SIP Modification Application Form

1. MFD /RIA INFORMATION

Name & ARN Code Sub Agent ARN Code Sub Agent Code /Bank Branch Code/ Internal Code *Employee Unique Identification Number RIA Code
++

ARN-(ARN stamp here) ARN-

*Please sign below in case the EUIN is left blank/not provided. I/We hereby confirm that the EUIN box has been intentionally left blank by me/us as this
transaction is executed without any interaction or advice by the employee/relationship manager/sales person of the above distributor/sub broker or
notwithstanding the advice of in-appropriateness, if any, provided by the employee/relationship manager/sales person of the distributor/sub broker.
++ I/We, have invested in the Scheme(s) of your Mutual Fund under Direct Plan. I/We hereby give you my/our consent to share/provide the transactions data
feed/ portfolio holdings/ NAV etc. in respect of my/our investments under Direct Plan of all Schemes Managed by you, to the above mentioned Mutual Fund
Distributor / SEBI-Registered Investment Adviser:

SIGN First / Sole Applicant / Guardian / Second Applicant / Third Applicant /

HERE Authorised Signatory Authorised Signatory Authorised Signatory

Upfront commission shall be paid directly by the investor to the AMFI registered distributor based on the investor's assessment of various factors including the service rendered by the distributor.

2. APPLICANT DETAILS FOLIO NO.

Name of Sole/1st holder Mr./Ms./M/s PAN No / PEKRN. M A N D A T O R Y KYC

Name of 2nd holder Mr./Ms. PAN No / PEKRN. M A N D A T O R Y KYC

Name of 3rd holder Mr./Ms. PAN No / PEKRN. M A N D A T O R Y KYC

3. Existing SIP DETAILS

Scheme / Plan / Option Frequency SIP Amount SIP Debit Date Payment Mode Bank Name / Account number
(Please any one)

Daily$$ Weekly$$ D D
One Time
Monthly (Default) ` (Any date from 1 to 31
st st Bank Mandate
(in figures)
Quarterly Yearly of a given month)
##

Plan: Direct Regular

$$ Daily & Weekly SIP Frequencies are applicable for normal SIP and not for Flex SIP & Pause Facility. ##For weekly frequency, only 1st, 8th, 15th & 22nd date are eligible of every month.

4. SIP Modification Details

New Scheme / Plan / Option New Frequency New SIP Amount New SIP Debit Date New SIP End Date **
(Please any one)

SIP Modification Application Form / 01st April 2024 / Ver 2.1

Daily$$ Weekly$$ D D
D D M M Y Y Y Y
Monthly (Default) ` (Any date from 1st to 31st OR Default Date (31/12/2060)
(in figures)
Quarterly Yearly of a given month)
##

Plan: Direct Regular

$$ Daily & Weekly SIP Frequencies are applicable for normal SIP and not for Flex SIP & Pause Facility. ## For weekly frequency, only 1st, 8th, 15th & 22nd date are
eligible of every month. ** "END DATE” is mandatory and should be less than or equal to 40 years from the application date.

SIGN First / Sole Applicant / Guardian / Second Applicant / Third Applicant /

HERE Authorised Signatory Authorised Signatory Authorised Signatory

INSTRUCTIONS cum TERMS AND CONDITIONS

1. In order to provide flexibility, an investor investing through SIP shall have an 4. Modify SIP request shall be liable for rejection if the modified details do not meet
option to modify the selected scheme and / or SIP instalment amount and / or the amount / tenure conditions as per the Scheme Information Document of the
SIP end date, or SIP Frequency, or SIP Cycle date, in the scheme wherein the SIP respective scheme or the registered mandate.
investments are currently being made.
5. If the investor submits request for Modify SIP details for a SIP registration where
2. Request has to be submitted atleast 10 days prior to the next SIP installment date the Nippon India STEP-UP facility is already registered, the Nippon India STEP UP
(excluding the request date and the next SIP installment date). facility shall be cancelled immediately upon receipt of Modify SIP details request.
3. Modify SIP facility shall be available only to investors whose SIP is registered 6. The broker code mentioned on the initial SIP registration request will continue
through One Time Bank Mandate / Invest Easy Mandate. even after the SIP Modification registration request is given. In case a different
broker code is specified on the SIP Modification registration request then the
same will not be considered.

Acknowledgment Slip
(To be filled by the Investor)
APP No.
Received from Mr./Mrs./Ms. ___________________________________________ SIP modification request

for SIP registered for ` _________in Folio No. ___________under Nippon India _______________________
Signature, Date & Stamp
with ______________ frequency and ___________________ Debit Date.
Of receiving office
Modification details given:
New Scheme / Plan / Option New Frequency New SIP Amount New SIP Debit Date New SIP End Date **
(Please any one)

Daily$$ Weekly$$ D D
D D M M Y Y Y Y
Monthly (Default) ` (Any date from 1st to 31st OR Default Date (31/12/2060)
(in figures)
Quarterly Yearly of a given month)
##

Plan: Direct Regular