This folio has to be one of the source folios. Website is best viewed in Chrome / Internet Explorer v11 and above / Safari / Mozilla PAN is used only as on optional field. Download all Nippon India Mutual Fund forms and documents related to application, kyc, online transaction, and utility forms. Please fill in the information below legibly in English and in CAPITAL LETTERS To: UTI Mutual Fund A UNIT HOLDER DETAILS 1. In case you need to update the same, you can give the application along with the consolidation application itself. The e-CAS available through UTI MF website and on RTA website is consolidated based on the registered e-mail ID. FORM FOR CONSOLIDATION OF FOLIOS (Please read the guidelines on the reverse of the form carefully). Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Please find below my/our existing folio numbers in the blocks: Source Folio numbers Target Folio number. Folios to be consolidated (i.e. Once you consolidate, the target folio account 's PAN, bank details and address will be considered. source folios): Target folio~[MANDATORY] : 1. FOLIO CONSOLIDATION FORM I / We wish to consolidate all my/our below mentioned folio numbers into one folio number. Folio Number : 2. Name of Sole/ First Unit Holder : B. I/we wish to consolidate the investments of the following folios. However, in case of SEBI mandated CAS, consolidation is done based on PAN. After consolidation, the unit holder(s) agree that the details in the target folio will be applicable even if there were different details in source folio(s) 3. 2. Ensure that your name appears exactly in all the folios otherwise the folio consolidation request will be rejected. Download KIM, Scheme Information Documents,Portfolio Disclosures of all Mutual Fund Companies Download Service Form for Investors of UTI Mutual Fund.


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