Sponsor : State Bank of India
Investment Manager : SBI Funds Management Ltd.
(A Joint Venture between SBI & AMUNDI)
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400 051.
Tel.: 022-61793000 Website : [Link]
MULTIPLE BANK ACCOUNTS REGISTRATION FORM
(Please strike off the section(s) not used by you to prevent any unauthorized use.)
EXISTING FOLIO No. (s)
/
OR APPLICATION NO
/
(for New Unitholders)
Name of Sole / First Unitholder
Permanent Account Number
(PAN)
A. ADDITION OF BANK ACCOUNTS
Please register my/our following multiple bank accounts in my/our folio(s) mentioned above. I/we understand that I/we can choose to receive payment
proceeds in any of these bank accounts, by making a specific request in my/our redemption request.
Investors should submit (i) proof of any one of the existing bank account(s) in the folio(s) AND
(ii) proof of all the new bank account(s) to be registered in the folio(s). Refer overleaf for list of Supporting Documents **
Account No. Account type Savings Current NRE NRO FCNR
Bank Name Branch
City PIN code
MICR Code IFSC Code
(9 digit) (11 digit)
Document attached (Any one) Cancelled Cheque with name pre-printed Bank statement Pass book Bank Certificate
Account No. Account type Savings Current NRE NRO FCNR
Bank Name Branch
City PIN code
MICR Code IFSC Code
(9 digit) (11 digit)
Document attached (Any one) Cancelled Cheque with name pre-printed Bank statement Pass book Bank Certificate
Account No. Account type Savings Current NRE NRO FCNR
Bank Name Branch
City PIN code
MICR Code IFSC Code
(9 digit) (11 digit)
Document attached (Any one) Cancelled Cheque with name pre-printed Bank statement Pass book Bank Certificate
Account No. Account type Savings Current NRE NRO FCNR
Bank Name Branch
City PIN code
MICR Code IFSC Code
(9 digit) (11 digit)
Document attached (Any one) Cancelled Cheque with name pre-printed Bank statement Pass book Bank Certificate
B. DEFAULT BANK ACCOUNT
From among the bank accounts registered in the folio(s) or mentioned above, please register the following bank account as Default Bank Account into
which future redemption and/or dividend proceeds (if any) will be paid:
Bank Account No. Bank Name
SIGNATURES (To be signed by ALL UNITHOLDERS if the mode of holding is Joint . In case of non-individual Unitholders, to be signed by
Authorised Signatories)
First Unitholder / Guardian / Authorised Signatory Second Unitholder Third Unitholder
Sponsor : State Bank of India
Investment Manager : SBI Funds Management Ltd.
(A Joint Venture between SBI & AMUNDI)
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400 051.
Tel.: 022-61793000 Website : [Link]
C. BANK ACCOUNT DELETION FORM
EXISTING FOLIO No.(s)
/
/
Name of Sole / First Unitholder
Permanent Account Number
(PAN)
Please delete the following Bank accounts registered in my/our folio(s) mentioned above:
Bank Account No. Bank Name
Bank Account No. Bank Name
Bank Account No. Bank Name
Bank Account No. Bank Name
Deletion of a Default Bank Account is not permitted unless unitholder mentions another registered bank account as default account .
SIGNATURES (To be signed by ALL UNITHOLDERS if the mode of holding is Joint . In case of non-individual Unitholders, to be signed by
Authorised Signatories)
First Unitholder / Guardian / Authorised Signatory Second Unitholder Third Unitholder
TERMS AND CONDITIONS:
1. This facility allows investors to register multiple bank accounts in the specified folio (existing or new). Individuals/HUF can register
upto 5 different bank accounts in a folio and Non-individuals can register upto 10 different bank accounts in a folio. For registering more
than 5 accounts, please use extra copies of this form.
2. The sole/first unitholder in the folio should be one of the holders of the bank account being registered.
3. ** Investors can submit any one of the following document/s as supporting document/s for a bank account (existing and new):
1. A CANCELLED original cheque leaf (where the first holder s / investor s name and bank account number is printed on the face of the
cheque).
2. A copy of the bank pass book or bank statement (with entries not older than 3 months) wherein the first holder s / investor s name, bank
a/c no & bank branch is clearly legible.
3. A letter from the investor s bank on their letter head certifying the investor s bank account information viz. account holder s name and
address, bank account number, bank branch, account type, MICR & IFSC code. The letter should be certified by an authorized official
of the bank with his/her full signature, name, designation and bank seal.
Investors may produce photocopies of the above mentioned document/s alongwith the original document/s at any of the Investor Service
Centre of SBI Mutual Fund for verification. The photocopies of such document/s will be verified with the original document/s to the
satisfaction of SBI Mutual Fund and the original document/s will be returned to investors. In case the original of any document is not made
available for verification, then the photocopies thereof duly attested by an authorized official of the bank clearly mentioning the name &
designation with bank seal shall be accepted.
4. Investors can change the default bank account by submitting this form. In case multiple bank accounts opted for registration as default bank
account, AMC retains the right to register any one of them as the default bank account.
5. A written confirmation of registration / rejection of the additional bank account details will be sent within 10 calendar days of receipt of such
request.
6. If any of the registered bank accounts are closed/ altered, unitholder should intimate the AMC in writing of such change with an instruction to
delete/alter it from our records.
7. The Bank Account chosen as the default bank account will be used for all Redemption / Dividend proceeds. At anytime, investor can instruct
the AMC to change the default bank account by choosing one of the additional accounts already registered in the folio.
8. If investments are made through SB or NRO bank account, the bank account types for receiving redemption / dividend proceeds should be
of type SB or NRO only. If investments are made vide NRE account(s), the bank accounts types for receiving redemption / dividend
proceeds can be SB/NRO/NRE.
9. The registered bank accounts will also be used to identify the pay-in proceeds. Hence, unitholder(s) are advised to register their various
bank accounts in advance using this facility and ensure that payments for ongoing purchase transactions are from any of the registered
bank accounts only, to avoid fraudulent transactions and potential rejections due to mismatch of pay-in bank details with the bank accounts
registered in the folio.