SIP Registration Checklist:

Debit Mandate Checklist:

● Distributor code & details, if any,
● Distributor code & details, if any, ● Name, Folio No. / Application No.
● Bank Account Number, Bank Name, IFSC or MICR Code ● Scheme/s details
● Write Amount in words and in Figures (maximum limit) ● Date, Other details
● Your NAME and SIGNATURE as in your bank account ● Signature/s
Distributor / RIA / PMRN Name and ARN / Code Sub Broker ARN & Name Sub Broker/Branch/ EUIN (Refer note below) For Office use only
RM Internal Code

The following Mandate needs to be submitted only once for registration with or without SIP form. Once the mandate is registered, investor need not submit mandate again and can do lump sum investments,
start new SIP registrations, using Physical Forms or Online.

OTM Debit Mandate Form NACH/DIRECT DEBIT

[Applicable for Lumpsum Additional Purchases as well as SIP Registrations]

UMRN Office use only Date D D M M Y Y Y Y

Utility Code Office use only Tick()  CREATE  MODIFY  CANCEL

Sponsor Bank Code Office use only I/We hereby authorize: DSP MUTUAL FUND Schemes
to debit (tick) SB / CA / CC / SB-NRE / SB-NRO / Other Bank A/c No.:

With Bank: Bank Name & Branch IFSC/MICR

an amount of Rupees In Words ` In Figures

Debit Type  Fixed Amount  Maximum Amount FREQUENCY  Mthly  Qtly  H. Yrly  Yrly  As & when presented
Reference 1 Folio No: Reference 2 Appln No:
I agree for the debit of mandate processing charges by the bank whom I am authorising to debit my account as per latest schedule of charges of the bank.This is to confirm that the declaration has been carefully read,
understood and made by me/us. I/We have understood that I/we are authorised to cancel/amend this mandate by appropriately communicating the cancellation/amendment request to the User entity or the bank
where I have authorised the debit and express my willingness and authorize to make payments through participation in NACH/Direct Debit. I/We hereby confirm adherence to the terms of OTM Facility and as amended
from time to time and of NACH/(Debits)/Direct Debits. Authorisation to Bank: This is to inform that I/We have registered for NACH (Debit Clearing) / Direct Debit facility and that my/our payment towards my/our
investment in DSP Mutual Fund shall be made from my/our above mentioned bank account with your Bank. I/We authorize the representatives of DSP Mutual Fund carrying this mandate form to get it verified and
executed.

PERIOD
From D D M M Y Y Y Y
to D D M M Y Y Y Y 1. 2. 3.
Signature of Account Holder Signature of Account Holder Signature of Account Holder
1. 2. 3.
Mobile
Name of Account Holder Name of Account Holder Name of Account Holder

SIP Registration/Renewal Form (for OTM registered investors only)

Please tick  as applicable:
Attention: No need to attach OTM Debit Mandate again, if already registered earlier.
 OTM Debit Mandate is already registered in the folio. [No need to submit again].  OTM Debit Mandate is attached and to be registered in the folio.
Distributor / RIA / PMRN Name and ARN / Code Sub Broker ARN & Name Sub Broker/Branch/RM Internal Code EUIN (Refer note below) For Office use only

I/We confirm that the EUIN box is intentionally left blank by me/us as this is an “execution-only”transaction without any interaction or advice by the distributor personnel concerned. Upfront Sole / FirstApplicant's
commission shall be paid directly by the investor to the AMFI registered Distributors based on the investors’ assessment of various factors including the service rendered by the distributor. Signature Mandatory

Investor Name: Existing Investor

Folio No./Application No.

Sr. Scheme/Plan/Option/Sub-option SIP Installment SIP Date Start Month/Year Top-Up (Minimum ` 100 or in Percentage %)
Frequency
No. (Mention Cheque details, if attached) Amount (`) (1st* to 31st) End Month/Year# Amount (`) or Percentage %) Frequency
From M M Y Y Y Y
1. DSP - Daily ` OR % Yearly*
D D Monthly* For 30 yrs 10 yrs 7 yrs 5 yrs Half-yearly
Quarterly Top-Up CAP*:
Or till M M Y Y Y Y

2. DSP - Daily From M M Y Y Y Y

` OR % Yearly*
D D Monthly* For 30 yrs 10 yrs 7 yrs 5 yrs
Half-yearly
Quarterly
Or till M M Y Y Y Y Top-Up CAP*:

3. DSP - Daily From M M Y Y Y Y ` % Yearly*

D D Monthly*
For 30 yrs 10 yrs 7 yrs 5 yrs
OR
Half-yearly
Quarterly
Or till M Top-Up CAP*:
M Y Y Y Y

(*Default option/Date)
(#Default/30 yrs) Total
First SIP transactions via single cheque no. favouring ‘DSP Mutual Fund’ Dated D D M M Y Y Y Y

Debit Bank Details: Bank Name: A/C. No.:

Declaration: Having read, understood and agreed to the contents of OTM Facility, the Scheme Information Document, Statement of Additional Information, Key Information Memorandum, Instructions
and Addenda issued from time to time of the respective Scheme(s) of DSP Mutual Fund mentioned within, I hereby declare that the particulars given above are correct and express my willingness to make
payments towards SIP instalments referred above through participation in NACH/Direct Debit. The ARN holder, where applicable, has disclosed to me/us all the commissions (trail commission or any
other mode), payable to him for the different competing Schemes of various Mutual Funds from amongst which the Scheme is being recommended to me/us.
Signatures [as per Mutual Fund Records/Application]
x First
Unit
Holder’s
Second
Unit
Holder’s
Third
Unit
Holder’s
Signature Signature Signature

Acknowledgement DSP Mutual Fund ISC Stamp

Investor Name: Folio No/Application No.
DEBIT MANADATE FORM SIP FORM
Website : www.dspim.com | E-mail : service@dspim.com | Contact Centre : 1800-208-4499 / 1800-200-4499
 Terms and Conditions and Instructions
For detailed terms and conditions on SIP, including for OTM facility,

please visit our website www.dspim.com and also refer to scheme related documents.
• Investors who have already submitted an OTM form or already registered for OTM facility should not submit OTM form
again as OTM registration is a one-time process only for each bank account. However, such investors if wish to add a new
bank account towards OTM facility may fill the form.
• Other investors, who have not registered for OTM facility, may fill the OTM form and submit duly signed with their name
mentioned.
• Mobile Number and Email Id: Unit holder(s) should mandatorily provide their mobile number and email id on the mandate
form. Where the mobile number and email id mentioned on the mandate form differs from the ones as already existing in
the folio, the details provided on the mandate will be updated in the folio. All future communication whatsoever would
be, sent to the updated mobile number and email id.
• The OTM forms require three important and mandatory dates to be filled in:
a) Mandate Registration Date: This date is located on the top right corner of the form. This will be the initial date from
which the mandate will be registered.
b) Period "From" Date: This is the starting date of the period for which the mandate will be applicable.
c) Period "To" Date: This date will be the end of the period for which the mandate is valid. The "To"* date must be within
30 years from the Mandate Registration Date This is a strict requirement and should not be exceeded.
*The mandate will be rejected if the "To" date is either beyond 30 years, left blank, or if there are any ambiguities in the
date provided.
• Unit holder(s) need to provide along with the mandate form an original cancelled cheque (or a copy) with name and
account number pre-printed of the bank account to be registered or bank account verification letter for registration of the
mandate failing which registration may not be accepted. The Unit holder(s) cheque/ bank account details are subject to
third party verification.
• With the introduction of One Time mandate (OTM) facility, the mandate registration and SIP registration through OTM
facility has been delinked. There are two separate forms, 1) for onetime mandate registration and 2) for SIP Registration.
• Where a onetime mandate is already registered in a folio for a bank account, the Unit Holder(s) will have to fill only the
SIP Registration Form and there is no need of a separate cheque to be given along with the SIP Registration Form.
• Transaction amount should be less than or equal to the amount as mentioned in One Time Mandate already registered or
submitted, if not registered.
• Where the mandate form and the SIP registration form are submitted together, debits for the SIP may happen only on
successful registration of the mandate by the Unit holder(s) bank. The Fund / AMC would present the SIP transactions
without waiting for the confirmation of the successful registration from the Unit holder(s)’ bank.
• In case the onetime mandate is successfully registered, new SIP registration will take upto five business days. The first
debit may happen any time thereafter, based on the dates opted by the Unit holder(s).
• While the Fund and RTA reserve the right to enhance the SIP period to ensure minimum installments as per respective
scheme offer documents, even if the investor has submitted the form late or requested for a period less than minimum
installments, they may reject the applications for less than minimum installments.
• If start date for SIP period is not specified, SIP will be registered to start anytime from a period after five business days
from the date of receipt of application based on the SIP date available / mentioned, subject to mandate being registered.
If end date is not specified the SIP will be registered for 30 years from the registration date or end date of mandate,
whichever is earlier.
• Under Daily SIP, the Unit Holder can invest a fixed amount into the scheme on a daily basis. Daily SIP installment shall be
processed only when it is a Business Day for the scheme.
• In case of Micro SIP application without PAN, the investor/s hereby declare that they do not have any existing Micro SIPs
with DSP Mutual Fund which together with the current application will result in aggregate investments exceeding Rs.
50,000 in a year.
• In case the selected date falls on a Non-Business Day or on a date which is not available in a particular month, the SIP will
be processed on the immediate next business day/date.
• For SIPs through OTM, the maximum per installment amount after Top-Up shall not exceed Rs. 5 lakhs or the maximum
amount mentioned in OTM form, whichever is less.
• The Top-up details cannot be modified once enrolled. In order to make any changes, the investor needs to cancel the
existing SIP and enroll for a fresh SIP with Top-up option.
• DSP Mutual Fund or the AMC, its registrars and other service providers are not responsible if the registration and
subsequent transaction are delayed or not effected or the investor's bank account is debited in advance or after the
specific SIP date due to local holidays or any other reason.
• Investors are deemed to have read and understood the terms and conditions of OTM Facility, SIP registration through OTM
facility, the Scheme Information Document, Statement of Additional Information, Key Information Memorandum,
Instructions and Addenda issued from time to time of the respective Scheme(s) of DSP Mutual Fund.