(To be signed by All Applicants if mode of operation is Joint)

Signature(s)

Name of First Unit Holder Name of Second Unit Holder

First Applicant Second Applicant

Third Applicant

Name of Third Unit Holder

I/We hereby authorise Aditya Birla Sun Life Mutual Fund and their authorised service provider to debit the above bank account by NACH/ Auto Debit Clearing for collection of SIP payments. I/We understand that the

information provided by me/us may be shared with third parties for facilitating transaction processing through NACH/ Auto Debit Clearing or for compliance with any legal or regulatory requirements. I/We hereby declare

that the particulars given above are correct and complete and express my/our willingness to make payments referred above through participation in NACH/ Auto Debit. If the transaction is delayed or not effected at all for

reasons of incomplete or incorrect information, I/We will not hold ABSLAMC/MF or their appointed service providers or representatives responsible. I/We will also inform, about any changes in my bank account

immediately. I/We undertake to keep sufficient funds in the funding account on the date of execution of standing instruction. I/We have read and agreed to the terms and conditions mentioned overleaf. The ARN holder

has disclosed to me/us all the commissions (in the form of trail commission or any other mode), payable to him for the different competing Schemes of various Mutual Funds from amongst which the Scheme is being

recommended to me/us.

"I / We acknowledge that the RIA has entered into an agreement with the AMC / MF for accepting transaction feeds under the code. I / We hereby indemnify, defend and hold harmless the AMC / MF against any

regulatory action, damage or liability that they may suffer, incur or become subject to in connection therewith or arising from sharing, disclosing and transferring of the aforesaid information."

For Micro SIP only: I hereby declare that I do not have any existing Micro SIPs which together with the current application in rolling 12 month period or in financial year i.e. April to March will result in aggregate investments

exceeding ` 50,000 in a year. (refer Instruction no: B-16).

DECLARATION(S) & SIGNATURE(S)

Transaction Charges for Applications routed through Distributors/agents only (Refer Instruction C-7)

In case the subscription (lumpsum) amount is 10,000/- or more and your Distributor has opted to receive Transaction Charges, 150/- (for first time mutual fund investor) or 100/- (for investor

other than first time mutual fund investor) will be deducted from the subscription amount and paid to the distributor. Units will be issued against the balance amount invested.

` ` `

Date

Employee Unique ID. No. (EUIN)

Sub Broker Code

Sub Broker Name & ARN/ RIA No.Distributor Name & ARN/ RIA No.

EUIN is mandatory for “Execution Only” transactions. Ref. Instruction No. C-3

I/we hereby confirm that the EUIN box has been intentionally left blank my 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.

First Applicant / Authorised Signatory

Second Applicant

Third Applicant

D D

M M Y Y Y Y

SIP 03/18 – V1

MUTUAL FUNDS

Aditya Birla Sun Life Mutual Fund

SIP Facility Application Form

INVESTMENT DETAILS (Refer Instruction B)

SIP Frequency

Monthly

From:

5 years

To:

10 years

15 years

31/12/99

Others

Step Up (OPTIONAL - and available

only for SIP Investments through NACH)

Step Up Amount:

500/- 1000/-

Other (In multiple of 500/-) ________________

Step Up Frequency:

Half Yearly

Yearly

*Step Up Max Amount: ________________

FIRST / SOLE APPLICANT INFORMATION (MANDATORY)

NAME OF FIRST / SOLE APPLICANT

Mr. Ms.

M/s.

Cheque Date Cheque No. Amount

First Installment

Drawn on Bank and Branch

SCHEME NAME

ABSL

PLAN

OPTION

SIP Installment Amount

Weekly __________________ (Please mention any day between Monday to Friday)

SIP Date

Tenure

M M Y Y YY

Date

D D M M Y Y Y Y

UMRN

Office use only

Sponsor Bank Code

Office use onlyUtility Code

I/We hereby authorize: to debit (tick✓) SB / CA / CC / SB-NRE / SB-NRO / Other

Bank A/c No.:

With

Bank:

Bank Name & Branch

IFSC OR MICR

an amount of Rupees

Reference 1

Reference 2

Folio No:

Appln No:

Mobile

Email:

PERIOD

From

Until Cancelled

1. Sign .............................................................. 2. Sign .............................................................. 3. Sign ..............................................................

Name as in bank records (mandatory) Name as in bank records (mandatory) Name as in bank records (mandatory)

CREATE

MODIFY

CANCEL

(tick✓)

DEBIT MANDATE-ONE TIME MANDATE / NACH / AUTO DEBIT

[Applicable for Lumpsum Additional Purchases as well as SIP Registrations] Please attach a cancelled cheque/cheque copy.

Declaration: This is to confirm that the declaration has been carefully read, understood & made by me/us. I am authorizing Aditya Birla Sun Life Mutual Fund to debit my

account based on the instructions as agreed and signed by me. I have understood that I am authorised to cancel/amend this mandate by appropriately communicating

the cancellation/amendment request to Aditya Birla Sun Life Mutual Fund or the bank where I have authorised the debit.

ADITYA BIRLA SUN LIFE MUTUAL FUND

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 bank.

FREQUENCY

Monthly Quarterly Half Yearly Yearly As & when presented

1 1

2 2

9 9

DEBIT TYPE Fixed Amount Maximum Amount

Existing Investor Folio No.

Application No.

(*MANDATORY)

Use existing One Time Mandate

(To be filled in case of more than one OTM registration)

Bank Name

A/c No.

(any date between 1-28)

(PLEASE READ THE INSTRUCTIONS BEFORE FILLING UP THE FORM.)

M M Y Y YY

Mutual Fund India

Mutual Funds India

Mutual Fund India

INSTRUCTIONS FOR ONE TIME MANDATE FORM

• Investors who have already submitted an NACH/AUTO DEBIT form or already registered for NACH/AUTO DEBIT facility should not submit NACH/AUTO DEBIT

form again as NACH/AUTO DEBIT registration is a one-time process only for each bank account. However, if such investors wish to add a new bank account

towards OTM facility may fill the form.

• Investors, who have not registered for NACH/AUTO DEBIT facility, may fill the NACH/AUTO DEBIT form and submit duly signed with their name mentioned.

• Mobile Number and Email Id: Unit holder(s) should mandatorily provide their mobile number and email id on the mandate form. Where the mobile number and

email id mentioned on the mandate form differs from the ones as already existing in the folio, the details provided on the mandate will be updated in the folio. All

future communication whatsoever would be, thereafter, sent to the updated mobile number and email id.

• Unit holder(s) need to provide along with the mandate form an original cancelled cheque (or a copy) with name and account number pre-printed of the bank

account to be registered or bank account verification letter for registration of the mandate failing which registration may not be accepted. The Unit holder(s)

cheque/ bank account details are subject to third party verification.

• Investors are deemed to have read and understood the terms and conditions of NACH/AUTO DEBIT Facility, SIP registration through NACH/AUTO DEBIT facility,

the Scheme Information Document, Statement of Additional Information, Key Information Memorandum, Instructions and Addenda issued from time to time of

the respective Scheme(s) of Aditya Birla Sun Life Mutual Fund.

• Date and the validity of the mandate should be mentioned in DD/MM/YYYY format

• Please mention the amount in figures and words.

• Please fill all the required details in the Debit Mandate Form for NACH/Auto Debit. The sole/first holder must be one of the holders in the bank account.

• The UMRN, the Sponsor Bank Code and the Utility Code are meant for office use only and need not be filled by the investors.

• The 9 digit MICR and the 11 digit IFSC are mandatory requirements without which your SIP applications will be rejected. You should find these codes on your

cheque leaf.

Website : www.adityabirlasunlifemf.com | E-mail : care.mutualfunds@adityabirlacapital.com | Contact Centre : 1-800-270-7000

INTENTIONALLY LEFT BLANK

Mutual Fund India