Form for Multiple Bank Accounts Registration

Company Name(s): 

Multiple Bank Accounts Registration Form
Please strike unused sections to avoid unauthorised use.
Folio No. OR Application No
(For Existing Unit Holders)_________________________ (for New Unit Holders) ________________________________
Name of Sole / First Unit Holder ________________________________________________________
Permanent Account Number (PAN)
A – ADDITION OF BANK ACCOUNTS
^ 9 digit code on your cheque next to the cheque number. ^^ 11 digit code printed on your cheque.
For each bank account, Investors should produce original for verification or submit originals of the documents mentioned below.
Account 1
Account No. Account type Savings Current NRE NRO FCNR _________
Branch
City PIN code
MICR Code ^ IFSC Code^^
Document attached (Any one) 

  
    
Cancelled Cheque with name pre-printed Bank statement Pass book Bank Certificate
Bank Name
Account 2
Account No. Account type Savings Current NRE NRO FCNR _________
Branch
City PIN code
MICR Code ^ IFSC Code^^
Document attached (Any one) 

  
    
Cancelled Cheque with name pre-printed Bank statement Pass book Bank Certificate
Bank Name
Account 3
Account No. Account type Savings Current NRE NRO FCNR _________
Branch
City PIN code
MICR Code ^ IFSC Code^^
Document attached (Any one) 

  
    
Cancelled Cheque with name pre-printed Bank statement Pass book Bank Certificate
Bank Name
Account 4
Account No. Account type Savings Current NRE NRO FCNR _________
Branch
City PIN code
MICR Code ^ IFSC Code^^
Document attached (Any one) 

  
    
Cancelled Cheque with name pre-printed Bank statement Pass book Bank Certificate
Bank Name
Please register my/our following bank accounts for all investments in my/our folio, in addition to the existing bank account registered under the
Folio. I/we understand that I/we can choose to receive payment proceeds in any of these accounts, by making a specific request in my/our
redemption request, subject to procedural requirement. I/We understand that the bank accounts listed below shall be taken up for registration in
my/our folio in the order given below and the same shall be registered only if there is a scope to register additional bank accounts in the folio
subject to a maximum of five in the case of individuals and ten in the case of non individuals.
B - DEFAULT BANK ACCOUNT
(In case of no change, the existing bank account registerd under the Folio, if any, will continue to be the default bank account)
From among the bank accounts registered with you or mentioned above, please register the following bank account as a Default Bank Account
into which future redemption and/or dividend proceeds, if any, under the above mentioned folio will be paid: (Please read intsruction no. 6
on the reverse)
Bank Account No. Bank Name
SIGNATURES (To be signed as per mode of holding. In case of non-Individual Unit holders, to be signed by AUTHORISED
SIGNATORIES)
Sole / First Applicant / Unit holder Second Applicant / Unit holder Third Applicant / Unit holder
C - BANK ACCOUNT DELETION FORM
Folio No. _______________________________
Name of Sole / First Unit Holder ________________________________________________________
Permanent Account Number (PAN)
Please delete the following Bank accounts as registered accounts for my/our above folio:
Bank Name
Bank Name
Bank Name
Bank Name
Deletion of a default bank account is not permitted unless the investor mentions another registered bank account as a default account
in Part B of this Form.
SIGNATURES (To be signed as per mode of holding. In case of non-Individual Unit holders, to be signed by AUTHORISED
SIGNATORIES
Sole / First Applicant / Unit holder Second Applicant / Unit holder Third Applicant / Unit holder
Instructions and Terms and Conditions:
1. This facility allows a unit holder to register multiple bank account details for all investments held in the specified folio (existing or new). Individuals/HuF
can register upto 5 different bank accounts for a folio by using this form. Non-individuals can register upto 10 different bank accounts for a folio. For
registering more than 5 accounts, please use extra copies of this form.
2. Please enclose a cancelled cheque leaf for each of such banks accounts. This will help in verification of the account details and register them
accurately. The application will be processed only for such accounts for which cancelled cheque leaf is provided. Accounts not matching with such
cheque leaf thereof will not be registered.
3. If the bank account number on the cheque leaf is handwritten or investor name is not printed on the face of the cheque, bank account statement
or pass book giving the name, address and the account number should be enclosed. If photocopies are submitted, investors must produce
original for verification.
4. IMP: Please enclose cancelled cheque leaf/bank statement/ bank pass book giving the name, address and the account number of the existing bank
account registered in the Folio and photo ID such as copy of PAN card/Election card/Driving license etc. of the 1st unitholder and additionally,
investment proof, if bank details are not available in the Folio.
5. Bank account registration/deletion request will be accepted and processed only if all the details are correctly filled and the necessary documents
as per 2,3 & 4 above are submitted. The request is liable to be rejected if any information is missing or incorrectly filled or if there is deficiency in
the documents submitted.
6. The existing bank account registered under the Folio, if any, will be the default bank account. The investors can change the default bank account
by submitting this form and the required documents as may be specified by UTI AMC from time to time. In case multiple bank accounts are opted
for registration as default bank account, the UTI AMC reserves the right to register any one of them as the default bank account.
7. The first/sole unit holder in the folio should be one of the holders of the bank account being registered.
8. A written confirmation of registration of the additional bank account details will be dispatched to you within 10 calendar days of receipt of such request.
9. If any of the registered bank accounts are closed/ altered, please intimate the AMC in writing of such change with an instruction to delete/alter it
from of our records.
10. The Bank Account chosen as the default bank account will be used for all Redemption payouts/ Dividend payouts. At anytime, investor can instruct
the AMC to change the default bank account by choosing one of the additional accounts already registered with the AMC.
11. If request for redemption received together with a change of bank account or before verification and validation of the new bank account, the
redemption request may be processed to the currently registered default (old) bank account.
12. If in a folio, purchase investments are vide SB or NRO bank account, the bank account types for redemption can be SB or NRO only. If the purchase
investments are made vide NRE account(s), the bank accounts types for redemption can be SB/ NRO/ NRE.
13. The registered bank accounts will also be used to identify the pay-in proceeds. Hence, unit holder(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 accounts registered in the folio.
14. UTI Mutual Fund, UTI Trustee Co. Pvt. Ltd or the UTI AMC Ltd will not be responsible for any delay or non-receipt of redemption or dividend
proceeds where it is attributable to any incorrect and/or incomplete information provided by the investor.
15. This facility is subject to the terms and conditions of the Statement of Additional Information and Scheme Information Documents of the scheme of
UTI Mutual Fund, and such other conditions and procedures as may be prescribed by the UTI AMC Ltd from time to time. to identify the pay-in
proceeds. Hence, unit holder(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 accounts registered in the folio.
Bank Account No.
Bank Account No.
Bank Account No.
Bank Account No.
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