bye-Laws artnership Deed Resolution / Authorisation to invest List of Authorised Signatories with Specimen (s) ower of Attorney of the Guardian (to be deleted if not applicable) : ALICATIONS Systematic Investment lan Cheques SI Auto Debit Facility 13. DIRECT CREDIT OF REDEMTION / DIVIDEND ROCEEDS - IF ANY (refer instruction 9) Unitholders having bank accounts with ABN AMRO Bank NV, Citibank N.A, Centurion Bank of unjab Ltd., Deutsche Bank AG, HDFC Bank Limited, The Hongkong and Shanghai Banking Corporation, ICICI Bank Limited, IDBI Bank Limited, Kotak Mahindra Bank Ltd., Standard Chartered Bank, UTI Bank Limited will receive their redemption / dividend proceeds (if any) directly into their bank account. In case you wish to receive a cheque / demand draft, please indicate your preference below : I / We want to receive the redemption / dividend proceeds (if any) by way of a cheque / demand draft instead of direct credit into my / our bank account. (lease 4 in this box) 14. DECLARATIONS & SIGNATURE/S (refer instruction 11) First / Sole Applicant / Guardian I / We have read and understood the terms and contents of the Offer Documents of the respective Scheme(s) of. I / We hereby apply to the Trustee of for allotment of Units of the Scheme(s) of, as indicated above and agree to abide by the terms, conditions, rules and regulations of the relevant Scheme(s). I / We have understood the details of the Scheme(s) and I / we have not received nor been induced by any rebate or gifts, directly or indirectly, in making this investment. Applicable to NRIs only : I / We confirm that I am / We are Non-Resident of Indian / Origin and I / We hereby confirm that the funds for subscription have been remitted from abroad through normal banking channels or from funds in my / our Non-Resident External / Ordinary Account / FCNR Account. lease (4) Yes No DD MM YYYY If yes, (4) Repatriation basis Non-repatriation basis SIGNATURE/S Second Applicant Third Applicant articulars Scheme Name / lan / Option SCHEME NAME / LAN / OTION Cheque / DD No. / Date Drawn on (Name of Bank and Branch) Amount in figures (Rs.)
Continuing a tradition of trust. Application Form for Equity, Balanced, MI and ELSS Schemes HDFC GROWTH FUND l HDFC EQUITY FUND l HDFC TO 200 FUND l HDFC CAITAL BUILDER FUND HDFC BALANCED FUND l HDFC RUDENCE FUND l HDFC LONG TERM ADVANTAGE FUND (an open - ended equity linked savings scheme with a lock-in period of 3 years) l HDFC TAXSAVER (an open - ended equity linked savings scheme with a lock-in period of 3 years) l HDFC INDEX FUND l HDFC CORE & SATELLITE FUND HDFC REMIER MULTI-CA FUND l HDFC MF MONTHLY INCOME LAN (an open-ended income scheme. Monthly income is not assured and is subject to availability of distributable surplus) Investors must read the Key Information Memoramdum and the instructions before completing this Form. CEQ 1. KEY ARTNER / AGENT INFORMATION Name and AMFI Reg. No. (ARN) ARN- Sub Agent s Name & Code FOR OFFICE USE ONLY 2. EXISTING UNIT HOLDER INFORMATION (lease fill in your Folio No. and all other details in the Application Form - refer Instruction 2) lease note that applicant details and mode of holding will be as per existing Folio Number. Folio No. 3. STATUS (of First/Sole Applicant) Individual NRI artnership Trust HUF AO Company FIIs Minor through guardian BOI Body Corporate Society / Club Others (please specify) 4. UNIT HOLDER INFORMATION (refer instruction 3) DATE OF BIRTH NAME OF FIRST / SOLE ALICANT DD MM YYYY Mr. Ms. M/s. NAME OF GUARDIAN (in case of First / Sole Applicant is a Minor) / CONTACT ERSON DESIGNATION (in case of non-individual Investors) Mr. Ms. NAME OF THE SECOND ALICANT Resident NRI NAME OF THE THIRD ALICANT Resident NRI MODE OF HOLDING Single Joint Anyone or Survivor Mr. Ms. Mr. Ms. OCCUATION (of First/Sole Applicant) Service Student rofessional Housewife Business Retired Agriculture Others (please specify) (* refer instruction 13 on ermanent Account Number ) ( Refer instruction 16 on Mutual Fund Identification Number) MAILING ADDRESS OF FIRST / SOLE ALICANT (.O. Box Address may not be sufficient) CITY STATE IN CODE OVERSEAS ADDRESS (in case of NRIs/FIIs) (.O. Box Address may not be sufficient) CONTACT DETAILS OF FIRST / SOLE ALICANT STD Code Telephone : Off. Res. Mobile Fax E-mail 5. BANK ACCOUNT DETAILS (refer instruction 4) lease note that as per SEBI Regulations it is mandatory for investors to provide their bank account details 6. E-MAIL COMMUNICATION (refer instruction 7) I/We wish to receive the following documents via e-mail in lieu of physical document(s) [lease (4)] Account Statement Newsletter Annual Report Other Statutory Information 7. ELECTRONIC CLEARING SERVICE (ECS) (refer instruction 8) You may choose to receive dividend, if declared, in your bank account through the Electronic Clearing Service. The 9 digit MICR Code number of my/our Bank & Branch is : I / We authorise to credit my / our dividend through ECS. lease (4) 8. ERSONAL IDENTIFICATION NUMBER (IN) (refer instruction 10) Do you want a IN assigned? Yes No I N B L O C K L E T T E R S Name of the Bank Branch Account No. Bank City Account Type SAVINGS CURRENT NRE NRO FCNR (The 9 digit code appears on your cheque next to the cheque number)... continued overleaf ACKNOWLEDGEMENT SLI (To be filled in by the Investor) Head office : Ramon House, 3rd Floor, H.T. arekh Marg, 169, Backbay Reclamation, Churchgate, Mumbai 400020 Received from Mr. / Ms. / M/s. an application for urchase of Units of HDFC Growth Fund HDFC Equity Fund HDFC Top 200 Fund HDFC Capital Builder Fund HDFC Balanced Fund HDFC rudence Fund HDFC Long Term Advantage Fund HDFC TaxSaver HDFC Index Fund HDFC Core & Satellite Fund HDFC remier Multi-Cap Fund HDFC MF Monthly Income lan alongwith Cheque / DD as detailed overleaf. lease Note : All urchases are subject to realisation of cheques / demand drafts. CEQ ISC Stamp &
9. INVESTMENT DETAILS lease (4) Choice of Scheme / lan / Option (refer instruction 5) HDFC Growth Fund HDFC Equity Fund HDFC Long Term Advantage Fund (Lock-in eriod : 3 years) HDFC TaxSaver (Lock-in eriod : 3 years) HDFC Index Fund HDFC Capital Builder Fund HDFC Balanced Fund HDFC rudence Fund HDFC Core & Satellite Fund Option 10. AYMENT DETAILS (refer instruction 6) Cheque / DD No. Amount of Cheque/DD in figures (Rs.) (i) Drawn on (Bank / DD charges, if any, in figures (Rs.) (ii) Total Amount (i) + (ii) HDFC remier Multi-Cap Fund Option in figures (Rs.) in words Account Type [lease (4)] SAVINGS CURRENT NRE NRO FCNR HDFC Top 200 Fund SENSEX lan Nifty lan SENSEX lus lan Growth Option only HDFC MF Monthly Income lan Short Term lan Long Term lan Option Monthly Quarterly Option Monthly Quarterly ayout ayout ayout ayout Reinvestment Reinvestment Reinvestment Reinvestment Scheme Name lan Option Cheque / DD Date Branch Name) 11. NOMINATION (refer instruction 12) I / We do hereby nominate the person more particularly described hereunder to receive the amount to my / our credit in event of my / our death. NOMINEE DETAILS Name Address : : The Nominee is a minor whose guardian is : Address of the Guardian : Date of Birth : (to be furnished in case the Nominee is a minor) Relationship : Note : The Noimination shall supercede previous nomination, if any. 12. DOCUMENTS Memorandum & Articles of Association Trust Deed Bye-Laws artnership Deed Resolution / Authorisation to invest List of Authorised Signatories with Specimen (s) ower of Attorney of the Guardian (to be deleted if not applicable) : ALICATIONS Systematic Investment lan Cheques SI Auto Debit Facility 13. DIRECT CREDIT OF REDEMTION / DIVIDEND ROCEEDS - IF ANY (refer instruction 9) Unitholders having bank accounts with ABN AMRO Bank NV, Citibank N.A, Centurion Bank of unjab Ltd., Deutsche Bank AG, HDFC Bank Limited, The Hongkong and Shanghai Banking Corporation, ICICI Bank Limited, IDBI Bank Limited, Kotak Mahindra Bank Ltd., Standard Chartered Bank, UTI Bank Limited will receive their redemption / dividend proceeds (if any) directly into their bank account. In case you wish to receive a cheque / demand draft, please indicate your preference below : I / We want to receive the redemption / dividend proceeds (if any) by way of a cheque / demand draft instead of direct credit into my / our bank account. (lease 4 in this box) 14. DECLARATIONS & SIGNATURE/S (refer instruction 11) First / Sole Applicant / Guardian I / We have read and understood the terms and contents of the Offer Documents of the respective Scheme(s) of. I / We hereby apply to the Trustee of for allotment of Units of the Scheme(s) of, as indicated above and agree to abide by the terms, conditions, rules and regulations of the relevant Scheme(s). I / We have understood the details of the Scheme(s) and I / we have not received nor been induced by any rebate or gifts, directly or indirectly, in making this investment. Applicable to NRIs only : I / We confirm that I am / We are Non-Resident of Indian / Origin and I / We hereby confirm that the funds for subscription have been remitted from abroad through normal banking channels or from funds in my / our Non-Resident External / Ordinary Account / FCNR Account. lease (4) Yes No DD MM YYYY If yes, (4) Repatriation basis Non-repatriation basis SIGNATURE/S Second Applicant Third Applicant articulars Scheme Name / lan / Option SCHEME NAME / LAN / OTION Cheque / DD No. / Date Drawn on (Name of Bank and Branch) Amount in figures (Rs.)
S I SYSTEMATIC INVESTMENT LAN KEY ARTNER / AGENT INFORMATION Name & AMFI Reg. No. (ARN) Sub Agent s Name & Code ARN Form (lease read terms & conditions overleaf) D D M M Y Y I / We have read and understood the contents of the Offer Document of the following Scheme and the terms & conditions overleaf. I / We hereby apply for enrolment under the SI of the following Scheme / lan / Option and agree to abide by the terms and conditions of the following Scheme / lan / Option. Folio No. (for existing Unit holder) / Application No. (for new investor) Name of the First / Sole Applicant Name of the Guardian (in case of First / Sole Applicant is a minor) Name of the Second Applicant Name of the Third Applicant 1. Name of Scheme / lan / Option 2. Frequency (lease 4 any one only) Monthly SI Quarterly SI 3. eriod From To M M Y Y M M Y Y 4. ayment Mechanism (lease 4 any one only) 1. Cheques (lease provide the details in point 5 below) FOR OFFICE USE ONLY 5. Cheque(s) Details Cheque Dated Amount Number(s) (DD/MM/YY) (Rs.) Total (Rs.) Cheques drawn on 6. Receipt of Document(s) by E-Mail (lease 4 ) 1. 2. 3. 4. 5. 6. 2. SI Auto Debit Facility # (lease complete the Application Form for SI Auto Debit Facility) Name of Bank Branch Account Statement Newsletter Annual Report Other Statutory Information [as may be permitted under SEBI (Mutual Funds) Regulations, 1996] E-Mail ID : IN BLOCK LETTERS 7. 8. 9. 10. 11. 12. (lease refer item no. 6 (vii) overleaf) Cheque Dated Amount Number(s) (DD/MM/YY) (Rs.) * ermanent Account Number. Mandatory where investment is Rs. 50,000 or more. In absence of AN, please submit 60 or 61 (as applicable) with proof of address (refer item no. 15 overleaf). Refer Terms & Conditions 16 on Mutual Fund Identification Number. # ECS (Debit Clearing) is available in select cities and Direct Debit is available in select banks / branches only. SIGNATURE(S) First/Sole Unit holder / Guardian Second Unit holder Third Unit holder lease note : (s) should be as it appears on the Application Form and in the same order. In case the mode of holding is joint, all Unit holders are required to sign. ACKNOWLEDGEMENT SLI (To be filled in by the Unit holder) D D M M Y Y Head office : Ramon House, 3rd Floor, H.T. arekh Marg, 169, Backbay Reclamation, Churchgate, Mumbai 400020 Received from Mr./Ms./M/s. Scheme / lan / Option No. of Cheques Total Amount (Rs.) SI Auto Debit Facility `SI application(s) for lease Note : All purchases are subject to realisation of cheques ISC Stamp &
S I REGISTRATION CUM MANDATE FORM FOR ECS (Debit Clearing) / DIRECT DEBIT FACILITY First SI cheque and subsequent SI via ECS (Debit Clearing) in select cities or via Direct Debit in select banks / branches only. INVESTOR AND SI DETAILS Sole / First Investor Name Application No. Scheme lan Folio No. Each SI Amount (Rs.) Frequency Monthly Quarterly First SI Transaction via Cheque No. SI Date [for ECS (Debit Clearing) / Direct Debit] 1 st 10 th 15 th 25 th There must be at least 30 days period between the first SI Cheque and subsequent due date of ECS (Debit Clearing)/ Direct Debit (Date for first Debit instruction given by you). Option SI eriod [for ECS (Debit Clearing) / Direct Debit] Start From M M Y Y End On M M Y Y Mobile No. AUTO DEBIT FACILITY referred messaging medium SMS : Yes No E-mail : Yes No Note : lease 3 for your preferred medium of messaging. I/We hereby, authorise /HDFC Asset Management Company Limited and their authorised service providers, to debit my/our following bank account by ECS (Debit Clearing) / Direct Debit for collection of SI payments. ARTICULARS OF BANK ACCOUNT Bank Name Branch Name Bank City Account Number Account Type Savings Current Cash Credit 9 Digit MICR Code l (lease enter the 9 digit number that appears after the cheque number) Accountholder Name as in Bank Account I/We hereby declare that the particulars given above are correct and express my willingness to make payments referred above through participation in ECS (Debit Clearing) / Direct Debit. If the transaction is delayed or not effected at all for reasons of incomplete or incorrect information, I/We would not hold the user institution responsible. I/We will also inform HDFC Mutual Fund/HDFC Asset Management Company Limited, about any changes in my bank account. I/We have read and agreed to the terms and conditions mentioned overleaf. Application Form (lease read terms & conditions overleaf) I / We have read and understood the contents of the Offer Document of the following Scheme and the terms & conditions of SI enrolment and ECS (Debit Clearing) / Direct Debit. lease (4) any one. I / We hereby apply for enrolment under the SI via ECS (Debit Clearing) / Direct Debit of the following Scheme / lan / Option and agree to abide by the terms and conditions of the following Scheme / lan / Option. (New Registration) lease change my / our bank account for ECS (Debit Clearing) / Direct Debit (Change in bank account). I / We hereby apply for cancellation of ECS (Debit Clearing) / Direct Debit facility for SI of the following Scheme / lan / Option (Cancellation). Cheque Dated First Second Third D D M M Y Y E-mail ID Amount (Rs.) IN BLOCK LETTERS For Office Use only (Not to be filled in by Investor) Recorded on Recorded by Scheme Code Credit Account Number Authorisation of the Bank Account Holder (to be signed by the Investor) This is to inform that I/We have registered for the RBI s Electronic Clearing Service (Debit Clearing) / Direct Debit and that my payment towards my investment in HDFC Mutual Fund shall be made from my/our below mentioned bank account with your bank. I/We authorise the representative carrying this ECS (Debit Clearing) / Direct Debit mandate Form to get it verified & executed. Bank Account Number First Second Third
S I SYSTEMATIC INVESTMENT LAN KEY ARTNER / AGENT INFORMATION Name & AMFI Reg. No. (ARN) Sub Agent s Name & Code ARN Form (lease read terms & conditions overleaf) D D M M Y Y I / We have read and understood the contents of the Offer Document of the following Scheme and the terms & conditions overleaf. I / We hereby apply for enrolment under the SI of the following Scheme / lan / Option and agree to abide by the terms and conditions of the following Scheme / lan / Option. Folio No. (for existing Unit holder) / Application No. (for new investor) Name of the First / Sole Applicant Name of the Guardian (in case of First / Sole Applicant is a minor) Name of the Second Applicant Name of the Third Applicant 1. Name of Scheme / lan / Option 2. Frequency (lease 4 any one only) Monthly SI Quarterly SI 3. eriod From To M M Y Y M M Y Y 4. ayment Mechanism (lease 4 any one only) 1. Cheques (lease provide the details in point 5 below) FOR OFFICE USE ONLY 5. Cheque(s) Details Cheque Dated Amount Number(s) (DD/MM/YY) (Rs.) Total (Rs.) Cheques drawn on 6. Receipt of Document(s) by E-Mail (lease 4 ) 1. 2. 3. 4. 5. 6. 2. SI Auto Debit Facility # (lease complete the Application Form for SI Auto Debit Facility) Name of Bank Branch Account Statement Newsletter Annual Report Other Statutory Information [as may be permitted under SEBI (Mutual Funds) Regulations, 1996] E-Mail ID : IN BLOCK LETTERS 7. 8. 9. 10. 11. 12. (lease refer item no. 6 (vii) overleaf) Cheque Dated Amount Number(s) (DD/MM/YY) (Rs.) * ermanent Account Number. Mandatory where investment is Rs. 50,000 or more. In absence of AN, please submit 60 or 61 (as applicable) with proof of address (refer item no. 15 overleaf). Refer Terms & Conditions 16 on Mutual Fund Identification Number. # ECS (Debit Clearing) is available in select cities and Direct Debit is available in select banks / branches only. SIGNATURE(S) First/Sole Unit holder / Guardian Second Unit holder Third Unit holder lease note : (s) should be as it appears on the Application Form and in the same order. In case the mode of holding is joint, all Unit holders are required to sign. ACKNOWLEDGEMENT SLI (To be filled in by the Unit holder) D D M M Y Y Head office : Ramon House, 3rd Floor, H.T. arekh Marg, 169, Backbay Reclamation, Churchgate, Mumbai 400020 Received from Mr./Ms./M/s. Scheme / lan / Option No. of Cheques Total Amount (Rs.) SI Auto Debit Facility `SI application(s) for lease Note : All purchases are subject to realisation of cheques ISC Stamp &
S I REGISTRATION CUM MANDATE FORM FOR ECS (Debit Clearing) / DIRECT DEBIT FACILITY First SI cheque and subsequent SI via ECS (Debit Clearing) in select cities or via Direct Debit in select banks / branches only. INVESTOR AND SI DETAILS Sole / First Investor Name Application No. Scheme lan Folio No. Each SI Amount (Rs.) Frequency Monthly Quarterly First SI Transaction via Cheque No. SI Date [for ECS (Debit Clearing) / Direct Debit] 1 st 10 th 15 th 25 th There must be at least 30 days period between the first SI Cheque and subsequent due date of ECS (Debit Clearing)/ Direct Debit (Date for first Debit instruction given by you). Option SI eriod [for ECS (Debit Clearing) / Direct Debit] Start From M M Y Y End On M M Y Y Mobile No. AUTO DEBIT FACILITY referred messaging medium SMS : Yes No E-mail : Yes No Note : lease 3 for your preferred medium of messaging. I/We hereby, authorise /HDFC Asset Management Company Limited and their authorised service providers, to debit my/our following bank account by ECS (Debit Clearing) / Direct Debit for collection of SI payments. ARTICULARS OF BANK ACCOUNT Bank Name Branch Name Bank City Account Number Account Type Savings Current Cash Credit 9 Digit MICR Code l (lease enter the 9 digit number that appears after the cheque number) Accountholder Name as in Bank Account I/We hereby declare that the particulars given above are correct and express my willingness to make payments referred above through participation in ECS (Debit Clearing) / Direct Debit. If the transaction is delayed or not effected at all for reasons of incomplete or incorrect information, I/We would not hold the user institution responsible. I/We will also inform HDFC Mutual Fund/HDFC Asset Management Company Limited, about any changes in my bank account. I/We have read and agreed to the terms and conditions mentioned overleaf. Application Form (lease read terms & conditions overleaf) I / We have read and understood the contents of the Offer Document of the following Scheme and the terms & conditions of SI enrolment and ECS (Debit Clearing) / Direct Debit. lease (4) any one. I / We hereby apply for enrolment under the SI via ECS (Debit Clearing) / Direct Debit of the following Scheme / lan / Option and agree to abide by the terms and conditions of the following Scheme / lan / Option. (New Registration) lease change my / our bank account for ECS (Debit Clearing) / Direct Debit (Change in bank account). I / We hereby apply for cancellation of ECS (Debit Clearing) / Direct Debit facility for SI of the following Scheme / lan / Option (Cancellation). Cheque Dated First Second Third D D M M Y Y E-mail ID Amount (Rs.) IN BLOCK LETTERS For Office Use only (Not to be filled in by Investor) Recorded on Recorded by Scheme Code Credit Account Number Authorisation of the Bank Account Holder (to be signed by the Investor) This is to inform that I/We have registered for the RBI s Electronic Clearing Service (Debit Clearing) / Direct Debit and that my payment towards my investment in HDFC Mutual Fund shall be made from my/our below mentioned bank account with your bank. I/We authorise the representative carrying this ECS (Debit Clearing) / Direct Debit mandate Form to get it verified & executed. Bank Account Number First Second Third
S T SYSTEMATIC TRANSFER LAN Form (lease read terms & conditions overleaf) I / We have read and understood the contents of the Offer Documents of the respective Scheme(s) and the terms & conditions overleaf. I / We hereby apply for enrolment under the ST of the following Scheme(s) / lan(s) / Option(s) and agree to abide by the terms and conditions of the respective Scheme(s) / lan(s) / Option(s). Name of the First / Sole Applicant Name of the Guardian (in case of First / Sole Applicant is a minor) Name of the Second Applicant Name of the Third Applicant articulars 1. Folio No. of Transferor Scheme 2. Name of Transferor Scheme/lan/Option 3. Name of Transferee Scheme/lan/Option 4. Type of ST lan / Frequency (lease 4 any one lan / Frequency only) FST Monthly Quarterly CAST Monthly Quarterly 5. Date of Transfer (lease 4 any one only) 1st 10th 15th 25th 6. eriod (lease refer item no. 9 (b) overleaf) From : MM YY To : MM YY 7. Amount of Transfer per Instalment FST Rs. 8. Total Amount of Transfer FST Rs. 9. Receipt of Document(s) by E-Mail (lease 4 ) Account Statement Newsletter Annual Report Other Statutory Information [as may be permitted under SEBI (Mutual Funds) Regulations, 1996] E-Mail ID : In case of insufficient space, please fill up separate Forms. SIGNATURE(S) First/Sole Unit holder / Guardian Second Unit holder Third Unit holder lease note : (s) should be as it appears on the Application Form and in the same order. In case the mode of holding is joint, all Unit holders are required to sign. ACKNOWLEDGEMENT SLI (To be filled in by the Unit holder) Regd. office : Ramon House, 3rd Floor, H.T. arekh Marg, 169, Backbay Reclamation, Churchgate, Mumbai 400020 ISC Stamp & Received from Mr./Ms./M/s. `ST application(s) for transfer of Units; from Scheme / lan / Option to Scheme / lan / Option