IDFC - Common Application Form

  • I am a first time investor in mutual funds (` 150 will be deducted)
  • I am an existing investor in mutual funds (` 100 will be deducted)
  • Individual
  • Non Individual (Please refer instruction D for UBO)
  • Resident Individual (Indian National)
  • NRI - Repatriable
  • NRI - Non Repatriable
  • PIO
  • HUF
  • Minor (through Guardian)
  • FII / Sub-account
  • Sole-proprietor
  • Partnership Firm
  • LLP
  • Company (other than Bank/FI)
  • Bank
  • Financial Institution
  • Other Body Corporate
  • Government Body
  • Charitable / Religious / Non-profit organisation
  • Educational Institution
  • Mutual Fund
  • PF Trust
  • Gratuity Fund
  • NPS Trust
  • Pension / Retirement / Superannuation Fund
  • Private Trust
  • Co-op. Society
  • Society / AOP/ BOI
  • Other
  • PAN/PERN Proof enclosed
  • KYC Compliance
  • PAN/PERN Proof enclosed
  • KYC Compliance
  • PAN/PERN Proof enclosed
  • KYC Compliance
  • Anyone or Survivor
  • Joint
  • As per resolution (Default option is anyone or survior)
  • Current
  • Savings
  • NRO
  • NRE
  • FCNR
  • Others
  • All communications will be sent by default to the registered E-mail ID / Mobile No. In case you wish to receive physical communication Please
  • Application for purchase of Units as mentioned in the application form
  • FACTA / CRS / UBO Declaration, as applicable.
  • Third Party Payment (Please fill the ‘Third Party Payment Declaration Form’)
  • Growth
  • Div - Reinvest
  • Div - Payout
  • Div - Sweep*
  • Div Frequency
  • Growth
  • Div - Payout
  • Div - Reinvest
  • Cheque
  • D D
  • R T GS/NEFT
  • F u nds Transfer
  • Current
  • Savings
  • NRO
  • NRE
  • FCNR
  • P hysical Mode
  • Demat Mode
  • NSDL
  • CDSL
  • I/We wish to nominate.
  • I/We DO NOT wish to nominate and sign here
  • Indian
  • U.S.
  • Others
  • Residential
  • Registered Office
  • Business
  • Yes
  • No
  • Indian
  • U.S.
  • Others
  • Residential
  • Registered Office
  • Business
  • Indian
  • U.S.
  • Others
  • Residential
  • Registered Office
  • Business
  • Indian
  • U.S.
  • Others
  • Residential
  • Registered Office
  • Business