My Money Mitra

LIC Forms

Form Name Download
300 Download Now
340 Download Now
360 Download Now

Mutual Fund Common Forms

Mutual Fund Common Forms Download Link
Simply-Save-Registration-Form-NEW Download Now
SIP CSIP NACH OTM Form 151117 Editable Version(1) Download Now
SIP-Insure-Application-Full-Form-with-kim Download Now

MFU Forms

MFU Forms Download Link
CANEezz for Individual Investors:
A condensed 2 page CAN Registration Form with provision for 3 Bank Mandates
Print Version - Print, fill, sign and submit CANEezz - Individual Form
Fillable Version - Fill, print, sign and submit CANEezz - Individual Form (Fillable)
PayEezz Mandate Forms:
Use these forms to register PayEezz Mandate along with the CAN Registration
Print Version - Print, fill, sign and submit PayEezz Registration Form
Fillable Version - Fill, print, sign and submit PayEezz Registration Form (Fillable)
CRF-Individual Download Now
CRF-NonIndividual Download Now
CTF-Purchase Download Now
CTF-SIP Download Now
NCT-Contact-Details-Non-Individual Download Now
NCT-Mandate Download Now
PayEezz-Mandate Download Now

KYC Registration / Modification Forms

Forms Download Link
Individual Investors
New Individual investors willing to register KYC afresh or modify their existing CKYC records have to download and fill this CKYC form CKYC Registration Form - Individual
New Individual investors who are already KRA-KYC compliant can fill this supplementary CKYC Form to upgrade their KYC to CKYC CKYC Supplementary Form - Individual
Non - Individual Investors
Non-Individual investors willing to register KYC afresh have to download and fill this KRA-KYC form along with the annexure

(Currently CKYC Registration is not yet enabled for Non-Individual Investors)

KYC Registration - Non Individual

KYC Registration - Annexure for Non Individual Investors
Non-Individual investors willing to upgrade to KRA-KYC or modify their existing KRA-KYC records can download and fill this form

(Currently CKYC Registration is not yet enabled for Non-Individual Investors)

KYC Modification Form - Non Individual

Additional KYC, FATCA, CRS & UBO declaration Forms

Forms Download Link
To submit the Additional KYC, FATCA, CRS declarations for Individual investors, download this form FATCA-CRS-Addl KYC Declaration-Individual
To submit the Additional KYC, FATCA, CRS & UBO declarations for Non-Individual investors, download this form FATCA-CRS-UBO-Addl KYC Declaration-Non Individual

PayEezz Mandate Registration Forms

Forms Download Link
To register for PayEezz facility, use this form PayEezz Registration Form
New Investors may also download and use the fillable PayEezz Mandate form PayEezz Registration - Fillable Form
Instructions for filling the PayEezz Mandate form PayEezz Instructions

CAN Transaction Forms

Forms Download Link
For multiple purchase transactions in schemes across Mutual Funds, download this form CTF-Purchase
CTF-Purchase-Fillable
For multiple redemption transactions in schemes across Mutual Funds, download this form CTF-Redemption
CTF-Redemption-Fillable
For multiple switch transactions with each switch between schemes of the same Mutual Fund, download this form CTF-Switch
CTF-Switch-Fillable
For multiple SIP registrations in schemes across Mutual Funds, download this form and submit it along with a PayEezz registration form for debiting your bank account CTF-SIP Registration
CTF-SIP-Fillable

PayEezz Registration Form
For multiple STP registrations in schemes across Mutual Funds, download this form CTF-STP Registration
For multiple SWP registrations in schemes across Mutual Funds, download this form CTF-SWP Registration
Where payments are made by a third party for the investments, download and submit this form along with the Purchase / SIP transaction form Third Party Declaration

Folio Transaction Forms

Forms Download Link
For multiple purchase transactions in schemes of a single Mutual Fund, download this form FTF-Purchase
For multiple redemption transactions in schemes of a single Mutual Fund, download this form FTF-Redemption
For multiple switch transactions between schemes of a single Mutual Fund, download this form FTF-Switch
Where payments are made by a third party for the investments, download and submit this form along with the Purchase / SIP transaction form Third Party Declaration

Service Requests

Forms Download Link
To register for PayEezz facility under CAN, download this form PayEezz Registration form
To submit changes to the Bank details registered under the CAN, download this form Change of Bank Mandate(s) form
To submit changes to the Depository Account details registered under the CAN, download the form Change of Depository Account Form
To submit changes to the Contact details (Individual Investors) registered under the CAN, download the form Change of Contact Details (Individual) Form
To submit changes to the Contact person/details (Non-Individual Investors) registered under the CAN, download the form Change of Contact Details (Non-Individual) Form
To submit changes to the Additional KYC details (Individual Investors) registered under the CAN, download the form Change of Additional KYC Details (Individual) Form
To submit changes to the Additional KYC details (Non-Individual Investors) registered under the CAN, download the form Change of Additional KYC Details (Non-Individual) Form
To change / update / cancel the existing nominations or to register fresh nominee(s), download this form New Nomination Form
To lodge a complaint or query or provide a feedback, download this form Complaint / Feedback / Query form

BSE Forms

BSE Forms Download Link
bse Bank_Mandate Download Now
bse ifo Download Now

Challan Forms

Name Form
For depositing Advance tax, Self Assessment tax, Tax on Regular Assessment, Surtax, Tax on Distributed Profits of Domestic Company and Tax on Distributed income to unit holders. 280
For depositing TDS/TCS by company or non company deductee. 281
For depositing Securities transaction tax, Estate duty, Wealth-tax, Gift-tax, Interest-tax, Expenditure/other tax and Hotel Receipt tax. 282
For depositing banking cash Transaction Tax and FBT 283
For Depositing taxes under Black Money 284

Income Tax Forms

Form Name Download
For person including companies required to furnish return under section 139(4A) or section 139(4B) or section 139(4C) or section Download Now
For Companies other than companies claiming exeption under section 11 Download Now
For person other than, - (i) individual, (ii) HUF, (iii) Company and (iv) person filing Form ITR-7 Download Now
For Individuals having Income from Salary & InterestT Download Now
For Individuals & HUFs not having Income from Business or Profession Download Now
For Individuals & HUFs not having Income from Business or Profession and Capital Gains and who do not hold foreign assets Download Now
For Individuals / HUFs being partners in firms and not carrying out business or profession under any proprietorship Download Now
For Individuals & HUFs having Income from a proprietory business or profession Download Now
Acknowledgement Download Now

Pan Forms

Form Name Download Link
PAN49A PAN form Download Now
PAN change form Download Now

TAN Forms

Form Name Download Link
TAN Change form Download Now
TAN 49B form Download Now