Uti Folios Consolidation Form PDF Details

Each business, large or small, must keep accurate and detailed financial records. The Uti Folios Consolidation Form offers a one-page summary of your company's financial standing that can be used by both the business owner and tax professionals. This form consolidates all income and balance sheet items into one document for a clear understanding of your company's overall fiscal health. Completed in just minutes, the Uti Folios Consolidation Form is an essential tool for all businesses.

Below, you'll discover a number of specifics about uti folios consolidation form PDF. It is really worth taking the time to learn this before you begin filling out your document.

QuestionAnswer
Form NameUti Folios Consolidation Form
Form Length2 pages
Fillable?Yes
Fillable fields19
Avg. time to fill out4 min 22 sec
Other namesuti account statement, uti folio status, how to check uti mutual fund status with folio number, uti statement with folio number

Form Preview Example

FORM FOR CONSOLIDATION OF FOLIOS

(Please read the guidelines on the reverse of the form carefully).

Please fill in the information below legibly in English and in CAPITAL LETTERS

To:

UTI Mutual Fund

AUNIT HOLDER DETAILS

1.Folio Number :

2.Name of Sole/ First Unit Holder :

Date:

d d m m y y y y

B.I/we wish to consolidate the investments of the following folios.

Sr. noFolio number 1.

2.

3.

Target Folio No. for consolidation (If no Folio is selected, consolidation will take place in any of the Folios listed above)

Sr. noFolio number 4.

5.

6.

C. Please update my (1st Holder’s) following details in the Target Folio:-

Mobile No

 

PAN

 

Please attach PAN Card Copy

Email ID

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

D. DECLARATION AND SIGNATURE OF UNITHOLDER/S (To be signed as per the mode of holding)

I/ We have read and understood the guidelines printed on the reverse and accordingly request UTI Mutual Fund to consolidate all my/ our investments in above mentioned folio nos. to the mentioned Target folio no.

I/ We understand that the details of name of the holders, order of holders and status of holders is required to be identical for consolidation. I/w agree that the mode of holding, bank mandate, address and nomination details in the Target Folio will be applicable and will prevail after consolidation even if they were different details in source folios.

First Unit holder

Second Unit holder

Third Unit holder

(To be signed by All Unitholders if units are held jointly)

UTI Mutual Fund - Acknowledgement Form for Consolidation of Folios (to be filled by the unit holder)

Received, subject to verification, form for Consolidation of Folios

from Mr/ Mrs/ Ms : ________________________________________________________________

Source Folio/s: _______________________________Target folio :___________________________

Receiving UFC/ Registrar’s official stamp

with date and signature

Registrar: Karvy Computershare Pvt. Ltd., Unit: UTI Mutual Fund, Narayani Mansion, H.No.1-90-2/10/E, Vittalrao Nagar, Madhapur, Hyderabad - 500 081 • E-mail: uti@karvy.com

Guidelines

1)The consolidation of folios will bring convenience of managing less than of folios to investors. This will also have ease of changing any details such as bank account, email ID, mobile number, etc., if any.

2)The folios having identical details of holders such as number of holders, name of the holders, status of holders can be requested for consolidation. Eg. All the folio having single holder of same holder or all folios with Mr A as first holder and Mrs B as second holders can be consolidated.

3)The Folios requested as specified by the unitholders, subject to the conditions of identical holding, shall be consolidated in the folio number requested by the investor as Target folio. In the absence of any such Target Folio specified by the investor, any one folio will be considered as Target Folio by the Registrar. In such case, the details of bank account etc. as prevailing in the target Folio will be applicable after consolidation to all the units.

*********

Check list

The form has been filled up completely.

The form is signed by the holder/s as per the holding basis.

Target folio number has been mentioned.

Holding basis, name of the holders etc. have been checked for the folios requested to be consolidated.

How to Edit Uti Folios Consolidation Form Online for Free

Creating documents using this PDF editor is simpler as compared to nearly anything. To update uti folio status the document, there is little you should do - just stick to the steps listed below:

Step 1: Hit the orange button "Get Form Here" on the following page.

Step 2: You can now manage the uti folio status. You can use the multifunctional toolbar to include, erase, and adjust the text of the document.

The following parts will frame the PDF document that you'll be completing:

entering details in how to check uti mutual fund status with folio number part 1

You have to enter the necessary information in the Email, ID First, Unit, holder Second, Unit, holder and Third, Unit, holder area.

how to check uti mutual fund status with folio number EmailID, FirstUnitholder, SecondUnitholder, and ThirdUnitholder fields to insert

Note down the important data as you are within the Source, Folios, Target, folio Receiving, UFC, Registrars, official, stamp and with, date, and, signature segment.

Filling out how to check uti mutual fund status with folio number step 3

The Checklist box enables you to point out the rights and obligations of either side.

step 4 to completing how to check uti mutual fund status with folio number

Step 3: Press the "Done" button. Now it's possible to upload your PDF file to your electronic device. Aside from that, it is possible to send it by electronic mail.

Step 4: Produce minimally a few copies of the document to remain away from any specific possible future concerns.

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