EXISTING SIP MODIFICATION APPLICATION FORM

Important: Please strike out the Section(s) that is/are not used by you to avoid any unauthorised use

KEY PARTNER / AGENT INFORMATION (Investors applying under Direct Plan must mention “Direct” in ARN column.) FOR OFFICE USE ONLY (TIME STAMP)
ARN/ RIA Code ARN/ RIA Name Sub-Agent’s ARN Bank Branch Code Internal Code Employee Unique
for Sub-Agent/ Identification Number
Employee (EUIN)

ARN-

EUIN Declaration (only where EUIN box is left blank) (Refer Item No. 2(I)a)
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.

Sign Here Sign Here Sign Here

First/ Sole Applicant/ Guardian Second Applicant Third Applicant
Date: D D M M Y Y Y Y
Change of Scheme/Modification in Existing SIP Change of OTM Bank for Existing SIP
1) INVESTOR DETAILS
Folio No. (For existing Unitholder)
First/ Sole Applicant Details

NAME OF FIRST / SOLE APPLICANT Mr. Ms. M/s.

NAME OF THE SECOND APPLICANT Mr. Ms. M/s.

NAME OF THE THIRD APPLICANT Mr. Ms. M/s.

Applicant PAN/ PEKRN (Mandatory) KYC (Mandatory)

Sole / First Applicant

Second Applicant

Third Applicant

Guardian/POA Holder

NAME OF THE GUARDIAN (In case of minor) / CONTACT PERSON - DESIGNATION (In case of Non-individual Investors)/ PoA HOLDER
Mr. Ms. M/s.

RELATIONSHIP WITH MINOR

Mobile No. Email Id

2) CHANGE OF SCHEME/MODIFICATION IN EXISTING SIP [Please tick (P)]

Particulars Existing Details Modification/ New Scheme details
Scheme Name HDFC HDFC
Plan Regular Direct Regular Direct
Option/Sub Option
SIP Installment Amount Rs. Rs.
SIP date D D D D

End Month Year M M Y Y Y Y M M Y Y Y Y

SIP Frequency
Daily Weekly _______________(Any day from Monday to Friday) Daily Weekly _______________(Any day from Monday to Friday)
+
Monthly Quarterly Monthly Quarterly (+Default, if not selected.)

3) CHANGE OF OTM BANK FOR EXISTING SIP [Please tick (P)]

New Bank Name To be registered (Attach OTM form given below, duly signed along with
cancelled cheque of new bank account)
New Bank Account Number OTM is already registered

ACKNOWLEDGEMENT SLIP (To be filled in by the Unit holder)

HDFC MUTUAL FUND
Head Office : HDFC House, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400 020.
Date:
ISC Stamp & Signature
Folio No.
Received from Mr./Ms./M/s. SIP Modification Application
New Scheme / Plan / Option Scheme 1
 4) DECLARATION AND SIGNATURE(S)
I / We hereby confirm and declare as under:-
I/ We have read, understood and agree to comply with the terms and conditions of the scheme related documents of the Scheme and the terms & conditions of enrolment for Systematic Investment Plan (SIP)
and of NACH/ ECS (Debit Clearing) / Direct Debit / Standing Instruction facilities. I/ We hereby apply to the Trustees for modification of the SIP.
The ARN holder has disclosed to me/us all the commissions (in the form of trail commission or any other mode), payable to him/them for the different competing Schemes of various mutual Funds
from amongst which the Scheme is being recommended to me/us.
SIGNATURE (S)

First/ Sole Unit holder/ Guardian/ POA Holder Second Unit holder Third Unit holder
Please note: Signature(s) should be as it appears in the folio and in the same order.
In case the mode of holding is joint, all Unit holders are required to sign.

INSTRUCTIONS
1. An investor investing through SIP shall have an option to modify the Scheme / Option, SIP installment amount , SIP date, Frequency in the scheme wherein the SIP investments are currently being made.
2. The option to change Plan from Regular to Direct or vice versa would not be available to the investors under this facility.
3. SIP Modification request will be considered as cancellation of existing SIP and registration of Fresh SIP. Hence, Hence, exit Load prevailing on the date of registration of SIP Modification will be applicable.
Request has to be submitted atleast 30 days prior to the change to be effected.
4. This facility shall be available only to investors whose SIP is registered through One Time Bank Mandate and the existing OTM should cover all modification requirements like frequency, to date and
maximum amount etc.
5. No change in ARN would be allowed. The ARN details mentioned should be the same as registered in existing Folio. In case of mismatch in ARN, the application is liable to be rejected.
6. Modification of SIP request shall be liable for rejection if the modified details do not meet the amount / tenure conditions as per the Scheme Information Document of the respective scheme or the
registered mandate.
7. If the investor submits request for Modification of SIP details for a SIP registration where the SIP TOP-UP facility is already registered, the SIP TOP UP facility shall be cancelled immediately upon receipt of
modification request.
8. Modify SIP request shall be liable for rejection if the modified details do not meet the amount / tenure conditions as per the Scheme Information Document of the respective scheme or the registered
mandate.
9. There should be a minimum of six installments for Monthly, daily, weekly and four installments for Quarterly SIP post modification. Investor may note that the installment will be processed under new
scheme, as the case may be, after changing the scheme for respective SIP. All other SIP details like amount, end date, top up, frequency, etc will remain the same.
10. In change of scheme all conditions like exit load, transaction charges, etc will be applicable as per the change request date and new scheme.
11. As per NPCI Circular NPCI/NACH/OC No.012/2023-24, mandate can be registered for a maximum duration of 40 years. An investor has to mandatorily enter the ‘End Date’ of the mandate by filling the
date for a maximum period of 40 years from the start date or less.
12. If the existing SIP end date period is exceeding 40 years, post change of bank mandate the SIP end date will be updated as per the end date of new OTM.
 OTM Debit Mandate Form NACH/DIRECT DEBIT/SI
[Applicable for Lumpsum Additional Purchases as well as SIP Registrations received through various modes]

UMRN OFFICE USE ONLY Date D D M M Y Y Y Y

Utility Code OFFICE USE ONLY Create Modify Cancel

Sponsor Bank Code OFFICE USE ONLY I/We authorize HDFC Mutual Fund
To debit (tick3) SB/CA/CC/SB-NRE/SB-NRO/OTHER Bank A/c number

With Bank IFSC/MICR

an amount of Rupees `
Debit Type Fixed Amount 3 Maximum Amount Frequency Monthly Quarterly Half Yearly Yearly 3 As & when presented

PAN/PEKRN Reference 2
1. I agree for the debit of mandate processing charges by the bank whom I am authorizing to debit my account as per latest schedule of charges of the bank. 2. This is to confirm that the
declaration has been carefully read, understood & made by me/us. I am authorising the user entity/Corporate to debit my account, based on the instructions as agreed and signed by me.
3. I have understood that I am authorised to cancel/amend this mandate by appropriately communicating the cancellation / amendment request to the user entity/ corporate or the bank
where I have authorized the debit.
From D D M M Y Y Y Y
To D D M M Y Y Y Y Signature of Primary Account Holder Signature of Account Holder Signature of Account Holder
Maximum period of validity of this
mandate is 40 years only. 1. Name as in Bank Records 2. Name as in Bank Records 3. Name as in Bank Records

Phone No.
% %
Declaration: I/We hereby declare that the particulars provided in this mandate are correct and complete and hereby agree to participate in the NACH/ECS/Direct Debit/Standing Instructions (SI) and make
payments through the NACH platform according to the terms and conditions thereof. I/We further hereby agree and acknowledge that I/we will not hold the AMC and/or responsible for any delay and/or
failure in debiting my bank account for reasons not attributable to the negligence and/or misconduct on the part of the AMC I/We hereby declare and confirm that, irrespective of my/our registration of the
above mobile number in the 'DO NOT DISTURB (DND)', 'or in any similar register maintained under applicable laws, now or subsequent to the date hereof, I/We hereby consent to the Bank/AMC
communicating with me/us in any manner whatsoever on the said mobile number with respect to the transactions carried out in my/our aforementioned bank account(s). I/We will inform the AMC about
any changes in my bank account. I/We hereby agree to abide by the terms and conditions that may be intimated to me/us by the AMC/Bank with respect to the NACH/ECS/Direct Debit/SI from time to time.
Authorisation to Bank: This is to inform that I/We have registered for ECS / NACH (Debit Clearing) / Direct Debit / SI facility and that the payment towards my/our investments in the Schemes of HDFC
Mutual Fund shall be made from my/our above mentioned bank account with your Bank. I/We hereby authorize the representatives of HDFC Asset Management Company Limited, Investment Manager to
HDFC Mutual Fund carrying this mandate form to get it verified and executed. I/We authorize the Bank to debit my/our above-mentioned bank account for any charges towards mandate verification,
registration, transactions, returns, etc, as applicable for my/our participation in NACH/ECS/Direct Debit/SI.

% %

INSTRUCTIONS TO FILL ONE TIME MANDATE (OTM)

1. Investor may register for the One Time Mandate (OTM) for NACH/ECS/DIRECT 7. Date and the validity of the mandate should be mentioned in DD/MM/YYYY
DEBIT/Standing Instruction (SI), as applicable, for payment towards any future format.
purchase transactions (eg lumpsum, SIP) received through any mode i.e. 8. Utility Code of the Service Provider will be mentioned by HDFC Mutual Fund
physical or electronic (“OTM facility”). Investors who have already submitted a 9. Tick on the respective option to select your choice of action and instruction.
One Time Mandate (OTM) form i.e. already registered for OTM facility should not
submit OTM form again as OTM registration is a one-time process only for each 10. The numeric data like Bank account number, Investors account number should
bank account. However, if such investors wish to add a new bank account be left padded with zeroes.
towards OTM facility may fill the form. 11. Please mention the Name of Bank and Branch, IFSC / MICR Code.
2. Investors, who have not registered for OTM facility, may fill the OTM form and 12. The maximum amount per transaction that can be processed must be mentioned
submit duly signed with their name mentioned. in words. The amount in figures should be same as the amount mentioned in
3. Mobile Number: Unit holder(s) should mandatorily provide their mobile number words. In case of ambiguity, the mandate will be rejected.
on the mandate form. 13. If the investor wishes to opt for more than one dates / frequencies for debit from
4. Where the mode of holding in the bank account is “Joint”, the OTM mandate is to the bank account as in case of Systematic Investment Plan, it is advisable to
be signed by all Jointholders. Unit holder(s) need to provide along with the select - "As & when presented".
mandate form an original cancelled cheque (or a copy) with name and account 14. As per NPCI Circular NPCI/NACH/OC No.012/2023-24, mandate can be
number pre-printed of the bank account to be registered or bank account registered for a maximum duration of 40 years. An investor has to mandatorily
verification letter for registration of the mandate failing which registration may not enter the ‘End Date’ of the mandate by filling the date for a maximum period of 40
be accepted. The Unit holder(s) cheque/ bank account details are subject to third years from the start date or less.
party verification. 15. Please affix the Names of customer/s and signature/s as well as seal of Company
5. PAN/PEKRN: Investors should provide the PAN/PEKRN of the First Holder in the (where required) and sign the undertaking.
space provided. 16. Investors enrolling for Daily SIP should select “As & when presented” as payment
6. Investors are deemed to have read and understood the terms and conditions of frequency in the OTM.
OTM Facility, SIP registration through OTM facility, the Scheme Information 17. Date has to be filled in mandatorily.
Document, Statement of Additional Information, Key Information Memorandum,
Instructions and Addenda issued from time to time of the respective Scheme(s)
of HDFC Mutual Fund.