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Aditya Birla Sun Life - Tax Status Change Form

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540 views1 page

Aditya Birla Sun Life - Tax Status Change Form

Uploaded by

shanthirajonline
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Tax Status Change - Resident Individual to NRO

To,

Aditya Birla Sunlife AMC Ltd.

< Location >


Sub - Change of status from Resident Individual to NRO & updation of relevent information

FOLIO NUMBER PAN NUMBER:

This is to inform you that I, the Unitholder in the above mentioned folio, have changed my tax status from Resident Individual to NRI- NRO and
you are requested to update the below mentiond new bank details in your records and confirm.

Sr. Particulars Details


1 Mobile No.
Mobile No. provided pertains to Self Family Member (Note: If Mobile No. pertains to Family Member please select any one)
Spouse Dependent Parents Dependent Children
2 Email ID
Email ID provided pertains to Self Family Member (Note: If Email ID pertains to Family Member please select any one)
Spouse Dependent Parents Dependent Children
3 Tax Status
4 Bank Name
5 Bank Account No.
6 Branch
7 City

8 Account Type (please tick) SB Current NRO Others


9 MICR Code(9 digit)

10 IFSC Code (11 digit)


I am enclosing following documents herewith:
1. KYC acknowledgment copy. (if already processed - Apply for modification under current Tax status
2. Letter from Current Banker confirming Current Tax Status with complete bank details.
3. Proof of new bank details*
* (Please provide Any one of below, Please tick below)
Original Cancelled Cheque leaf (Reflecting name and account number of holder on the face of cheque)
If name not printed - Provide Bank passbook with latest entries not less than 3 months Duly attested by the Bank Manager with
Complete Name, Seal and Designation
Banker letter with complete Bank details requied on letter head with Bank Manager's Complete Signature, Name, Seal and Designation
(Should also carry the details on MICR and IFSC Code).
Specimen Signature of Unitholder (Mandatory)

Acknowledgement Slip (To be filled in by the Investor) TAX STATUS CHANGE - RESIDENT INDIVIDUAL TO NRO
Application No.
Folio no: _____________________________________ PAN Number :___________________________________________ Date of submission
and Stamp -

Request for Change in status - Individual to NRO

Aditya Birla Sun Life AMC Limited (Investment Manager to Aditya Birla Sun Life Mutual Fund) Contact Us:
Regn. No.: 109. Regd Office: One World Center, Tower 1, 17th Floor, Jupiter Mills, 1800-270-7000
Senapati Bapat Marg, Elphinstone Road, Mumbai 400013.
+91 22 4356 7000 | care.mutualfunds@adityabirlacapital.com | www.adityabirlasunlifemf.com | CIN: L65991MH1994PLC080811
adityabirlacapital.com

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