AdityaABSLAMC

Birla Sun–Life
NewAsset Management
Customer Company
Online Application
Form Journey

New Customer Application

Form Journey
Application Modes For Mutual Funds

Offline customer
Existing Customer
transaction form

New Customer
Slide

Click Here

Online Application Mode Offline Application Mode for

for Mutual Funds Mutual Funds
Online Application Mode for Mutual Funds
Step 1: Apply for KYC Registration
Step 2: Fill the Video eKYC Form Details
Step 3: Documents Required for the
Verification

Click here
Step 4: Upload the PAN Card Image
Step 5: Upload Either The Passport , Voter
ID Or Driving License Image and Details
Step 6: Fill in the Personal Information
and FATCA Details
Step 7:Signature and Photo Verification
Procedure
Step 8: Video Verification Process
Step 9: Contract Preview
Step 10: Upload the E-Signature
Step 11: Submit the Documents Applied
Step 12: Fill the Applicant’s Identity
Details
Step 13: Fill the Applicant’s Bank Details
Step 14: Confirmation Page
Step 15: Submit the Form
Step 16: Submission Reference
Number

Submitted reference
number
Offline Application Mode for Mutual Funds

⮚ Carry the below mentioned documents.

• Common Application Form Click on

the PDF

• Smart Premium Payment Facility(SPPF) Form

• Cancelled Cheque Leaf

• KYC & FATCA Form (Branch can provide)
• KYC Documents
o Address Proof not old than 6 months
o Identity Proof
o 2 Passport sized photographs
o PAN Card
o Aadhaar Card
Existing Customer Form for Mutual Funds

Offline Common Transaction Form

THANK YOU