Tata Mutual Fund Forms Download

Tata Mutual Fund Forms Download (PDF)

This page lists the Tata Mutual Fund forms we keep ready for investors: Common Application Form, SIP Registration Form, OTM / NACH Bank Mandate, Common Transaction Form, STP / SWP Form, SWP Form. Each PDF carries our distributor code ARN-50844, so you can fill it and submit it directly. Looking for another fund house? See all mutual fund forms by AMC.

Note: Forms are published by the AMC and can be revised by it from time to time. Please check the AMC’s website for the latest version before submitting. Mutual fund investments are subject to market risks. Read all scheme related documents carefully.

Tata Mutual Fund forms available

ARN-50844 pre-filledCommon Application Form

For new investors – lumpsum purchase / first investment in any scheme of the AMC.

⬇ Download PDF (581 KB)

ARN-50844 pre-filledSIP Registration Form

Start a new SIP (Systematic Investment Plan) with bank auto-debit (NACH/OTM).

⬇ Download PDF (119 KB)

OTM / NACH Bank Mandate

One-time bank mandate so future SIPs and purchases are auto-debited from your bank.

⬇ Download PDF (279 KB)

ARN-50844 pre-filledCommon Transaction Form

For existing investors – additional purchase, redemption, switch and other requests.

⬇ Download PDF (124 KB)

ARN-50844 pre-filledSTP / SWP Form

⬇ Download PDF (122 KB)

SWP Form

Systematic Withdrawal Plan – get regular monthly/quarterly payouts.

⬇ Download PDF (104 KB)

How to fill and submit Tata Mutual Fund forms

Complete your KYC if it is not already done (see our KYC form guide).
Download the form you need from this page and print it.
Fill it in block letters and sign where indicated. Attach a cancelled cheque or bank proof where the form asks for it (for example SIP auto-debit mandates).
Submit it at an AMC or RTA (CAMS/KFintech) service centre, or send it to us and we will help you submit it.

Frequently asked questions

Where can I download Tata Mutual Fund forms? ▼

You can download the Tata Mutual Fund forms listed on this page as PDFs, with the distributor code ARN-50844 already printed. The forms are published by the AMC; for the latest version, also check the AMC’s own website before you submit.

Which Tata Mutual Fund form should I use? ▼

The description under each form on this page says what it is for. New investors usually need the application form, existing investors with a folio use the transaction form, and SIP, STP and SWP forms are for those specific services.

Do I need KYC before filling a Tata Mutual Fund form? ▼

Yes. Mutual fund investments require a completed KYC. Keep your PAN, address proof and a cancelled cheque or bank proof ready.

Can you help me fill the Tata Mutual Fund form? ▼

Yes. Binod Kumar Shukla, an AMFI-registered Mutual Fund Distributor (ARN-50844), helps investors in Delhi NCR with form filling and submission. You can call 9911581705 or message on WhatsApp.

Need help choosing or filling the right Tata Mutual Fund form? Binod Kumar Shukla, AMFI-registered Mutual Fund Distributor (ARN-50844).

Call 9911581705 Book a consultation