How to Fill SBI Mutual Fund SIP Cancellation Form?

0

State Bank of India also known as SBI (In Hindi: भारतीय स्टेट बैंक) is one of the largest Government undertaking and Government owned Public sector Bank in India which is operational in almost every continent of the World including UK, US, UAE, Africa and Asia. State Bank of India was established much before the eve of Independent, in the year 1806. SBI is one of the largest Bank in India with more than 3 lakh employees and a huge list of customers.

The revenue of State Bank of India is more than Rs 2.90 trillion and offers a variety of banking and financial services such as corporate banking, finance and insurance, mortgage loans Consumer banking, investment banking, securities, assets management, private banking, wealth management, credit card, debit card, private equity and savings.

In this article I will guide you on How to Fill out the form for the State Bank of India’s Mutual Fund Systematic Investment Plan (SIP) Cancellation.

In order to cancel the SBI Mutual Fund SIPm STP and SWP :

Note: SIP STP SWP Cancellation Form can be use to Cancel the Systematic Investment Plan (SIP), Systematic Transfer Plan (STP) and Systematic Withdrawal Plan (SWP)

Once you have downloaded the form you have to print it out and fill it manually. The form contains following sections :

Personal Details

In SIP, STP and SWP Cancellation Form you have to provide following details as the personal details :

  • Folio Number
  • Name of the First Unit Holder
  • Mobile Number
  • Email ID

SIP Cancellation Request

For the SIP Cancellation Request you have specify following details with the above mentioned personal details :

  • Scheme
  • Plan
  • SIP Auto Debit Date (1st to 30th)
  • Frequency (Weekly, Monthly, Quaterly)
  • SIP Installment Amount in Rupees

STP Cancellation Request

For the STP Cancellation Request you have specify following details with the above mentioned personal details :

  • STP Type (i.e. — Regular, STP, CASTP, Flex STP)
  • From Scheme with Plan
  • To Scheme with Plan
  • STP Frequency & Enrolment Period (i.e. — Daily, Weekly, Montly, Quaterly)
  • STP Installment Amount in Rupees

SWP Cancellation Request

For the SWP Cancellation Request you have specify following details with the above mentioned personal details :

  • Scheme with Plan and Option
  • Frequency (i.e. — Montly and Quarterly)
  • SWP Installment Amount in Rupees
  • SWP Date (i.e. — 1st, 5th, 10th, 15th, 20th, 25th, 30th)

Signature as per mode of holding in the folio

  • First Holder/ Guardian/ POA Authorized Signatory
  • Second Unit Holder/ Authorized Signatory (if required)
  • Third Unit Holder/ Authorized Signatory (if required)

You can download the form directly from here (If the link is not working report us the broken link)

Comments

Loading...