SIP Modification Form

Distributor’s ARN/ RIA Code# Sub-Broker’s Code EUIN Folio Number Date

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By mentioning RIA code, I/ We authorise you to share with the Distributor, the details of my/ our transactions in the scheme(s) of Kotak Mahindra Mutual Fund.
Declaration for"Execution-only" transactions (only where EUIN box is left blank)
“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.”
SIGNATURES

Sole/First Holder Second Holder Third Holder

(To be signed by All Unitholders if mode of operation is ‘Joint’)
Upfront commission shall be paid directly by the investor to the AMFI registered distributors based on the investor’s assessment of various factors including the service rendered by the
distributor.

NAME OF SOLE/FIRST HOLDER:

NAME OF SECOND HOLDER:

NAME OF THIRD HOLDER:

SIP Modification Request for:

Renewal of SIP Change of Bank Change in SIP Date Change in SIP amount

Existing SIP Details

Scheme Option Growth IDCW Pay-out Re-investment

Plan IDCW : Frequency

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Investment Frequency (Please ) Daily Weekly Specify Day (Mention any day, Monday to Friday) Monthly Quarterly Half–yearly Annually
SIP Period From MM/ YYYY To MM/ YYYY
SIP Amount (Please ü) Rs. 20,000 10,000 5,000 1,000 Any other amount Rs.
SIP Date (Please mention any date of the month between 1st and 31st)

SIP Modification Details

Scheme Option Growth IDCW Pay-out Re-investment

Plan IDCW : Frequency

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Investment Frequency (Please ) Daily Weekly Specify Day (Mention any day, Monday to Friday) Monthly Quarterly Half–yearly Annually
SIP Period From MM/ YYYY To MM/ YYYY
SIP Amount (Please ü) Rs. 20,000 10,000 5,000 1,000 Any other amount Rs.
SIP Date (Please mention any date of the month between 1st and 31st)
SIGNATURES

First or Sole Applicant/Unitholder Second Applicant/Unitholder Third Applicant/Unitholder

(To be signed by All Applicants/ Holders if mode of holding is Joint)

One Time Mandate Registration Form/ Debit Mandate Form NACH/ ECS/ Direct Debit
UMRN Date

TICK( ) ü Sponsor Bank Code For Of ce Use Utility Code For Of ce Use
CREATE ü I/We hereby authorize Kotak Mutual Fund to debit (tick ü) SB CA CC SB-NRE SB-NRO Other
MODIFY
CANCEL
Bank a/c number

with Bank IFSC / MICR

an amount of Rupees `

FREQUENCY Mthly Qylt H-Yrly Yrly P As & when presented DEBIT TYPE Fixed Amount PMaximum Amount
Reference 1 Folio Number Phone No.

Reference 2 Application Number Email ID

1. I agree for the debit of mandate processing charges by the bank whom I am authorising 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 understood that I
am authorised to cancel/amend this mandate by appropriately communicating the cancellation/ amendement request to the user entity/ corporate or the bank where I have authorised the debit.

PERIOD Maximum period of validity of this mandate is 40 years only

From

To Signature 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
Term & Conditions

1. SIP Modification Request shall be construed as Cease of Existing SIP & Registration of a fresh SIP. Hence, the load structure prevailing at the time of registration of SIP Modification
Request, will be applicable.

2. Modification Form has to be submitted at least 28 days prior to the next SIP installment date.

3. SIP Modification 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.

4. If the investor submits request for SIP Modification 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 SIP Modification details request.

5. Incase your existing SIP has been registered through the OTM Mandate, then you need not fill the OTM section of this form again, unless you intend to increase the amount
registered as per existing OTM. Else, you will have to mandatorily fill the OTM section of this form, to effect any change in your existing SIP.

6. SIP Modification Request shall be liable for rejection if there is any discrepancy or if the form is not duly filled.

7. For Kotak ELSS Tax Saver Fund, SIP Top - Up will be available only under fixed option, for Min. Rs. 500 and in multiples of Rs. 500 thereafter.

8. Modification of SIP Top-up amount is not possible, alternatively investor will have to cancel the existing facility and start a new SIP with modified date.