SIP ENROLMENT CUM ONE TIME DEBIT MANDATE FORM

New investors subscribing to the scheme through SIP must submit this Form alongwith Common Application Form

Upfront commission shall be paid directly by the investor to the AMFI registered Distributors based on the investors’ assessment of various factors including the service rendered by the distributor

ARN & Name of Distributor

Branch Code

(only for SBG)

EUIN*

(Employee Unique Identication Number)

Sub-Broker ARN Code

Reference No.

Declaration for “execution-only” transaction (only where EUIN box is left blank) :* I/We hereby conrm that the EUIN box has been intentionally left blank by me/us as this is an “execution-only” transaction without any interaction or advice by the employee/

relationship manager/sales person of the above distributor or notwithstanding the advice of in-appropriateness, if any, provided by the employee/relationship manager/sales person of the distributor and the distributor has not charged any advisory fees on this transaction.

SIGNATURE(S)

Applicant / Guardian / Authorised Signatory

Applicant / Authorised Signatory

Sub-Broker Code

Folio No./Application No.

Name of 1

Applicant

SIP 1

Cheque No/s :

INVESTOR DETAILS

DECLARATION : I/We hereby declare that the particulars given in this mandate form are correct and express my willingness to make payments towards investment in the schemes of SBI Mutual Fund.

I/We hereby confirm and declare that the monies invested by me in the schemes of SBI Mutual Fund do not attract the provisions of Foreign Contribution Regulations Act (“FCRA”).

I/We are aware

that SBI Mutual Fund and its service providers and bank are authorized to process transactions by debiting my/our bank account through Direct Debit / NACH facility. If the transaction is delayed or

not effected for reasons of incomplete or incorrect information, I/We would not hold the user institution responsible. I/We will also inform SBI Mutual Fund/RTA about any changes in my/our bank

account. I/We confirm that the aggregate of the lump sum investment (fresh purchase & additional purchase) and SIP installments in rolling 12 months period or financial year i.e. April to March does

not exceed Rs. 50,000/- (Rupees Fifty Thousand) (applicable for “Micro investments” only). 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 have read, understood and agreed to

the terms and conditions and contents of the SID, SAI, KIM and Addenda issued from time to time of the respective Scheme(s) of SBI Mutual Fund. I/We hereby authorize the bank to honour such

payments for which I/We have signed and endorsed the Mandate Form.

In case the subscription amount is Rs. 10,000/- or more and if your Distributor has opted to receive Transaction Charges, Rs. 150/- (for rst time mutual fund investor) or Rs. 100/- (for investor other than

rst 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.

TRANSACTION CHARGES FOR APPLICATIONS THROUGH DISTRIBUTORS/AGENTS ONLY

S-2802/18

Top-up Amount Rs.

(in multiples of Rs. 500 only)

Bank A/c No

Bank Name

Top-up Frequency

1 2

Scheme Name

Plan

Each SIP

Instalment Amount (`)

SIP Period

Option

Dividend Facility

SIP Frequency

SIP Date

(for Monthly, Quarterly,

Half-Yearly & Annual)

Weekly (1

, 8

, 15

and 22

)

Quarterly

Monthly (Default)

Half - Yearly

Half - Yearly Half - Yearly

Annual

Annual Annual

Weekly (1

, 8

, 15

and 22

)

Quarterly

Monthly (Default)

Weekly (1

, 8

, 15

and 22

)

Quarterly

Monthly (Default)

Regular

Direct

Growth

Dividend

Reinvest

Payout

Frequency

Regular

Direct

Growth

Dividend

Reinvest

Payout

Frequency

Regular

Direct

Growth

Dividend

Reinvest

Payout

Frequency

Half - Yearly

Annual

Half - Yearly

Annual

Half - Yearly

Annual

UMRN

Date

M M Y Y Y Y

Sponsor Bank Code

Utility Code

I/We, hereby authorize SBI Mutual Fund

To debit

(Please ✓ )

SB / CA / CC / SB-NRE / SB-NRO / Other

Bank A/c No.

CREATE

CANCEL

MODIFY

with Bank

IFSC

an amount of Rupees

FREQUENCY: Weekly Monthly Quarterly As & when presented DEBIT TYPE : Fixed Amount Maximum Amount

Folio No.:

Appln No. :

Moblie No.:

Email ID:

Name as in Bank records



Bank Name

This is to conrm that the declaration has been carefully read, understood & made by me/us. I am authorizing the User entity/Corporate to debit my account, based on the instruction as agreed and signed by me.

I have understood that I am authorized 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.

OR MICR

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.

Signature of 1

Bank Account Holder

Name as in Bank records

Signature of 3

Bank Account Holder

Name as in Bank records

Signature of 2

Bank Account Holder



Use Existing One Time Debit Mandate (if already registered in the Folio)

ONE TIME DEBIT MANDATE FORM (OTM)

15 yrs

5 yrs

(Select any one)

3 yrs

10 yrs

Perpetual

(Default)

From

M M Y

Y Y Y

M M Y

Y Y Y

15 yrs

5 yrs

3 yrs

10 yrs

Perpetual

(Default)

From

M M Y

Y Y Y

M M Y

Y Y Y

15 yrs

5 yrs

3 yrs

10 yrs

Perpetual

(Default)

From

M M Y

Y Y Y

M M Y

Y Y Y

Until cancelled

PERIOD

From

3 1 1 2 2 0 9 9

TOP-UP SIP

(Default)

(For February, last business day)

_____________

(Any other date from 1

to 30

)

(Default)

(For February, last business day)

_____________

(Any other date from 1

to 30

)

(Default)

(For February, last business day)

_______________

(Any other date from 1

to 30

)

(Select any one)

QFund.in

Mutual Fund India

INSTRUCTIONS TO FILL ONE TIME DEBIT MANDATE (OTM)

1. Investors who have already submitted One Time Debit Mandate (OTM) form or already registered for OTM facility

should not submit OTM form again as OTM registration is a one-time process only for each bank account in the Folio.

However, if such investors wish to add a new bank account towards OTM facility may submit the new OTM form.

2. Investors, who have not registered for OTM facility, may ll the OTM form and submit duly signed with their name

mentioned (as per bank records).

3. Alongwith OTM, investors should enclose an original CANCELLED cheque (or a copy) with name and account number

pre-printed of the bank account to be registered failing which registration may not be accepted.

4. First applicant / unitholder must be one of the account holder in the bank account. Investor’s cheque / bank account

details are subject to third party validation.

5. Investors are deemed to have read and understood the terms and conditions of Systematic Investment Plan mentioned

in SID, SAI & KIM of the respective Scheme(s) of SBI Mutual Fund.

6. UMRN, Sponsor Bank Code and Utility Code are meant for Ofce use only and need not be lled by investors.

7. Please mention OTM date and OTM “From date” in DDMMYYYY format.

8. For the convenience of the investors the frequency of the mandate mentioned as “As and When Presented” and OTM

“To Date” mentioned as “31 12 2099”.

9. Please provide all the information / details in the OTM.

Mandatory information to be provided in One Time Debit Mandate (OTM):

• Date of Mandate

• Bank A/c Type

• Bank A/c No. (please enclose CANCELLED cheque leaf)

• Bank Name

• IFSC and/or MICR Code

• Maximum Amount (Rupees and Words)

• Mandate From date

• Signature/s of account holders in bank records

• Name/s of account holders as in bank records

Mutual Fund India