KIM & OD COVER - Tata Mutual Fund

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To be used only if the Investor does not currently have a PAN No. and wishes to apply for the same. Investors should attach copy of the duly filled Form along with application for subscription in TIGIF. Form No. 49A Sr. No.: Form No. ITS 49A Application for Allotment of permanent Account Number Under Section 139A of the Income Tax Act, 1961 (To avoid mistake(s), please follow the accomplying instructions and examples carefully before filling up the form) Please () as applicable To The Assessing Officer Ward/Circle Range Area Code AO Type Range Code AO No. Only ‘Individuals’ to affix recent photograph (3.5 cm x 2.5 cm) Commissioner Sir, I/We hereby request that a permanent account number be allotted to me/us. I/We give below necessary particulars: Signature / Left Thumb impression 1. Full Name (Full expanded name: initials are not permitted) Title: Shri Smt. Kumari M/s Last Name/Surname: First Name: Middle Name: 2. Name you would like printed on the card: 3. Have you ever been known by any other name Yes No If yes, please give that other name (Full expanded name: initials are not permitted) Title: Shri Smt. Kumari M/s Last Name/Surname: First Name: Middle Name: 4. Father's Name Only ‘Individual’ applicants : Even married women should give father's name only) Last Name/Surname: First Name: Middle Name: 5. Address (O) Office Address:(Name of office) (R) Residential Address Name of Office Flat/Door/Block No. Flat/Door/Block No. Name of Premises/Building/Village Name of Premises/Building/Village Road/Street/Lane/Post Office Road/Street/Lane/Post Office Area/Locality/Taluka/Sub-Division Area/Locality/Taluka/Sub-Division Town/City/District Town/City/District State/Union Territory State/Union Territory Pin (Indicating PIN is mandatory) Pin(Indicating PIN is mandatory) 6. Address for communication Residential Office 7. Telephone: STD Code: Tel. No.: e-mail ID 8. Sex (For ‘Individual Applicants only) Male Female 9. Status of the Applicant Individual (P) Firm (F) Body of Individuals(B) Hindu Undivided Family (H) Association of Persons (A) Local Authority (L) Company(C) Association of Persons (Trusts) (T) Artificial Juridical Person (J) 10. Date of Birth/Incorporation/Agreement/Partnership or Trust Deed/Formation of Body of Individuals/Association of Persons: DD - MM - YYYY 11. Registration Number (In case of Firms, Companies etc.) : 12. Whether citizen of India Yes No 13. (a) Are you a salaried employee If yes, indicate Government Others Name of the organisation where working: __________________________________________________________________________ (b) If you are engaged in a business/ profession, indicate nature of business or profession and the relevant code : ____________________ __________________________________________________________________________________________________________ (c) If you are not covered by (a) or (b) above, indicate sources of income, if any. ______________________________________________ 14. Full name, address of the Representative Assessee, who is assessable under the Income Tax Act in respect of the person, whose particulars have been given in column 1 to 13. Full Name (Full expanded name: initials are not permitted) Title: Shri Smt. Kumari M/s Last Name/Surname: First Name: Middle Name: Flat/Door/Block No. ___________________ Name of Premises/Building/Village ________________________________________________ Road / Street / Lane / Post Office _______________________________________________________ Area / Locality / Taluka / Sub-Division ___________________________ Town / City / District _________________________ State / Union Territory ________________________ Pin (Indicating PIN is mandatory) ________________________ 15. I/We have enclosed: ___________________________ as proof of identity and ________________________________ as proof of address. I/We __________________________________________________________,the applicant, do hereby declare that what is stated above is true to the best of my/our information and belief. Verified today, the : D D M M Y Y Y Y Signature / Left Thumb Impression of Applicant (inside the box)
Key Information Memorandum & Application Form TATA INDO-GLOBAL INFRASTRUCTURE FUND Sr. No.: (A 3-Years close ended equity fund with an automatic conversion into an open ended scheme on expiry of 3-Years from the date of allotment) OFFER OF UNITS TO RESIDENTS AND NON RESIDENTS AT FACE VALUE OF RS. 10 EACH Refer complete scheme details/instructions while filling in application form in English BLOCK LETTERS. Tick () whichever is applicable. Strike out which is not required. BROKER/AGENT CODE SUB-BROKER CODE BANK/BRANCH SERIAL NO. CHOOSE THE OPTION FOR MAKING INVESTMENTS Growth Default Option: Growth UNITHOLDER INFORMATION Name of First Applicant PAN (Refer Instruction - D) Name of Guardian (in case first Applicant is Minor) PAN (Refer Instruction - D) Enclosed: Copy of PAN Card Form 49A Acknowledgement Copy Form 60/61 Status: RI NRI Contact Person (in case of company) Mailing Address (PO Box Address is not sufficient) (Indian Address in case of NRIs/FIIs) Pin Code City State Country Email ID of First Applicant_____________________________________________________________________________________________________ I/ We Wish to receive Account Statement / Annual Report / Other communication through Email in lieu of the physical copy of the same Yes No Contact Particulars Telephone : Office Fax Residence Mobile No. Are you applying as Overseas Address (Mandatory for NRI/FII appilcations in addition to mailing address) Occupation Agriculture Business Service Professional Housewife Retired Student Other_________ Mode of Holding Name of Second Applicant PAN (Refer Instruction - D) Name of Third Applicant PAN (Refer Instruction - D) Resident Individual NRI/NRO NRI/NRE AOP FII Body Corporate Trust Partner Public Ltd. Co. On behalf of Minor HUF FOF City Dividend Payout * Dividend Reinvestment Please mention your name as it appears in your Bank Account Date of Birth D D M M Y Y Y Y Enclosed: Copy of PAN Card Form 49A Acknowledgement Copy Form 60/61 Status: RI NRI Proprietorship BOI Pvt. Ltd. Co. Societies Others_______________ Single Joint Anyone or Survivor Existing Folio No. (if any):____________ *Dividend Reinvestment facility will be available after conversion into an open ended scheme. Pin Code Country Default Option: Joint. Enclosed: Copy of PAN Card Form 49A Acknowledgement Copy Form 60/61 Status: RI NRI Enclosed: Copy of PAN Card Form 49A Acknowledgement Copy Form 60/61 Status: RI NRI BANK ACKNOWLEDGEMENT SLIP TATA INDO-GLOBAL INFRASTRUCTURE FUND Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain Mumbai - 400001. Sr. No.: Received from Mr. / Ms ......................................................................................................................................... an application for purchase of units of Tata Indo-Global Infrastructure Fund (Gross investment amount) Rs. .......................................... (Rupees in words......................................................................................................................................................................................................................... ................................................................. ) Cheque / Demand Draft No. ...................................... dated....................................drawn on .......................................Bank....................................... Branch for Rs. ................................(Cheques/Drafts are subject to realisation). Acknowledgement Stamp ACKNOWLEDGEMENT SLIP TATA INDO-GLOBAL INFRASTRUCTURE FUND Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain Mumbai - 400001. Received from Mr. / Ms ......................................................................................................................................... an application for purchase of units of Tata Indo-Global Infrastructure Fund (Gross investment amount) Rs. .......................................... (Rupees in words......................................................................................................................................................................................................................... ................................................................. ) Cheque / Demand Draft No. ...................................... dated....................................drawn on .......................................Bank....................................... Branch for Rs. ................................(Cheques/Drafts are subject to realisation). All communication may please be addressed to Computer Age Management Services Pvt Ltd., CAMS Unit: Tata Mutual Fund 178/10, Kodambakkam High Road, Nungambakkam, Chennai - 600 034 by quoting First applicant name, application Sr. No., Name of the scheme. Sr. No.: Acknowledgement Stamp
Page 2 and 3: Investment Objective The investment
Page 4 and 5: within a period of 3 months prior t
Page 8 and 9: APPLICATION MONEY DETAILS (Cheque /
Page 10 and 11: a) Form to be filled legibly in BLO
Page 12: KOTAK MAHINDRA BANK LTD. NFO COLLEC

KIM & OD COVER - Tata Mutual Fund

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